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 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.24K+ 32.31% |
$168K - $184K
|
5.07K
$753K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.22K+ 14.18% |
$166K - $182K
|
9.84K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.21K+ 20.68% |
$164K - $180K
|
7.06K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.19K+ 26.33% |
$162K - $177K
|
5.71K
$849K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.18K+ 26.25% |
$160K - $175K
|
5.67K
$843K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.16K+ 15.19% |
$157K - $172K
|
8.78K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
1.12K+ 4.55% |
$151K - $166K
|
25.6K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.1K+ 0.64% |
$149K - $163K
|
173K
$25.7M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.08K+ 3.97% |
$147K - $161K
|
28.4K
$4.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.04K+ 61.71% |
$141K - $154K
|
2.72K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.04KNew |
$141K - $154K
|
1.04K
$154K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.03K+ 2.4% |
$140K - $153K
|
43.8K
$6.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.01KNew |
$138K - $151K
|
1.01K
$151K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
999+ 7.16% |
$136K - $149K
|
15K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
979+ 167.06% |
$133K - $146K
|
1.57K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
975+ 25.76% |
$132K - $145K
|
4.76K
$707K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
974+ 8.61% |
$132K - $145K
|
12.3K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
970+ 7.39% |
$132K - $144K
|
14.1K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
970+ 22.95% |
$132K - $144K
|
5.2K
$772K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
946+ 10.89% |
$129K - $141K
|
9.63K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
945+ 0.23% |
$128K - $141K
|
419K
$62.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
916+ 9.38% |
$124K - $136K
|
10.7K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
912+ 331.64% |
$124K - $136K
|
1.19K
$176K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
864+ 38.83% |
$117K - $129K
|
3.09K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
850+ 1.61% |
$115K - $126K
|
53.6K
$7.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
834+ 5.56% |
$113K - $124K
|
15.8K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
830+ 8.12% |
$113K - $123K
|
11K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
823+ 3.3% |
$112K - $122K
|
25.8K
$3.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
783+ 31.43% |
$106K - $116K
|
3.27K
$487K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
780+ 50.62% |
$106K - $116K
|
2.32K
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
769+ 7.11% |
$104K - $114K
|
11.6K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
761+ 3.13% |
$103K - $113K
|
25.1K
$3.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
754+ 14.54% |
$102K - $112K
|
5.94K
$883K
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
728+ 3.38% |
$98.9K - $108K
|
22.3K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
723+ 7.67% |
$98.2K - $108K
|
10.1K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
712+ 12.6% |
$96.7K - $106K
|
6.37K
$946K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
711+ 28.96% |
$96.6K - $106K
|
3.17K
$471K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
708+ 15.23% |
$96.2K - $105K
|
5.36K
$796K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
697+ 21.61% |
$94.7K - $104K
|
3.92K
$583K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
678+ 11.02% |
$92.1K - $101K
|
6.83K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
668+ 53.4% |
$90.8K - $99.4K
|
1.92K
$285K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
662+ 4.8% |
$89.9K - $98.5K
|
14.4K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
658+ 27.83% |
$89.4K - $97.9K
|
3.02K
$449K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
652+ 4.65% |
$88.6K - $97K
|
14.7K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
631+ 14.98% |
$85.7K - $93.8K
|
4.84K
$720K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
624+ 3.28% |
$84.8K - $92.8K
|
19.6K
$2.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
620+ 0.65% |
$84.2K - $92.2K
|
95.4K
$14.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
614+ 1.68% |
$83.4K - $91.3K
|
37.1K
$5.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
601+ 1.84% |
$81.7K - $89.4K
|
33.3K
$4.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
600New |
$81.5K - $89.2K
|
600
$89.2K
|