Heritage Wealth Advisors Aon PLC Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

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 $296,158. This represents 0.01% of its overall portfolio holdings.

Number of Shares

819

Previous 803 1.99%

Holding current value

$296,158

Previous $235,000 20.43%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$293.16 - $351.06 $4,690 - $5,616	16 Added 1.99%	819 $283,000
Q1 2024 Dec 12, 2024	SELL	$288.02 - $333.79 $72,005 - $83,447	-250 Reduced 23.74%	803 $267,000
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
Q2 2023 Dec 12, 2024	BUY	$308.29 - $345.2 $72,139 - $80,776	234 Added 28.57%	1,053 $363,000
Q4 2022 Dec 12, 2024	SELL	$270.81 - $310.02 $21,393 - $24,491	-79 Reduced 6.98%	1,053 $316,000
Q4 2022 Feb 06, 2023	SELL	$270.81 - $310.02 $21,393 - $24,491	-79 Reduced 6.98%	1,053 $316,000
Q3 2022 Dec 12, 2024	BUY	$267.1 - $302.57 $83,602 - $94,704	313 Added 38.22%	1,132 $303,000
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

# of Institutions

1,266

Shares Held

188M

Call Options Held

1.6M

Put Options Held

1.3M

View Full List

About Aon plc

Ticker AON
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 206,852,992
Market Cap $74.8B
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...

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Heritage Wealth Advisors Aon PLC Transaction History