Purchases and Sales Made in Q1 2023 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q1 2023. The information is specifically focused on institutions that hold shares of Aon plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-42- 5.62% |
$12K - $13.7K
|
705
$272K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-42- 63.64% |
$12K - $13.7K
|
24
$9.28K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-43- 4.91% |
$12.3K - $14K
|
832
$322K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-43- 3.92% |
$12.3K - $14K
|
1.05K
$407K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-43- 5.45% |
$12.3K - $14K
|
746
$288K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-43- 1.01% |
$12.3K - $14K
|
4.19K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-43- 38.05% |
$12.3K - $14K
|
70
$27.1K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-46- 60.53% |
$13.1K - $15K
|
30
$11.6K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-46- 6.42% |
$13.1K - $15K
|
671
$259K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-47- 3.44% |
$13.4K - $15.3K
|
1.32K
$510K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-48- 1.88% |
$13.7K - $15.6K
|
2.51K
$971K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-48- 0.07% |
$13.7K - $15.6K
|
68.1K
$26.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-49- 0.76% |
$14K - $16K
|
6.4K
$2.47M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 3.33% |
$14.3K - $16.3K
|
1.45K
$560K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-50- 4.66% |
$14.3K - $16.3K
|
1.02K
$395K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-50- 11.36% |
$14.3K - $16.3K
|
390
$151K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-50- 3.37% |
$14.3K - $16.3K
|
1.43K
$553K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-50- 3.78% |
$14.3K - $16.3K
|
1.27K
$492K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-51- 5.7% |
$14.6K - $16.6K
|
843
$326K
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-51- 1.92% |
$14.6K - $16.6K
|
2.61K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-51- 2.12% |
$14.6K - $16.6K
|
2.35K
$908K
|
|
|
May 11, 2023
Q1 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-52- -0.0% |
$14.9K - $17K
|
1.8M
$694M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-52- 4.84% |
$14.9K - $17K
|
1.02K
$395K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-53- 2.35% |
$15.2K - $17.3K
|
2.2K
$850K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-56- 2.34% |
$16K - $18.3K
|
2.34K
$904K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-56- 7.54% |
$16K - $18.3K
|
687
$266K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-58- 3.55% |
$16.6K - $18.9K
|
1.57K
$608K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-59- 2.36% |
$16.9K - $19.2K
|
2.44K
$944K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-59- 28.23% |
$16.9K - $19.2K
|
150
$58K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-63- 0.06% |
$18K - $20.5K
|
105K
$40.4M
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-63- 5.23% |
$18K - $20.5K
|
1.14K
$441K
|
|
|
Apr 14, 2023
Q1 2023
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-63- 3.58% |
$18K - $20.5K
|
1.7K
$656K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-64- 1.74% |
$18.3K - $20.9K
|
3.61K
$1.39M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-65- 2.88% |
$18.6K - $21.2K
|
2.19K
$846K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-67- 2.16% |
$19.2K - $21.8K
|
3.04K
$1.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-68- 5.83% |
$19.4K - $22.2K
|
1.1K
$425K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-70- 7.19% |
$20K - $22.8K
|
903
$349K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-72- 2.93% |
$20.6K - $23.5K
|
2.39K
$923K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-72- 6.5% |
$20.6K - $23.5K
|
1.04K
$400K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-79- 0.83% |
$22.6K - $25.8K
|
9.47K
$3.66M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-79- 17.52% |
$22.6K - $25.8K
|
372
$144K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-82- 10.69% |
$23.4K - $26.7K
|
685
$265K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-84- 27.36% |
$24K - $27.4K
|
223
$86.2K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-85- 1.31% |
$24.3K - $27.7K
|
6.4K
$2.47M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-85- 4.56% |
$24.3K - $27.7K
|
1.78K
$687K
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-86- 4.07% |
$24.6K - $28K
|
2.03K
$783K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-87- 9.93% |
$24.9K - $28.4K
|
789
$305K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-89- 4.85% |
$25.4K - $29K
|
1.75K
$674K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-90- 4.75% |
$25.7K - $29.3K
|
1.81K
$698K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-94- 1.75% |
$26.9K - $30.6K
|
5.27K
$2.04M
|