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 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-174- 3.26% |
$18.9K - $22.4K
|
5.16K
$755K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-174- 4.47% |
$18.9K - $22.4K
|
3.72K
$544K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-175- 0.62% |
$19.1K - $22.5K
|
28.2K
$4.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-176- 12.08% |
$19.2K - $22.7K
|
1.28K
$187K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-177- 2.54% |
$19.3K - $22.8K
|
6.8K
$994K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-179- 5.15% |
$19.5K - $23.1K
|
3.3K
$483K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-181- 9.72% |
$19.7K - $23.3K
|
1.68K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-182- 2.17% |
$19.8K - $23.4K
|
8.2K
$1.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-184- 7.99% |
$20K - $23.7K
|
2.12K
$310K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-188- 4.23% |
$20.5K - $24.2K
|
4.25K
$622K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-189- 0.02% |
$20.6K - $24.3K
|
880K
$129M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-189- 2.36% |
$20.6K - $24.3K
|
7.84K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-190- 2.77% |
$20.7K - $24.5K
|
6.66K
$975K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-190- 1.43% |
$20.7K - $24.5K
|
13.1K
$1.91M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-191- 3.33% |
$20.8K - $24.6K
|
5.54K
$810K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-193- 4.36% |
$21K - $24.9K
|
4.24K
$620K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-195- 9.55% |
$21.2K - $25.1K
|
1.85K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-200- 2.76% |
$21.8K - $25.8K
|
7.05K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-200- 1.86% |
$21.8K - $25.8K
|
10.5K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-202- 3.52% |
$22K - $26K
|
5.53K
$809K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-202- 0.18% |
$22K - $26K
|
110K
$16.1M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-204- 2.02% |
$22.2K - $26.3K
|
9.9K
$1.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-206- 22.74% |
$22.4K - $26.5K
|
700
$102K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-208- 29.01% |
$22.6K - $26.8K
|
509
$74.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-212- 6.18% |
$23.1K - $27.3K
|
3.22K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-212- 2.85% |
$23.1K - $27.3K
|
7.22K
$1.06M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-217- 4.71% |
$23.6K - $27.9K
|
4.39K
$643K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-218- 0.94% |
$23.7K - $28.1K
|
23K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-219- 2.15% |
$23.8K - $28.2K
|
9.99K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-221- 9.1% |
$24.1K - $28.5K
|
2.21K
$323K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-221- 1.46% |
$24.1K - $28.5K
|
14.9K
$2.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-224- 6.38% |
$24.4K - $28.8K
|
3.29K
$481K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-229- 2.75% |
$24.9K - $29.5K
|
8.09K
$1.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-229- 2.18% |
$24.9K - $29.5K
|
10.3K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-229- 0.83% |
$24.9K - $29.5K
|
27.2K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-229- 4.62% |
$24.9K - $29.5K
|
4.72K
$691K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-230- 0.12% |
$25K - $29.6K
|
188K
$27.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-232- 1.11% |
$25.3K - $29.9K
|
20.6K
$3.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-237- 6.92% |
$25.8K - $30.5K
|
3.19K
$466K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-241- 10.8% |
$26.2K - $31K
|
1.99K
$291K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-243- 0.85% |
$26.5K - $31.3K
|
28.5K
$4.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-244- 1.35% |
$26.6K - $31.4K
|
17.8K
$2.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-246- 2.99% |
$26.8K - $31.7K
|
7.97K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-260- 0.1% |
$28.3K - $33.5K
|
262K
$38.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-261- 2.47% |
$28.4K - $33.6K
|
10.3K
$1.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-261- 0.43% |
$28.4K - $33.6K
|
60.1K
$8.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-263- 1.73% |
$28.6K - $33.9K
|
15K
$2.19M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-266- 0.24% |
$29K - $34.3K
|
109K
$15.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-270- 2.3% |
$29.4K - $34.8K
|
11.5K
$1.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-274- 1.01% |
$29.8K - $35.3K
|
27K
$3.95M
|