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 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
45+ 5.59% |
$13.5K - $17.9K
|
850
$240K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
45+ 5.63% |
$13.5K - $17.9K
|
845
$239K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
43+ 1.48% |
$12.9K - $17.1K
|
2.94K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
43+ 13.15% |
$12.9K - $17.1K
|
370
$105K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
42+ 3.99% |
$12.6K - $16.7K
|
1.1K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
42+ 1.41% |
$12.6K - $16.7K
|
3.02K
$853K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
41+ 0.7% |
$12.3K - $16.3K
|
5.89K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
41+ 2.98% |
$12.3K - $16.3K
|
1.42K
$400K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
40+ 5.43% |
$12K - $15.9K
|
776
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
40+ 7.46% |
$12K - $15.9K
|
576
$163K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
40New |
$12K - $15.9K
|
40
$11.3K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
40+ 0.4% |
$12K - $15.9K
|
9.96K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
40+ 5.76% |
$12K - $15.9K
|
735
$208K
|
|
|
May 13, 2025
Q1 2025
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
40+ 0.5% |
$12K - $15.9K
|
8.11K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
39+ 108.33% |
$11.7K - $15.5K
|
75
$21.2K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
39+ 4.77% |
$11.7K - $15.5K
|
857
$242K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
39+ 0.38% |
$11.7K - $15.5K
|
10.2K
$2.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
38+ 2.23% |
$11.4K - $15.1K
|
1.74K
$492K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
37+ 1.42% |
$11.1K - $14.7K
|
2.65K
$748K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
36New |
$10.8K - $14.3K
|
36
$10.2K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
36+ 1.16% |
$10.8K - $14.3K
|
3.13K
$885K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
35+ 0.3% |
$10.5K - $13.9K
|
11.8K
$3.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
35+ 0.63% |
$10.5K - $13.9K
|
5.55K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
35+ 2.04% |
$10.5K - $13.9K
|
1.75K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
35+ 100.0% |
$10.5K - $13.9K
|
70
$19.8K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
35+ 0.43% |
$10.5K - $13.9K
|
8.18K
$2.31M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
34+ 0.36% |
$10.2K - $13.5K
|
9.42K
$2.66M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
34+ 14.47% |
$10.2K - $13.5K
|
269
$76K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
33+ 2.59% |
$9.93K - $13.1K
|
1.31K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
33+ 2.05% |
$9.93K - $13.1K
|
1.64K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
33+ 1.63% |
$9.93K - $13.1K
|
2.05K
$580K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
32New |
$9.63K - $12.7K
|
32
$9.05K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
32+ 31.37% |
$9.63K - $12.7K
|
134
$37.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
31+ 18.67% |
$9.33K - $12.3K
|
197
$55.7K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
31+ 0.04% |
$9.33K - $12.3K
|
80.2K
$22.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
30+ 4.4% |
$9.03K - $11.9K
|
712
$201K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
30+ 0.1% |
$9.03K - $11.9K
|
29.8K
$8.43M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
30New |
$9.03K - $11.9K
|
30
$8.48K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
29+ 0.2% |
$8.73K - $11.5K
|
14.7K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
29New |
$8.73K - $11.5K
|
29
$8.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
28+ 3.66% |
$8.43K - $11.2K
|
792
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
28+ 10.26% |
$8.43K - $11.2K
|
301
$85.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28+ 0.17% |
$8.43K - $11.2K
|
16.3K
$4.62M
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
28+ 466.67% |
$8.43K - $11.2K
|
34
$9.61K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 2.22% |
$8.12K - $10.8K
|
1.25K
$352K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
27+ 1.23% |
$8.12K - $10.8K
|
2.22K
$627K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
27+ 0.72% |
$8.12K - $10.8K
|
3.8K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
27+ 2.88% |
$8.12K - $10.8K
|
963
$272K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
26+ 1.23% |
$7.82K - $10.4K
|
2.14K
$604K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
26+ 0.35% |
$7.82K - $10.4K
|
7.43K
$2.1M
|