Purchases and Sales Made in Q4 2023 in Accenture PLC (ACN)
This table provides information about the institutional ownership of Accenture PLC (ACN) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
323+ 1.33% |
$93.7K - $114K
|
24.6K
$7.33M
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
322+ 20.63% |
$93.4K - $114K
|
1.88K
$560K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
322New |
$93.4K - $114K
|
322
$95.8K
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
320+ 26.14% |
$92.8K - $113K
|
1.54K
$459K
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
318+ 26.97% |
$92.2K - $113K
|
1.5K
$445K
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
316+ 21.44% |
$91.7K - $112K
|
1.79K
$532K
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
312+ 10.82% |
$90.5K - $111K
|
3.2K
$950K
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
311+ 9.64% |
$90.2K - $110K
|
3.54K
$1.05M
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
311+ 5.84% |
$90.2K - $110K
|
5.64K
$1.68M
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
309+ 17.94% |
$89.6K - $110K
|
2.03K
$604K
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
307+ 8.61% |
$89K - $109K
|
3.87K
$1.15M
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
305+ 9.75% |
$88.5K - $108K
|
3.43K
$1.02M
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
305+ 2.28% |
$88.5K - $108K
|
13.7K
$4.06M
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
305+ 9.69% |
$88.5K - $108K
|
3.45K
$1.03M
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
305+ 0.05% |
$88.5K - $108K
|
650K
$193M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
304+ 6.98% |
$88.2K - $108K
|
4.66K
$1.39M
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
302+ 0.28% |
$87.6K - $107K
|
108K
$32.1M
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
300+ 44.18% |
$87K - $106K
|
979
$291K
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
300+ 2.11% |
$87K - $106K
|
14.5K
$4.31M
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
293+ 7.67% |
$85K - $104K
|
4.11K
$1.22M
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
292+ 0.93% |
$84.7K - $103K
|
31.6K
$9.4M
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
291+ 21.62% |
$84.4K - $103K
|
1.64K
$487K
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
290+ 19.67% |
$84.1K - $103K
|
1.76K
$525K
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
286+ 1.35% |
$83K - $101K
|
21.4K
$6.37M
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
282+ 5.63% |
$81.8K - $100K
|
5.29K
$1.57M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
278+ 2.77% |
$80.6K - $98.5K
|
10.3K
$3.07M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
276+ 6.25% |
$80.1K - $97.8K
|
4.69K
$1.4M
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
271+ 9.06% |
$78.6K - $96.1K
|
3.26K
$970K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
271+ 9.06% |
$78.6K - $96.1K
|
3.26K
$970K
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
266+ 5.65% |
$77.2K - $94.3K
|
4.98K
$1.48M
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
264+ 4.97% |
$76.6K - $93.6K
|
5.58K
$1.66M
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
261+ 5.07% |
$75.7K - $92.5K
|
5.4K
$1.61M
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
259+ 9.13% |
$75.1K - $91.8K
|
3.1K
$920K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
252+ 14.67% |
$73.1K - $89.3K
|
1.97K
$586K
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
251+ 0.43% |
$72.8K - $89K
|
58.5K
$17.4M
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
251+ 5.57% |
$72.8K - $89K
|
4.76K
$1.41M
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
250+ 5.46% |
$72.5K - $88.6K
|
4.83K
$1.44M
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
250+ 2.23% |
$72.5K - $88.6K
|
11.5K
$3.42M
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
250+ 30.49% |
$72.5K - $88.6K
|
1.07K
$318K
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
249+ 18.51% |
$72.2K - $88.3K
|
1.59K
$474K
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
248+ 8.8% |
$71.9K - $87.9K
|
3.07K
$912K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
247+ 0.45% |
$71.6K - $87.5K
|
55.1K
$16.4M
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
247+ 12.2% |
$71.6K - $87.5K
|
2.27K
$675K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
246+ 147.31% |
$71.3K - $87.2K
|
413
$123K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
245+ 0.4% |
$71.1K - $86.8K
|
62.1K
$18.5M
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
245+ 0.67% |
$71.1K - $86.8K
|
36.8K
$10.9M
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
244+ 0.66% |
$70.8K - $86.5K
|
37.1K
$11M
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
243+ 37.04% |
$70.5K - $86.1K
|
899
$267K
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
243+ 4.51% |
$70.5K - $86.1K
|
5.63K
$1.67M
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
241+ 0.51% |
$69.9K - $85.4K
|
47.8K
$14.2M
|