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 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
62+ 2.05% |
$21.6K - $25.4K
|
3.09K
$1.1M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-8- 1.88% |
$2.79K - $3.27K
|
417
$149K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.86K- 46.29% |
$3.09M - $3.62M
|
10.3K
$3.67M
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3+ 0.32% |
$1.05K - $1.23K
|
937
$334K
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-85- 10.86% |
$29.6K - $34.8K
|
698
$249K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
76+ 4.29% |
$26.5K - $31.1K
|
1.85K
$660K
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.14KNew |
$395K - $465K
|
1.14K
$405K
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
555New |
$193K - $227K
|
555
$198K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 48.39% |
$5.23K - $6.14K
|
16
$5.71K
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11- 0.11% |
$3.83K - $4.5K
|
10.3K
$3.68M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
207+ 1.58% |
$72.1K - $84.7K
|
13.3K
$4.74M
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
747+ 1.4% |
$260K - $306K
|
54.1K
$19.3M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
113+ 13.26% |
$39.4K - $46.3K
|
965
$344K
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 22.22% |
$697 - $819
|
7
$2.5K
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
506New |
$176K - $207K
|
506
$181K
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.01K- 27.35% |
$699K - $821K
|
5.33K
$1.9M
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
150+ 2.79% |
$52.3K - $61.4K
|
5.52K
$1.97M
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
3.5KNew |
$1.22M - $1.43M
|
3.5K
$1.25M
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-11- 1.29% |
$3.83K - $4.5K
|
839
$299K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
105New |
$36.6K - $43K
|
105
$37.5K
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-43- 6.22% |
$15K - $17.6K
|
648
$231K
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.52K- 10.2% |
$531K - $623K
|
13.4K
$4.78M
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
5.71KNew |
$1.99M - $2.34M
|
5.71K
$2.04M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20- 0.24% |
$6.97K - $8.19K
|
8.44K
$3.01M
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
140+ 0.66% |
$48.8K - $57.3K
|
21.3K
$7.59M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
598New |
$208K - $245K
|
598
$213K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-58- 5.66% |
$20.2K - $23.7K
|
967
$345K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1New |
$348 - $409
|
1
$357
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
6+ 1.03% |
$2.09K - $2.46K
|
591
$211K
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
658New |
$229K - $269K
|
658
$235K
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
47+ 8.01% |
$16.4K - $19.2K
|
634
$226K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
370+ 15.31% |
$129K - $151K
|
2.79K
$994K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
38.1K+ 304.13% |
$13.3M - $15.6M
|
50.6K
$18.1M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 50.0% |
$697 - $819
|
2
$714
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
539New |
$188K - $221K
|
539
$192K
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
469+ 38.95% |
$163K - $192K
|
1.67K
$597K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11- 40.74% |
$3.83K - $4.5K
|
16
$5.71K
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
675+ 2.74% |
$235K - $276K
|
25.3K
$9.04M
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-210- 10.86% |
$73.2K - $86K
|
1.72K
$615K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-38- 0.22% |
$13.2K - $15.6K
|
17.4K
$6.2M
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 2.07% |
$4.18K - $4.91K
|
592
$211K
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-301- 11.5% |
$105K - $123K
|
2.32K
$827K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.13K- 70.8% |
$2.14M - $2.51M
|
2.53K
$903K
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
908New |
$316K - $372K
|
908
$324K
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
523New |
$182K - $214K
|
523
$187K
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-200- 22.73% |
$69.7K - $81.9K
|
680
$243K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
105+ 13.29% |
$36.6K - $43K
|
895
$319K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-213- 97.26% |
$74.2K - $87.2K
|
6
$2.14K
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-351- 0.75% |
$122K - $144K
|
46.5K
$16.6M
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
909New |
$317K - $372K
|
909
$324K
|