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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-41- 0.52% |
$12.9K - $14.1K
|
7.87K
$2.81M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.35K- 5.69% |
$738K - $806K
|
38.9K
$13.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
1.24KNew |
$391K - $427K
|
1.24K
$444K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
42+ 3.35% |
$13.2K - $14.4K
|
1.29K
$462K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-26- 2.19% |
$8.17K - $8.92K
|
1.16K
$414K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-207- 6.74% |
$65K - $71K
|
2.87K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.99KNew |
$1.25M - $1.37M
|
3.99K
$1.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-586- 97.5% |
$184K - $201K
|
15
$5.35K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
192New |
$60.3K - $65.9K
|
192
$68.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-65- 37.79% |
$20.4K - $22.3K
|
107
$38.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-25- 3.18% |
$7.85K - $8.58K
|
760
$271K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.73K+ 28.44% |
$858K - $937K
|
12.3K
$4.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-25- 3.73% |
$7.85K - $8.58K
|
645
$230K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-56- 34.15% |
$17.6K - $19.2K
|
108
$38.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
135+ 3.98% |
$42.4K - $46.3K
|
3.52K
$1.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Trinity Street Asset Management LLP
|
BUY
|
- |
1.62K+ 2.96% |
$508K - $555K
|
56.2K
$20.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
2.3KNew |
$723K - $789K
|
2.3K
$821K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-5- 10.87% |
$1.57K - $1.72K
|
41
$14.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.13K- 9.04% |
$356K - $389K
|
11.4K
$4.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
31+ 2.72% |
$9.74K - $10.6K
|
1.17K
$418K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-84- 2.62% |
$26.4K - $28.8K
|
3.12K
$1.11M
|
|
| Q2 2023 | |||||||
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-512Closed |
$158K - $177K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.87K- 31.11% |
$1.5M - $1.68M
|
10.8K
$3.85M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-800- 61.54% |
$247K - $276K
|
500
$178K
|
|
|
Dec 13, 2023
Q2 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-60K- 20.69% |
$18.5M - $20.7M
|
230K
$82.1M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-182- 18.69% |
$56.1K - $62.8K
|
792
$283K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
161New |
$49.6K - $55.6K
|
161
$57.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
15.5KNew |
$4.79M - $5.36M
|
15.5K
$5.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
43New |
$13.3K - $14.8K
|
43
$15.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
168+ 6.74% |
$51.8K - $58K
|
2.66K
$949K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
7New |
$2.16K - $2.42K
|
7
$2.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.5KNew |
$462K - $518K
|
1.5K
$535K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
6New |
$1.85K - $2.07K
|
6
$2.14K
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-13.7K- 25.59% |
$4.21M - $4.71M
|
39.7K
$14.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
45.8KNew |
$14.1M - $15.8M
|
45.8K
$16.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
647New |
$199K - $223K
|
647
$231K
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
BUY
|
- |
647+ 19.82% |
$199K - $223K
|
3.91K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
27+ 2.56% |
$8.32K - $9.32K
|
1.08K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-50- 6.94% |
$15.4K - $17.3K
|
670
$239K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.45K- 4.48% |
$446K - $499K
|
30.9K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
769New |
$237K - $265K
|
769
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-1.39K- 15.6% |
$429K - $481K
|
7.54K
$2.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1KNew |
$308K - $345K
|
1K
$357K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
45.8K+ 30.35% |
$14.1M - $15.8M
|
197K
$70.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
90+ 1.64% |
$27.7K - $31.1K
|
5.58K
$1.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
285+ 1.15% |
$87.9K - $98.4K
|
25.1K
$8.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.31K- 20.36% |
$402K - $450K
|
5.1K
$1.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
14+ 0.87% |
$4.32K - $4.83K
|
1.63K
$582K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-38- 17.76% |
$11.7K - $13.1K
|
176
$62.8K
|
|