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
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.75K+ 0.17% |
$500K - $570K
|
1.06M
$380M
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.74KNew |
$498K - $568K
|
1.74K
$625K
|
|
May 15, 2023
Q1 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
1.7KNew |
$485K - $554K
|
1.7K
$609K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
1.69K+ 77.81% |
$483K - $551K
|
3.86K
$1.39M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.6K+ 62.17% |
$458K - $522K
|
4.18K
$1.5M
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.6K+ 1.52% |
$458K - $522K
|
107K
$38.3M
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
1.59K+ 5.21% |
$454K - $517K
|
32.1K
$11.5M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.58KNew |
$452K - $516K
|
1.58K
$568K
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.56KNew |
$447K - $510K
|
1.56K
$561K
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.55KNew |
$443K - $506K
|
1.55K
$557K
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.53K+ 6.27% |
$437K - $498K
|
25.9K
$9.29M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.52K+ 26.5% |
$434K - $495K
|
7.25K
$2.6M
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.48KNew |
$422K - $481K
|
1.48K
$530K
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.43KNew |
$408K - $465K
|
1.43K
$512K
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.43KNew |
$407K - $465K
|
1.43K
$511K
|
|
May 12, 2023
Q1 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
1.42K+ 1.42% |
$407K - $464K
|
102K
$36.5M
|
|
May 10, 2023
Q1 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
1.42KNew |
$405K - $462K
|
1.42K
$509K
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.4K+ 1.91% |
$400K - $456K
|
74.8K
$26.9M
|
|
May 15, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
1.4K+ 12.93% |
$400K - $456K
|
12.2K
$4.39M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.4KNew |
$400K - $456K
|
1.4K
$502K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.37K+ 56.74% |
$392K - $447K
|
3.79K
$1.36M
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.32K+ 85.53% |
$378K - $432K
|
2.87K
$1.03M
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.32K+ 85.53% |
$378K - $432K
|
2.87K
$1.03M
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.3KNew |
$371K - $423K
|
1.3K
$465K
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.28K+ 32.76% |
$365K - $416K
|
5.17K
$1.86M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1.25K+ 37.16% |
$358K - $408K
|
4.62K
$1.66M
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.22K+ 30.76% |
$348K - $397K
|
5.18K
$1.86M
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
1.18KNew |
$337K - $385K
|
1.18K
$423K
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.1K+ 1.96% |
$314K - $358K
|
57.2K
$20.5M
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.06KNew |
$303K - $346K
|
1.06K
$380K
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.05KNew |
$300K - $342K
|
1.05K
$377K
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
1.04K+ 4.4% |
$296K - $338K
|
24.6K
$8.83M
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.01K+ 5.64% |
$290K - $331K
|
19K
$6.81M
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.01K+ 6.69% |
$288K - $328K
|
16.1K
$5.77M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
992+ 8.48% |
$284K - $323K
|
12.7K
$4.56M
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
979New |
$280K - $319K
|
979
$351K
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
974New |
$278K - $318K
|
974
$350K
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
971+ 50.49% |
$278K - $317K
|
2.89K
$1.04M
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
956New |
$273K - $312K
|
956
$343K
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
953New |
$272K - $311K
|
953
$342K
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
911New |
$260K - $297K
|
911
$327K
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
904+ 126.97% |
$258K - $295K
|
1.62K
$580K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
886+ 8.65% |
$253K - $289K
|
11.1K
$3.99M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
848+ 31.42% |
$242K - $276K
|
3.55K
$1.27M
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
846+ 1.66% |
$242K - $276K
|
51.7K
$18.6M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
843+ 7.05% |
$241K - $275K
|
12.8K
$4.59M
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
833New |
$238K - $272K
|
833
$299K
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
829New |
$237K - $270K
|
829
$298K
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
825+ 79.1% |
$236K - $269K
|
1.87K
$670K
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
821+ 106.21% |
$235K - $268K
|
1.59K
$572K
|