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 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-78- 10.29% |
$22.5K - $26K
|
680
$247K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-83- 17.74% |
$23.9K - $27.7K
|
385
$140K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-85- 3.27% |
$24.5K - $28.4K
|
2.51K
$911K
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-87- 3.24% |
$25.1K - $29K
|
2.6K
$943K
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-87- 20.62% |
$25.1K - $29K
|
335
$122K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-90- 5.67% |
$25.9K - $30K
|
1.5K
$543K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-94- 16.38% |
$27.1K - $31.4K
|
480
$174K
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-95- 1.35% |
$27.4K - $31.7K
|
6.93K
$2.51M
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-99- 12.15% |
$28.5K - $33K
|
716
$260K
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-100- 11.76% |
$28.8K - $33.4K
|
750
$272K
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-100- 1.31% |
$28.8K - $33.4K
|
7.54K
$2.73M
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-104- 11.19% |
$30K - $34.7K
|
825
$299K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-104- 5.68% |
$30K - $34.7K
|
1.73K
$626K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-106- 4.1% |
$30.5K - $35.4K
|
2.48K
$900K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-108- 46.55% |
$31.1K - $36K
|
124
$45K
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-109- 93.97% |
$31.4K - $36.4K
|
7
$2.54K
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-109- 1.57% |
$31.4K - $36.4K
|
6.85K
$2.48M
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-110- 1.68% |
$31.7K - $36.7K
|
6.44K
$2.34M
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-122- 1.06% |
$35.1K - $40.7K
|
11.4K
$4.12M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-123- 8.85% |
$35.4K - $41.1K
|
1.27K
$460K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-125- 14.4% |
$36K - $41.7K
|
743
$270K
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-139- 3.18% |
$40K - $46.4K
|
4.23K
$1.53M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-140- 1.28% |
$40.3K - $46.7K
|
10.8K
$3.92M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-143- 3.82% |
$41.2K - $47.7K
|
3.6K
$1.31M
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-143- 3.19% |
$41.2K - $47.7K
|
4.34K
$1.58M
|
|
Apr 22, 2024
Q1 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-143- 1.53% |
$41.2K - $47.7K
|
9.2K
$3.34M
|
|
May 13, 2024
Q1 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-147- 2.46% |
$42.3K - $49.1K
|
5.83K
$2.11M
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-151- 4.2% |
$43.5K - $50.4K
|
3.45K
$1.25M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-152- 15.85% |
$43.8K - $50.7K
|
807
$293K
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-153- 15.32% |
$44.1K - $51.1K
|
846
$307K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-153- 6.11% |
$44.1K - $51.1K
|
2.35K
$852K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-155- 6.0% |
$44.6K - $51.7K
|
2.43K
$881K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-157- 4.69% |
$45.2K - $52.4K
|
3.19K
$1.16M
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-164- 48.96% |
$47.2K - $54.7K
|
171
$62K
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-165- 1.51% |
$47.5K - $55.1K
|
10.8K
$3.91M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-169- 3.65% |
$48.7K - $56.4K
|
4.46K
$1.62M
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-171- 13.18% |
$49.3K - $57.1K
|
1.13K
$408K
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-173- 2.67% |
$49.8K - $57.7K
|
6.31K
$2.29M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-173- 2.59% |
$49.8K - $57.7K
|
6.52K
$2.36M
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-175- 17.12% |
$50.4K - $58.4K
|
847
$307K
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-185- 3.58% |
$53.3K - $61.8K
|
4.99K
$1.81M
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-185- 1.35% |
$53.3K - $61.8K
|
13.6K
$4.92M
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-196- 3.64% |
$56.5K - $65.4K
|
5.18K
$1.88M
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-198- 2.54% |
$57K - $66.1K
|
7.59K
$2.75M
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-200- 3.01% |
$57.6K - $66.8K
|
6.45K
$2.34M
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-202- 19.77% |
$58.2K - $67.4K
|
820
$297K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-202- 0.68% |
$58.2K - $67.4K
|
29.6K
$10.8M
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-205- 22.78% |
$59K - $68.4K
|
695
$252K
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-215- 13.29% |
$61.9K - $71.8K
|
1.4K
$509K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-219- 3.43% |
$63.1K - $73.1K
|
6.17K
$2.24M
|