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 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
117+ 2.99% |
$15.9K - $17.4K
|
4.04K
$594K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
116+ 58.29% |
$15.8K - $17.3K
|
315
$46.3K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
115+ 1.53% |
$15.6K - $17.1K
|
7.62K
$1.12M
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
115+ 5.7% |
$15.6K - $17.1K
|
2.13K
$314K
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
113+ 0.97% |
$15.4K - $16.8K
|
11.7K
$1.73M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
110+ 31.25% |
$14.9K - $16.4K
|
462
$68K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
108+ 1.35% |
$14.7K - $16.1K
|
8.1K
$1.19M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
107+ 3.71% |
$14.5K - $15.9K
|
2.99K
$440K
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
104+ 0.43% |
$14.1K - $15.5K
|
24K
$3.54M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
104+ 16.97% |
$14.1K - $15.5K
|
717
$105K
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
104+ 0.63% |
$14.1K - $15.5K
|
16.7K
$2.45M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
104+ 5.24% |
$14.1K - $15.5K
|
2.09K
$307K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
102+ 15.64% |
$13.9K - $15.2K
|
754
$111K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
101+ 2.87% |
$13.7K - $15K
|
3.63K
$533K
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
101+ 4.47% |
$13.7K - $15K
|
2.36K
$348K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
100+ 2.31% |
$13.6K - $14.9K
|
4.43K
$651K
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
100+ 0.39% |
$13.6K - $14.9K
|
25.5K
$3.75M
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
100+ 0.05% |
$13.6K - $14.9K
|
183K
$26.9M
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
100+ 2.53% |
$13.6K - $14.9K
|
4.05K
$596K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
100+ 10.45% |
$13.6K - $14.9K
|
1.06K
$156K
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$13.6K - $14.9K
|
100
$14.7K
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.19% |
$13.6K - $14.9K
|
53.2K
$7.83M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
99+ 3.41% |
$13.5K - $14.7K
|
3K
$441K
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
98+ 3.21% |
$13.3K - $14.6K
|
3.15K
$463K
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
98+ 0.46% |
$13.3K - $14.6K
|
21.4K
$3.14M
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
98New |
$13.3K - $14.6K
|
98
$14.4K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
97+ 1.27% |
$13.2K - $14.4K
|
7.71K
$1.13M
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
97+ 4.28% |
$13.2K - $14.4K
|
2.37K
$348K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
96+ 0.5% |
$13K - $14.3K
|
19.3K
$2.84M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
96New |
$13K - $14.3K
|
96
$14.1K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
95+ 2.81% |
$12.9K - $14.1K
|
3.47K
$511K
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
91+ 0.98% |
$12.4K - $13.5K
|
9.36K
$1.38M
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
90New |
$12.2K - $13.4K
|
90
$13.2K
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
89+ 5.77% |
$12.1K - $13.2K
|
1.63K
$240K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
88+ 1.93% |
$12K - $13.1K
|
4.64K
$683K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
88New |
$12K - $13.1K
|
88
$12.9K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
86+ 3.95% |
$11.7K - $12.8K
|
2.26K
$333K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
86+ 3.35% |
$11.7K - $12.8K
|
2.65K
$390K
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
85+ 0.4% |
$11.5K - $12.6K
|
21.1K
$3.11M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
84+ 2.08% |
$11.4K - $12.5K
|
4.12K
$606K
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
83+ 4.14% |
$11.3K - $12.3K
|
2.09K
$307K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
82+ 0.21% |
$11.1K - $12.2K
|
38.3K
$5.63M
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
81New |
$11K - $12K
|
81
$11.9K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
78New |
$10.6K - $11.6K
|
78
$11.5K
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
78+ 2.52% |
$10.6K - $11.6K
|
3.18K
$468K
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
77+ 0.52% |
$10.5K - $11.5K
|
14.9K
$2.19M
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
76+ 1.93% |
$10.3K - $11.3K
|
4.01K
$590K
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
75+ 3.67% |
$10.2K - $11.2K
|
2.12K
$312K
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
75+ 3.24% |
$10.2K - $11.2K
|
2.39K
$352K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
75New |
$10.2K - $11.2K
|
75
$11K
|