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 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
4.34K+ 3.84% |
$1.26M - $1.54M
|
117K
$45.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.33KNew |
$1.25M - $1.53M
|
4.33K
$1.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.3K+ 8.5% |
$1.25M - $1.52M
|
54.9K
$21.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
4.28KNew |
$1.24M - $1.52M
|
4.28K
$1.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.26K+ 62.48% |
$1.24M - $1.51M
|
11.1K
$4.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
4.23K+ 2.5% |
$1.23M - $1.5M
|
173K
$67.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.18K+ 56.35% |
$1.21M - $1.48M
|
11.6K
$4.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.16KNew |
$1.21M - $1.47M
|
4.16K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
4.15K+ 27.04% |
$1.2M - $1.47M
|
19.5K
$7.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
4.11KNew |
$1.19M - $1.46M
|
4.11K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.11K+ 1287.77% |
$1.19M - $1.46M
|
4.43K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.08K+ 569.13% |
$1.18M - $1.44M
|
4.79K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
4.05KNew |
$1.17M - $1.44M
|
4.05K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.03KNew |
$1.17M - $1.43M
|
4.03K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.03K+ 3.51% |
$1.17M - $1.43M
|
119K
$46M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
3.98KNew |
$1.15M - $1.41M
|
3.98K
$1.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.92KNew |
$1.14M - $1.39M
|
3.92K
$1.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
3.84K+ 0.6% |
$1.11M - $1.36M
|
646K
$251M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.83K+ 532.55% |
$1.11M - $1.36M
|
4.55K
$1.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
3.82K+ 7.28% |
$1.11M - $1.35M
|
56.3K
$21.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
3.68K+ 66.83% |
$1.07M - $1.3M
|
9.18K
$3.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.65K+ 6.05% |
$1.06M - $1.29M
|
64K
$24.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.55KNew |
$1.03M - $1.26M
|
3.55K
$1.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
3.49K+ 14.39% |
$1.01M - $1.24M
|
27.7K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.45K+ 43.07% |
$999K - $1.22M
|
11.4K
$4.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.41KNew |
$989K - $1.21M
|
3.41K
$1.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.38K+ 1.55% |
$981K - $1.2M
|
222K
$86.1M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.36K+ 4.58% |
$976K - $1.19M
|
76.9K
$29.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
3.35KNew |
$972K - $1.19M
|
3.35K
$1.3M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.32KNew |
$962K - $1.18M
|
3.32K
$1.29M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.3KNew |
$958K - $1.17M
|
3.3K
$1.28M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.3K+ 33.95% |
$956K - $1.17M
|
13K
$5.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.26K+ 4.3% |
$945K - $1.16M
|
79.1K
$30.7M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
3.24KNew |
$940K - $1.15M
|
3.24K
$1.26M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.19K+ 15.37% |
$924K - $1.13M
|
23.9K
$9.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
3.18KNew |
$922K - $1.13M
|
3.18K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.17KNew |
$920K - $1.12M
|
3.17K
$1.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
3.12K+ 999.68% |
$905K - $1.11M
|
3.43K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.07KNew |
$891K - $1.09M
|
3.07K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
3.07KNew |
$890K - $1.09M
|
3.07K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.01KNew |
$873K - $1.07M
|
3.01K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.9K+ 19.37% |
$842K - $1.03M
|
17.9K
$6.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.88K+ 11.16% |
$834K - $1.02M
|
28.6K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
2.87KNew |
$831K - $1.02M
|
2.87K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.86K+ 15.38% |
$829K - $1.01M
|
21.4K
$8.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.84K+ 52.57% |
$823K - $1.01M
|
8.24K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.83K+ 6.49% |
$821K - $1M
|
46.5K
$18M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.79KNew |
$809K - $989K
|
2.79K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.79K+ 26.16% |
$808K - $988K
|
13.4K
$5.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.76K+ 0.96% |
$802K - $980K
|
289K
$112M
|