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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
680New |
$179K - $220K
|
680
$249K
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
675+ 1.96% |
$178K - $219K
|
35.2K
$12.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
675+ 4.09% |
$178K - $219K
|
17.2K
$6.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
673New |
$177K - $218K
|
673
$247K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
673+ 36.74% |
$177K - $218K
|
2.51K
$918K
|
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
BUY
|
- |
673New |
$177K - $218K
|
673
$247K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
672New |
$177K - $218K
|
672
$246K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
670New |
$177K - $217K
|
670
$245K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
667New |
$176K - $216K
|
667
$244K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
660New |
$174K - $214K
|
660
$242K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
659New |
$174K - $213K
|
659
$241K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
659New |
$174K - $213K
|
659
$241K
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
659New |
$174K - $213K
|
659
$241K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
657New |
$173K - $213K
|
657
$241K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
656New |
$173K - $212K
|
656
$240K
|
|
|
Jul 24, 2023
Q2 2023
|
Mirova Us LLC
|
BUY
|
- |
654New |
$172K - $212K
|
654
$240K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
653New |
$172K - $211K
|
653
$239K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
652New |
$172K - $211K
|
652
$239K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
649+ 0.78% |
$171K - $210K
|
84.4K
$30.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
649+ 4.04% |
$171K - $210K
|
16.7K
$6.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
632+ 6.08% |
$167K - $205K
|
11K
$4.04M
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
631+ 3.29% |
$166K - $204K
|
19.8K
$7.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
631+ 7.72% |
$166K - $204K
|
8.81K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
628+ 88.83% |
$165K - $203K
|
1.34K
$489K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
604+ 1.43% |
$159K - $196K
|
42.8K
$15.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
600+ 0.37% |
$158K - $194K
|
164K
$59.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
600+ 16.44% |
$158K - $194K
|
4.25K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
595+ 2.52% |
$157K - $193K
|
24.2K
$8.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
591+ 0.52% |
$156K - $191K
|
115K
$42.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
590+ 54.48% |
$155K - $191K
|
1.67K
$613K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
586+ 10.98% |
$154K - $190K
|
5.93K
$2.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
585+ 4.32% |
$154K - $189K
|
14.1K
$5.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
582+ 7.62% |
$153K - $188K
|
8.22K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
582+ 24.51% |
$153K - $188K
|
2.96K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
BUY
|
- |
575+ 80.42% |
$152K - $186K
|
1.29K
$473K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
574+ 0.77% |
$151K - $186K
|
74.8K
$27.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
570+ 21.08% |
$150K - $185K
|
3.27K
$1.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
564+ 0.87% |
$149K - $183K
|
65.2K
$23.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
562+ 5.19% |
$148K - $182K
|
11.4K
$4.17M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
561+ 161.21% |
$148K - $182K
|
909
$333K
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
BUY
|
- |
557+ 0.41% |
$147K - $180K
|
137K
$50.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
557+ 1.63% |
$147K - $180K
|
34.7K
$12.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
554+ 15.66% |
$146K - $179K
|
4.09K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
550+ 1.82% |
$145K - $178K
|
30.7K
$11.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
549+ 9.24% |
$145K - $178K
|
6.49K
$2.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
543+ 13.62% |
$143K - $176K
|
4.53K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
541+ 0.53% |
$143K - $175K
|
102K
$37.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
539+ 10.43% |
$142K - $175K
|
5.71K
$2.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
537+ 0.83% |
$141K - $174K
|
65.3K
$23.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
536+ 0.11% |
$141K - $174K
|
490K
$180M
|