Latest Institutional Purchases of Aon PLC (AON)
This list provides information on the latest institutional transactions involving Aon PLC (AON) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
24New |
$5.44K - $7.18K
|
24
$9.31K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20New |
$4.54K - $5.98K
|
20
$7.75K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
359KNew |
$82.3M - $92.7M
|
359K
$139M
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.12KNew |
$1.18M - $1.32M
|
5.12K
$1.99M
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
2.54KNew |
$583K - $657K
|
2.54K
$985K
|
|
Aug 16, 2021
Q2 2021
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.5K+ 41.67% |
$574K - $646K
|
8.5K
$3.3M
|
|
Jul 09, 2021
Q2 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.71KNew |
$393K - $442K
|
1.71K
$663K
|
|
Jul 13, 2021
Q2 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
859New |
$197K - $222K
|
859
$333K
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
44New |
$10.1K - $11.4K
|
44
$17.1K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
20New |
$4.59K - $5.17K
|
20
$7.75K
|
|
Q1 2021 | |||||||
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
200KNew |
$40.4M - $46.7M
|
200K
$77.5M
|
|
Apr 15, 2021
Q1 2021
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
919New |
$186K - $215K
|
919
$356K
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
397New |
$80.2K - $92.8K
|
397
$154K
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
136New |
$27.5K - $31.8K
|
136
$52.7K
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9New |
$1.82K - $2.1K
|
9
$3.49K
|
|
Q4 2020 | |||||||
Jan 27, 2021
Q4 2020
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
14KNew |
$2.52M - $3M
|
14K
$5.43M
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4.3KNew |
$774K - $923K
|
4.3K
$1.67M
|
|
Mar 02, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
4.1KNew |
$738K - $880K
|
4.1K
$1.59M
|
|
Feb 16, 2021
Q4 2020
|
Rede Wealth, LLC
|
BUY
|
- |
1.9KNew |
$342K - $407K
|
1.9K
$736K
|
|
Feb 11, 2021
Q4 2020
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.69KNew |
$304K - $362K
|
1.69K
$654K
|
|
Jan 28, 2021
Q4 2020
|
Newton One Investments LLC
|
BUY
|
- |
1.34KNew |
$240K - $286K
|
1.34K
$518K
|
|
Mar 19, 2021
Q4 2020
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1KNew |
$180K - $215K
|
1K
$388K
|
|
Jan 27, 2021
Q4 2020
|
Center Star Asset Management, LLC
|
BUY
|
- |
617New |
$111K - $132K
|
617
$239K
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
CALL |
279KNew |
$53.1M - $58.5M
|
279K
$108M
|
|
Nov 12, 2020
Q3 2020
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
13.4KNew |
$2.55M - $2.81M
|
13.4K
$5.19M
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
6.59KNew |
$1.25M - $1.38M
|
6.59K
$2.56M
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
55New |
$10.5K - $11.5K
|
55
$21.3K
|
|
Oct 21, 2020
Q3 2020
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
16New |
$3.04K - $3.36K
|
16
$6.2K
|
|
Q2 2020 | |||||||
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
120KNew |
$18.4M - $24M
|
120K
$46.5M
|
|
Aug 03, 2020
Q2 2020
|
Arnhold LLC
|
BUY
|
- |
3.05KNew |
$469K - $611K
|
3.05K
$1.18M
|
|
Aug 03, 2020
Q2 2020
|
Harbor Advisors LLC
|
BUY
|
- |
2.5KNew |
$384K - $501K
|
2.5K
$969K
|
|
Jul 23, 2020
Q2 2020
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2KNew |
$307K - $400K
|
2K
$775K
|
|
Aug 14, 2020
Q2 2020
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
1.9KNew |
$292K - $380K
|
1.9K
$737K
|
|
Jul 14, 2020
Q2 2020
|
Rda Financial Network
|
BUY
|
- |
1.25KNew |
$192K - $250K
|
1.25K
$485K
|
|
Aug 14, 2020
Q2 2020
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
1.2KNew |
$184K - $240K
|
1.2K
$465K
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
BUY
|
- |
1KNew |
$154K - $200K
|
1K
$388K
|
|
Aug 11, 2020
Q2 2020
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
659New |
$101K - $132K
|
659
$256K
|
|
Jul 27, 2020
Q2 2020
|
Canton Hathaway, LLC
|
BUY
|
- |
200New |
$30.7K - $40K
|
200
$77.5K
|
|
Aug 16, 2021
Q2 2020
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
100New |
$15.4K - $20K
|
100
$38.8K
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
31New |
$4.76K - $6.21K
|
31
$12K
|
|
Aug 05, 2020
Q2 2020
|
First Bank & Trust
|
BUY
|
- |
13New |
$2K - $2.6K
|
13
$5.04K
|
|
Q1 2020 | |||||||
Apr 15, 2020
Q1 2020
|
Cohen Klingenstein LLC
|
BUY
|
- |
5KNew |
$727K - $1.19M
|
5K
$1.94M
|
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
222New |
$32.3K - $52.7K
|
222
$86.1K
|
|
Q4 2019 | |||||||
Aug 02, 2024
Q4 2019
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
257+ 4.81% |
$47.7K - $54K
|
5.6K
$2.17M
|