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 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-274- 1.01% |
$29.8K - $35.3K
|
27K
$3.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-285- 0.88% |
$31K - $36.7K
|
32.3K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-285- 4.66% |
$31K - $36.7K
|
5.84K
$862K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-289- 3.52% |
$31.5K - $37.2K
|
7.93K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-289- 3.59% |
$31.5K - $37.2K
|
7.77K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-298- 12.72% |
$32.4K - $38.4K
|
2.04K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-299- 0.66% |
$32.5K - $38.5K
|
45K
$6.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-300- 9.37% |
$32.7K - $38.6K
|
2.9K
$429K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.62% |
$32.7K - $38.6K
|
48.1K
$7.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-300- 0.49% |
$32.7K - $38.6K
|
61.1K
$9.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-300- 75.0% |
$32.7K - $38.6K
|
100
$14.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-301- 23.95% |
$32.8K - $38.8K
|
956
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-302- 20.71% |
$32.9K - $38.9K
|
1.16K
$171K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-306- 6.63% |
$33.3K - $39.4K
|
4.31K
$636K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-309- 2.55% |
$33.6K - $39.8K
|
11.8K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-311- 2.82% |
$33.9K - $40.1K
|
10.7K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-311- 0.75% |
$33.9K - $40.1K
|
41.3K
$6.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-317- 1.74% |
$34.5K - $40.8K
|
17.9K
$2.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-318- 31.77% |
$34.6K - $41K
|
683
$101K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-324- 0.99% |
$35.3K - $41.7K
|
32.5K
$4.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-324- 3.4% |
$35.3K - $41.7K
|
9.19K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-325- 5.49% |
$35.4K - $41.9K
|
5.59K
$825K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-329- 0.12% |
$35.8K - $42.4K
|
265K
$39.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-332- 2.11% |
$36.1K - $42.8K
|
15.4K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-332- 6.23% |
$36.1K - $42.8K
|
5K
$738K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-335- 0.6% |
$36.5K - $43.1K
|
55.8K
$8.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-335- 2.61% |
$36.5K - $43.1K
|
12.5K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-339- 1.49% |
$36.9K - $43.7K
|
22.5K
$3.32M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-345- 12.26% |
$37.6K - $44.4K
|
2.47K
$365K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-346- 12.03% |
$37.7K - $44.6K
|
2.53K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-349- 8.98% |
$38K - $44.9K
|
3.54K
$522K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-350- 13.73% |
$38.1K - $45.1K
|
2.2K
$325K
|
|
|
Feb 29, 2024
Q4 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-350- 2.61% |
$38.1K - $45.1K
|
13K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-351- 8.23% |
$38.2K - $45.2K
|
3.92K
$578K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-353- 7.16% |
$38.4K - $45.5K
|
4.58K
$676K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-353- 1.77% |
$38.4K - $45.5K
|
19.6K
$2.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-353- 1.09% |
$38.4K - $45.5K
|
32.1K
$4.74M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-355- 9.1% |
$38.6K - $45.7K
|
3.55K
$524K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-356- 5.34% |
$38.8K - $45.8K
|
6.31K
$932K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-364- 1.95% |
$39.6K - $46.9K
|
18.3K
$2.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-365- 1.6% |
$39.7K - $47K
|
22.5K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-369- 24.4% |
$40.2K - $47.5K
|
1.14K
$169K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-375- 13.68% |
$40.8K - $48.3K
|
2.37K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-376- 26.28% |
$40.9K - $48.4K
|
1.06K
$156K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-378- 10.5% |
$41.1K - $48.7K
|
3.22K
$476K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-379- 2.08% |
$41.3K - $48.8K
|
17.9K
$2.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-381- 0.41% |
$41.5K - $49.1K
|
91.5K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-381- 15.48% |
$41.5K - $49.1K
|
2.08K
$307K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-398- 10.46% |
$43.3K - $51.3K
|
3.41K
$503K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-400- 13.07% |
$43.5K - $51.5K
|
2.66K
$393K
|