A detailed history of Heritage Wealth Advisors transactions in Aon PLC stock. As of the latest transaction made, Heritage Wealth Advisors holds 819 shares of AON stock, worth $316,305. This represents 0.01% of its overall portfolio holdings.

Number of Shares
819
Previous 803 1.99%
Holding current value
$316,305
Previous $235,000 20.43%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$293.16 - $351.06 $4,690 - $5,616
16 Added 1.99%
819 $283,000
Q1 2024

May 08, 2024

SELL
$288.02 - $333.79 $78,053 - $90,457
-271 Reduced 25.23%
803 $267,000
Q4 2023

Feb 09, 2024

BUY
$288.19 - $335.32 $6,051 - $7,041
21 Added 1.99%
1,074 $312,000
Q4 2022

Feb 06, 2023

SELL
$270.81 - $310.02 $21,393 - $24,491
-79 Reduced 6.98%
1,053 $316,000
Q3 2022

Nov 10, 2022

BUY
$267.1 - $302.57 $21,100 - $23,903
79 Added 7.5%
1,132 $303,000
Q2 2022

Aug 04, 2022

BUY
$248.5 - $333.61 $175,938 - $236,195
708 Added 205.22%
1,053 $284,000
Q3 2021

Nov 02, 2021

BUY
$226.79 - $299.17 $56,697 - $74,792
250 Added 263.16%
345 $0
Q2 2021

Aug 09, 2021

SELL
$229.52 - $258.52 $2.3 Million - $2.59 Million
-10,003 Reduced 99.06%
95 $0
Q2 2021

Jul 27, 2021

BUY
$229.52 - $258.52 $1.43 Million - $1.61 Million
6,211 Added 159.79%
10,098 $2.13 Million
Q1 2021

Apr 27, 2021

SELL
$202.13 - $233.7 $1.26 Million - $1.45 Million
-6,211 Reduced 61.51%
3,887 $0
Q4 2020

Feb 01, 2021

BUY
$179.96 - $214.52 $1.73 Million - $2.06 Million
9,598 Added 1919.6%
10,098 $2.13 Million
Q3 2020

Nov 03, 2020

BUY
$190.17 - $209.73 $9,508 - $10,486
50 Added 11.11%
500 $0
Q2 2020

Jul 17, 2020

SELL
$153.68 - $200.2 $40,264 - $52,452
-262 Reduced 36.8%
450 $0
Q2 2020

Jul 17, 2020

BUY
$153.68 - $200.2 $47,948 - $62,462
312 Added 78.0%
712 $86,000
Q1 2020

May 05, 2020

BUY
$145.48 - $237.43 $58,191 - $94,972
400 New
400 $0

Others Institutions Holding AON

About Aon plc


  • Ticker AON
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 206,852,992
  • Market Cap $79.9B
  • Description
  • Aon plc, a professional services firm, provides advice and solutions to clients focused on risk, retirement, and health worldwide. It offers commercial risk solutions, including retail brokerage, cyber, and global risk consulting solutions, as well as acts as a captives management; and health solutions, such as health and benefits brokerages, an...
More about AON
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