Latest Institutional Transactions on Aon PLC (AON)
This table provides information on the latest institutional transactions involving Aon PLC (AON) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-68- 95.77% |
$19.9K - $23.9K
|
3
$1.16K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
95+ 3.1% |
$27.9K - $33.4K
|
3.16K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
27+ 2.23% |
$7.92K - $9.48K
|
1.24K
$479K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
613New |
$180K - $215K
|
613
$237K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 28.57% |
$586 - $702
|
9
$3.48K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
47+ 1.89% |
$13.8K - $16.5K
|
2.53K
$976K
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-1.25K- 6.67% |
$367K - $440K
|
17.5K
$6.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
31+ 2.38% |
$9.09K - $10.9K
|
1.33K
$514K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-181- 13.35% |
$53.1K - $63.5K
|
1.18K
$454K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
211+ 10.14% |
$61.9K - $74.1K
|
2.29K
$885K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
35+ 8.68% |
$10.3K - $12.3K
|
438
$169K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-181- 1.79% |
$53.1K - $63.5K
|
9.95K
$3.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
54+ 1.54% |
$15.8K - $19K
|
3.56K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300+ 12.0% |
$87.9K - $105K
|
2.8K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.59% |
$3.22K - $3.86K
|
1.87K
$722K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
89+ 5.46% |
$26.1K - $31.2K
|
1.72K
$664K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 20.0% |
$586 - $702
|
12
$4.63K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-7.7K- 76.35% |
$2.26M - $2.7M
|
2.39K
$921K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.28K+ 721.88% |
$2.43M - $2.91M
|
9.43K
$3.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
BUY
|
- |
860New |
$252K - $302K
|
860
$332K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-215- 7.12% |
$63K - $75.5K
|
2.8K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-278- 14.88% |
$81.5K - $97.6K
|
1.59K
$614K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
267+ 163.8% |
$78.3K - $93.7K
|
430
$166K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
608New |
$178K - $213K
|
608
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 1.77% |
$2.05K - $2.46K
|
388
$150K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-518- 8.99% |
$152K - $182K
|
5.25K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.24% |
$293 - $351
|
411
$159K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
314+ 16.27% |
$92.1K - $110K
|
2.24K
$867K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
36+ 3.48% |
$10.6K - $12.6K
|
1.07K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-49.3K- 51.49% |
$14.5M - $17.3M
|
46.5K
$17.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 3.19% |
$1.76K - $2.11K
|
194
$74.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
52+ 2.89% |
$15.2K - $18.3K
|
1.85K
$716K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
978New |
$287K - $343K
|
978
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5+ 7.81% |
$1.47K - $1.76K
|
69
$26.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
69+ 8.38% |
$20.2K - $24.2K
|
892
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
586New |
$172K - $206K
|
586
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
675New |
$198K - $237K
|
675
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
72+ 135.85% |
$21.1K - $25.3K
|
125
$48.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
10.3K+ 4.29% |
$3.02M - $3.62M
|
251K
$96.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
57.8K+ 150.35% |
$17M - $20.3M
|
96.3K
$37.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-200- 23.45% |
$58.6K - $70.2K
|
653
$252K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1- 0.1% |
$293 - $351
|
965
$373K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
28New |
$8.21K - $9.83K
|
28
$10.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
10.5KNew |
$3.08M - $3.69M
|
10.5K
$4.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-918- 2.56% |
$269K - $322K
|
34.9K
$13.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
49+ 0.47% |
$14.4K - $17.2K
|
10.4K
$4.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.08K- 4.54% |
$317K - $379K
|
22.8K
$8.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-220- 68.54% |
$64.5K - $77.2K
|
101
$39K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-184- 45.89% |
$53.9K - $64.6K
|
217
$83.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-811- 57.52% |
$238K - $285K
|
599
$231K
|