Purchases and Sales Made in Q1 2024 in Accenture PLC (ACN)
This table provides information about the institutional ownership of Accenture PLC (ACN) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
48+ 6.77% |
$16K - $18.6K
|
757
$293K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
48+ 1.01% |
$16K - $18.6K
|
4.8K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
48+ 0.92% |
$16K - $18.6K
|
5.28K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
48New |
$16K - $18.6K
|
48
$18.6K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
48+ 0.77% |
$16K - $18.6K
|
6.28K
$2.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
47+ 5.72% |
$15.7K - $18.2K
|
869
$336K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
47+ 0.25% |
$15.7K - $18.2K
|
18.5K
$7.16M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
47+ 1.47% |
$15.7K - $18.2K
|
3.25K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
47+ 5.1% |
$15.7K - $18.2K
|
969
$375K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
46+ 6.99% |
$15.4K - $17.8K
|
704
$272K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
46+ 28.22% |
$15.4K - $17.8K
|
209
$80.9K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
46+ 7.14% |
$15.4K - $17.8K
|
690
$267K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
46+ 1.55% |
$15.4K - $17.8K
|
3.01K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
46+ 2.01% |
$15.4K - $17.8K
|
2.33K
$903K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
46+ 0.43% |
$15.4K - $17.8K
|
10.8K
$4.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
45+ 3.9% |
$15K - $17.4K
|
1.2K
$464K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
45New |
$15K - $17.4K
|
45
$17.4K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
45+ 4500.0% |
$15K - $17.4K
|
46
$17.8K
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
44+ 0.13% |
$14.7K - $17K
|
33.6K
$13M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
44+ 3.46% |
$14.7K - $17K
|
1.32K
$509K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
43New |
$14.4K - $16.6K
|
43
$16.6K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
43+ 238.89% |
$14.4K - $16.6K
|
61
$23.6K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
43+ 5.58% |
$14.4K - $16.6K
|
813
$315K
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
42+ 2.16% |
$14K - $16.3K
|
1.98K
$768K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
41+ 3.13% |
$13.7K - $15.9K
|
1.35K
$523K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
41+ 0.88% |
$13.7K - $15.9K
|
4.73K
$1.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
40+ 4.02% |
$13.4K - $15.5K
|
1.03K
$400K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
40+ 7.14% |
$13.4K - $15.5K
|
600
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
40New |
$13.4K - $15.5K
|
40
$15.5K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
40+ 57.14% |
$13.4K - $15.5K
|
110
$42.6K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
40+ 4.51% |
$13.4K - $15.5K
|
926
$358K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
40New |
$13.4K - $15.5K
|
40
$15.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
39+ 6.19% |
$13K - $15.1K
|
669
$259K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
39+ 0.12% |
$13K - $15.1K
|
32.6K
$12.6M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
39+ 1.9% |
$13K - $15.1K
|
2.09K
$807K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
39+ 0.11% |
$13K - $15.1K
|
35.9K
$13.9M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
39+ 1.59% |
$13K - $15.1K
|
2.49K
$965K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
39+ 4.05% |
$13K - $15.1K
|
1K
$388K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.3% |
$13K - $15.1K
|
13.1K
$5.08M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
38+ 0.29% |
$12.7K - $14.7K
|
13K
$5.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
38+ 6.01% |
$12.7K - $14.7K
|
670
$259K
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
38+ 2.37% |
$12.7K - $14.7K
|
1.64K
$634K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
37+ 1.23% |
$12.4K - $14.3K
|
3.05K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
37+ 26.06% |
$12.4K - $14.3K
|
179
$69.3K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
37+ 264.29% |
$12.4K - $14.3K
|
51
$19.7K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
36+ 6.1% |
$12K - $13.9K
|
626
$242K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
36+ 0.1% |
$12K - $13.9K
|
36.4K
$14.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
35+ 0.2% |
$11.7K - $13.5K
|
17.7K
$6.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
35+ 5.15% |
$11.7K - $13.5K
|
715
$277K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
35+ 4.0% |
$11.7K - $13.5K
|
910
$352K
|