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 |
---|---|---|---|---|---|---|---|
Jul 12, 2021
Q2 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-9.57KClosed |
$2.2M - $2.47M
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Mcia Inc
|
SELL
|
- |
-3.23KClosed |
$740K - $834K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.71KNew |
$393K - $442K
|
1.71K
$668K
|
|
Jul 08, 2021
Q2 2021
|
Churchill Management Corp
|
SELL
|
- |
-30.3KClosed |
$6.95M - $7.83M
|
0
$0
|
|
Q1 2021 | |||||||
Mar 28, 2024
Q1 2021
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
CALL |
-7KClosed |
$1.41M - $1.64M
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-19Closed |
$3.84K - $4.44K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-19Closed |
$3.84K - $4.44K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Jet Capital Investors L P
New York, NY |
SELL
|
PUT |
-91KClosed |
$18.4M - $21.3M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-2.84KClosed |
$574K - $664K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-31.5KClosed |
$6.37M - $7.37M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-104Closed |
$21K - $24.3K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-66Closed |
$13.3K - $15.4K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.56KClosed |
$316K - $365K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-178Closed |
$36K - $41.6K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.26KClosed |
$254K - $294K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-6.1KClosed |
$1.23M - $1.43M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-130- 75.58% |
$26.3K - $30.4K
|
42
$16.4K
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-24Closed |
$4.85K - $5.61K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
397New |
$80.2K - $92.8K
|
397
$155K
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
200KNew |
$40.4M - $46.7M
|
200K
$78.1M
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3Closed |
$606 - $701
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3Closed |
$606 - $701
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Twin Capital Management Inc
|
SELL
|
- |
-3.52KClosed |
$711K - $823K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-52Closed |
$10.5K - $12.2K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-81Closed |
$16.4K - $18.9K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-87.6KClosed |
$17.7M - $20.5M
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-26- 0.63% |
$5.26K - $6.08K
|
4.07K
$1.59M
|
|
May 03, 2021
Q1 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.75KClosed |
$960K - $1.11M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.53KClosed |
$511K - $591K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-410Closed |
$82.9K - $95.8K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3Closed |
$606 - $701
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-18.2KClosed |
$3.67M - $4.25M
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8- 0.4% |
$1.62K - $1.87K
|
1.99K
$775K
|
|
Apr 23, 2021
Q1 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.85KClosed |
$576K - $667K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-10Closed |
$2.02K - $2.34K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
136New |
$27.5K - $31.8K
|
136
$53.1K
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-64Closed |
$12.9K - $15K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
919New |
$186K - $215K
|
919
$359K
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.07KClosed |
$216K - $250K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.63KClosed |
$330K - $381K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9New |
$1.82K - $2.1K
|
9
$3.51K
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-50Closed |
$10.1K - $11.7K
|
0
$0
|
|
Q4 2020 | |||||||
Sep 21, 2023
Q4 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-53Closed |
$9.54K - $11.4K
|
0
$0
|
|
Mar 19, 2021
Q4 2020
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1KNew |
$180K - $215K
|
1K
$390K
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-26Closed |
$4.68K - $5.58K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-40Closed |
$7.2K - $8.58K
|
0
$0
|
|
Mar 02, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
4.1KNew |
$738K - $880K
|
4.1K
$1.6M
|
|
Feb 16, 2021
Q4 2020
|
Rede Wealth, LLC
|
BUY
|
- |
1.9KNew |
$342K - $407K
|
1.9K
$741K
|
|
Feb 16, 2021
Q4 2020
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-2.12KClosed |
$381K - $454K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-84.8KClosed |
$15.3M - $18.2M
|
0
$0
|