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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
82+ 0.42% |
$23.8K - $29.1K
|
19.5K
$7.11M
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
82New |
$23.8K - $29.1K
|
82
$29.9K
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
80+ 6.86% |
$23.2K - $28.4K
|
1.25K
$454K
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
79+ 1.22% |
$22.9K - $28K
|
6.56K
$2.39M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
78+ 11.76% |
$22.6K - $27.6K
|
741
$270K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
78+ 13.85% |
$22.6K - $27.6K
|
641
$233K
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
77+ 0.42% |
$22.3K - $27.3K
|
18.5K
$6.72M
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
77+ 4.78% |
$22.3K - $27.3K
|
1.69K
$615K
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
76+ 1.63% |
$22K - $26.9K
|
4.75K
$1.73M
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
76New |
$22K - $26.9K
|
76
$27.7K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
75+ 0.76% |
$21.8K - $26.6K
|
9.98K
$3.64M
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
75+ 1.86% |
$21.8K - $26.6K
|
4.11K
$1.5M
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
75+ 1.19% |
$21.8K - $26.6K
|
6.37K
$2.32M
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
74+ 0.87% |
$21.5K - $26.2K
|
8.57K
$3.12M
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
74+ 6.47% |
$21.5K - $26.2K
|
1.22K
$444K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
74+ 1.73% |
$21.5K - $26.2K
|
4.36K
$1.59M
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
71+ 2.5% |
$20.6K - $25.2K
|
2.91K
$1.06M
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70+ 3.69% |
$20.3K - $24.8K
|
1.97K
$716K
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
70+ 7.27% |
$20.3K - $24.8K
|
1.03K
$376K
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
70+ 8.78% |
$20.3K - $24.8K
|
867
$316K
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
69+ 8.32% |
$20K - $24.5K
|
898
$327K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
69+ 11.62% |
$20K - $24.5K
|
663
$242K
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
68+ 17.39% |
$19.7K - $24.1K
|
459
$167K
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
68+ 1.41% |
$19.7K - $24.1K
|
4.9K
$1.79M
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
67+ 5.49% |
$19.4K - $23.7K
|
1.29K
$469K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
67New |
$19.4K - $23.7K
|
67
$24.4K
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
67+ 5.07% |
$19.4K - $23.7K
|
1.39K
$506K
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
66New |
$19.1K - $23.4K
|
66
$24K
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
66+ 0.91% |
$19.1K - $23.4K
|
7.36K
$2.68M
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
66+ 4.21% |
$19.1K - $23.4K
|
1.64K
$596K
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
66+ 0.91% |
$19.1K - $23.4K
|
7.36K
$2.68M
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
65+ 1.92% |
$18.9K - $23K
|
3.45K
$1.26M
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
65+ 1.26% |
$18.9K - $23K
|
5.23K
$1.91M
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
65+ 0.17% |
$18.9K - $23K
|
38.6K
$14.1M
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
64+ 2.79% |
$18.6K - $22.7K
|
2.36K
$859K
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
64+ 6.66% |
$18.6K - $22.7K
|
1.03K
$373K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
64+ 77.11% |
$18.6K - $22.7K
|
147
$53.5K
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
62+ 7.47% |
$18K - $22K
|
892
$325K
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
62+ 0.22% |
$18K - $22K
|
27.8K
$10.1M
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
62+ 5.6% |
$18K - $22K
|
1.17K
$426K
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
61+ 0.17% |
$17.7K - $21.6K
|
36K
$13.1M
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
61New |
$17.7K - $21.6K
|
61
$22.2K
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
61+ 5.15% |
$17.7K - $21.6K
|
1.25K
$454K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
60+ 13.3% |
$17.4K - $21.3K
|
511
$186K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
60+ 18.81% |
$17.4K - $21.3K
|
379
$138K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
60+ 1.34% |
$17.4K - $21.3K
|
4.55K
$1.66M
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
60+ 1.33% |
$17.4K - $21.3K
|
4.56K
$1.66M
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
60+ 5.62% |
$17.4K - $21.3K
|
1.13K
$411K
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
60+ 142.86% |
$17.4K - $21.3K
|
102
$37.2K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
60+ 206.9% |
$17.4K - $21.3K
|
89
$32.4K
|