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
$492K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
20+ 2.21% |
$5.76K - $6.68K
|
927
$331K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 33.9% |
$5.76K - $6.68K
|
79
$28.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
20+ 1.11% |
$5.76K - $6.68K
|
1.81K
$647K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
19+ 4.79% |
$5.47K - $6.34K
|
416
$148K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 11.88% |
$5.47K - $6.34K
|
179
$63.9K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$5.18K - $6.01K
|
18
$6.42K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
17+ 2.03% |
$4.9K - $5.67K
|
853
$304K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
17+ 2.04% |
$4.9K - $5.67K
|
850
$303K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
17+ 0.62% |
$4.9K - $5.67K
|
2.75K
$982K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16+ 1.77% |
$4.61K - $5.34K
|
922
$329K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16+ 1.08% |
$4.61K - $5.34K
|
1.5K
$536K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 0.41% |
$4.61K - $5.34K
|
3.91K
$1.4M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 320.0% |
$4.61K - $5.34K
|
21
$7.49K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 19.28% |
$4.61K - $5.34K
|
99
$35.3K
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
16+ 20.78% |
$4.61K - $5.34K
|
93
$33.2K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15New |
$4.32K - $5.01K
|
15
$5.35K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
15New |
$4.32K - $5.01K
|
15
$5.35K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
15+ 1.09% |
$4.32K - $5.01K
|
1.39K
$496K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
15New |
$4.32K - $5.01K
|
15
$5.35K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
13+ 1.32% |
$3.74K - $4.34K
|
996
$355K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13+ 1.73% |
$3.74K - $4.34K
|
766
$273K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
12New |
$3.46K - $4.01K
|
12
$4.28K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$2.59K - $3K
|
9
$3.21K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8New |
$2.3K - $2.67K
|
8
$2.85K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8+ 0.21% |
$2.3K - $2.67K
|
3.89K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7+ 0.15% |
$2.02K - $2.34K
|
4.63K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6+ 0.32% |
$1.73K - $2K
|
1.86K
$663K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 1.14% |
$1.73K - $2K
|
532
$190K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$1.44K - $1.67K
|
5
$1.78K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
5+ 0.57% |
$1.44K - $1.67K
|
881
$314K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
5+ 35.71% |
$1.44K - $1.67K
|
19
$6.78K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.18% |
$1.44K - $1.67K
|
2.8K
$999K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 9.3% |
$1.15K - $1.34K
|
47
$16.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.96% |
$1.15K - $1.34K
|
419
$149K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 0.04% |
$1.15K - $1.34K
|
11.4K
$4.06M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 23.08% |
$864 - $1K
|
16
$5.71K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3+ 0.29% |
$864 - $1K
|
1.03K
$367K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 15.79% |
$864 - $1K
|
22
$7.85K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
3New |
$864 - $1K
|
3
$1.07K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.55% |
$864 - $1K
|
546
$195K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$864 - $1K
|
3.75K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2New |
$576 - $668
|
2
$714
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2+ 3.28% |
$576 - $668
|
63
$22.5K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2+ 0.03% |
$576 - $668
|
6.57K
$2.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 200.0% |
$576 - $668
|
3
$1.07K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 200.0% |
$576 - $668
|
3
$1.07K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2New |
$576 - $668
|
2
$714
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 25.0% |
$288 - $334
|
5
$1.78K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 2.22% |
$288 - $334
|
46
$16.4K
|