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 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
817+ 0.23% |
$88.9K - $105K
|
353K
$51.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
807+ 17.22% |
$87.9K - $104K
|
5.49K
$804K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
800+ 5.0% |
$87.1K - $103K
|
16.8K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
797+ 2.43% |
$86.8K - $103K
|
33.6K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
796+ 34.82% |
$86.7K - $103K
|
3.08K
$451K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
795+ 11.89% |
$86.5K - $102K
|
7.48K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
785New |
$85.5K - $101K
|
785
$115K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
777New |
$84.6K - $100K
|
777
$114K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
758+ 14.99% |
$82.5K - $97.6K
|
5.82K
$851K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
745New |
$81.1K - $95.9K
|
745
$109K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
733+ 4.03% |
$79.8K - $94.4K
|
18.9K
$2.77M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
728+ 9.93% |
$79.3K - $93.8K
|
8.06K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
723+ 4.55% |
$78.7K - $93.1K
|
16.6K
$2.43M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
705+ 4.97% |
$76.7K - $90.8K
|
14.9K
$2.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
704+ 67.69% |
$76.6K - $90.7K
|
1.74K
$255K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
700+ 24.07% |
$76.2K - $90.2K
|
3.61K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
686+ 29.72% |
$74.7K - $88.3K
|
2.99K
$438K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
681+ 6.3% |
$74.1K - $87.7K
|
11.5K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
675New |
$73.5K - $86.9K
|
675
$98.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
655+ 5.31% |
$71.3K - $84.4K
|
13K
$1.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
646+ 19.67% |
$70.3K - $83.2K
|
3.93K
$575K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
643+ 12.36% |
$70K - $82.8K
|
5.84K
$855K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
634+ 2.65% |
$69K - $81.7K
|
24.6K
$3.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
632+ 10.34% |
$68.8K - $81.4K
|
6.74K
$986K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
630+ 11.43% |
$68.6K - $81.1K
|
6.14K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
623+ 6.3% |
$67.8K - $80.2K
|
10.5K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
617+ 17.31% |
$67.2K - $79.5K
|
4.18K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
612+ 7.64% |
$66.6K - $78.8K
|
8.62K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
609+ 0.56% |
$66.3K - $78.4K
|
109K
$15.9M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
600New |
$65.3K - $77.3K
|
600
$87.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
587+ 20.82% |
$63.9K - $75.6K
|
3.41K
$498K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
582+ 6.7% |
$63.4K - $75K
|
9.27K
$1.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
581+ 3.12% |
$63.2K - $74.8K
|
19.2K
$2.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
578+ 1.54% |
$62.9K - $74.4K
|
38.1K
$5.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
576+ 4.55% |
$62.7K - $74.2K
|
13.2K
$1.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
561+ 10.72% |
$61.1K - $72.3K
|
5.79K
$848K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
550+ 16.47% |
$59.9K - $70.8K
|
3.89K
$569K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
547New |
$59.5K - $70.4K
|
547
$80K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
547New |
$59.5K - $70.4K
|
547
$80K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
537+ 12.37% |
$58.5K - $69.2K
|
4.88K
$713K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
535+ 0.8% |
$58.2K - $68.9K
|
67.2K
$9.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
525+ 0.35% |
$57.2K - $67.6K
|
150K
$21.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
524+ 16.49% |
$57K - $67.5K
|
3.7K
$541K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
514+ 11.92% |
$56K - $66.2K
|
4.83K
$706K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
503+ 9.27% |
$54.8K - $64.8K
|
5.93K
$868K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
502+ 10.94% |
$54.6K - $64.7K
|
5.09K
$745K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
493+ 2.39% |
$53.7K - $63.5K
|
21.2K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
489+ 22.22% |
$53.2K - $63K
|
2.69K
$394K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
481+ 12.0% |
$52.4K - $61.9K
|
4.49K
$657K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
469+ 1.91% |
$51.1K - $60.4K
|
25.1K
$3.67M
|