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 08, 2023
Q1 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
711+ 4.95% |
$175K - $209K
|
15.1K
$5.82M
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
710New |
$175K - $209K
|
710
$274K
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
710New |
$175K - $209K
|
710
$274K
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
707New |
$174K - $208K
|
707
$273K
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
705New |
$174K - $207K
|
705
$272K
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
703+ 10.14% |
$173K - $207K
|
7.64K
$2.95M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
702New |
$173K - $206K
|
702
$271K
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
701New |
$173K - $206K
|
701
$271K
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
700New |
$172K - $206K
|
700
$270K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
694+ 3.82% |
$171K - $204K
|
18.9K
$7.29M
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
688+ 2.5% |
$169K - $202K
|
28.2K
$10.9M
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
683+ 23.75% |
$168K - $201K
|
3.56K
$1.37M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
676+ 4.7% |
$166K - $199K
|
15.1K
$5.82M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
667+ 1.28% |
$164K - $196K
|
52.7K
$20.3M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
663+ 20.65% |
$163K - $195K
|
3.87K
$1.5M
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
656+ 41.0% |
$161K - $193K
|
2.26K
$871K
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
656+ 9.37% |
$161K - $193K
|
7.66K
$2.96M
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
656+ 71.69% |
$161K - $193K
|
1.57K
$606K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
656+ 48.27% |
$161K - $193K
|
2.02K
$778K
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
652+ 1.57% |
$161K - $192K
|
42.2K
$16.3M
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
649+ 52.42% |
$160K - $191K
|
1.89K
$728K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
646+ 13.0% |
$159K - $190K
|
5.61K
$2.17M
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
644+ 14.33% |
$159K - $189K
|
5.14K
$1.98M
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
641+ 2.89% |
$158K - $189K
|
22.8K
$8.8M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
635+ 15.2% |
$156K - $187K
|
4.81K
$1.86M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
633+ 4.01% |
$156K - $186K
|
16.4K
$6.34M
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
629+ 1.51% |
$155K - $185K
|
42.3K
$16.3M
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
629+ 0.38% |
$155K - $185K
|
165K
$63.8M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
626+ 22.64% |
$154K - $184K
|
3.39K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
620+ 0.0% |
$153K - $182K
|
57.8M
$22.3B
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
613+ 0.64% |
$151K - $180K
|
96.9K
$37.4M
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
608+ 25.34% |
$150K - $179K
|
3.01K
$1.16M
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
607+ 2.22% |
$149K - $179K
|
28K
$10.8M
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
605+ 36.6% |
$149K - $178K
|
2.26K
$872K
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
601New |
$148K - $177K
|
601
$232K
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
601+ 5.87% |
$148K - $177K
|
10.8K
$4.18M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
598+ 3.89% |
$147K - $176K
|
16K
$6.17M
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
598+ 10.63% |
$147K - $176K
|
6.23K
$2.4M
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
595+ 0.49% |
$146K - $175K
|
122K
$47.2M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
592+ 0.48% |
$146K - $174K
|
124K
$47.8M
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
591+ 11.46% |
$145K - $174K
|
5.75K
$2.22M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
579+ 0.61% |
$143K - $170K
|
95.3K
$36.8M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
572+ 1.7% |
$141K - $168K
|
34.3K
$13.2M
|
|
May 09, 2023
Q1 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
572+ 1.83% |
$141K - $168K
|
31.8K
$12.3M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
570+ 2.19% |
$140K - $168K
|
26.6K
$10.3M
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
568+ 16.77% |
$140K - $167K
|
3.96K
$1.53M
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
567+ 8.95% |
$140K - $167K
|
6.91K
$2.67M
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
554+ 1.05% |
$136K - $163K
|
53.5K
$20.7M
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
548+ 3.68% |
$135K - $161K
|
15.5K
$5.97M
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
539+ 34.51% |
$133K - $159K
|
2.1K
$811K
|