Purchases and Sales Made in Q1 2025 in Accenture PLC (ACN)
This table provides information about the institutional ownership of Accenture PLC (ACN) during Q1 2025. 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 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
333+ 1.76% |
$100K - $133K
|
19.2K
$4.74M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
331+ 143.91% |
$99.6K - $132K
|
561
$138K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
329+ 6.33% |
$99K - $131K
|
5.52K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
327+ 7.7% |
$98.4K - $130K
|
4.57K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
320+ 2.4% |
$96.3K - $127K
|
13.7K
$3.37M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
317+ 2.99% |
$95.4K - $126K
|
10.9K
$2.69M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
315+ 26.36% |
$94.8K - $125K
|
1.51K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
315+ 11.21% |
$94.8K - $125K
|
3.13K
$771K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
314+ 1.87% |
$94.5K - $125K
|
17.1K
$4.21M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
310+ 52.28% |
$93.3K - $123K
|
903
$223K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
309+ 10.85% |
$93K - $123K
|
3.16K
$779K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
309+ 21.93% |
$93K - $123K
|
1.72K
$424K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
308+ 10.32% |
$92.7K - $123K
|
3.29K
$812K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
307+ 12.64% |
$92.4K - $122K
|
2.74K
$675K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
302+ 9.28% |
$90.9K - $120K
|
3.56K
$877K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
302+ 4.98% |
$90.9K - $120K
|
6.37K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
298+ 2.29% |
$89.7K - $119K
|
13.3K
$3.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
294+ 3.45% |
$88.5K - $117K
|
8.81K
$2.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
290+ 3.03% |
$87.3K - $115K
|
9.85K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
290+ 0.66% |
$87.3K - $115K
|
44K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
290+ 21.55% |
$87.3K - $115K
|
1.64K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
289+ 7.93% |
$87K - $115K
|
3.93K
$970K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
284+ 25.75% |
$85.5K - $113K
|
1.39K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
284+ 1.25% |
$85.5K - $113K
|
23K
$5.66M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
283+ 1.9% |
$85.2K - $113K
|
15.2K
$3.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
280+ 5.07% |
$84.3K - $112K
|
5.8K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
274+ 10.01% |
$82.4K - $109K
|
3.01K
$743K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
272+ 6.45% |
$81.8K - $108K
|
4.49K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
271+ 3.19% |
$81.5K - $108K
|
8.76K
$2.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
270+ 41.03% |
$81.2K - $108K
|
928
$229K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
268+ 2.7% |
$80.6K - $107K
|
10.2K
$2.52M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
267+ 14.29% |
$80.3K - $106K
|
2.14K
$526K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
266+ 2.44% |
$80K - $106K
|
11.2K
$2.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
262+ 10.17% |
$78.8K - $104K
|
2.84K
$700K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
262+ 6.48% |
$78.8K - $104K
|
4.31K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
262+ 3.97% |
$78.8K - $104K
|
6.87K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
261+ 12.61% |
$78.5K - $104K
|
2.33K
$575K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
259+ 0.9% |
$77.9K - $103K
|
28.9K
$7.13M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
259+ 264.29% |
$77.9K - $103K
|
357
$88K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
256+ 6.54% |
$77K - $102K
|
4.17K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
252+ 14.96% |
$75.8K - $100K
|
1.94K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
251+ 3.62% |
$75.5K - $100K
|
7.18K
$1.77M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
250+ 78.62% |
$75.2K - $99.6K
|
568
$140K
|
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
250+ 1.44% |
$75.2K - $99.6K
|
17.6K
$4.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
249+ 3.67% |
$74.9K - $99.2K
|
7.03K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
249+ 0.55% |
$74.9K - $99.2K
|
45.3K
$11.2M
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
249+ 7.2% |
$74.9K - $99.2K
|
3.71K
$914K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
248+ 13.43% |
$74.6K - $98.8K
|
2.1K
$517K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
248+ 0.58% |
$74.6K - $98.8K
|
43K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
246New |
$74K - $98K
|
246
$60.7K
|