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 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
349+ 1.03% |
$101K - $116K
|
34.1K
$12.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
347+ 24.08% |
$99.9K - $116K
|
1.79K
$646K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
344New |
$99.1K - $115K
|
344
$124K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
342+ 1.94% |
$98.5K - $114K
|
17.9K
$6.48M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
340+ 2.86% |
$97.9K - $113K
|
12.2K
$4.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
337+ 8.59% |
$97.1K - $112K
|
4.26K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
311+ 29.2% |
$89.6K - $104K
|
1.38K
$497K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
310+ 10.23% |
$89.3K - $103K
|
3.34K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
309+ 19.07% |
$89K - $103K
|
1.93K
$697K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
300+ 33.48% |
$86.4K - $100K
|
1.2K
$432K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
289+ 6.0% |
$83.2K - $96.5K
|
5.11K
$1.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
286+ 10.86% |
$82.4K - $95.5K
|
2.92K
$1.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
280+ 16.16% |
$80.6K - $93.5K
|
2.01K
$727K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
276+ 0.56% |
$79.5K - $92.1K
|
49.5K
$17.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
258+ 13.52% |
$74.3K - $86.1K
|
2.17K
$783K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
257+ 8.19% |
$74K - $85.8K
|
3.4K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
252+ 13.26% |
$72.6K - $84.1K
|
2.15K
$777K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
252+ 8.3% |
$72.6K - $84.1K
|
3.29K
$1.19M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
249+ 19.29% |
$71.7K - $83.1K
|
1.54K
$556K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
241+ 2.45% |
$69.4K - $80.4K
|
10.1K
$3.65M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
238+ 161.9% |
$68.5K - $79.4K
|
385
$139K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
234+ 2.04% |
$67.4K - $78.1K
|
11.7K
$4.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
233+ 5.68% |
$67.1K - $77.8K
|
4.34K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
228+ 0.21% |
$65.7K - $76.1K
|
108K
$39.1M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
225+ 2.88% |
$64.8K - $75.1K
|
8.03K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
215+ 0.21% |
$61.9K - $71.8K
|
102K
$36.7M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
214+ 4.06% |
$61.6K - $71.4K
|
5.49K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
214+ 0.07% |
$61.6K - $71.4K
|
325K
$117M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
213+ 14.68% |
$61.3K - $71.1K
|
1.66K
$601K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
210+ 128.05% |
$60.5K - $70.1K
|
374
$135K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
202+ 17.43% |
$58.2K - $67.4K
|
1.36K
$492K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
200+ 0.74% |
$57.6K - $66.8K
|
27.3K
$9.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
193+ 19.03% |
$55.6K - $64.4K
|
1.21K
$436K
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
192+ 0.59% |
$55.3K - $64.1K
|
32.7K
$11.8M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
191+ 1.27% |
$55K - $63.8K
|
15.2K
$5.5M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
187+ 18.24% |
$53.9K - $62.4K
|
1.21K
$438K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
185+ 14.46% |
$53.3K - $61.8K
|
1.46K
$529K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
180+ 4.23% |
$51.8K - $60.1K
|
4.43K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
179+ 0.57% |
$51.6K - $59.7K
|
31.5K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
178New |
$51.3K - $59.4K
|
178
$64.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
173+ 6.0% |
$49.8K - $57.7K
|
3.06K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
173+ 8.59% |
$49.8K - $57.7K
|
2.19K
$790K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
171+ 3.03% |
$49.3K - $57.1K
|
5.81K
$2.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
169+ 1.65% |
$48.7K - $56.4K
|
10.4K
$3.77M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
166+ 0.56% |
$47.8K - $55.4K
|
29.9K
$10.8M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
166+ 10.16% |
$47.8K - $55.4K
|
1.8K
$650K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
164New |
$47.2K - $54.7K
|
164
$59.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
161+ 0.46% |
$46.4K - $53.7K
|
35.2K
$12.7M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
158+ 20.33% |
$45.5K - $52.7K
|
935
$338K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
155+ 17.57% |
$44.6K - $51.7K
|
1.04K
$375K
|