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
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
401+ 0.31% |
$115K - $131K
|
131K
$46.2M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
391+ 14.48% |
$112K - $127K
|
3.09K
$1.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
375+ 7.64% |
$107K - $122K
|
5.28K
$1.86M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
370+ 17.72% |
$106K - $121K
|
2.46K
$867K
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
367+ 13.8% |
$105K - $120K
|
3.03K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
367+ 41.75% |
$105K - $120K
|
1.25K
$440K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
366+ 14.85% |
$105K - $119K
|
2.83K
$999K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
361+ 26.29% |
$103K - $118K
|
1.73K
$612K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
342+ 1.71% |
$97.8K - $111K
|
20.4K
$7.19M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
340New |
$97.2K - $111K
|
340
$120K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
335+ 24.42% |
$95.8K - $109K
|
1.71K
$602K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
330+ 52.46% |
$94.3K - $108K
|
959
$338K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
327+ 2.62% |
$93.5K - $107K
|
12.8K
$4.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
327+ 9.62% |
$93.5K - $107K
|
3.73K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
317+ 1.72% |
$90.6K - $103K
|
18.7K
$6.6M
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
305+ 12.22% |
$87.2K - $99.4K
|
2.8K
$988K
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
303+ 2.62% |
$86.6K - $98.8K
|
11.9K
$4.19M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
302+ 0.41% |
$86.3K - $98.4K
|
73.9K
$26.1M
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
BUY
|
- |
291+ 0.5% |
$83.2K - $94.9K
|
58.2K
$20.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
283+ 283.0% |
$80.9K - $92.3K
|
383
$135K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
275+ 2.76% |
$78.6K - $89.6K
|
10.2K
$3.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
272+ 49.82% |
$77.8K - $88.7K
|
818
$289K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
247+ 14.62% |
$70.6K - $80.5K
|
1.94K
$683K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
246+ 7.88% |
$70.3K - $80.2K
|
3.37K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
245+ 0.63% |
$70K - $79.9K
|
39.2K
$13.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
243New |
$69.5K - $79.2K
|
243
$85.7K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
239+ 0.49% |
$68.3K - $77.9K
|
49.2K
$17.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
237New |
$67.7K - $77.3K
|
237
$83.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
234+ 90.7% |
$66.9K - $76.3K
|
492
$174K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
214+ 9.39% |
$61.2K - $69.8K
|
2.49K
$879K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
209+ 19.39% |
$59.7K - $68.1K
|
1.29K
$454K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
201+ 24.16% |
$57.5K - $65.5K
|
1.03K
$364K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
200+ 22.47% |
$57.2K - $65.2K
|
1.09K
$384K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
200+ 22.47% |
$57.2K - $65.2K
|
1.09K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Intermede Investment Partners LTD
|
BUY
|
- |
200+ 0.44% |
$57.2K - $65.2K
|
46K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
190+ 6.65% |
$54.3K - $61.9K
|
3.05K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
188+ 1.15% |
$53.7K - $61.3K
|
16.5K
$5.83M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
185+ 1.03% |
$52.9K - $60.3K
|
18.1K
$6.4M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
182+ 22.98% |
$52K - $59.3K
|
974
$344K
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
180New |
$51.5K - $58.7K
|
180
$63.5K
|
|
|
May 02, 2023
Q1 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
178+ 1.91% |
$50.9K - $58K
|
9.48K
$3.34M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
177+ 29.11% |
$50.6K - $57.7K
|
785
$277K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
175+ 7.52% |
$50K - $57K
|
2.5K
$883K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
174+ 1.02% |
$49.7K - $56.7K
|
17.2K
$6.07M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
173+ 1.36% |
$49.5K - $56.4K
|
12.9K
$4.56M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
171+ 0.57% |
$48.9K - $55.7K
|
30.1K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
171+ 206.02% |
$48.9K - $55.7K
|
254
$89.6K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
170+ 42.18% |
$48.6K - $55.4K
|
573
$202K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
167+ 12.1% |
$47.7K - $54.4K
|
1.55K
$546K
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
167+ 4.07% |
$47.7K - $54.4K
|
4.27K
$1.51M
|