Purchases and Sales Made in Q3 2023 in Accenture PLC (ACN)
This table provides information about the institutional ownership of Accenture PLC (ACN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
56+ 1.21% |
$16.8K - $18.4K
|
4.67K
$1.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
56+ 2.44% |
$16.8K - $18.4K
|
2.35K
$810K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
55+ 1.51% |
$16.5K - $18.1K
|
3.71K
$1.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
55+ 0.39% |
$16.5K - $18.1K
|
14.1K
$4.85M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
55+ 0.52% |
$16.5K - $18.1K
|
10.7K
$3.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
55+ 0.79% |
$16.5K - $18.1K
|
6.99K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
55+ 0.47% |
$16.5K - $18.1K
|
11.7K
$4.04M
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
55+ 5.89% |
$16.5K - $18.1K
|
989
$341K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
54+ 1.95% |
$16.2K - $17.7K
|
2.82K
$972K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
54+ 2.63% |
$16.2K - $17.7K
|
2.1K
$726K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
54+ 4.79% |
$16.2K - $17.7K
|
1.18K
$407K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
53+ 1.48% |
$15.9K - $17.4K
|
3.63K
$1.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
53+ 0.42% |
$15.9K - $17.4K
|
12.8K
$4.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
53+ 2.12% |
$15.9K - $17.4K
|
2.55K
$879K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
53+ 0.62% |
$15.9K - $17.4K
|
8.65K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
53+ 12.16% |
$15.9K - $17.4K
|
489
$169K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52+ 3.17% |
$15.6K - $17.1K
|
1.69K
$583K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
52+ 2.27% |
$15.6K - $17.1K
|
2.34K
$807K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
52+ 2.63% |
$15.6K - $17.1K
|
2.03K
$700K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
51+ 1.3% |
$15.3K - $16.7K
|
3.97K
$1.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
51+ 33.12% |
$15.3K - $16.7K
|
205
$70.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
50+ 0.97% |
$15K - $16.4K
|
5.22K
$1.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
50+ 2.12% |
$15K - $16.4K
|
2.41K
$831K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
50+ 6.06% |
$15K - $16.4K
|
875
$302K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
49+ 3.44% |
$14.7K - $16.1K
|
1.47K
$509K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
49New |
$14.7K - $16.1K
|
49
$16.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
49+ 3.2% |
$14.7K - $16.1K
|
1.58K
$545K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
48+ 0.75% |
$14.4K - $15.8K
|
6.45K
$2.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
48+ 1.01% |
$14.4K - $15.8K
|
4.81K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
48+ 2.12% |
$14.4K - $15.8K
|
2.31K
$796K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
48+ 40.34% |
$14.4K - $15.8K
|
167
$57.6K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
48+ 2.44% |
$14.4K - $15.8K
|
2.01K
$694K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
47+ 5.25% |
$14.1K - $15.4K
|
943
$325K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
46+ 3.84% |
$13.8K - $15.1K
|
1.24K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
46+ 5.46% |
$13.8K - $15.1K
|
889
$307K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
45+ 6.48% |
$13.5K - $14.8K
|
739
$255K
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
45+ 5.38% |
$13.5K - $14.8K
|
882
$304K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
45+ 1.45% |
$13.5K - $14.8K
|
3.15K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
45+ 2.11% |
$13.5K - $14.8K
|
2.18K
$752K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
44+ 7.51% |
$13.2K - $14.4K
|
630
$217K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
44+ 30.56% |
$13.2K - $14.4K
|
188
$64.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
43+ 4.74% |
$12.9K - $14.1K
|
951
$328K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
43+ 20.19% |
$12.9K - $14.1K
|
256
$88.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
43+ 1.3% |
$12.9K - $14.1K
|
3.35K
$1.16M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
42+ 0.25% |
$12.6K - $13.8K
|
16.5K
$5.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
41+ 1.07% |
$12.3K - $13.5K
|
3.89K
$1.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
40+ 0.78% |
$12K - $13.1K
|
5.15K
$1.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
40+ 1.51% |
$12K - $13.1K
|
2.69K
$928K
|
|
|
Nov 08, 2023
Q3 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
40+ 4.06% |
$12K - $13.1K
|
1.03K
$354K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
39+ 1.58% |
$11.7K - $12.8K
|
2.5K
$863K
|