Purchases and Sales Made in Q4 2024 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q4 2024. 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 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
104+ 5.24% |
$14.1K - $15.5K
|
2.09K
$310K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
102+ 15.64% |
$13.9K - $15.2K
|
754
$112K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
101+ 2.87% |
$13.7K - $15K
|
3.63K
$539K
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
101+ 4.47% |
$13.7K - $15K
|
2.36K
$351K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
100+ 2.31% |
$13.6K - $14.9K
|
4.43K
$658K
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
100+ 0.39% |
$13.6K - $14.9K
|
25.5K
$3.78M
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
100+ 0.05% |
$13.6K - $14.9K
|
183K
$27.1M
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
100+ 2.53% |
$13.6K - $14.9K
|
4.05K
$602K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
100+ 10.45% |
$13.6K - $14.9K
|
1.06K
$157K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
99+ 3.41% |
$13.5K - $14.7K
|
3K
$446K
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
98+ 3.21% |
$13.3K - $14.6K
|
3.15K
$468K
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
98+ 0.46% |
$13.3K - $14.6K
|
21.4K
$3.18M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
97+ 1.27% |
$13.2K - $14.4K
|
7.71K
$1.15M
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
97+ 4.28% |
$13.2K - $14.4K
|
2.37K
$352K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
96+ 0.5% |
$13K - $14.3K
|
19.3K
$2.87M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
96New |
$13K - $14.3K
|
96
$14.3K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
95+ 2.81% |
$12.9K - $14.1K
|
3.47K
$516K
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
90New |
$12.2K - $13.4K
|
90
$13.4K
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
89+ 5.77% |
$12.1K - $13.2K
|
1.63K
$243K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
88+ 1.93% |
$12K - $13.1K
|
4.64K
$690K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
88New |
$12K - $13.1K
|
88
$13.1K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
86+ 3.95% |
$11.7K - $12.8K
|
2.26K
$336K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
86+ 3.35% |
$11.7K - $12.8K
|
2.65K
$394K
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
85+ 0.4% |
$11.5K - $12.6K
|
21.1K
$3.14M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
84+ 2.08% |
$11.4K - $12.5K
|
4.12K
$612K
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
83+ 4.14% |
$11.3K - $12.3K
|
2.09K
$310K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
82+ 0.21% |
$11.1K - $12.2K
|
38.3K
$5.69M
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
81New |
$11K - $12K
|
81
$12K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
78New |
$10.6K - $11.6K
|
78
$11.6K
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
78+ 2.52% |
$10.6K - $11.6K
|
3.18K
$472K
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
76+ 1.93% |
$10.3K - $11.3K
|
4.01K
$596K
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
75+ 3.67% |
$10.2K - $11.2K
|
2.12K
$315K
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
75+ 3.24% |
$10.2K - $11.2K
|
2.39K
$355K
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
74+ 2.51% |
$10.1K - $11K
|
3.02K
$448K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
74+ 0.8% |
$10.1K - $11K
|
9.31K
$1.38M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
73+ 2.6% |
$9.92K - $10.9K
|
2.88K
$428K
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
72+ 4.38% |
$9.78K - $10.7K
|
1.71K
$255K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
63+ 3.34% |
$8.56K - $9.37K
|
1.95K
$290K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
62+ 7.58% |
$8.42K - $9.22K
|
880
$131K
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
61+ 3.45% |
$8.29K - $9.07K
|
1.83K
$272K
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
60+ 2.86% |
$8.15K - $8.92K
|
2.16K
$321K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
59+ 3.69% |
$8.02K - $8.78K
|
1.66K
$246K
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
56+ 1.06% |
$7.61K - $8.33K
|
5.34K
$794K
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
55+ 0.32% |
$7.47K - $8.18K
|
17.1K
$2.53M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
53+ 5.0% |
$7.2K - $7.88K
|
1.11K
$166K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
52+ 14.02% |
$7.06K - $7.73K
|
423
$62.9K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
52+ 0.62% |
$7.06K - $7.73K
|
8.4K
$1.25M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
51+ 4.03% |
$6.93K - $7.59K
|
1.32K
$196K
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
51+ 0.41% |
$6.93K - $7.59K
|
12.5K
$1.86M
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
50New |
$6.79K - $7.44K
|
50
$7.43K
|