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 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-579- 1.02% |
$78.7K - $86.1K
|
56.4K
$8.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-582- 35.27% |
$79.1K - $86.6K
|
1.07K
$159K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-595- 0.92% |
$80.8K - $88.5K
|
63.9K
$9.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-600- 17.6% |
$81.5K - $89.2K
|
2.81K
$418K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-606- 19.95% |
$82.3K - $90.1K
|
2.43K
$361K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-617- 1.56% |
$83.8K - $91.8K
|
38.9K
$5.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-617- 98.72% |
$83.8K - $91.8K
|
8
$1.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-625- 0.87% |
$84.9K - $93K
|
71.4K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-633- 1.07% |
$86K - $94.1K
|
58.8K
$8.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-637- 1.65% |
$86.5K - $94.7K
|
38K
$5.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-645- 4.0% |
$87.6K - $95.9K
|
15.5K
$2.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-646- 1.4% |
$87.8K - $96.1K
|
45.5K
$6.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-658- 3.1% |
$89.4K - $97.9K
|
20.6K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-690- 28.15% |
$93.7K - $103K
|
1.76K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-699- 7.86% |
$95K - $104K
|
8.19K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-716- 4.41% |
$97.3K - $106K
|
15.5K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-726- 1.71% |
$98.6K - $108K
|
41.8K
$6.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-736- 24.47% |
$100K - $109K
|
2.27K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-737- 1.46% |
$100K - $110K
|
49.8K
$7.4M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-747- 3.2% |
$101K - $111K
|
22.6K
$3.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-748- 6.5% |
$102K - $111K
|
10.8K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-750- 3.31% |
$102K - $112K
|
21.9K
$3.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-756- 0.19% |
$103K - $112K
|
404K
$60M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-766- 1.32% |
$104K - $114K
|
57.2K
$8.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-770- 10.07% |
$105K - $115K
|
6.88K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-778- 17.44% |
$106K - $116K
|
3.68K
$547K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-790- 2.24% |
$107K - $117K
|
34.5K
$5.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-793- 4.34% |
$108K - $118K
|
17.5K
$2.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-794- 18.08% |
$108K - $118K
|
3.6K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-796- 0.99% |
$108K - $118K
|
79.6K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-797- 8.76% |
$108K - $119K
|
8.3K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-810- 8.29% |
$110K - $120K
|
8.96K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-814- 5.85% |
$111K - $121K
|
13.1K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-816- 5.95% |
$111K - $121K
|
12.9K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-820- 9.42% |
$111K - $122K
|
7.89K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-827- 7.25% |
$112K - $123K
|
10.6K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-830- 17.61% |
$113K - $123K
|
3.88K
$577K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-838- 2.45% |
$114K - $125K
|
33.4K
$4.96M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-865- 10.34% |
$118K - $129K
|
7.5K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-872- 15.74% |
$118K - $130K
|
4.67K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-885- 0.09% |
$120K - $132K
|
932K
$138M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-900- 17.31% |
$122K - $134K
|
4.3K
$639K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-909- 2.96% |
$123K - $135K
|
29.8K
$4.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-920- 0.35% |
$125K - $137K
|
258K
$38.4M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-932- 1.62% |
$127K - $139K
|
56.7K
$8.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-948- 3.84% |
$129K - $141K
|
23.7K
$3.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-973- 23.49% |
$132K - $145K
|
3.17K
$471K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-983- 2.86% |
$134K - $146K
|
33.3K
$4.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-984- 6.61% |
$134K - $146K
|
13.9K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-998- 34.15% |
$136K - $148K
|
1.92K
$286K
|