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 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
67+ 0.23% |
$19.2K - $21.8K
|
29.3K
$10.3M
|
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
65+ 0.53% |
$18.6K - $21.2K
|
12.3K
$4.34M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
63+ 0.48% |
$18K - $20.5K
|
13.2K
$4.64M
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
60+ 2.76% |
$17.2K - $19.6K
|
2.24K
$789K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
59+ 1.44% |
$16.9K - $19.2K
|
4.17K
$1.47M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
58+ 2.3% |
$16.6K - $18.9K
|
2.58K
$909K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
56+ 466.67% |
$16K - $18.3K
|
68
$24K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
56+ 29.79% |
$16K - $18.3K
|
244
$86.1K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
55+ 1.78% |
$15.7K - $17.9K
|
3.15K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
51+ 2.51% |
$14.6K - $16.6K
|
2.08K
$734K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
50+ 3.83% |
$14.3K - $16.3K
|
1.36K
$478K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
49+ 2.37% |
$14K - $16K
|
2.12K
$747K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
48+ 2.33% |
$13.7K - $15.6K
|
2.11K
$745K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
47+ 1.24% |
$13.4K - $15.3K
|
3.84K
$1.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
45+ 5.91% |
$12.9K - $14.7K
|
806
$284K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
42New |
$12K - $13.7K
|
42
$14.8K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42+ 26.42% |
$12K - $13.7K
|
201
$70.9K
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
39New |
$11.1K - $12.7K
|
39
$13.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
38+ 2.3% |
$10.9K - $12.4K
|
1.69K
$595K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
37+ 0.45% |
$10.6K - $12.1K
|
8.26K
$2.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
34+ 2.81% |
$9.72K - $11.1K
|
1.24K
$438K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
33New |
$9.43K - $10.8K
|
33
$11.6K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32+ 2.26% |
$9.15K - $10.4K
|
1.45K
$510K
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
31+ 0.1% |
$8.86K - $10.1K
|
31.8K
$11.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
30+ 3.7% |
$8.58K - $9.78K
|
840
$296K
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
29+ 0.3% |
$8.29K - $9.45K
|
9.68K
$3.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
29+ 1.52% |
$8.29K - $9.45K
|
1.93K
$682K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
25+ 1.85% |
$7.15K - $8.15K
|
1.38K
$485K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
24+ 0.58% |
$6.86K - $7.82K
|
4.15K
$1.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
23+ 6.04% |
$6.57K - $7.5K
|
404
$143K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
23+ 3.17% |
$6.57K - $7.5K
|
749
$264K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23New |
$6.57K - $7.5K
|
23
$8.11K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
22+ 2.14% |
$6.29K - $7.17K
|
1.05K
$370K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
21New |
$6K - $6.85K
|
21
$7.41K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
21+ 1.74% |
$6K - $6.85K
|
1.23K
$434K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20+ 222.22% |
$5.72K - $6.52K
|
29
$10.2K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
20+ 5.85% |
$5.72K - $6.52K
|
362
$128K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20+ 2.12% |
$5.72K - $6.52K
|
962
$339K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
19+ 8.3% |
$5.43K - $6.19K
|
248
$87.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
18+ 1.78% |
$5.15K - $5.87K
|
1.03K
$363K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
17+ 0.59% |
$4.86K - $5.54K
|
2.88K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15+ 5.0% |
$4.29K - $4.89K
|
315
$111K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
15+ 1.29% |
$4.29K - $4.89K
|
1.18K
$414K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
15+ 1.22% |
$4.29K - $4.89K
|
1.25K
$440K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
14+ 2.01% |
$4K - $4.56K
|
710
$250K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 2.49% |
$3.72K - $4.24K
|
535
$189K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13+ 0.11% |
$3.72K - $4.24K
|
11.5K
$4.04M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13+ 38.24% |
$3.72K - $4.24K
|
47
$16.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
12+ 6.28% |
$3.43K - $3.91K
|
203
$71.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 4.66% |
$3.14K - $3.59K
|
247
$87.1K
|