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 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
4+ 0.28% |
$1.16K - $1.42K
|
1.44K
$355K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 22.22% |
$1.16K - $1.42K
|
22
$5.43K
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.25% |
$1.16K - $1.42K
|
1.59K
$392K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4New |
$1.16K - $1.42K
|
4
$986
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
4+ 5.33% |
$1.16K - $1.42K
|
79
$19.5K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 7.89% |
$870 - $1.06K
|
41
$10.1K
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
3+ 0.06% |
$870 - $1.06K
|
5.43K
$1.34M
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3+ 0.15% |
$870 - $1.06K
|
2.03K
$501K
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3+ 0.23% |
$870 - $1.06K
|
1.32K
$325K
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3+ 0.35% |
$870 - $1.06K
|
857
$211K
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2+ 0.14% |
$580 - $709
|
1.39K
$343K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.07% |
$580 - $709
|
3.04K
$749K
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$580 - $709
|
8.28K
$2.04M
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
2+ 0.27% |
$580 - $709
|
750
$185K
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.33% |
$580 - $709
|
600
$148K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.13% |
$290 - $354
|
785
$194K
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$290 - $354
|
2.68K
$660K
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.09% |
$290 - $354
|
1.06K
$262K
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$290 - $354
|
1.13K
$279K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$290 - $354
|
286
$70.5K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 8.33% |
$290 - $354
|
13
$3.21K
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.01% |
$290 - $354
|
14.5K
$3.57M
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.2% |
$290 - $354
|
503
$124K
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.11% |
$290 - $354
|
886
$218K
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$290 - $354
|
699
$172K
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1+ 0.02% |
$290 - $354
|
4.88K
$1.2M
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.08% |
$290 - $354
|
1.25K
$309K
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.06% |
$290 - $354
|
1.57K
$388K
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.12% |
$290 - $354
|
848
$209K
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1+ 0.02% |
$290 - $354
|
4.88K
$1.2M
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.09% |
$290 - $354
|
1.13K
$278K
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1- 0.07% |
$290 - $354
|
1.47K
$363K
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1- 0.01% |
$290 - $354
|
7.13K
$1.76M
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
SELL
|
- |
-1- -0.0% |
$290 - $354
|
114K
$28.1M
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1- 0.02% |
$290 - $354
|
6.02K
$1.48M
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1- 0.35% |
$290 - $354
|
283
$69.8K
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1- 0.1% |
$290 - $354
|
994
$245K
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-2- 0.24% |
$580 - $709
|
829
$204K
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-2- 0.16% |
$580 - $709
|
1.26K
$312K
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2- 0.23% |
$580 - $709
|
861
$212K
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2- 0.12% |
$580 - $709
|
1.62K
$399K
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2- 0.29% |
$580 - $709
|
697
$172K
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 20.0% |
$580 - $709
|
8
$1.97K
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-2- 0.1% |
$580 - $709
|
2.09K
$514K
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-3- 0.42% |
$870 - $1.06K
|
717
$177K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 1.65% |
$870 - $1.06K
|
179
$44.1K
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-4- 0.05% |
$1.16K - $1.42K
|
7.93K
$1.96M
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-4- 0.96% |
$1.16K - $1.42K
|
414
$102K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4- 1.91% |
$1.16K - $1.42K
|
205
$50.6K
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-5- 13.16% |
$1.45K - $1.77K
|
33
$8.14K
|