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 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10+ 0.65% |
$2.86K - $3.26K
|
1.54K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
9+ 0.19% |
$2.57K - $2.93K
|
4.71K
$1.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.39% |
$2.57K - $2.93K
|
2.34K
$867K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
8+ 0.25% |
$2.29K - $2.61K
|
3.16K
$1.17M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$2.29K - $2.61K
|
8
$2.97K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7+ 0.73% |
$2K - $2.28K
|
962
$357K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.18% |
$2K - $2.28K
|
3.86K
$1.43M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
7New |
$2K - $2.28K
|
7
$2.6K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 0.11% |
$2K - $2.28K
|
6.26K
$2.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7New |
$2K - $2.28K
|
7
$2.6K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$1.72K - $1.96K
|
3.01K
$1.11M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 3.57% |
$1.43K - $1.63K
|
145
$53.8K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$1.43K - $1.63K
|
2.93K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4+ 3.57% |
$1.14K - $1.3K
|
116
$43K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 1.36% |
$1.14K - $1.3K
|
298
$111K
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4New |
$1.14K - $1.3K
|
4
$1.48K
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.18% |
$858 - $978
|
1.64K
$609K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3+ 50.0% |
$858 - $978
|
9
$3.34K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
3+ 33.33% |
$858 - $978
|
12
$4.45K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.06% |
$572 - $652
|
3.35K
$1.24M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2+ 0.14% |
$572 - $652
|
1.41K
$522K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.09% |
$572 - $652
|
2.14K
$795K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 9.52% |
$572 - $652
|
23
$8.53K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.12% |
$286 - $326
|
827
$307K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 10.0% |
$286 - $326
|
11
$4.08K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 33.33% |
$286 - $326
|
4
$1.48K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
1+ 0.08% |
$286 - $326
|
1.22K
$452K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1+ 0.13% |
$286 - $326
|
749
$278K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1+ 0.05% |
$286 - $326
|
2.2K
$815K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1New |
$286 - $326
|
1
$371
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1+ 0.01% |
$286 - $326
|
12.5K
$4.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 3.33% |
$286 - $326
|
31
$11.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
1+ 0.15% |
$286 - $326
|
686
$254K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 7.14% |
$286 - $326
|
13
$4.82K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.81% |
$286 - $326
|
122
$45.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1- 2.5% |
$286 - $326
|
39
$14.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.08% |
$286 - $326
|
1.31K
$485K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-1- 11.11% |
$286 - $326
|
8
$2.97K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1- 0.07% |
$286 - $326
|
1.41K
$522K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 1.75% |
$572 - $652
|
112
$41.5K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.72% |
$572 - $652
|
275
$102K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.3% |
$572 - $652
|
661
$245K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2- 0.09% |
$572 - $652
|
2.25K
$834K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 18.18% |
$572 - $652
|
9
$3.34K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3- 0.13% |
$858 - $978
|
2.39K
$888K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-3- 0.6% |
$858 - $978
|
500
$185K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3- 0.76% |
$858 - $978
|
394
$146K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 50.0% |
$1.14K - $1.3K
|
4
$1.48K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 2.9% |
$1.14K - $1.3K
|
134
$49.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 30.77% |
$1.14K - $1.3K
|
9
$3.34K
|