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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
35+ 0.31% |
$11.7K - $13.5K
|
11.4K
$4.4M
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
35+ 0.33% |
$11.7K - $13.5K
|
10.6K
$4.12M
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
35+ 0.92% |
$11.7K - $13.5K
|
3.86K
$1.49M
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
35+ 6.36% |
$11.7K - $13.5K
|
585
$226K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
34New |
$11.3K - $13.2K
|
34
$13.2K
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
34+ 2.08% |
$11.3K - $13.2K
|
1.67K
$646K
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
34+ 0.53% |
$11.3K - $13.2K
|
6.4K
$2.47M
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
33New |
$11K - $12.8K
|
33
$12.8K
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
33+ 2.73% |
$11K - $12.8K
|
1.24K
$480K
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
33+ 3.25% |
$11K - $12.8K
|
1.05K
$405K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
32+ 10.19% |
$10.7K - $12.4K
|
346
$134K
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
32+ 0.55% |
$10.7K - $12.4K
|
5.8K
$2.24M
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
31+ 0.38% |
$10.3K - $12K
|
8.26K
$3.2M
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31+ 13.84% |
$10.3K - $12K
|
255
$98.7K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
31+ 1.12% |
$10.3K - $12K
|
2.8K
$1.08M
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
30+ 2.46% |
$10K - $11.6K
|
1.25K
$483K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
30+ 0.38% |
$10K - $11.6K
|
7.86K
$3.04M
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
30+ 0.73% |
$10K - $11.6K
|
4.14K
$1.6M
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
30New |
$10K - $11.6K
|
30
$11.6K
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
29+ 1.92% |
$9.68K - $11.2K
|
1.54K
$597K
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
28New |
$9.35K - $10.8K
|
28
$10.8K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
28+ 10.22% |
$9.35K - $10.8K
|
302
$117K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
27+ 1.56% |
$9.01K - $10.4K
|
1.76K
$680K
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
27+ 0.07% |
$9.01K - $10.4K
|
39.4K
$15.2M
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
26+ 4.06% |
$8.68K - $10.1K
|
666
$258K
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
26+ 2.54% |
$8.68K - $10.1K
|
1.05K
$405K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
26+ 12.68% |
$8.68K - $10.1K
|
231
$89.4K
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
26+ 1.99% |
$8.68K - $10.1K
|
1.33K
$515K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
26+ 118.18% |
$8.68K - $10.1K
|
48
$18.6K
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
25+ 2.8% |
$8.35K - $9.67K
|
917
$355K
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
25+ 1.75% |
$8.35K - $9.67K
|
1.45K
$561K
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
25New |
$8.35K - $9.67K
|
25
$9.67K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
24+ 3.43% |
$8.01K - $9.29K
|
724
$280K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
23New |
$7.68K - $8.9K
|
23
$8.9K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
23+ 1.87% |
$7.68K - $8.9K
|
1.25K
$484K
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
23+ 1.93% |
$7.68K - $8.9K
|
1.21K
$469K
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
23+ 0.17% |
$7.68K - $8.9K
|
13.5K
$5.22M
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
23+ 2.35% |
$7.68K - $8.9K
|
1K
$388K
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
23+ 0.02% |
$7.68K - $8.9K
|
130K
$50.1M
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
23+ 2.13% |
$7.68K - $8.9K
|
1.1K
$427K
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
23+ 2.92% |
$7.68K - $8.9K
|
811
$314K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
22New |
$7.34K - $8.51K
|
22
$8.51K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
22+ 1.1% |
$7.34K - $8.51K
|
2.03K
$786K
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
22+ 1.01% |
$7.34K - $8.51K
|
2.19K
$848K
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
22+ 0.81% |
$7.34K - $8.51K
|
2.75K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
22+ 0.76% |
$7.34K - $8.51K
|
2.91K
$1.13M
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
21New |
$7.01K - $8.13K
|
21
$8.12K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
20+ 1.88% |
$6.68K - $7.74K
|
1.08K
$419K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
20+ 0.63% |
$6.68K - $7.74K
|
3.2K
$1.24M
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
20+ 2.97% |
$6.68K - $7.74K
|
693
$268K
|