Purchases and Sales Made in Q4 2024 in Accenture PLC (ACN)
This table provides information about the institutional ownership of Accenture PLC (ACN) during Q4 2024. 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 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
956New |
$329K - $360K
|
956
$368K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
941+ 1.19% |
$324K - $355K
|
80K
$30.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
931+ 5.34% |
$320K - $351K
|
18.4K
$7.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
906+ 4.46% |
$312K - $341K
|
21.2K
$8.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
899+ 17.3% |
$309K - $339K
|
6.1K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
892+ 2.99% |
$307K - $336K
|
30.7K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
886+ 1.31% |
$305K - $334K
|
68.3K
$26.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
886+ 12.57% |
$305K - $334K
|
7.94K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
880+ 54.35% |
$303K - $332K
|
2.5K
$963K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
868+ 7.36% |
$299K - $327K
|
12.7K
$4.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
863+ 10.15% |
$297K - $325K
|
9.36K
$3.61M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
850+ 105.59% |
$292K - $320K
|
1.66K
$638K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
843New |
$290K - $318K
|
843
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
843+ 37.45% |
$290K - $318K
|
3.09K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
835New |
$287K - $315K
|
835
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
827+ 86.06% |
$284K - $312K
|
1.79K
$689K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
819New |
$282K - $309K
|
819
$315K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
813New |
$280K - $306K
|
813
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
813+ 48.71% |
$280K - $306K
|
2.48K
$956K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
812New |
$279K - $306K
|
812
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
809+ 11.15% |
$278K - $305K
|
8.07K
$3.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
804New |
$276K - $303K
|
804
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
790+ 17.01% |
$272K - $298K
|
5.44K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
785+ 4.22% |
$270K - $296K
|
19.4K
$7.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
780New |
$268K - $294K
|
780
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
773+ 7.95% |
$266K - $291K
|
10.5K
$4.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
772+ 114.37% |
$265K - $291K
|
1.45K
$557K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
772New |
$265K - $291K
|
772
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
769+ 86.79% |
$264K - $290K
|
1.66K
$638K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
768+ 1.19% |
$264K - $289K
|
65.5K
$25.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
767+ 22.96% |
$264K - $289K
|
4.11K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
762+ 3.66% |
$262K - $287K
|
21.6K
$8.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
761+ 1.85% |
$262K - $287K
|
41.9K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
737+ 14.68% |
$253K - $278K
|
5.76K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
718+ 53.7% |
$247K - $271K
|
2.06K
$792K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
713+ 2.58% |
$245K - $269K
|
28.3K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
691+ 2.45% |
$238K - $260K
|
28.9K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
690New |
$237K - $260K
|
690
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
686New |
$236K - $259K
|
686
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
683New |
$235K - $257K
|
683
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
682New |
$235K - $257K
|
682
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
BUY
|
- |
675+ 2.4% |
$232K - $254K
|
28.8K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
673New |
$231K - $254K
|
673
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
670New |
$230K - $252K
|
670
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
657+ 67.38% |
$226K - $248K
|
1.63K
$629K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
648+ 0.56% |
$223K - $244K
|
116K
$44.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
648+ 0.58% |
$223K - $244K
|
112K
$43.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
640+ 50.35% |
$220K - $241K
|
1.91K
$736K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
639New |
$220K - $241K
|
639
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
637+ 2.27% |
$219K - $240K
|
28.7K
$11M
|