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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-20- 0.47% |
$2.18K - $2.58K
|
4.23K
$619K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-20- 0.47% |
$2.18K - $2.58K
|
4.21K
$616K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-20- 8.33% |
$2.18K - $2.58K
|
220
$32.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-23- 0.73% |
$2.5K - $2.96K
|
3.12K
$456K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-23- 9.27% |
$2.5K - $2.96K
|
225
$32.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-24- 0.71% |
$2.61K - $3.09K
|
3.37K
$493K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-25- 0.63% |
$2.72K - $3.22K
|
3.95K
$578K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-25- 1.4% |
$2.72K - $3.22K
|
1.76K
$257K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-25- 0.75% |
$2.72K - $3.22K
|
3.29K
$482K
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-25- 0.65% |
$2.72K - $3.22K
|
3.82K
$559K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-25- 0.64% |
$2.72K - $3.22K
|
3.86K
$565K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-26- 1.97% |
$2.83K - $3.35K
|
1.29K
$189K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-26- 3.26% |
$2.83K - $3.35K
|
772
$113K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-30- 7.08% |
$3.27K - $3.86K
|
394
$57.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-31- 0.64% |
$3.37K - $3.99K
|
4.78K
$699K
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
SELL
|
- |
-33- 0.19% |
$3.59K - $4.25K
|
17.1K
$2.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-34- 0.82% |
$3.7K - $4.38K
|
4.11K
$601K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-35- 0.79% |
$3.81K - $4.51K
|
4.42K
$647K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-35- 1.45% |
$3.81K - $4.51K
|
2.38K
$348K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-35- 0.51% |
$3.81K - $4.51K
|
6.77K
$990K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-36- 3.11% |
$3.92K - $4.64K
|
1.12K
$164K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-36- 0.53% |
$3.92K - $4.64K
|
6.8K
$994K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-38- 0.1% |
$4.14K - $4.89K
|
37.1K
$5.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-39- 1.3% |
$4.25K - $5.02K
|
2.97K
$434K
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-40- 0.48% |
$4.35K - $5.15K
|
8.24K
$1.21M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-41- 0.73% |
$4.46K - $5.28K
|
5.57K
$815K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-42- 2.89% |
$4.57K - $5.41K
|
1.41K
$206K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-42- 1.37% |
$4.57K - $5.41K
|
3.03K
$443K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-45- 7.55% |
$4.9K - $5.8K
|
551
$80.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-45- 0.82% |
$4.9K - $5.8K
|
5.43K
$795K
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-46- 0.47% |
$5.01K - $5.92K
|
9.81K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-46- 0.6% |
$5.01K - $5.92K
|
7.65K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-47- 0.57% |
$5.12K - $6.05K
|
8.19K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-48- 4.27% |
$5.23K - $6.18K
|
1.08K
$158K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-48- 4.27% |
$5.23K - $6.18K
|
1.08K
$158K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 2.39% |
$5.44K - $6.44K
|
2.04K
$298K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-50- 2.19% |
$5.44K - $6.44K
|
2.23K
$327K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-50- 1.72% |
$5.44K - $6.44K
|
2.85K
$417K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 3.49% |
$5.44K - $6.44K
|
1.38K
$202K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-50- 0.54% |
$5.44K - $6.44K
|
9.17K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-50- 1.81% |
$5.44K - $6.44K
|
2.71K
$397K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 3.49% |
$5.44K - $6.44K
|
1.38K
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-51- 0.18% |
$5.55K - $6.57K
|
27.7K
$4.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-51- 2.5% |
$5.55K - $6.57K
|
1.99K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-52- 0.26% |
$5.66K - $6.7K
|
19.8K
$2.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-52- 0.73% |
$5.66K - $6.7K
|
7.06K
$1.03M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-53- 1.66% |
$5.77K - $6.83K
|
3.14K
$459K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-54- 0.84% |
$5.88K - $6.95K
|
6.37K
$932K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-56- 0.48% |
$6.1K - $7.21K
|
11.6K
$1.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-58- 1.19% |
$6.31K - $7.47K
|
4.83K
$706K
|