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
|
West Oak Capital, LLC
|
SELL
|
- |
-540- 77.14% |
$73.4K - $80.3K
|
160
$23.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-540- 1.51% |
$73.4K - $80.3K
|
35.2K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-544- 12.9% |
$73.9K - $80.9K
|
3.67K
$549K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-546- 5.33% |
$74.2K - $81.2K
|
9.7K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-558- 1.68% |
$75.8K - $83K
|
32.6K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-560- 1.22% |
$76.1K - $83.3K
|
45.2K
$6.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-564- 25.08% |
$76.6K - $83.9K
|
1.69K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-565- 4.32% |
$76.8K - $84K
|
12.5K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-568- 16.53% |
$77.2K - $84.5K
|
2.87K
$429K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-579- 1.02% |
$78.7K - $86.1K
|
56.4K
$8.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-582- 35.27% |
$79.1K - $86.6K
|
1.07K
$160K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-595- 0.92% |
$80.8K - $88.5K
|
63.9K
$9.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-600- 17.6% |
$81.5K - $89.2K
|
2.81K
$420K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-606- 19.95% |
$82.3K - $90.1K
|
2.43K
$363K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-617- 1.56% |
$83.8K - $91.8K
|
38.9K
$5.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-617- 98.72% |
$83.8K - $91.8K
|
8
$1.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-625- 0.87% |
$84.9K - $93K
|
71.4K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-633- 1.07% |
$86K - $94.1K
|
58.8K
$8.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-637- 1.65% |
$86.5K - $94.7K
|
38K
$5.68M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-644- 12.5% |
$87.5K - $95.8K
|
4.51K
$674K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-645- 4.0% |
$87.6K - $95.9K
|
15.5K
$2.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-646- 1.4% |
$87.8K - $96.1K
|
45.5K
$6.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-658- 3.1% |
$89.4K - $97.9K
|
20.6K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-690- 28.15% |
$93.7K - $103K
|
1.76K
$263K
|
|
|
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
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-726- 1.71% |
$98.6K - $108K
|
41.8K
$6.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-736- 24.47% |
$100K - $109K
|
2.27K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-737- 1.46% |
$100K - $110K
|
49.8K
$7.44M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-747- 3.2% |
$101K - $111K
|
22.6K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-748- 6.5% |
$102K - $111K
|
10.8K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-750- 3.31% |
$102K - $112K
|
21.9K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-756- 0.19% |
$103K - $112K
|
404K
$60.3M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-766- 1.32% |
$104K - $114K
|
57.2K
$8.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-770- 10.07% |
$105K - $115K
|
6.88K
$1.03M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-770- 13.12% |
$105K - $115K
|
5.1K
$762K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-778- 17.44% |
$106K - $116K
|
3.68K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-780- 94.78% |
$106K - $116K
|
43
$6.43K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-790- 2.24% |
$107K - $117K
|
34.5K
$5.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-793- 4.34% |
$108K - $118K
|
17.5K
$2.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-794- 18.08% |
$108K - $118K
|
3.6K
$538K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-796- 0.99% |
$108K - $118K
|
79.6K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-797- 8.76% |
$108K - $119K
|
8.3K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-800- 16.67% |
$109K - $119K
|
4K
$598K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-810- 8.29% |
$110K - $120K
|
8.96K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-814- 5.85% |
$111K - $121K
|
13.1K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-815- 6.48% |
$111K - $121K
|
11.8K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-816- 5.95% |
$111K - $121K
|
12.9K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-820- 9.42% |
$111K - $122K
|
7.89K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-827- 7.25% |
$112K - $123K
|
10.6K
$1.58M
|