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 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.16% |
$576 - $668
|
1.29K
$465K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2- 0.11% |
$576 - $668
|
1.79K
$647K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-2- 0.24% |
$576 - $668
|
832
$301K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.16% |
$576 - $668
|
1.24K
$449K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-2- 0.22% |
$576 - $668
|
889
$321K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.67% |
$576 - $668
|
298
$108K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 1.37% |
$576 - $668
|
144
$52K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 4.26% |
$576 - $668
|
45
$16.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3- 0.18% |
$864 - $1K
|
1.68K
$608K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 2.94% |
$864 - $1K
|
99
$35.8K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3- 0.18% |
$864 - $1K
|
1.68K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-3- 0.26% |
$864 - $1K
|
1.15K
$415K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-3- 27.27% |
$864 - $1K
|
8
$2.89K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3- -0.0% |
$864 - $1K
|
93.9K
$33.9M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 0.19% |
$1.15K - $1.34K
|
2.16K
$779K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 50.0% |
$1.15K - $1.34K
|
4
$1.45K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4- 5.13% |
$1.15K - $1.34K
|
74
$26.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5- 0.09% |
$1.44K - $1.67K
|
5.84K
$2.11M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-5- 0.63% |
$1.44K - $1.67K
|
790
$285K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-6- 66.67% |
$1.73K - $2K
|
3
$1.08K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 0.86% |
$2.02K - $2.34K
|
808
$292K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.91% |
$2.02K - $2.34K
|
762
$275K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.12% |
$2.02K - $2.34K
|
6.04K
$2.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 13.73% |
$2.02K - $2.34K
|
44
$15.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 0.28% |
$2.3K - $2.67K
|
2.86K
$1.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-8- 2.4% |
$2.3K - $2.67K
|
326
$118K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8- 0.14% |
$2.3K - $2.67K
|
5.63K
$2.03M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 2.98% |
$2.59K - $3K
|
293
$106K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11- 9.02% |
$3.17K - $3.67K
|
111
$40.1K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-11- 15.07% |
$3.17K - $3.67K
|
62
$22.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-11- 14.67% |
$3.17K - $3.67K
|
64
$23.1K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 3.36% |
$3.17K - $3.67K
|
316
$114K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-12- 0.62% |
$3.46K - $4.01K
|
1.93K
$699K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-13- 40.63% |
$3.74K - $4.34K
|
19
$6.86K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-13- 1.0% |
$3.74K - $4.34K
|
1.29K
$465K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-13- 1.73% |
$3.74K - $4.34K
|
740
$267K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-14- 0.59% |
$4.03K - $4.67K
|
2.34K
$847K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-15- 0.48% |
$4.32K - $5.01K
|
3.1K
$1.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.23% |
$4.61K - $5.34K
|
1.29K
$466K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-16- 2.19% |
$4.61K - $5.34K
|
713
$258K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-17- 26.56% |
$4.9K - $5.67K
|
47
$17K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-18- 1.25% |
$5.18K - $6.01K
|
1.42K
$514K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-19- 0.63% |
$5.47K - $6.34K
|
3.01K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19- 0.17% |
$5.47K - $6.34K
|
11K
$3.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-20- 2.46% |
$5.76K - $6.68K
|
792
$286K
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-20- 1.5% |
$5.76K - $6.68K
|
1.31K
$474K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-22- 1.03% |
$6.34K - $7.34K
|
2.11K
$763K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-22- 0.73% |
$6.34K - $7.34K
|
2.99K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-23- 0.91% |
$6.62K - $7.68K
|
2.52K
$909K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-25- 71.43% |
$7.2K - $8.34K
|
10
$3.61K
|