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 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
59+ 23.14% |
$17.1K - $20.9K
|
314
$114K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
59New |
$17.1K - $20.9K
|
59
$21.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
59+ 0.4% |
$17.1K - $20.9K
|
15K
$5.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58+ 2.28% |
$16.8K - $20.6K
|
2.61K
$949K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
57+ 0.33% |
$16.5K - $20.2K
|
17.1K
$6.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
57+ 4.42% |
$16.5K - $20.2K
|
1.35K
$491K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
57+ 4.47% |
$16.5K - $20.2K
|
1.33K
$485K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
57+ 1.53% |
$16.5K - $20.2K
|
3.79K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
56+ 4.91% |
$16.2K - $19.8K
|
1.2K
$436K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
55+ 0.95% |
$16K - $19.5K
|
5.83K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
55New |
$16K - $19.5K
|
55
$20K
|
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
54+ 0.33% |
$15.7K - $19.1K
|
16.3K
$5.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
54+ 9.06% |
$15.7K - $19.1K
|
650
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
54+ 7.28% |
$15.7K - $19.1K
|
796
$290K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
53+ 3.7% |
$15.4K - $18.8K
|
1.49K
$542K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
52+ 0.62% |
$15.1K - $18.4K
|
8.43K
$3.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
51+ 5.41% |
$14.8K - $18.1K
|
994
$362K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
50+ 0.72% |
$14.5K - $17.7K
|
7.03K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
50+ 0.87% |
$14.5K - $17.7K
|
5.77K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
50+ 4.49% |
$14.5K - $17.7K
|
1.16K
$424K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
50New |
$14.5K - $17.7K
|
50
$18.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
49+ 0.79% |
$14.2K - $17.4K
|
6.25K
$2.28M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
49+ 9.78% |
$14.2K - $17.4K
|
550
$200K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
48+ 3.17% |
$13.9K - $17K
|
1.56K
$570K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
48+ 2.26% |
$13.9K - $17K
|
2.17K
$791K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
48+ 4.27% |
$13.9K - $17K
|
1.17K
$427K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
46+ 1.15% |
$13.3K - $16.3K
|
4.03K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
46+ 3.65% |
$13.3K - $16.3K
|
1.31K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
46+ 40.71% |
$13.3K - $16.3K
|
159
$57.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
45+ 2.99% |
$13.1K - $16K
|
1.55K
$565K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
45+ 180.0% |
$13.1K - $16K
|
70
$25.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
45+ 18.75% |
$13.1K - $16K
|
285
$104K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
45+ 1.25% |
$13.1K - $16K
|
3.65K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
44+ 3.14% |
$12.8K - $15.6K
|
1.45K
$527K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
44New |
$12.8K - $15.6K
|
44
$16K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
44+ 1.6% |
$12.8K - $15.6K
|
2.79K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
43+ 0.37% |
$12.5K - $15.2K
|
11.8K
$4.31M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
43+ 3.64% |
$12.5K - $15.2K
|
1.22K
$446K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
42+ 5.41% |
$12.2K - $14.9K
|
819
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
42+ 2.03% |
$12.2K - $14.9K
|
2.11K
$770K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
41New |
$11.9K - $14.5K
|
41
$14.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
40+ 0.96% |
$11.6K - $14.2K
|
4.21K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40+ 0.12% |
$11.6K - $14.2K
|
34.2K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
39+ 1.45% |
$11.3K - $13.8K
|
2.73K
$994K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
37+ 4.26% |
$10.7K - $13.1K
|
906
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
37+ 1.76% |
$10.7K - $13.1K
|
2.14K
$778K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
37+ 1.95% |
$10.7K - $13.1K
|
1.94K
$705K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
36+ 2.85% |
$10.4K - $12.8K
|
1.3K
$473K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
35New |
$10.2K - $12.4K
|
35
$12.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
35+ 0.75% |
$10.2K - $12.4K
|
4.73K
$1.72M
|