A detailed history of Live Oak Private Wealth LLC transactions in Aon PLC stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 21,545 shares of AON stock, worth $7.79 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
21,545
Previous 21,615 0.32%
Holding current value
$7.79 Million
Previous $6.35 Million 17.48%
% of portfolio
1.26%
Previous 1.12%

Shares

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

Oct 22, 2024

SELL
$293.16 - $351.06 $20,521 - $24,574
-70 Reduced 0.32%
21,545 $7.45 Million
Q2 2024

Jul 17, 2024

BUY
$275.82 - $329.64 $92,123 - $110,099
334 Added 1.57%
21,615 $6.35 Million
Q1 2024

Apr 23, 2024

SELL
$288.02 - $333.79 $64,228 - $74,435
-223 Reduced 1.04%
21,281 $7.1 Million
Q4 2023

Jan 29, 2024

SELL
$288.19 - $335.32 $78,387 - $91,207
-272 Reduced 1.25%
21,504 $6.26 Million
Q3 2023

Oct 23, 2023

BUY
$314.14 - $343.21 $6,596 - $7,207
21 Added 0.1%
21,776 $7.06 Million
Q2 2023

Aug 07, 2023

SELL
$308.29 - $345.2 $187,132 - $209,536
-607 Reduced 2.71%
21,755 $7.51 Million
Q1 2023

May 08, 2023

SELL
$285.85 - $325.99 $34,587 - $39,444
-121 Reduced 0.54%
22,362 $7.05 Million
Q4 2022

Feb 10, 2023

SELL
$270.81 - $310.02 $74,743 - $85,565
-276 Reduced 1.21%
22,483 $6.75 Million
Q3 2022

Oct 25, 2022

BUY
$267.1 - $302.57 $159,191 - $180,331
596 Added 2.69%
22,759 $6.1 Million
Q2 2022

Jul 27, 2022

BUY
$248.5 - $333.61 $496,503 - $666,552
1,998 Added 9.91%
22,163 $5.98 Million
Q1 2022

Apr 21, 2022

BUY
$261.88 - $326.39 $303,518 - $378,286
1,159 Added 6.1%
20,165 $6.57 Million
Q4 2021

Feb 08, 2022

BUY
$285.28 - $321.08 $76,169 - $85,728
267 Added 1.42%
19,006 $5.71 Million
Q3 2021

Oct 29, 2021

BUY
$226.79 - $299.17 $278,498 - $367,380
1,228 Added 7.01%
18,739 $5.36 Million
Q2 2021

Aug 02, 2021

BUY
$229.52 - $258.52 $1.12 Million - $1.27 Million
4,896 Added 38.81%
17,511 $4.18 Million
Q1 2021

May 11, 2021

BUY
$202.13 - $233.7 $527,761 - $610,190
2,611 Added 26.1%
12,615 $2.9 Million
Q4 2020

Jan 26, 2021

BUY
$179.96 - $214.52 $102,217 - $121,847
568 Added 6.02%
10,004 $2.11 Million
Q3 2020

Nov 09, 2020

SELL
$190.17 - $209.73 $221,928 - $244,754
-1,167 Reduced 11.01%
9,436 $1.95 Million
Q2 2020

Aug 03, 2020

BUY
$153.68 - $200.2 $1.63 Million - $2.12 Million
10,603 New
10,603 $2.04 Million

Others Institutions Holding AON

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...
More about AON
Track This Portfolio

Track Live Oak Private Wealth LLC Portfolio

Follow Live Oak Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Private Wealth LLC with notifications on news.