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 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-58- 1.19% |
$6.31K - $7.47K
|
4.83K
$713K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-58- 1.2% |
$6.31K - $7.47K
|
4.77K
$704K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-59- 12.47% |
$6.42K - $7.6K
|
414
$61.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-60- 1.97% |
$6.53K - $7.73K
|
2.98K
$440K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-60- 1.65% |
$6.53K - $7.73K
|
3.57K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-60- 0.31% |
$6.53K - $7.73K
|
19.2K
$2.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-61- 2.55% |
$6.64K - $7.86K
|
2.33K
$344K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-61- 3.31% |
$6.64K - $7.86K
|
1.78K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-61- 0.27% |
$6.64K - $7.86K
|
22.6K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-61Closed |
$6.64K - $7.86K
|
0
$0
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-61- 1.12% |
$6.64K - $7.86K
|
5.39K
$796K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-62- 3.61% |
$6.75K - $7.98K
|
1.66K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-63- 2.12% |
$6.86K - $8.11K
|
2.91K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-64- 46.38% |
$6.97K - $8.24K
|
74
$10.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-65- 2.7% |
$7.08K - $8.37K
|
2.34K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-65- 81.25% |
$7.08K - $8.37K
|
15
$2.22K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-66- 1.21% |
$7.18K - $8.5K
|
5.41K
$799K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-67- 3.76% |
$7.29K - $8.63K
|
1.72K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-67- 0.94% |
$7.29K - $8.63K
|
7.08K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-70- 0.02% |
$7.62K - $9.02K
|
310K
$45.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-70- 2.0% |
$7.62K - $9.02K
|
3.43K
$507K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-71- 42.26% |
$7.73K - $9.14K
|
97
$14.3K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-71- 3.47% |
$7.73K - $9.14K
|
1.98K
$292K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-73- 3.33% |
$7.95K - $9.4K
|
2.12K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-74- 2.13% |
$8.06K - $9.53K
|
3.4K
$502K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-75- 0.5% |
$8.16K - $9.66K
|
15K
$2.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-75- 50.0% |
$8.16K - $9.66K
|
75
$11.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-76- 0.83% |
$8.27K - $9.79K
|
9.08K
$1.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-77- 3.04% |
$8.38K - $9.92K
|
2.46K
$363K
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-78- 1.69% |
$8.49K - $10K
|
4.55K
$672K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-78- 5.09% |
$8.49K - $10K
|
1.46K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-79- 3.35% |
$8.6K - $10.2K
|
2.28K
$336K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-80- 0.63% |
$8.71K - $10.3K
|
12.7K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-80- 4.31% |
$8.71K - $10.3K
|
1.78K
$262K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-81- 0.81% |
$8.82K - $10.4K
|
9.94K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-81- 3.25% |
$8.82K - $10.4K
|
2.41K
$356K
|
|
|
Feb 05, 2024
Q4 2023
|
Palmer Knight CO
|
SELL
|
- |
-82- 0.16% |
$8.93K - $10.6K
|
50.1K
$7.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-85- 1.55% |
$9.25K - $10.9K
|
5.41K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-85- 0.1% |
$9.25K - $10.9K
|
81.5K
$12M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-86- 1.64% |
$9.36K - $11.1K
|
5.17K
$763K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-86- 3.06% |
$9.36K - $11.1K
|
2.72K
$402K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-90- 0.39% |
$9.8K - $11.6K
|
23K
$3.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-90Closed |
$9.8K - $11.6K
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-94- 1.04% |
$10.2K - $12.1K
|
8.98K
$1.33M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-94- 50.81% |
$10.2K - $12.1K
|
91
$13.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-94- 2.34% |
$10.2K - $12.1K
|
3.93K
$580K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-95- 4.11% |
$10.3K - $12.2K
|
2.21K
$327K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-95- 3.22% |
$10.3K - $12.2K
|
2.86K
$422K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-95- 3.59% |
$10.3K - $12.2K
|
2.55K
$377K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-96- 1.75% |
$10.5K - $12.4K
|
5.39K
$796K
|