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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 2.22% |
$288 - $334
|
46
$16.7K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 25.0% |
$288 - $334
|
5
$1.82K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$288 - $334
|
1
$364
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 2.78% |
$288 - $334
|
35
$12.7K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.06% |
$288 - $334
|
1.8K
$656K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 0.46% |
$288 - $334
|
215
$78.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1- 0.08% |
$288 - $334
|
1.27K
$462K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.28% |
$288 - $334
|
77
$28K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 4.26% |
$576 - $668
|
45
$16.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 1.37% |
$576 - $668
|
144
$52.4K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.16% |
$576 - $668
|
1.29K
$468K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2- 0.11% |
$576 - $668
|
1.79K
$652K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.67% |
$576 - $668
|
298
$108K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-2- 0.22% |
$576 - $668
|
889
$323K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.16% |
$576 - $668
|
1.24K
$453K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-2- 0.24% |
$576 - $668
|
832
$303K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3- 0.18% |
$864 - $1K
|
1.68K
$612K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-3- 0.26% |
$864 - $1K
|
1.15K
$418K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 2.94% |
$864 - $1K
|
99
$36K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-3- 27.27% |
$864 - $1K
|
8
$2.91K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3- -0.0% |
$864 - $1K
|
93.9K
$34.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3- 0.18% |
$864 - $1K
|
1.68K
$612K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 50.0% |
$1.15K - $1.34K
|
4
$1.46K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 0.19% |
$1.15K - $1.34K
|
2.16K
$784K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4- 5.13% |
$1.15K - $1.34K
|
74
$26.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5- 0.09% |
$1.44K - $1.67K
|
5.84K
$2.13M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-5- 0.63% |
$1.44K - $1.67K
|
790
$287K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-6- 66.67% |
$1.73K - $2K
|
3
$1.09K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 13.73% |
$2.02K - $2.34K
|
44
$16K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.91% |
$2.02K - $2.34K
|
762
$277K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 0.86% |
$2.02K - $2.34K
|
808
$294K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.12% |
$2.02K - $2.34K
|
6.04K
$2.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 0.28% |
$2.3K - $2.67K
|
2.86K
$1.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-8- 2.4% |
$2.3K - $2.67K
|
326
$119K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8- 0.14% |
$2.3K - $2.67K
|
5.63K
$2.05M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 2.98% |
$2.59K - $3K
|
293
$107K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 3.36% |
$3.17K - $3.67K
|
316
$115K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-11- 14.67% |
$3.17K - $3.67K
|
64
$23.3K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11- 9.02% |
$3.17K - $3.67K
|
111
$40.4K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-11- 15.07% |
$3.17K - $3.67K
|
62
$22.6K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-12- 0.62% |
$3.46K - $4.01K
|
1.93K
$704K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-13- 40.63% |
$3.74K - $4.34K
|
19
$6.91K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-13- 1.0% |
$3.74K - $4.34K
|
1.29K
$468K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-13- 1.73% |
$3.74K - $4.34K
|
740
$269K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-14- 0.59% |
$4.03K - $4.67K
|
2.34K
$852K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-15- 0.48% |
$4.32K - $5.01K
|
3.1K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.23% |
$4.61K - $5.34K
|
1.29K
$469K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-16- 2.19% |
$4.61K - $5.34K
|
713
$259K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-17- 26.56% |
$4.9K - $5.67K
|
47
$17.1K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-18- 2.7% |
$5.18K - $6.01K
|
649
$236K
|