Latest Institutional Transactions on Accenture PLC (ACN)
This table provides information on the latest institutional transactions involving Accenture PLC (ACN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
882New |
$265K - $289K
|
882
$218K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
14New |
$4.21K - $4.59K
|
14
$3.45K
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-36- 2.64% |
$10.8K - $11.8K
|
1.33K
$328K
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-233- 26.33% |
$70.1K - $76.5K
|
652
$161K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
10+ 2.16% |
$3.01K - $3.28K
|
473
$117K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10- 8.33% |
$3.01K - $3.28K
|
110
$27.1K
|
|
Oct 31, 2023
Q3 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
940New |
$283K - $309K
|
940
$232K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
473New |
$142K - $155K
|
473
$117K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
206+ 18.36% |
$62K - $67.6K
|
1.33K
$327K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
327+ 628.85% |
$98.4K - $107K
|
379
$93.5K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3New |
$902 - $985
|
3
$740
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
81.9KNew |
$24.6M - $26.9M
|
81.9K
$20.2M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.88K- 10.98% |
$1.17M - $1.27M
|
31.5K
$7.76M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.36K+ 8.32% |
$709K - $773K
|
30.7K
$7.56M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
102New |
$30.7K - $33.5K
|
102
$25.2K
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-37- 4.07% |
$11.1K - $12.1K
|
872
$215K
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-185- 11.78% |
$55.6K - $60.7K
|
1.39K
$342K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
29+ 4.5% |
$8.72K - $9.52K
|
673
$166K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
18+ 1.91% |
$5.41K - $5.91K
|
961
$237K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-608- 13.3% |
$183K - $200K
|
3.96K
$978K
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-5- 38.46% |
$1.5K - $1.64K
|
8
$1.97K
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-30- 3.11% |
$9.02K - $9.85K
|
935
$231K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
204+ 26.09% |
$61.4K - $67K
|
986
$243K
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1KNew |
$301K - $328K
|
1K
$247K
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
SELL
|
- |
-700- 33.56% |
$211K - $230K
|
1.39K
$342K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
15.7KNew |
$4.71M - $5.14M
|
15.7K
$3.86M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
107New |
$32.2K - $35.1K
|
107
$26.4K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-12.7K- 49.68% |
$3.81M - $4.15M
|
12.8K
$3.16M
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-150- 50.0% |
$45.1K - $49.2K
|
150
$37K
|
|
Oct 11, 2023
Q3 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-2.27K- 14.74% |
$682K - $744K
|
13.1K
$3.23M
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
120New |
$36.1K - $39.4K
|
120
$29.6K
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-429- 23.11% |
$129K - $141K
|
1.43K
$352K
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
4+ 0.37% |
$1.2K - $1.31K
|
1.09K
$268K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
330New |
$99.3K - $108K
|
330
$81.4K
|
|
Q2 2023 | |||||||
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
CALL |
100New |
$26.3K - $32.4K
|
100
$24.7K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19.4K- 38.6% |
$5.1M - $6.27M
|
30.8K
$7.59M
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
6.7KNew |
$1.77M - $2.17M
|
6.7K
$1.65M
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.71K+ 59.94% |
$450K - $553K
|
4.56K
$1.12M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
40New |
$10.5K - $13K
|
40
$9.86K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
191New |
$50.3K - $61.8K
|
191
$47.1K
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
175KNew |
$46.1M - $56.7M
|
175K
$43.2M
|
|
Aug 14, 2023
Q2 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
70.1KNew |
$18.5M - $22.7M
|
70.1K
$17.3M
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-33- 55.0% |
$8.69K - $10.7K
|
27
$6.66K
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
174+ 13.0% |
$45.8K - $56.3K
|
1.51K
$373K
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
267KNew |
$70.3M - $86.4M
|
267K
$65.8M
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-1- 0.07% |
$263 - $324
|
1.52K
$375K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-40- 0.88% |
$10.5K - $13K
|
4.5K
$1.11M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
10.6K+ 49.01% |
$2.78M - $3.42M
|
32.1K
$7.91M
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.11KNew |
$291K - $358K
|
1.11K
$273K
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
42.8KNew |
$11.3M - $13.9M
|
42.8K
$10.6M
|