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 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
590+ 1.81% |
$80.2K - $87.8K
|
33.2K
$4.94M
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
581+ 0.94% |
$78.9K - $86.4K
|
62.6K
$9.31M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
580+ 34.46% |
$78.8K - $86.3K
|
2.26K
$336K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
576+ 3.37% |
$78.3K - $85.7K
|
17.7K
$2.63M
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
554+ 7.34% |
$75.3K - $82.4K
|
8.1K
$1.2M
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
541+ 1.69% |
$73.5K - $80.5K
|
32.5K
$4.83M
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
540+ 337.5% |
$73.4K - $80.3K
|
700
$104K
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
534+ 1.53% |
$72.5K - $79.4K
|
35.5K
$5.28M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
530+ 10.55% |
$72K - $78.8K
|
5.55K
$825K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
522New |
$70.9K - $77.6K
|
522
$77.6K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
509+ 10.6% |
$69.2K - $75.7K
|
5.31K
$789K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
502+ 3.49% |
$68.2K - $74.7K
|
14.9K
$2.21M
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
500New |
$67.9K - $74.4K
|
500
$74.3K
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
500+ 28.77% |
$67.9K - $74.4K
|
2.24K
$333K
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
500+ 25.04% |
$67.9K - $74.4K
|
2.5K
$371K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
495+ 3.17% |
$67.3K - $73.6K
|
16.1K
$2.4M
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
490+ 2.51% |
$66.6K - $72.9K
|
20K
$2.98M
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
486New |
$66K - $72.3K
|
486
$72.2K
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
480+ 2.4% |
$65.2K - $71.4K
|
20.5K
$3.05M
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
480+ 12.0% |
$65.2K - $71.4K
|
4.48K
$666K
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
463+ 0.12% |
$62.9K - $68.9K
|
382K
$56.8M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
459+ 3.56% |
$62.4K - $68.3K
|
13.3K
$1.98M
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
450New |
$61.1K - $66.9K
|
450
$66.9K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
445+ 29.45% |
$60.5K - $66.2K
|
1.96K
$291K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
436+ 4.93% |
$59.2K - $64.8K
|
9.28K
$1.38M
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
425+ 1.93% |
$57.7K - $63.2K
|
22.5K
$3.34M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
419New |
$56.9K - $62.3K
|
419
$62.3K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
418+ 6.92% |
$56.8K - $62.2K
|
6.46K
$959K
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
417+ 2.48% |
$56.7K - $62K
|
17.2K
$2.56M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
398+ 0.64% |
$54.1K - $59.2K
|
62.3K
$9.26M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
393+ 1.55% |
$53.4K - $58.5K
|
25.8K
$3.83M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
389+ 0.88% |
$52.8K - $57.9K
|
44.5K
$6.61M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
382+ 14.62% |
$51.9K - $56.8K
|
2.99K
$445K
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
379+ 3.73% |
$51.5K - $56.4K
|
10.5K
$1.57M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
379+ 6.09% |
$51.5K - $56.4K
|
6.6K
$981K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
379+ 1.62% |
$51.5K - $56.4K
|
23.8K
$3.54M
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
376+ 2.69% |
$51.1K - $55.9K
|
14.4K
$2.14M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
374+ 192.78% |
$50.8K - $55.6K
|
568
$84.4K
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
373+ 0.53% |
$50.7K - $55.5K
|
70.5K
$10.5M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
369+ 16.16% |
$50.1K - $54.9K
|
2.65K
$394K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
368+ 8.2% |
$50K - $54.7K
|
4.86K
$722K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
364+ 9.64% |
$49.5K - $54.1K
|
4.14K
$615K
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
362+ 59.83% |
$49.2K - $53.8K
|
967
$144K
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
352+ 19.88% |
$47.8K - $52.4K
|
2.12K
$316K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
350+ 3.19% |
$47.6K - $52.1K
|
11.3K
$1.68M
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
350+ 3.22% |
$47.6K - $52.1K
|
11.2K
$1.67M
|
|
Feb 13, 2025
Q4 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
345+ 0.94% |
$46.9K - $51.3K
|
37.2K
$5.53M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
342+ 1.89% |
$46.5K - $50.9K
|
18.4K
$2.74M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
332+ 1.06% |
$45.1K - $49.4K
|
31.6K
$4.7M
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
331+ 0.23% |
$45K - $49.2K
|
146K
$21.6M
|