Purchases and Sales Made in Q4 2022 in Accenture PLC (ACN)
This table provides information about the institutional ownership of Accenture PLC (ACN) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12+ 0.61% |
$3.03K - $3.63K
|
1.98K
$719K
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
11+ 0.26% |
$2.78K - $3.33K
|
4.21K
$1.53M
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
11+ 0.15% |
$2.78K - $3.33K
|
7.16K
$2.59M
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
11New |
$2.78K - $3.33K
|
11
$3.98K
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
11+ 1.29% |
$2.78K - $3.33K
|
863
$313K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
10+ 2.94% |
$2.53K - $3.03K
|
350
$127K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
10New |
$2.53K - $3.03K
|
10
$3.62K
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.71% |
$2.53K - $3.03K
|
1.42K
$514K
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
10+ 1.21% |
$2.53K - $3.03K
|
837
$303K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.55% |
$2.53K - $3.03K
|
1.82K
$660K
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
10+ 2.9% |
$2.53K - $3.03K
|
355
$129K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
10+ 0.21% |
$2.53K - $3.03K
|
4.89K
$1.77M
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
10+ 38.46% |
$2.53K - $3.03K
|
36
$13K
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
10+ 0.07% |
$2.53K - $3.03K
|
14.3K
$5.17M
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
9+ 9.68% |
$2.27K - $2.73K
|
102
$36.9K
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
8+ 0.42% |
$2.02K - $2.42K
|
1.93K
$698K
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
8+ 0.37% |
$2.02K - $2.42K
|
2.16K
$782K
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
8+ 0.55% |
$2.02K - $2.42K
|
1.47K
$531K
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8+ 0.84% |
$2.02K - $2.42K
|
958
$347K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8New |
$2.02K - $2.42K
|
8
$2.9K
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.4% |
$1.77K - $2.12K
|
1.76K
$637K
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
7+ 0.47% |
$1.77K - $2.12K
|
1.48K
$536K
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
7+ 0.02% |
$1.77K - $2.12K
|
33.1K
$12M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
7+ 0.17% |
$1.77K - $2.12K
|
4.05K
$1.47M
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7+ 0.19% |
$1.77K - $2.12K
|
3.75K
$1.36M
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7+ 0.7% |
$1.77K - $2.12K
|
1K
$363K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6New |
$1.52K - $1.82K
|
6
$2.17K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 1.78% |
$1.52K - $1.82K
|
343
$124K
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.12% |
$1.52K - $1.82K
|
4.88K
$1.77M
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6+ 0.25% |
$1.52K - $1.82K
|
2.45K
$888K
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
6+ 0.04% |
$1.52K - $1.82K
|
15.5K
$5.62M
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.13% |
$1.26K - $1.51K
|
3.88K
$1.41M
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
5+ 0.32% |
$1.26K - $1.51K
|
1.56K
$566K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5New |
$1.26K - $1.51K
|
5
$1.81K
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
5+ 0.55% |
$1.26K - $1.51K
|
912
$330K
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5+ 0.46% |
$1.26K - $1.51K
|
1.09K
$396K
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
4+ 0.37% |
$1.01K - $1.21K
|
1.08K
$391K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4New |
$1.01K - $1.21K
|
4
$1.45K
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4New |
$1.01K - $1.21K
|
4
$1.45K
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.61% |
$1.01K - $1.21K
|
252
$91.3K
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$1.01K - $1.21K
|
9.46K
$3.43M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.21% |
$1.01K - $1.21K
|
1.88K
$681K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3+ 2.07% |
$758 - $909
|
148
$53.6K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 0.24% |
$758 - $909
|
1.23K
$447K
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.18% |
$758 - $909
|
1.7K
$616K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
3+ 1.01% |
$758 - $909
|
300
$109K
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.37% |
$758 - $909
|
823
$298K
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3+ 0.22% |
$758 - $909
|
1.34K
$487K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3+ 0.09% |
$758 - $909
|
3.47K
$1.25M
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 1.55% |
$758 - $909
|
197
$71.3K
|