Purchases and Sales Made in Q4 2023 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q4 2023. The information is specifically focused on institutions that hold shares of PAYCHEX INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
25New |
$2.72K - $3.22K
|
25
$3.69K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
24+ 0.24% |
$2.61K - $3.09K
|
10.1K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
24+ 0.52% |
$2.61K - $3.09K
|
4.62K
$683K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 1.21% |
$2.5K - $2.96K
|
1.93K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
23+ 0.63% |
$2.5K - $2.96K
|
3.7K
$547K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23New |
$2.5K - $2.96K
|
23
$3.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
23New |
$2.5K - $2.96K
|
23
$3.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
22New |
$2.39K - $2.83K
|
22
$3.25K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
21+ 0.63% |
$2.29K - $2.7K
|
3.38K
$499K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
21+ 1.14% |
$2.29K - $2.7K
|
1.86K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20+ 0.09% |
$2.18K - $2.58K
|
23.3K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
20New |
$2.18K - $2.58K
|
20
$2.95K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
18+ 0.49% |
$1.96K - $2.32K
|
3.72K
$549K
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
17+ 0.6% |
$1.85K - $2.19K
|
2.85K
$421K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.93% |
$1.85K - $2.19K
|
1.84K
$272K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
17+ 0.71% |
$1.85K - $2.19K
|
2.41K
$356K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
17New |
$1.85K - $2.19K
|
17
$2.51K
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
17+ 0.53% |
$1.85K - $2.19K
|
3.2K
$472K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
16+ 0.42% |
$1.74K - $2.06K
|
3.84K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
16+ 0.26% |
$1.74K - $2.06K
|
6.28K
$927K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.17% |
$1.63K - $1.93K
|
9K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
13+ 0.35% |
$1.42K - $1.67K
|
3.72K
$549K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
13New |
$1.42K - $1.67K
|
13
$1.92K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13+ 0.64% |
$1.42K - $1.67K
|
2.06K
$304K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
13New |
$1.42K - $1.67K
|
13
$1.92K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12+ 8.05% |
$1.31K - $1.55K
|
161
$23.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
12+ 0.05% |
$1.31K - $1.55K
|
25.2K
$3.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11+ 0.26% |
$1.2K - $1.42K
|
4.18K
$618K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.08% |
$1.2K - $1.42K
|
14.6K
$2.16M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11+ 0.26% |
$1.2K - $1.42K
|
4.18K
$618K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9+ 0.77% |
$980 - $1.16K
|
1.18K
$174K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
9+ 1.7% |
$980 - $1.16K
|
539
$79.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
9+ 0.21% |
$980 - $1.16K
|
4.2K
$620K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
8+ 0.37% |
$871 - $1.03K
|
2.18K
$321K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.16% |
$871 - $1.03K
|
5.12K
$755K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
8+ 25.0% |
$871 - $1.03K
|
40
$5.91K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
8+ 12.5% |
$871 - $1.03K
|
72
$10.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8+ 0.41% |
$871 - $1.03K
|
1.97K
$290K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 17.02% |
$871 - $1.03K
|
55
$8.12K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
7+ 0.27% |
$762 - $902
|
2.62K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
6+ 0.01% |
$653 - $773
|
115K
$17M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5+ 0.24% |
$544 - $644
|
2.1K
$311K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.36% |
$544 - $644
|
1.4K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.49% |
$544 - $644
|
1.02K
$151K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5+ 0.25% |
$544 - $644
|
2.02K
$298K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 0.76% |
$435 - $515
|
527
$77.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4+ 0.08% |
$435 - $515
|
4.94K
$730K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$435 - $515
|
4
$591
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.15% |
$327 - $386
|
2.07K
$306K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.77% |
$327 - $386
|
391
$57.7K
|