Purchases and Sales Made in Q3 2023 in Accenture PLC (ACN)
This table provides information about the institutional ownership of Accenture PLC (ACN) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
536+ 5.72% |
$161K - $176K
|
9.9K
$3.49M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
536+ 19.92% |
$161K - $176K
|
3.23K
$1.14M
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
530+ 67.77% |
$159K - $174K
|
1.31K
$463K
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
524+ 31.21% |
$158K - $172K
|
2.2K
$777K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
523+ 1.67% |
$157K - $172K
|
31.8K
$11.2M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
521+ 1.55% |
$157K - $171K
|
34.1K
$12M
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
521+ 3.43% |
$157K - $171K
|
15.7K
$5.54M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
508+ 8.9% |
$153K - $167K
|
6.21K
$2.19M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
496+ 3.98% |
$149K - $163K
|
13K
$4.57M
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
495+ 2.39% |
$149K - $162K
|
21.2K
$7.47M
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
489+ 1.06% |
$147K - $160K
|
46.8K
$16.5M
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
489+ 9.99% |
$147K - $160K
|
5.39K
$1.9M
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
487+ 8.52% |
$146K - $160K
|
6.2K
$2.19M
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
484+ 5.97% |
$146K - $159K
|
8.59K
$3.03M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
484+ 3.44% |
$146K - $159K
|
14.5K
$5.13M
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
484+ 0.45% |
$146K - $159K
|
109K
$38.4M
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
482+ 0.42% |
$145K - $158K
|
116K
$40.9M
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
479+ 23.61% |
$144K - $157K
|
2.51K
$884K
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
479+ 3.71% |
$144K - $157K
|
13.4K
$4.72M
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
473New |
$142K - $155K
|
473
$167K
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
473+ 2.76% |
$142K - $155K
|
17.6K
$6.21M
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
469+ 0.99% |
$141K - $154K
|
48K
$16.9M
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
468+ 3.71% |
$141K - $154K
|
13.1K
$4.62M
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
467+ 1.83% |
$140K - $153K
|
25.9K
$9.14M
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
466+ 1.29% |
$140K - $153K
|
36.7K
$12.9M
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
466+ 28.52% |
$140K - $153K
|
2.1K
$740K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
465+ 7.36% |
$140K - $153K
|
6.78K
$2.39M
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
462+ 2.68% |
$139K - $152K
|
17.7K
$6.23M
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
462+ 10.81% |
$139K - $152K
|
4.73K
$1.67M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
458+ 2.1% |
$138K - $150K
|
22.3K
$7.85M
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
456+ 5.89% |
$137K - $150K
|
8.2K
$2.89M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
451New |
$136K - $148K
|
451
$159K
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
446+ 67.58% |
$134K - $146K
|
1.11K
$390K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
444New |
$134K - $146K
|
444
$157K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
441+ 4.62% |
$133K - $145K
|
9.98K
$3.52M
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
430+ 19.81% |
$129K - $141K
|
2.6K
$917K
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
429+ 39.47% |
$129K - $141K
|
1.52K
$534K
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
421+ 5.78% |
$127K - $138K
|
7.7K
$2.71M
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
420+ 1.17% |
$126K - $138K
|
36.4K
$12.8M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
418+ 1.04% |
$126K - $137K
|
40.6K
$14.3M
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
413+ 3.57% |
$124K - $136K
|
12K
$4.23M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
406+ 3.43% |
$122K - $133K
|
12.2K
$4.31M
|
|
Nov 14, 2023
Q3 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
403+ 0.78% |
$121K - $132K
|
52.2K
$18.4M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
402+ 10.17% |
$121K - $132K
|
4.35K
$1.53M
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
402+ 1.28% |
$121K - $132K
|
31.7K
$11.2M
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
401+ 12.82% |
$121K - $132K
|
3.53K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
401+ 2.72% |
$121K - $132K
|
15.2K
$5.34M
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
401+ 11.84% |
$121K - $132K
|
3.79K
$1.34M
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
400+ 57.14% |
$120K - $131K
|
1.1K
$388K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
395+ 0.84% |
$119K - $130K
|
47.6K
$16.8M
|