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 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
676+ 79.81% |
$195K - $226K
|
1.52K
$537K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
676New |
$195K - $226K
|
676
$238K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
675New |
$194K - $225K
|
675
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
674New |
$194K - $225K
|
674
$238K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
666New |
$192K - $222K
|
666
$235K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
661+ 9.44% |
$190K - $221K
|
7.66K
$2.7M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
660New |
$190K - $220K
|
660
$233K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
657New |
$189K - $219K
|
657
$232K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
651New |
$188K - $217K
|
651
$230K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
651+ 2.65% |
$188K - $217K
|
25.2K
$8.9M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
647New |
$186K - $216K
|
647
$228K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
642New |
$185K - $214K
|
642
$226K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
636New |
$183K - $212K
|
636
$224K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
634New |
$183K - $212K
|
634
$224K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
630New |
$181K - $210K
|
630
$222K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
629+ 2.69% |
$181K - $210K
|
24K
$8.46M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
629New |
$181K - $210K
|
629
$222K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
623+ 1.94% |
$179K - $208K
|
32.8K
$11.6M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
619+ 12.91% |
$178K - $207K
|
5.41K
$1.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
618+ 50.45% |
$178K - $206K
|
1.84K
$650K
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
614+ 1.85% |
$177K - $205K
|
33.8K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
610New |
$176K - $204K
|
610
$215K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
608New |
$175K - $203K
|
608
$214K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
608New |
$175K - $203K
|
608
$214K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
605New |
$174K - $202K
|
605
$213K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
600New |
$173K - $200K
|
600
$212K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
600New |
$173K - $200K
|
600
$212K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
599+ 59900.0% |
$173K - $200K
|
600
$212K
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
587+ 5.73% |
$169K - $196K
|
10.8K
$3.82M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
583+ 56.66% |
$168K - $195K
|
1.61K
$569K
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
582+ 3.29% |
$168K - $194K
|
18.3K
$6.45M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
560+ 5.67% |
$161K - $187K
|
10.4K
$3.68M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
551+ 15.15% |
$159K - $184K
|
4.19K
$1.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
545+ 18.98% |
$157K - $182K
|
3.42K
$1.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
538+ 4.91% |
$155K - $180K
|
11.5K
$4.05M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
530+ 0.59% |
$153K - $177K
|
91K
$32.1M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
528+ 23.17% |
$152K - $176K
|
2.81K
$990K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
524New |
$151K - $175K
|
524
$185K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
512+ 2.61% |
$147K - $171K
|
20.1K
$7.09M
|
|
|
May 14, 2024
Q1 2024
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
500+ 33.33% |
$144K - $167K
|
2K
$705K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
482+ 16.2% |
$139K - $161K
|
3.46K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
481+ 238.12% |
$139K - $161K
|
683
$241K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
457+ 3.88% |
$132K - $153K
|
12.2K
$4.31M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
449+ 35.41% |
$129K - $150K
|
1.72K
$606K
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
442+ 3.1% |
$127K - $148K
|
14.7K
$5.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
439+ 17.24% |
$126K - $147K
|
2.99K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
434+ 9.54% |
$125K - $145K
|
4.99K
$1.76M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
426+ 26.93% |
$123K - $142K
|
2.01K
$708K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
422+ 29.14% |
$122K - $141K
|
1.87K
$660K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
400New |
$115K - $134K
|
400
$141K
|