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
|
Ayrshire Capital Management LLC
|
BUY
|
- |
19+ 0.11% |
$5.01K - $6.15K
|
16.9K
$5.99M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
19+ 2.49% |
$5.01K - $6.15K
|
782
$277K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
19+ 1.85% |
$5.01K - $6.15K
|
1.04K
$369K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
18+ 0.12% |
$4.74K - $5.83K
|
14.7K
$5.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
18+ 0.77% |
$4.74K - $5.83K
|
2.37K
$838K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18New |
$4.74K - $5.83K
|
18
$6.37K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
18+ 1.43% |
$4.74K - $5.83K
|
1.28K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
18New |
$4.74K - $5.83K
|
18
$6.37K
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
17+ 0.27% |
$4.48K - $5.5K
|
6.24K
$2.21M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.58% |
$4.22K - $5.18K
|
2.76K
$978K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
15New |
$3.95K - $4.86K
|
15
$5.31K
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
14+ 0.01% |
$3.69K - $4.53K
|
165K
$58.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
14+ 1.01% |
$3.69K - $4.53K
|
1.4K
$494K
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
14+ 0.01% |
$3.69K - $4.53K
|
165K
$58.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13+ 0.73% |
$3.43K - $4.21K
|
1.8K
$637K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13New |
$3.43K - $4.21K
|
13
$4.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
13+ 0.43% |
$3.43K - $4.21K
|
3.02K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
13+ 0.19% |
$3.43K - $4.21K
|
7.02K
$2.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13New |
$3.43K - $4.21K
|
13
$4.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12New |
$3.16K - $3.89K
|
12
$4.25K
|
|
|
Aug 08, 2023
Q2 2023
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
12+ 0.05% |
$3.16K - $3.89K
|
23K
$8.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
12+ 0.17% |
$3.16K - $3.89K
|
7.28K
$2.58M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11+ 4.76% |
$2.9K - $3.56K
|
242
$85.6K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11+ 1.42% |
$2.9K - $3.56K
|
783
$277K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.71% |
$2.9K - $3.56K
|
1.56K
$551K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 55.0% |
$2.9K - $3.56K
|
31
$11K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
11+ 4.93% |
$2.9K - $3.56K
|
234
$82.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11+ 1.11% |
$2.9K - $3.56K
|
1K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
11+ 0.87% |
$2.9K - $3.56K
|
1.28K
$453K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 5.71% |
$2.63K - $3.24K
|
185
$65.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
10+ 0.4% |
$2.63K - $3.24K
|
2.5K
$885K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
10+ 47.62% |
$2.63K - $3.24K
|
31
$11K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
10+ 1.42% |
$2.63K - $3.24K
|
715
$253K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10+ 1.71% |
$2.63K - $3.24K
|
595
$211K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
10+ 0.55% |
$2.63K - $3.24K
|
1.81K
$642K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
9+ 1.17% |
$2.37K - $2.91K
|
777
$275K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9+ 0.39% |
$2.37K - $2.91K
|
2.3K
$815K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9New |
$2.37K - $2.91K
|
9
$3.18K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
9+ 0.1% |
$2.37K - $2.91K
|
9.16K
$3.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.45% |
$2.37K - $2.91K
|
2.01K
$713K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
8+ 0.04% |
$2.11K - $2.59K
|
22.8K
$8.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
8+ 0.76% |
$2.11K - $2.59K
|
1.07K
$377K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.52% |
$2.11K - $2.59K
|
1.53K
$542K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
8+ 0.47% |
$2.11K - $2.59K
|
1.71K
$604K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 5.48% |
$2.11K - $2.59K
|
154
$54.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
8+ 0.26% |
$2.11K - $2.59K
|
3.05K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
7+ 0.97% |
$1.84K - $2.27K
|
728
$258K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
6New |
$1.58K - $1.94K
|
6
$2.12K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 0.03% |
$1.58K - $1.94K
|
18.9K
$6.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 4.39% |
$1.32K - $1.62K
|
119
$42.1K
|