Purchases and Sales Made in Q1 2023 in Accenture PLC (ACN)
This table provides information about the institutional ownership of Accenture PLC (ACN) during Q1 2023. The information is specifically focused on institutions that hold shares of Accenture plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
818+ 59.06% |
$201K - $241K
|
2.2K
$850K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
814+ 12.26% |
$200K - $239K
|
7.45K
$2.88M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
810New |
$199K - $238K
|
810
$313K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
809New |
$199K - $238K
|
809
$312K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
807+ 28.38% |
$199K - $237K
|
3.65K
$1.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
805+ 17.7% |
$198K - $237K
|
5.35K
$2.07M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
804New |
$198K - $236K
|
804
$310K
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
802New |
$197K - $236K
|
802
$310K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
800+ 19.76% |
$197K - $235K
|
4.85K
$1.87M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
799+ 41.85% |
$197K - $235K
|
2.71K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
799+ 7.46% |
$197K - $235K
|
11.5K
$4.44M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
796+ 1.65% |
$196K - $234K
|
49K
$18.9M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
792+ 1.03% |
$195K - $233K
|
78K
$30.1M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
788New |
$194K - $232K
|
788
$304K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
783+ 2.36% |
$193K - $230K
|
33.9K
$13.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
781New |
$192K - $230K
|
781
$301K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
781+ 0.81% |
$192K - $230K
|
97.3K
$37.5M
|
|
|
May 16, 2023
Q1 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
778+ 2.91% |
$192K - $229K
|
27.5K
$10.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
776New |
$191K - $228K
|
776
$300K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
771New |
$190K - $227K
|
771
$298K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
769New |
$189K - $226K
|
769
$297K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
762New |
$188K - $224K
|
762
$294K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
759+ 14.37% |
$187K - $223K
|
6.04K
$2.33M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
753New |
$185K - $221K
|
753
$291K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
750+ 3.15% |
$185K - $221K
|
24.6K
$9.48M
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
750+ 1.69% |
$185K - $221K
|
45K
$17.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
747New |
$184K - $220K
|
747
$288K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
744New |
$183K - $219K
|
744
$287K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
744New |
$183K - $219K
|
744
$287K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
743New |
$183K - $219K
|
743
$287K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
740New |
$182K - $218K
|
740
$286K
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
738+ 11.58% |
$182K - $217K
|
7.11K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
737New |
$181K - $217K
|
737
$284K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
732+ 4.51% |
$180K - $215K
|
16.9K
$6.54M
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
731New |
$180K - $215K
|
731
$282K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
731New |
$180K - $215K
|
731
$282K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
730New |
$180K - $215K
|
730
$282K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
729New |
$179K - $214K
|
729
$281K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
727+ 4.73% |
$179K - $214K
|
16.1K
$6.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
726New |
$179K - $214K
|
726
$280K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
726+ 75.16% |
$179K - $214K
|
1.69K
$653K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
723+ 3.25% |
$178K - $213K
|
23K
$8.87M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
721New |
$177K - $212K
|
721
$278K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
721New |
$177K - $212K
|
721
$278K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
721New |
$177K - $212K
|
721
$278K
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
720New |
$177K - $212K
|
720
$278K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
717New |
$177K - $211K
|
717
$277K
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
715New |
$176K - $210K
|
715
$276K
|
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
BUY
|
- |
711New |
$175K - $209K
|
711
$274K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
711New |
$175K - $209K
|
711
$274K
|