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 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
30+ 1.28% |
$7.39K - $8.82K
|
2.37K
$918K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
30+ 150.0% |
$7.39K - $8.82K
|
50
$19.3K
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
29+ 0.55% |
$7.14K - $8.53K
|
5.3K
$2.05M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
29+ 7.61% |
$7.14K - $8.53K
|
410
$159K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
28+ 3.14% |
$6.89K - $8.23K
|
919
$356K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
28+ 1.06% |
$6.89K - $8.23K
|
2.68K
$1.04M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
27+ 2.87% |
$6.65K - $7.94K
|
967
$374K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
27New |
$6.65K - $7.94K
|
27
$10.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
26+ 11.61% |
$6.4K - $7.65K
|
250
$96.7K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
26+ 2.66% |
$6.4K - $7.65K
|
1.01K
$389K
|
|
|
May 12, 2023
Q1 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
26+ 0.14% |
$6.4K - $7.65K
|
18.8K
$7.29M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
25+ 1.37% |
$6.15K - $7.35K
|
1.85K
$715K
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
25+ 0.35% |
$6.15K - $7.35K
|
7.16K
$2.77M
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
25+ 1.79% |
$6.15K - $7.35K
|
1.43K
$551K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
25New |
$6.15K - $7.35K
|
25
$9.67K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
25+ 0.52% |
$6.15K - $7.35K
|
4.87K
$1.88M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
25+ 0.89% |
$6.15K - $7.35K
|
2.83K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
24+ 6.0% |
$5.91K - $7.06K
|
424
$164K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
24+ 0.08% |
$5.91K - $7.06K
|
31.7K
$12.3M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
22+ 1.94% |
$5.42K - $6.47K
|
1.15K
$446K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
21+ 1.7% |
$5.17K - $6.18K
|
1.26K
$486K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 0.24% |
$5.17K - $6.18K
|
8.62K
$3.33M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21+ 1.06% |
$5.17K - $6.18K
|
2.01K
$776K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
20+ 1.98% |
$4.92K - $5.88K
|
1.03K
$398K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
20+ 1.87% |
$4.92K - $5.88K
|
1.09K
$421K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
19+ 0.08% |
$4.68K - $5.59K
|
22.8K
$8.81M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
19+ 0.19% |
$4.68K - $5.59K
|
10K
$3.88M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19+ 0.31% |
$4.68K - $5.59K
|
6.07K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
19+ 1.98% |
$4.68K - $5.59K
|
977
$378K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19+ 7.12% |
$4.68K - $5.59K
|
286
$111K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
18+ 0.89% |
$4.43K - $5.29K
|
2.04K
$788K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
18+ 0.1% |
$4.43K - $5.29K
|
18.5K
$7.15M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18+ 19.57% |
$4.43K - $5.29K
|
110
$42.6K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
18+ 2.85% |
$4.43K - $5.29K
|
650
$251K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18+ 52.94% |
$4.43K - $5.29K
|
52
$20.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
17+ 0.34% |
$4.18K - $5K
|
4.97K
$1.92M
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
16+ 0.13% |
$3.94K - $4.71K
|
12.6K
$4.87M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16+ 1.4% |
$3.94K - $4.71K
|
1.16K
$447K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15+ 0.5% |
$3.69K - $4.41K
|
3.02K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
15+ 28.3% |
$3.69K - $4.41K
|
68
$26.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
14+ 2.83% |
$3.45K - $4.12K
|
509
$197K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14+ 13.73% |
$3.45K - $4.12K
|
116
$44.9K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
14+ 1.67% |
$3.45K - $4.12K
|
851
$329K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
14+ 0.66% |
$3.45K - $4.12K
|
2.15K
$831K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14+ 0.13% |
$3.45K - $4.12K
|
10.5K
$4.06M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.15% |
$3.45K - $4.12K
|
9.63K
$3.73M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.48% |
$3.2K - $3.82K
|
2.75K
$1.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
13+ 0.93% |
$3.2K - $3.82K
|
1.42K
$548K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
13+ 0.52% |
$3.2K - $3.82K
|
2.53K
$978K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
13+ 0.86% |
$3.2K - $3.82K
|
1.52K
$588K
|