Purchases and Sales Made in Q1 2023 in Aon PLC (AON)

AON Quotes by TradingView

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
Apr 28, 2023 Q1 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
819
+ 17.69%
$234K - $267K
5.45K $1.96M
Apr 26, 2023 Q1 2023
Sentry Investment Management LLC

BUY
 -
814
+ 37.81%
$233K - $265K
2.97K $1.06M
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
807
+ 8.57%
$231K - $263K
10.2K $3.67M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
804
New
$230K - $262K
804 $289K
May 15, 2023 Q1 2023
Lombard Odier Asset Management (Switzerland) Sa

Petit Lancy, V8
BUY
 -
772
+ 49.36%
$221K - $252K
2.34K $838K
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
748
New
$214K - $244K
748 $268K
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
743
New
$212K - $242K
743 $267K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
743
+ 11.0%
$212K - $242K
7.5K $2.69M
May 15, 2023 Q1 2023
Laurion Capital Management LP

New York, NY
BUY
 -
739
New
$211K - $241K
739 $265K
May 08, 2023 Q1 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
734
New
$210K - $239K
734 $263K
May 15, 2023 Q1 2023
True North Advisors, LLC

BUY
 -
727
New
$208K - $237K
727 $261K
Apr 25, 2023 Q1 2023
Amplius Wealth Advisors, LLC

BUY
 -
707
New
$202K - $230K
707 $254K
May 02, 2023 Q1 2023
Aaron Wealth Advisors LLC

BUY
 -
703
New
$201K - $229K
703 $252K
May 12, 2023 Q1 2023
Marathon Capital Management

Hunt Valley, MD
BUY
 -
700
New
$200K - $228K
700 $251K
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
698
New
$200K - $228K
698 $250K
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
690
New
$197K - $225K
690 $248K
Apr 17, 2023 Q1 2023
Xponance, Inc.

BUY
 -
687
+ 1.58%
$196K - $224K
44.2K $15.9M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
683
+ 1.92%
$195K - $223K
36.3K $13M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
682
New
$195K - $222K
682 $245K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
677
+ 5.1%
$194K - $221K
14K $5.01M
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
662
New
$189K - $216K
662 $238K
May 01, 2023 Q1 2023
Pds Planning, Inc

BUY
 -
660
New
$189K - $215K
660 $237K
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
655
New
$187K - $214K
655 $235K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
654
+ 2.39%
$187K - $213K
28K $10M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
648
New
$185K - $211K
648 $233K
Apr 27, 2023 Q1 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
647
+ 59.58%
$185K - $211K
1.73K $622K
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
600
+ 0.0%
$172K - $196K
17.8M $6.38B
Apr 14, 2023 Q1 2023
Dakota Wealth Management

BUY
 -
591
+ 9.31%
$169K - $193K
6.94K $2.49M
May 11, 2023 Q1 2023
Qtron Investments LLC

Boston, MA
BUY
 -
586
+ 21.86%
$168K - $191K
3.27K $1.17M
May 10, 2023 Q1 2023
Exos Tfp Holdings LLC

New York, NY
BUY
 -
585
+ 269.59%
$167K - $191K
802 $288K
May 16, 2023 Q1 2023
Hollencrest Capital Management

BUY
 -
571
+ 227.49%
$163K - $186K
822 $295K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
559
+ 1.58%
$160K - $182K
36K $12.9M
May 01, 2023 Q1 2023
Desjardins Global Asset Management Inc.

Montreal, A8
BUY
 -
553
+ 20.07%
$158K - $180K
3.31K $1.19M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
546
+ 183.84%
$156K - $178K
843 $303K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
545
+ 2.86%
$156K - $178K
19.6K $7.04M
May 12, 2023 Q1 2023
Prudential PLC

London, England, X0
BUY
 -
525
+ 6.24%
$150K - $171K
8.94K $3.21M
Mar 29, 2024 Q1 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
512
New
$146K - $167K
512 $184K
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
490
+ 11.97%
$140K - $160K
4.58K $1.64M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
487
+ 1.78%
$139K - $159K
27.9K $10M
May 08, 2023 Q1 2023
Jensen Investment Management Inc

Lake Oswego, OR
BUY
 -
460
+ 12.64%
$131K - $150K
4.1K $1.47M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
446
+ 24.13%
$127K - $145K
2.29K $823K
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
436
New
$125K - $142K
436 $156K
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
430
+ 119.44%
$123K - $140K
790 $284K
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
426
+ 13.08%
$122K - $139K
3.68K $1.32M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
424
+ 3.33%
$121K - $138K
13.2K $4.72M
May 15, 2023 Q1 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
420
+ 6.74%
$120K - $137K
6.66K $2.39M
May 11, 2023 Q1 2023
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
412
+ 12.34%
$118K - $134K
3.75K $1.35M
May 11, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
401
+ 0.31%
$115K - $131K
131K $47M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
391
+ 14.48%
$112K - $127K
3.09K $1.11M

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