Purchases and Sales Made in Q3 2022 in Accenture PLC (ACN)
This table provides information about the institutional ownership of Accenture PLC (ACN) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
11+ 0.12% |
$2.82K - $3.53K
|
9.16K
$3.3M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
11+ 1.26% |
$2.82K - $3.53K
|
884
$318K
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
10+ 0.31% |
$2.56K - $3.21K
|
3.21K
$1.16M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
10+ 4.85% |
$2.56K - $3.21K
|
216
$77.8K
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
10+ 0.81% |
$2.56K - $3.21K
|
1.25K
$450K
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
10+ 0.14% |
$2.56K - $3.21K
|
7.15K
$2.57M
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
10+ 1.23% |
$2.56K - $3.21K
|
825
$297K
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 333.33% |
$2.56K - $3.21K
|
13
$4.68K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 0.07% |
$2.56K - $3.21K
|
14.5K
$5.21M
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 1.75% |
$2.56K - $3.21K
|
581
$209K
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
9+ 0.44% |
$2.31K - $2.89K
|
2.06K
$741K
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
9+ 0.35% |
$2.31K - $2.89K
|
2.58K
$927K
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
9+ 0.41% |
$2.31K - $2.89K
|
2.22K
$798K
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
9+ 1.38% |
$2.31K - $2.89K
|
661
$238K
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
9+ 0.31% |
$2.31K - $2.89K
|
2.87K
$1.03M
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
9New |
$2.31K - $2.89K
|
9
$3.24K
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
9+ 0.36% |
$2.31K - $2.89K
|
2.53K
$910K
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9+ 0.25% |
$2.31K - $2.89K
|
3.55K
$1.28M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 8.82% |
$2.31K - $2.89K
|
111
$40K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9+ 0.15% |
$2.31K - $2.89K
|
5.92K
$2.13M
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
9+ 0.12% |
$2.31K - $2.89K
|
7.24K
$2.61M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
8+ 0.43% |
$2.05K - $2.57K
|
1.89K
$681K
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
8+ 0.33% |
$2.05K - $2.57K
|
2.45K
$881K
|
|
Nov 14, 2022
Q3 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
8+ 0.65% |
$2.05K - $2.57K
|
1.25K
$448K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.07% |
$1.79K - $2.25K
|
9.95K
$3.58M
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.34% |
$1.54K - $1.92K
|
1.75K
$631K
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
6+ 0.09% |
$1.54K - $1.92K
|
6.36K
$2.29M
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6+ 14.29% |
$1.54K - $1.92K
|
48
$17.3K
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
6+ 0.17% |
$1.54K - $1.92K
|
3.48K
$1.25M
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
6+ 0.38% |
$1.54K - $1.92K
|
1.58K
$569K
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5New |
$1.28K - $1.6K
|
5
$1.8K
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 5.0% |
$1.28K - $1.6K
|
105
$37.8K
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5+ 0.09% |
$1.28K - $1.6K
|
5.74K
$2.07M
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.31% |
$1.28K - $1.6K
|
1.6K
$576K
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4+ 0.1% |
$1.03K - $1.28K
|
3.92K
$1.41M
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4+ 0.29% |
$1.03K - $1.28K
|
1.39K
$500K
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
4+ 0.01% |
$1.03K - $1.28K
|
49.1K
$17.7M
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
4+ 0.28% |
$1.03K - $1.28K
|
1.46K
$525K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.88% |
$1.03K - $1.28K
|
460
$166K
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 44.44% |
$1.03K - $1.28K
|
13
$4.68K
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3+ 0.22% |
$769 - $962
|
1.37K
$492K
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3+ 0.28% |
$769 - $962
|
1.08K
$387K
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$769 - $962
|
2.46K
$885K
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
3+ 0.24% |
$769 - $962
|
1.26K
$454K
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3+ 0.1% |
$769 - $962
|
2.97K
$1.07M
|
|
Nov 07, 2022
Q3 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
3+ 0.06% |
$769 - $962
|
4.8K
$1.73M
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
3+ 0.35% |
$769 - $962
|
871
$314K
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3New |
$769 - $962
|
3
$1.08K
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3+ 0.3% |
$769 - $962
|
993
$358K
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.12% |
$769 - $962
|
2.44K
$878K
|