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 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
58+ 3.92% |
$15.3K - $18.8K
|
1.54K
$544K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
58+ 1.9% |
$15.3K - $18.8K
|
3.11K
$1.1M
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
57+ 6.24% |
$15K - $18.5K
|
971
$344K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
56+ 3.82% |
$14.8K - $18.1K
|
1.52K
$539K
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
56+ 3.18% |
$14.8K - $18.1K
|
1.82K
$643K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
56+ 1.17% |
$14.8K - $18.1K
|
4.83K
$1.71M
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
56+ 4.76% |
$14.8K - $18.1K
|
1.23K
$436K
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
55+ 1.05% |
$14.5K - $17.8K
|
5.27K
$1.87M
|
|
Aug 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
55+ 0.41% |
$14.5K - $17.8K
|
13.5K
$4.78M
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
54+ 2.69% |
$14.2K - $17.5K
|
2.06K
$729K
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
54+ 4.43% |
$14.2K - $17.5K
|
1.27K
$451K
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
54+ 3.81% |
$14.2K - $17.5K
|
1.47K
$521K
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
52+ 4.54% |
$13.7K - $16.8K
|
1.2K
$424K
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
52+ 2.74% |
$13.7K - $16.8K
|
1.95K
$690K
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
51+ 0.37% |
$13.4K - $16.5K
|
13.7K
$4.84M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
50+ 3.81% |
$13.2K - $16.2K
|
1.36K
$482K
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
50+ 1.09% |
$13.2K - $16.2K
|
4.62K
$1.63M
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
50+ 0.34% |
$13.2K - $16.2K
|
15K
$5.3M
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
49+ 10.14% |
$12.9K - $15.9K
|
532
$188K
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
48+ 5.51% |
$12.6K - $15.5K
|
919
$325K
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47+ 2.95% |
$12.4K - $15.2K
|
1.64K
$580K
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
44+ 7.35% |
$11.6K - $14.2K
|
643
$228K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
44+ 2.24% |
$11.6K - $14.2K
|
2.01K
$712K
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
43+ 3.6% |
$11.3K - $13.9K
|
1.24K
$437K
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
43+ 0.64% |
$11.3K - $13.9K
|
6.8K
$2.41M
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
42+ 3.13% |
$11.1K - $13.6K
|
1.38K
$490K
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
42+ 1.97% |
$11.1K - $13.6K
|
2.18K
$771K
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
42New |
$11.1K - $13.6K
|
42
$14.9K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
41New |
$10.8K - $13.3K
|
41
$14.5K
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
41+ 3.09% |
$10.8K - $13.3K
|
1.37K
$483K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
41+ 120.59% |
$10.8K - $13.3K
|
75
$26.5K
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
40+ 2.71% |
$10.5K - $13K
|
1.52K
$536K
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
40+ 0.96% |
$10.5K - $13K
|
4.19K
$1.48M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
40New |
$10.5K - $13K
|
40
$14.2K
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
40+ 0.96% |
$10.5K - $13K
|
4.19K
$1.48M
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
39+ 3.5% |
$10.3K - $12.6K
|
1.15K
$408K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
39+ 0.06% |
$10.3K - $12.6K
|
70.3K
$24.9M
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
39+ 5.23% |
$10.3K - $12.6K
|
784
$277K
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
38+ 1.45% |
$10K - $12.3K
|
2.66K
$940K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
38+ 9.55% |
$10K - $12.3K
|
436
$154K
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
38+ 2.24% |
$10K - $12.3K
|
1.73K
$613K
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
37+ 0.19% |
$9.75K - $12K
|
19.3K
$6.84M
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
37+ 2.55% |
$9.75K - $12K
|
1.49K
$526K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
37+ 0.1% |
$9.75K - $12K
|
35.4K
$12.5M
|
|
Aug 09, 2023
Q2 2023
|
Merlin Capital LLC
|
BUY
|
- |
37+ 2.53% |
$9.75K - $12K
|
1.5K
$531K
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
37+ 3.15% |
$9.75K - $12K
|
1.21K
$429K
|
|
Jul 13, 2023
Q2 2023
|
Jvl Associates LLC
|
BUY
|
- |
36+ 0.99% |
$9.49K - $11.7K
|
3.68K
$1.3M
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
36+ 1.08% |
$9.49K - $11.7K
|
3.38K
$1.2M
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
36+ 23.84% |
$9.49K - $11.7K
|
187
$66.2K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
35+ 2.44% |
$9.22K - $11.3K
|
1.47K
$521K
|