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 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
35+ 1.51% |
$10.2K - $12.4K
|
2.36K
$860K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
35New |
$10.2K - $12.4K
|
35
$12.7K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
35+ 0.92% |
$10.2K - $12.4K
|
3.82K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
34+ 4.89% |
$9.86K - $12.1K
|
729
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
34New |
$9.86K - $12.1K
|
34
$12.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
33+ 4.47% |
$9.57K - $11.7K
|
772
$281K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
32+ 3.84% |
$9.28K - $11.3K
|
866
$315K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
32+ 0.07% |
$9.28K - $11.3K
|
43.2K
$15.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
32+ 0.27% |
$9.28K - $11.3K
|
11.7K
$4.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
31+ 4.55% |
$8.99K - $11K
|
712
$259K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
31New |
$8.99K - $11K
|
31
$11.3K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
31+ 0.2% |
$8.99K - $11K
|
15.4K
$5.61M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
30New |
$8.7K - $10.6K
|
30
$10.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
30+ 0.5% |
$8.7K - $10.6K
|
6.06K
$2.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
30+ 0.23% |
$8.7K - $10.6K
|
12.8K
$4.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
30+ 2.26% |
$8.7K - $10.6K
|
1.36K
$494K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
30+ 0.43% |
$8.7K - $10.6K
|
7K
$2.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
30New |
$8.7K - $10.6K
|
30
$10.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
30+ 1.05% |
$8.7K - $10.6K
|
2.89K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
30+ 0.41% |
$8.7K - $10.6K
|
7.41K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
30+ 1.33% |
$8.7K - $10.6K
|
2.29K
$833K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
30New |
$8.7K - $10.6K
|
30
$10.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
29+ 3.97% |
$8.41K - $10.3K
|
760
$277K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
29+ 2.38% |
$8.41K - $10.3K
|
1.25K
$454K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
29+ 1.24% |
$8.41K - $10.3K
|
2.37K
$864K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
29+ 0.69% |
$8.41K - $10.3K
|
4.22K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
28+ 2.8% |
$8.12K - $9.92K
|
1.03K
$374K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
28+ 0.16% |
$8.12K - $9.92K
|
17.7K
$6.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
28+ 0.89% |
$8.12K - $9.92K
|
3.18K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
28+ 3.61% |
$8.12K - $9.92K
|
803
$293K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
28+ 2.1% |
$8.12K - $9.92K
|
1.36K
$496K
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
28+ 2.32% |
$8.12K - $9.92K
|
1.24K
$450K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
27+ 3.0% |
$7.83K - $9.57K
|
927
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
27+ 0.76% |
$7.83K - $9.57K
|
3.59K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
27+ 8.18% |
$7.83K - $9.57K
|
357
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
27+ 0.07% |
$7.83K - $9.57K
|
39K
$14.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
27+ 3.14% |
$7.83K - $9.57K
|
888
$323K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
27New |
$7.83K - $9.57K
|
27
$9.84K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
26+ 0.12% |
$7.54K - $9.22K
|
22.4K
$8.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
26+ 0.3% |
$7.54K - $9.22K
|
8.7K
$3.17M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
25+ 3.71% |
$7.25K - $8.86K
|
699
$255K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
25+ 1.7% |
$7.25K - $8.86K
|
1.5K
$545K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
25New |
$7.25K - $8.86K
|
25
$9.11K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
24+ 1.63% |
$6.96K - $8.51K
|
1.5K
$545K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
24+ 5.47% |
$6.96K - $8.51K
|
463
$169K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
24New |
$6.96K - $8.51K
|
24
$8.74K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
23+ 3.06% |
$6.67K - $8.15K
|
774
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 4.77% |
$6.67K - $8.15K
|
505
$184K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22+ 0.99% |
$6.38K - $7.8K
|
2.25K
$821K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
22+ 0.58% |
$6.38K - $7.8K
|
3.79K
$1.38M
|