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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
167+ 14.95% |
$47.7K - $54.4K
|
1.28K
$453K
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
166+ 0.17% |
$47.5K - $54.1K
|
97.5K
$34.4M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
153+ 20.43% |
$43.7K - $49.9K
|
902
$318K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
152+ 3.34% |
$43.4K - $49.6K
|
4.7K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
152+ 3.62% |
$43.4K - $49.6K
|
4.35K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
152+ 6.13% |
$43.4K - $49.6K
|
2.63K
$928K
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
151+ 6.62% |
$43.2K - $49.2K
|
2.43K
$858K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
142New |
$40.6K - $46.3K
|
142
$50.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
142+ 4.09% |
$40.6K - $46.3K
|
3.61K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
134+ 2.06% |
$38.3K - $43.7K
|
6.65K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
126+ 13.53% |
$36K - $41.1K
|
1.06K
$373K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
122+ 15.62% |
$34.9K - $39.8K
|
903
$319K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
122+ 0.91% |
$34.9K - $39.8K
|
13.5K
$4.77M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
119+ 0.82% |
$34K - $38.8K
|
14.7K
$5.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
116+ 9.11% |
$33.2K - $37.8K
|
1.39K
$490K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
115+ 1.28% |
$32.9K - $37.5K
|
9.12K
$3.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
111+ 5.11% |
$31.7K - $36.2K
|
2.29K
$806K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
111+ 3.0% |
$31.7K - $36.2K
|
3.81K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
110+ 8.25% |
$31.4K - $35.9K
|
1.44K
$509K
|
|
|
May 05, 2023
Q1 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
110+ 0.35% |
$31.4K - $35.9K
|
31.7K
$11.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
106+ 0.4% |
$30.3K - $34.6K
|
26.9K
$9.5M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
101+ 4.01% |
$28.9K - $32.9K
|
2.62K
$924K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.27% |
$28.6K - $32.6K
|
36.5K
$12.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
100+ 4.72% |
$28.6K - $32.6K
|
2.22K
$783K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 0.58% |
$28.6K - $32.6K
|
17.4K
$6.13M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.18% |
$28.6K - $32.6K
|
56.4K
$19.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
99+ 7.32% |
$28.3K - $32.3K
|
1.45K
$512K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
99+ 1.85% |
$28.3K - $32.3K
|
5.46K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
99New |
$28.3K - $32.3K
|
99
$34.9K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
98+ 2.66% |
$28K - $31.9K
|
3.79K
$1.34M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
97+ 6.58% |
$27.7K - $31.6K
|
1.57K
$554K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
97+ 1.09% |
$27.7K - $31.6K
|
9.02K
$3.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
96+ 9.16% |
$27.4K - $31.3K
|
1.14K
$404K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
94+ 88.68% |
$26.9K - $30.6K
|
200
$70.5K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
94New |
$26.9K - $30.6K
|
94
$33.2K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
89+ 1.41% |
$25.4K - $29K
|
6.41K
$2.26M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
85+ 0.73% |
$24.3K - $27.7K
|
11.7K
$4.11M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
84New |
$24K - $27.4K
|
84
$29.6K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
84+ 2.17% |
$24K - $27.4K
|
3.95K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
81+ 7.77% |
$23.2K - $26.4K
|
1.12K
$396K
|
|
|
Apr 17, 2023
Q1 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
80+ 0.19% |
$22.9K - $26.1K
|
42.6K
$15M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
78+ 7.89% |
$22.3K - $25.4K
|
1.07K
$376K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
77+ 4.4% |
$22K - $25.1K
|
1.83K
$645K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
77+ 1.2% |
$22K - $25.1K
|
6.5K
$2.29M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
75+ 1.46% |
$21.4K - $24.4K
|
5.22K
$1.84M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
74+ 211.43% |
$21.2K - $24.1K
|
109
$38.4K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
74+ 9.02% |
$21.2K - $24.1K
|
894
$315K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
73+ 2.59% |
$20.9K - $23.8K
|
2.9K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
71+ 5.94% |
$20.3K - $23.1K
|
1.27K
$447K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
67+ 11.92% |
$19.2K - $21.8K
|
629
$222K
|