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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
75+ 3.24% |
$10.2K - $11.2K
|
2.39K
$346K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
75New |
$10.2K - $11.2K
|
75
$10.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
74+ 2.51% |
$10.1K - $11K
|
3.02K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
74+ 0.8% |
$10.1K - $11K
|
9.31K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
73+ 2.6% |
$9.92K - $10.9K
|
2.88K
$417K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
72+ 4.38% |
$9.78K - $10.7K
|
1.71K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
63+ 3.34% |
$8.56K - $9.37K
|
1.95K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
62+ 7.58% |
$8.42K - $9.22K
|
880
$127K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
61+ 3.45% |
$8.29K - $9.07K
|
1.83K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
60+ 2.86% |
$8.15K - $8.92K
|
2.16K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
59+ 3.69% |
$8.02K - $8.78K
|
1.66K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
56+ 1.06% |
$7.61K - $8.33K
|
5.34K
$773K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
56+ 3.54% |
$7.61K - $8.33K
|
1.64K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
55+ 0.32% |
$7.47K - $8.18K
|
17.1K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
55+ 0.47% |
$7.47K - $8.18K
|
11.8K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
54+ 1.96% |
$7.34K - $8.03K
|
2.81K
$406K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
54New |
$7.34K - $8.03K
|
54
$7.81K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
53+ 5.0% |
$7.2K - $7.88K
|
1.11K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
53+ 1.34% |
$7.2K - $7.88K
|
4.01K
$579K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
52+ 14.02% |
$7.06K - $7.73K
|
423
$61.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
52+ 0.62% |
$7.06K - $7.73K
|
8.4K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
51+ 4.03% |
$6.93K - $7.59K
|
1.32K
$190K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
51+ 0.41% |
$6.93K - $7.59K
|
12.5K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
50New |
$6.79K - $7.44K
|
50
$7.23K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50New |
$6.79K - $7.44K
|
50
$7.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
48+ 1.91% |
$6.52K - $7.14K
|
2.57K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
48+ 0.61% |
$6.52K - $7.14K
|
7.95K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
47+ 1.46% |
$6.39K - $6.99K
|
3.27K
$473K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
46+ 2.77% |
$6.25K - $6.84K
|
1.71K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
46+ 2.05% |
$6.25K - $6.84K
|
2.29K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
45+ 0.63% |
$6.11K - $6.69K
|
7.18K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
43+ 0.55% |
$5.84K - $6.4K
|
7.83K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
43New |
$5.84K - $6.4K
|
43
$6.22K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
42+ 0.16% |
$5.71K - $6.25K
|
26.6K
$3.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
41+ 18.06% |
$5.57K - $6.1K
|
268
$38.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
40+ 26.14% |
$5.43K - $5.95K
|
193
$27.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
40+ 2.97% |
$5.43K - $5.95K
|
1.39K
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
40New |
$5.43K - $5.95K
|
40
$5.78K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
39+ 13.98% |
$5.3K - $5.8K
|
318
$46K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
39+ 0.85% |
$5.3K - $5.8K
|
4.64K
$670K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
39New |
$5.3K - $5.8K
|
39
$5.64K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.57% |
$5.16K - $5.65K
|
6.74K
$974K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
38+ 0.58% |
$5.16K - $5.65K
|
6.56K
$948K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
36New |
$4.89K - $5.35K
|
36
$5.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$4.89K - $5.35K
|
36
$5.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
33New |
$4.48K - $4.91K
|
33
$4.77K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
33+ 1.84% |
$4.48K - $4.91K
|
1.83K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32+ 0.49% |
$4.35K - $4.76K
|
6.62K
$957K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
31+ 0.95% |
$4.21K - $4.61K
|
3.31K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
31+ 0.32% |
$4.21K - $4.61K
|
9.6K
$1.39M
|