Purchases and Sales Made in Q2 2023 in Accenture PLC (ACN)
This table provides information about the institutional ownership of Accenture PLC (ACN) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
832+ 20.49% |
$219K - $269K
|
4.89K
$1.79M
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
830New |
$219K - $269K
|
830
$304K
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
815New |
$215K - $264K
|
815
$299K
|
|
Aug 14, 2023
Q2 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
813New |
$214K - $263K
|
813
$298K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
812+ 0.99% |
$214K - $263K
|
83K
$30.4M
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
812New |
$214K - $263K
|
812
$297K
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
809New |
$213K - $262K
|
809
$296K
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
808New |
$213K - $262K
|
808
$296K
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
800New |
$211K - $259K
|
800
$293K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
789+ 1.52% |
$208K - $255K
|
52.6K
$19.3M
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
789New |
$208K - $255K
|
789
$289K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
781+ 50.71% |
$206K - $253K
|
2.32K
$850K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
780+ 1.25% |
$206K - $253K
|
63.3K
$23.2M
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
773New |
$204K - $250K
|
773
$283K
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
769+ 20.76% |
$203K - $249K
|
4.47K
$1.64M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
769New |
$203K - $249K
|
769
$282K
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
765+ 26.48% |
$202K - $248K
|
3.65K
$1.34M
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
760+ 3.2% |
$200K - $246K
|
24.5K
$8.98M
|
|
Aug 09, 2023
Q2 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
745+ 0.11% |
$196K - $241K
|
655K
$240M
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
741+ 6.84% |
$195K - $240K
|
11.6K
$4.24M
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
739New |
$195K - $239K
|
739
$271K
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
736+ 69.11% |
$194K - $238K
|
1.8K
$660K
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
734+ 24.18% |
$193K - $238K
|
3.77K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
732New |
$193K - $237K
|
732
$268K
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
730New |
$192K - $236K
|
730
$267K
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
728+ 5.5% |
$192K - $236K
|
14K
$5.12M
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
726+ 1.29% |
$191K - $235K
|
57.1K
$20.9M
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
723+ 0.8% |
$190K - $234K
|
90.8K
$33.3M
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
718+ 27.7% |
$189K - $232K
|
3.31K
$1.21M
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
712+ 31.26% |
$188K - $231K
|
2.99K
$1.1M
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
711+ 4.56% |
$187K - $230K
|
16.3K
$5.98M
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
710+ 45.54% |
$187K - $230K
|
2.27K
$831K
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
704+ 0.51% |
$185K - $228K
|
140K
$51.2M
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
699New |
$184K - $226K
|
699
$256K
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
699New |
$184K - $226K
|
699
$256K
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
698New |
$184K - $226K
|
698
$256K
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
696+ 95.47% |
$183K - $225K
|
1.43K
$522K
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
695New |
$183K - $225K
|
695
$255K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
695+ 25.86% |
$183K - $225K
|
3.38K
$1.24M
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
694New |
$183K - $225K
|
694
$254K
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
692New |
$182K - $224K
|
692
$254K
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
692New |
$182K - $224K
|
692
$254K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
689+ 405.29% |
$182K - $223K
|
859
$315K
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
686New |
$181K - $222K
|
686
$251K
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
686New |
$181K - $222K
|
686
$251K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
685+ 22.09% |
$180K - $222K
|
3.79K
$1.39M
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
684New |
$180K - $221K
|
684
$251K
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
683New |
$180K - $221K
|
683
$250K
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
683New |
$180K - $221K
|
683
$250K
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
683+ 1.81% |
$180K - $221K
|
38.5K
$14.1M
|