Live Oak Private Wealth LLC Aon PLC Transaction History

Live Oak Private Wealth LLC

$593 Million
Q3 2024

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 $8.32 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

21,545

Previous 21,615 0.32%

Holding current value

$8.32 Million

Previous $6.35 Million 17.48%

% of portfolio

1.26%

Previous 1.12%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,265

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 $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

Track This Portfolio

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.

Account

Live Oak Private Wealth LLC Aon PLC Transaction History