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 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.09% |
$668 - $774
|
2.27K
$643K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 1.03% |
$334 - $387
|
98
$27.7K
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$334 - $387
|
580
$164K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$334 - $387
|
287
$81.1K
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.86% |
$334 - $387
|
36
$10.2K
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1+ 0.17% |
$334 - $387
|
586
$166K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.13% |
$334 - $387
|
786
$222K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.2% |
$334 - $387
|
506
$143K
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.15% |
$334 - $387
|
689
$195K
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.08% |
$334 - $387
|
1.2K
$338K
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
1+ 0.07% |
$334 - $387
|
1.39K
$393K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 4.55% |
$334 - $387
|
23
$6.5K
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1- 0.04% |
$334 - $387
|
2.3K
$649K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1- 7.69% |
$334 - $387
|
12
$3.39K
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 25.0% |
$334 - $387
|
3
$848
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1- 0.04% |
$334 - $387
|
2.36K
$667K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1- 0.01% |
$334 - $387
|
8.33K
$2.35M
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.03% |
$334 - $387
|
3.32K
$938K
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2- 0.06% |
$668 - $774
|
3.34K
$945K
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-2- 0.02% |
$668 - $774
|
12.6K
$3.55M
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2- 0.13% |
$668 - $774
|
1.59K
$450K
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2- 0.01% |
$668 - $774
|
17.1K
$4.84M
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2- 0.05% |
$668 - $774
|
3.91K
$1.1M
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2- 2.13% |
$668 - $774
|
92
$26K
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-3- 0.37% |
$1K - $1.16K
|
818
$231K
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-3- 0.1% |
$1K - $1.16K
|
2.87K
$812K
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-3- 0.27% |
$1K - $1.16K
|
1.12K
$318K
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3- 0.23% |
$1K - $1.16K
|
1.31K
$369K
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-3- 0.12% |
$1K - $1.16K
|
2.52K
$711K
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-4- 0.05% |
$1.34K - $1.55K
|
8.48K
$2.4M
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-4- 0.28% |
$1.34K - $1.55K
|
1.44K
$406K
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-4- 0.29% |
$1.34K - $1.55K
|
1.39K
$392K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-4- 18.18% |
$1.34K - $1.55K
|
18
$5.09K
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4- 0.4% |
$1.34K - $1.55K
|
991
$280K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4- 0.5% |
$1.34K - $1.55K
|
792
$224K
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-4- 1.43% |
$1.34K - $1.55K
|
275
$77.7K
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-5- 0.58% |
$1.67K - $1.93K
|
853
$241K
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-5- 0.39% |
$1.67K - $1.93K
|
1.28K
$361K
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5- 0.69% |
$1.67K - $1.93K
|
718
$203K
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-5- 0.72% |
$1.67K - $1.93K
|
694
$196K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5- 12.5% |
$1.67K - $1.93K
|
35
$9.89K
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-5- 0.38% |
$1.67K - $1.93K
|
1.31K
$371K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-5- 0.18% |
$1.67K - $1.93K
|
2.77K
$783K
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-5- 0.52% |
$1.67K - $1.93K
|
952
$269K
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-5- 0.13% |
$1.67K - $1.93K
|
3.85K
$1.09M
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-5- 0.75% |
$1.67K - $1.93K
|
664
$188K
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-5- -0.0% |
$1.67K - $1.93K
|
114K
$32.2M
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-6- 0.05% |
$2K - $2.32K
|
12.7K
$3.58M
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-6- 3.05% |
$2K - $2.32K
|
191
$54K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-6- 0.05% |
$2K - $2.32K
|
13K
$3.68M
|