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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
69New |
$24K - $28.2K
|
69
$24.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.69K+ 19.98% |
$587K - $690K
|
10.1K
$3.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.68K+ 23.89% |
$2.68M - $3.14M
|
39.8K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
567New |
$198K - $232K
|
567
$202K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
174+ 0.59% |
$60.6K - $71.2K
|
29.8K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
27+ 1.32% |
$9.41K - $11.1K
|
2.07K
$739K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.99K+ 189.95% |
$692K - $813K
|
3.03K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-34- 59.65% |
$11.8K - $13.9K
|
23
$8.21K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
378+ 45.65% |
$132K - $155K
|
1.21K
$430K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
650New |
$226K - $266K
|
650
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
103+ 11.23% |
$35.9K - $42.2K
|
1.02K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.54K+ 425.34% |
$538K - $632K
|
1.91K
$681K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.41K+ 1.1% |
$492K - $578K
|
130K
$46.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
540+ 2.22% |
$188K - $221K
|
24.9K
$8.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
284+ 2.67% |
$99K - $116K
|
10.9K
$3.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
585+ 23.48% |
$204K - $239K
|
3.08K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
51New |
$17.8K - $20.9K
|
51
$18.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
198New |
$69K - $81K
|
198
$70.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-36- 10.26% |
$12.5K - $14.7K
|
315
$112K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.6K+ 25.12% |
$32.3M - $37.9M
|
461K
$165M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.45K+ 167.19% |
$854K - $1M
|
3.92K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-76- 95.0% |
$26.5K - $31.1K
|
4
$1.43K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-270- 8.81% |
$94.1K - $111K
|
2.8K
$998K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-855- 11.12% |
$298K - $350K
|
6.84K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
149+ 2.38% |
$51.9K - $61K
|
6.41K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-150- 3.89% |
$52.3K - $61.4K
|
3.71K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-231- 9.14% |
$80.5K - $94.6K
|
2.3K
$819K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
725New |
$253K - $297K
|
725
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.69K- 1.49% |
$587K - $690K
|
111K
$39.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-391- 5.1% |
$136K - $160K
|
7.27K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2K- 0.72% |
$697K - $819K
|
276K
$98.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
372New |
$130K - $152K
|
372
$133K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
6.04K+ 0.3% |
$2.1M - $2.47M
|
2.05M
$732M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 12.17% |
$28.9K - $34K
|
765
$273K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14+ 2.43% |
$4.88K - $5.73K
|
590
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$697 - $819
|
2
$714
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
84+ 5.66% |
$29.3K - $34.4K
|
1.57K
$559K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-124- 0.56% |
$43.2K - $50.8K
|
22K
$7.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
59+ 1.71% |
$20.6K - $24.1K
|
3.5K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 2.19% |
$3.83K - $4.5K
|
514
$183K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-57- 1.27% |
$19.9K - $23.3K
|
4.43K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
367+ 0.5% |
$128K - $150K
|
73.2K
$26.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.05% |
$3.48K - $4.09K
|
18.6K
$6.62M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
99+ 4.44% |
$34.5K - $40.5K
|
2.33K
$831K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.91K- 0.72% |
$666K - $783K
|
265K
$94.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
641New |
$223K - $262K
|
641
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
32+ 1.98% |
$11.2K - $13.1K
|
1.65K
$588K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.32K- 14.48% |
$459K - $539K
|
7.77K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-208- 7.56% |
$72.5K - $85.1K
|
2.54K
$907K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
9+ 0.44% |
$3.14K - $3.68K
|
2.06K
$736K
|