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 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
26+ 35.14% |
$7.82K - $10.4K
|
100
$28.3K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
26+ 108.33% |
$7.82K - $10.4K
|
50
$14.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 2.4% |
$7.52K - $9.96K
|
1.07K
$301K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
25+ 2.55% |
$7.52K - $9.96K
|
1.01K
$284K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
25+ 2.14% |
$7.52K - $9.96K
|
1.19K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
25+ 39.68% |
$7.52K - $9.96K
|
88
$24.9K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
24+ 7.95% |
$7.22K - $9.56K
|
326
$92.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
24+ 5.7% |
$7.22K - $9.56K
|
445
$126K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
24+ 5.52% |
$7.22K - $9.56K
|
459
$130K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
24+ 1.27% |
$7.22K - $9.56K
|
1.91K
$539K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
24+ 31.58% |
$7.22K - $9.56K
|
100
$28.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
23+ 43.4% |
$6.92K - $9.16K
|
76
$21.5K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
23+ 0.81% |
$6.92K - $9.16K
|
2.88K
$814K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
23+ 3.17% |
$6.92K - $9.16K
|
749
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
22+ 1.53% |
$6.62K - $8.76K
|
1.46K
$412K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
22+ 2.47% |
$6.62K - $8.76K
|
914
$258K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
22+ 14.97% |
$6.62K - $8.76K
|
169
$47.8K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
22+ 0.97% |
$6.62K - $8.76K
|
2.3K
$650K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
21+ 0.14% |
$6.32K - $8.36K
|
15.1K
$4.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
21+ 2.35% |
$6.32K - $8.36K
|
915
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
20+ 1.74% |
$6.02K - $7.97K
|
1.17K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
20+ 1.25% |
$6.02K - $7.97K
|
1.62K
$458K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20+ 7.14% |
$6.02K - $7.97K
|
300
$84.8K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
20+ 1.3% |
$6.02K - $7.97K
|
1.55K
$439K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
19+ 0.77% |
$5.72K - $7.57K
|
2.5K
$707K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
19New |
$5.72K - $7.57K
|
19
$5.37K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
19+ 2.91% |
$5.72K - $7.57K
|
671
$190K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
18+ 1.34% |
$5.42K - $7.17K
|
1.36K
$384K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
18+ 0.72% |
$5.42K - $7.17K
|
2.53K
$714K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17+ 2.36% |
$5.12K - $6.77K
|
736
$208K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
17+ 4.09% |
$5.12K - $6.77K
|
433
$122K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
17+ 1.24% |
$5.12K - $6.77K
|
1.39K
$392K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
17+ 1.25% |
$5.12K - $6.77K
|
1.38K
$389K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
16+ 100.0% |
$4.81K - $6.37K
|
32
$9.05K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
16+ 1.9% |
$4.81K - $6.37K
|
859
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
16+ 0.45% |
$4.81K - $6.37K
|
3.59K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
16+ 3.09% |
$4.81K - $6.37K
|
533
$151K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
16+ 0.09% |
$4.81K - $6.37K
|
18.6K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
16+ 0.76% |
$4.81K - $6.37K
|
2.11K
$597K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
15+ 1.83% |
$4.51K - $5.97K
|
833
$235K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
15New |
$4.51K - $5.97K
|
15
$4.24K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
15New |
$4.51K - $5.97K
|
15
$4.24K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15+ 0.0% |
$4.51K - $5.97K
|
1.05M
$298M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
14+ 17.72% |
$4.21K - $5.58K
|
93
$26.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14+ 700.0% |
$4.21K - $5.58K
|
16
$4.52K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
14+ 116.67% |
$4.21K - $5.58K
|
26
$7.35K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
13+ 0.32% |
$3.91K - $5.18K
|
4.11K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
13+ 0.2% |
$3.91K - $5.18K
|
6.68K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
13+ 1.89% |
$3.91K - $5.18K
|
702
$198K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13New |
$3.91K - $5.18K
|
13
$3.68K
|