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 |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4+ 0.24% |
$1.2K - $1.31K
|
1.68K
$604K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 1.94% |
$902 - $985
|
158
$56.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3+ 0.04% |
$902 - $985
|
8.28K
$2.98M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3New |
$902 - $985
|
3
$1.08K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
3+ 0.43% |
$902 - $985
|
695
$250K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.61% |
$902 - $985
|
492
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
3+ 0.21% |
$902 - $985
|
1.42K
$513K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
3+ 0.21% |
$902 - $985
|
1.41K
$509K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.18% |
$602 - $656
|
1.11K
$400K
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
2+ 0.07% |
$602 - $656
|
2.68K
$966K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 0.75% |
$602 - $656
|
268
$96.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.14% |
$602 - $656
|
1.47K
$531K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.34% |
$602 - $656
|
598
$215K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.4% |
$602 - $656
|
501
$180K
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$301 - $328
|
2.67K
$963K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.04% |
$301 - $328
|
2.61K
$942K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$301 - $328
|
285
$103K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.15% |
$301 - $328
|
680
$245K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.13% |
$301 - $328
|
784
$282K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.08% |
$301 - $328
|
1.26K
$455K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
BUY
|
- |
1+ 0.03% |
$301 - $328
|
3.92K
$1.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
1+ 0.07% |
$301 - $328
|
1.43K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.06% |
$301 - $328
|
1.71K
$616K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1- 0.43% |
$301 - $328
|
233
$83.9K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.06% |
$301 - $328
|
1.71K
$616K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2- 0.15% |
$602 - $656
|
1.3K
$466K
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2- 0.22% |
$602 - $656
|
912
$328K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$602 - $656
|
2.58K
$929K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.3% |
$602 - $656
|
657
$237K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-2- 0.09% |
$602 - $656
|
2.23K
$802K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-3- 0.37% |
$902 - $985
|
809
$291K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-3- 33.33% |
$902 - $985
|
6
$2.16K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-3- 0.05% |
$902 - $985
|
6.43K
$2.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-3- 0.02% |
$902 - $985
|
14.7K
$5.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3- 0.02% |
$902 - $985
|
14.5K
$5.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3- 0.3% |
$902 - $985
|
995
$358K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-3- 0.08% |
$902 - $985
|
3.82K
$1.38M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3- 0.3% |
$902 - $985
|
995
$358K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4- 0.25% |
$1.2K - $1.31K
|
1.62K
$583K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-4- 3.1% |
$1.2K - $1.31K
|
125
$45K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4- 0.54% |
$1.2K - $1.31K
|
731
$263K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 0.8% |
$1.2K - $1.31K
|
497
$179K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5- 0.19% |
$1.5K - $1.64K
|
2.64K
$950K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5- 0.08% |
$1.5K - $1.64K
|
6.34K
$2.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-5- 38.46% |
$1.5K - $1.64K
|
8
$2.88K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-5- 2.94% |
$1.5K - $1.64K
|
165
$59.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-5- 0.17% |
$1.5K - $1.64K
|
3.02K
$1.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-5- 0.1% |
$1.5K - $1.64K
|
4.91K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-5- 1.87% |
$1.5K - $1.64K
|
262
$94.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-5- 0.73% |
$1.5K - $1.64K
|
678
$244K
|