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
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
22New |
$6.38K - $7.8K
|
22
$8.01K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
21+ 4.29% |
$6.09K - $7.44K
|
510
$186K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
21+ 3.59% |
$6.09K - $7.44K
|
606
$221K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
21+ 105.0% |
$6.09K - $7.44K
|
41
$14.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
20+ 0.31% |
$5.8K - $7.09K
|
6.41K
$2.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
20+ 2.94% |
$5.8K - $7.09K
|
700
$255K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$5.8K - $7.09K
|
20
$7.29K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
20+ 2.18% |
$5.8K - $7.09K
|
939
$342K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20+ 0.17% |
$5.8K - $7.09K
|
11.9K
$4.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
20+ 0.7% |
$5.8K - $7.09K
|
2.89K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
20+ 8.2% |
$5.8K - $7.09K
|
264
$96.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
20+ 0.52% |
$5.8K - $7.09K
|
3.84K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
20+ 1.5% |
$5.8K - $7.09K
|
1.35K
$492K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19+ 0.67% |
$5.51K - $6.73K
|
2.85K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
19+ 0.77% |
$5.51K - $6.73K
|
2.48K
$902K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
19+ 0.57% |
$5.51K - $6.73K
|
3.37K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
19+ 0.59% |
$5.51K - $6.73K
|
3.22K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 9.27% |
$5.51K - $6.73K
|
224
$81.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
19+ 1.48% |
$5.51K - $6.73K
|
1.31K
$476K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
18+ 0.54% |
$5.22K - $6.38K
|
3.36K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
18+ 1.13% |
$5.22K - $6.38K
|
1.61K
$588K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
18+ 7.03% |
$5.22K - $6.38K
|
274
$99.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
18+ 0.49% |
$5.22K - $6.38K
|
3.71K
$1.35M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
18New |
$5.22K - $6.38K
|
18
$6.56K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
17+ 2.26% |
$4.93K - $6.03K
|
770
$280K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
17New |
$4.93K - $6.03K
|
17
$6.19K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17+ 1.17% |
$4.93K - $6.03K
|
1.47K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
17+ 6.49% |
$4.93K - $6.03K
|
279
$102K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
17+ 1.0% |
$4.93K - $6.03K
|
1.71K
$624K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.75% |
$4.93K - $6.03K
|
2.27K
$827K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
16+ 0.64% |
$4.64K - $5.67K
|
2.53K
$920K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 0.08% |
$4.64K - $5.67K
|
20.1K
$7.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
16+ 2.3% |
$4.64K - $5.67K
|
711
$259K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
16+ 0.13% |
$4.64K - $5.67K
|
12K
$4.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16+ 2.19% |
$4.64K - $5.67K
|
746
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 0.23% |
$4.64K - $5.67K
|
6.96K
$2.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
15+ 0.68% |
$4.35K - $5.32K
|
2.22K
$807K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15+ 0.7% |
$4.35K - $5.32K
|
2.16K
$785K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 0.17% |
$4.06K - $4.96K
|
8.48K
$3.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
14New |
$4.06K - $4.96K
|
14
$5.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
13+ 0.52% |
$3.77K - $4.61K
|
2.51K
$916K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13+ 0.13% |
$3.77K - $4.61K
|
10.1K
$3.68M
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
13+ 0.48% |
$3.77K - $4.61K
|
2.71K
$988K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
13+ 0.02% |
$3.77K - $4.61K
|
86.5K
$31.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
12+ 1.21% |
$3.48K - $4.25K
|
1.01K
$367K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12+ 1.48% |
$3.48K - $4.25K
|
821
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
12+ 0.49% |
$3.48K - $4.25K
|
2.47K
$898K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
12+ 0.53% |
$3.48K - $4.25K
|
2.29K
$835K
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
11+ 0.84% |
$3.19K - $3.9K
|
1.32K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
11+ 2.36% |
$3.19K - $3.9K
|
477
$174K
|