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
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
75+ 3.67% |
$10.2K - $11.2K
|
2.12K
$312K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
75+ 3.24% |
$10.2K - $11.2K
|
2.39K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
74+ 2.51% |
$10.1K - $11K
|
3.02K
$444K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
73+ 2.6% |
$9.92K - $10.9K
|
2.88K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
72+ 4.38% |
$9.78K - $10.7K
|
1.71K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
63+ 3.34% |
$8.56K - $9.37K
|
1.95K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
62+ 7.58% |
$8.42K - $9.22K
|
880
$129K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
61+ 3.45% |
$8.29K - $9.07K
|
1.83K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
59+ 3.69% |
$8.02K - $8.78K
|
1.66K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
56+ 1.06% |
$7.61K - $8.33K
|
5.34K
$786K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
55+ 0.32% |
$7.47K - $8.18K
|
17.1K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
53+ 5.0% |
$7.2K - $7.88K
|
1.11K
$164K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
52+ 0.62% |
$7.06K - $7.73K
|
8.4K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
52+ 14.02% |
$7.06K - $7.73K
|
423
$62.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
51+ 4.03% |
$6.93K - $7.59K
|
1.32K
$194K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
51+ 0.41% |
$6.93K - $7.59K
|
12.5K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
50New |
$6.79K - $7.44K
|
50
$7.35K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
48+ 1.91% |
$6.52K - $7.14K
|
2.57K
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
47+ 1.46% |
$6.39K - $6.99K
|
3.27K
$481K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
46+ 2.77% |
$6.25K - $6.84K
|
1.71K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
46+ 2.05% |
$6.25K - $6.84K
|
2.29K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
45+ 0.63% |
$6.11K - $6.69K
|
7.18K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
43+ 0.55% |
$5.84K - $6.4K
|
7.83K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
43New |
$5.84K - $6.4K
|
43
$6.32K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
42+ 0.16% |
$5.71K - $6.25K
|
26.6K
$3.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
41+ 18.06% |
$5.57K - $6.1K
|
268
$39.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
40+ 26.14% |
$5.43K - $5.95K
|
193
$28.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
40New |
$5.43K - $5.95K
|
40
$5.88K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
40+ 2.97% |
$5.43K - $5.95K
|
1.39K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
39+ 13.98% |
$5.3K - $5.8K
|
318
$46.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.57% |
$5.16K - $5.65K
|
6.74K
$990K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
36New |
$4.89K - $5.35K
|
36
$5.29K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
33+ 1.84% |
$4.48K - $4.91K
|
1.83K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
33New |
$4.48K - $4.91K
|
33
$4.85K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32+ 0.49% |
$4.35K - $4.76K
|
6.62K
$973K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
31+ 0.95% |
$4.21K - $4.61K
|
3.31K
$487K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
30+ 0.23% |
$4.08K - $4.46K
|
13.1K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30+ 0.11% |
$4.08K - $4.46K
|
27.5K
$4.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
29+ 0.97% |
$3.94K - $4.31K
|
3.03K
$446K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
27+ 0.66% |
$3.67K - $4.02K
|
4.11K
$604K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 0.51% |
$3.67K - $4.02K
|
5.29K
$778K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
26+ 0.83% |
$3.53K - $3.87K
|
3.17K
$466K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
26+ 0.89% |
$3.53K - $3.87K
|
2.96K
$435K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
25+ 0.46% |
$3.4K - $3.72K
|
5.52K
$811K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 1.24% |
$3.26K - $3.57K
|
1.96K
$288K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23New |
$3.12K - $3.42K
|
23
$3.38K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
23+ 1150.0% |
$3.12K - $3.42K
|
25
$3.68K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
23+ 0.64% |
$3.12K - $3.42K
|
3.62K
$532K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
23+ 0.18% |
$3.12K - $3.42K
|
12.7K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
22+ 0.39% |
$2.99K - $3.27K
|
5.67K
$834K
|