Purchases and Sales Made in Q1 2024 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q1 2024. 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 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
22+ 1.62% |
$6.34K - $7.34K
|
1.38K
$501K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
22+ 115.79% |
$6.34K - $7.34K
|
41
$14.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 33.9% |
$5.76K - $6.68K
|
79
$28.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
20+ 1.11% |
$5.76K - $6.68K
|
1.81K
$660K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
20+ 2.21% |
$5.76K - $6.68K
|
927
$337K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 11.88% |
$5.47K - $6.34K
|
179
$65.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
19+ 4.79% |
$5.47K - $6.34K
|
416
$151K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$5.18K - $6.01K
|
18
$6.55K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
17+ 0.62% |
$4.9K - $5.67K
|
2.75K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
17+ 2.03% |
$4.9K - $5.67K
|
853
$310K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
17+ 2.04% |
$4.9K - $5.67K
|
850
$309K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 19.28% |
$4.61K - $5.34K
|
99
$36K
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
16+ 20.78% |
$4.61K - $5.34K
|
93
$33.8K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16+ 1.77% |
$4.61K - $5.34K
|
922
$335K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 320.0% |
$4.61K - $5.34K
|
21
$7.64K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 0.41% |
$4.61K - $5.34K
|
3.91K
$1.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16+ 1.08% |
$4.61K - $5.34K
|
1.5K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
15New |
$4.32K - $5.01K
|
15
$5.46K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
15+ 1.09% |
$4.32K - $5.01K
|
1.39K
$506K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
15New |
$4.32K - $5.01K
|
15
$5.46K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15New |
$4.32K - $5.01K
|
15
$5.46K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
13+ 1.32% |
$3.74K - $4.34K
|
996
$362K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13+ 1.73% |
$3.74K - $4.34K
|
766
$279K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
12New |
$3.46K - $4.01K
|
12
$4.37K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$2.59K - $3K
|
9
$3.27K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8New |
$2.3K - $2.67K
|
8
$2.91K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8+ 0.21% |
$2.3K - $2.67K
|
3.89K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7+ 0.15% |
$2.02K - $2.34K
|
4.63K
$1.68M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6+ 0.32% |
$1.73K - $2K
|
1.86K
$676K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 1.14% |
$1.73K - $2K
|
532
$194K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.18% |
$1.44K - $1.67K
|
2.8K
$1.02M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
5+ 0.57% |
$1.44K - $1.67K
|
881
$321K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
5+ 35.71% |
$1.44K - $1.67K
|
19
$6.91K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$1.44K - $1.67K
|
5
$1.82K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.96% |
$1.15K - $1.34K
|
419
$152K
|
|
|
Aug 07, 2025
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 9.3% |
$1.15K - $1.34K
|
47
$17.1K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 9.3% |
$1.15K - $1.34K
|
47
$17.1K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 0.04% |
$1.15K - $1.34K
|
11.4K
$4.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 15.79% |
$864 - $1K
|
22
$8K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3+ 0.29% |
$864 - $1K
|
1.03K
$374K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.55% |
$864 - $1K
|
546
$199K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 23.08% |
$864 - $1K
|
16
$5.82K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
3New |
$864 - $1K
|
3
$1.09K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$864 - $1K
|
3.75K
$1.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2+ 3.28% |
$576 - $668
|
63
$22.9K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2New |
$576 - $668
|
2
$728
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 200.0% |
$576 - $668
|
3
$1.09K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2+ 0.03% |
$576 - $668
|
6.57K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2New |
$576 - $668
|
2
$728
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 200.0% |
$576 - $668
|
3
$1.09K
|