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 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.32K+ 203.09% |
$459K - $539K
|
1.96K
$701K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-43- 0.35% |
$15K - $17.6K
|
12.2K
$4.34M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-926- 49.12% |
$323K - $379K
|
959
$342K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
9+ 1.49% |
$3.14K - $3.68K
|
614
$219K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
524New |
$183K - $214K
|
524
$187K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.87K+ 190.43% |
$652K - $765K
|
2.85K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-42- 3.01% |
$14.6K - $17.2K
|
1.35K
$483K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$1.05K - $1.23K
|
3
$1.07K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 40.0% |
$697 - $819
|
7
$2.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1New |
$348 - $409
|
1
$357
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-678- 22.98% |
$236K - $278K
|
2.27K
$811K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
47+ 3.6% |
$16.4K - $19.2K
|
1.35K
$483K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-15- 34.88% |
$5.23K - $6.14K
|
28
$9.99K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.32K- 29.13% |
$461K - $541K
|
3.22K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
650+ 18.99% |
$226K - $266K
|
4.07K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
42+ 4.71% |
$14.6K - $17.2K
|
934
$333K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
517New |
$180K - $212K
|
517
$185K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
570New |
$199K - $233K
|
570
$203K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-105- 20.43% |
$36.6K - $43K
|
409
$146K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
537New |
$187K - $220K
|
537
$192K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-11.4K- 54.74% |
$3.96M - $4.65M
|
9.39K
$3.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
170+ 11.09% |
$59.2K - $69.6K
|
1.7K
$608K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
771+ 22.42% |
$269K - $316K
|
4.21K
$1.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-117- 0.64% |
$40.8K - $47.9K
|
18.2K
$6.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.36K- 67.53% |
$472K - $555K
|
652
$233K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
24+ 58.54% |
$8.36K - $9.82K
|
65
$23.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.53K- 37.74% |
$882K - $1.04M
|
4.17K
$1.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
596+ 2.32% |
$208K - $244K
|
26.3K
$9.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
5New |
$1.74K - $2.05K
|
5
$1.78K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
67+ 3.5% |
$23.3K - $27.4K
|
1.98K
$707K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-34- 1.05% |
$11.8K - $13.9K
|
3.21K
$1.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-143- 2.71% |
$49.8K - $58.5K
|
5.13K
$1.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 2.68% |
$2.09K - $2.46K
|
230
$82.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
509New |
$177K - $208K
|
509
$182K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-7- 19.44% |
$2.44K - $2.87K
|
29
$10.4K
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
12.5K+ 89.0% |
$4.34M - $5.1M
|
26.4K
$9.44M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-305- 5.56% |
$106K - $125K
|
5.18K
$1.85M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
20+ 3.53% |
$6.97K - $8.19K
|
587
$210K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-72- 3.0% |
$24.8K - $28.3K
|
2.33K
$830K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1- 0.14% |
$344 - $393
|
727
$259K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-25.4K- 5.4% |
$8.75M - $10M
|
445K
$159M
|
|
|
Jun 10, 2025
Q4 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-3.21K- 1.96% |
$1.1M - $1.26M
|
160K
$57.2M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.8K+ 112.63% |
$4.76M - $5.44M
|
26.1K
$9.32M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.02K- 36.3% |
$352K - $403K
|
1.8K
$641K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-4.57K- 68.5% |
$1.57M - $1.8M
|
2.1K
$750K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.58K- 2.27% |
$2.95M - $3.37M
|
369K
$132M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
517+ 0.81% |
$178K - $203K
|
64.4K
$23M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
39+ 4.73% |
$13.4K - $15.3K
|
863
$308K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$4.22M - $4.82M
|
12.3K
$4.38M
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
762New |
$262K - $300K
|
762
$272K
|
|