Wealthspire Advisors, LLC Aon PLC Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Aon PLC stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 282,579 shares of AON stock, worth $107 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

282,579

Previous 304,275 7.13%

Holding current value

$107 Million

Previous $89.3 Million 9.45%

% of portfolio

1.01%

Previous 1.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$293.16 - $351.06 $6.36 Million - $7.62 Million	-21,696 Reduced 7.13%	282,579 $97.8 Million
Q2 2024 Aug 08, 2024	BUY	$275.82 - $329.64 $81.6 Million - $97.6 Million	295,973 Added 3565.08%	304,275 $89.3 Million
Q1 2024 May 06, 2024	SELL	$288.02 - $333.79 $702,768 - $814,447	-2,440 Reduced 22.71%	8,302 $2.77 Million
Q4 2023 Feb 06, 2024	BUY	$288.19 - $335.32 $239,485 - $278,650	831 Added 8.38%	10,742 $3.13 Million
Q3 2023 Nov 06, 2023	BUY	$314.14 - $343.21 $1.77 Million - $1.93 Million	5,631 Added 131.57%	9,911 $3.21 Million
Q2 2023 Jul 31, 2023	BUY	$308.29 - $345.2 $13,873 - $15,534	45 Added 1.06%	4,280 $1.48 Million
Q1 2023 May 09, 2023	SELL	$285.85 - $325.99 $131,491 - $149,955	-460 Reduced 9.8%	4,235 $1.34 Million
Q4 2022 Feb 13, 2023	BUY	$270.81 - $310.02 $97,762 - $111,917	361 Added 8.33%	4,695 $1.41 Million
Q3 2022 Nov 14, 2022	BUY	$267.1 - $302.57 $18,162 - $20,574	68 Added 1.59%	4,334 $1.16 Million
Q2 2022 Aug 09, 2022	BUY	$248.5 - $333.61 $850,367 - $1.14 Million	3,422 Added 405.45%	4,266 $1.15 Million
Q1 2022 May 09, 2022	SELL	$261.88 - $326.39 $952,195 - $1.19 Million	-3,636 Reduced 81.16%	844 $275,000
Q4 2021 Feb 14, 2022	BUY	$285.28 - $321.08 $12,552 - $14,127	44 Added 0.99%	4,480 $1.35 Million
Q3 2021 Nov 15, 2021	BUY	$226.79 - $299.17 $1.01 Million - $1.33 Million	4,436 New	4,436 $1.27 Million
Q2 2021 Aug 13, 2021	SELL	$229.52 - $258.52 $1.13 Million - $1.27 Million	-4,918 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$202.13 - $233.7 $137,044 - $158,448	678 Added 15.99%	4,918 $1.13 Million
Q4 2020 Feb 16, 2021	BUY	$179.96 - $214.52 $6,298 - $7,508	35 Added 0.83%	4,240 $896,000
Q3 2020 Nov 16, 2020	BUY	$190.17 - $209.73 $137,492 - $151,634	723 Added 20.76%	4,205 $868,000
Q2 2020 Aug 14, 2020	BUY	$153.68 - $200.2 $535,113 - $697,096	3,482 New	3,482 $671,000

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 $78.6B
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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Wealthspire Advisors, LLC Aon PLC Transaction History