Purchases and Sales Made in Q2 2023 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-52- 76.47% |
$16K - $18K
|
16
$6.39K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-53- 2.12% |
$16.3K - $18.3K
|
2.45K
$978K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-53- 2.11% |
$16.3K - $18.3K
|
2.46K
$981K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-53- 4.26% |
$16.3K - $18.3K
|
1.19K
$475K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-55- 3.57% |
$17K - $19K
|
1.49K
$593K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-57- 4.05% |
$17.6K - $19.7K
|
1.35K
$540K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-61- 6.24% |
$18.8K - $21.1K
|
917
$366K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-62- 5.69% |
$19.1K - $21.4K
|
1.03K
$410K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-62- 5.69% |
$19.1K - $21.4K
|
1.03K
$410K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-66- 8.03% |
$20.3K - $22.8K
|
756
$302K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-72- 10.73% |
$22.2K - $24.9K
|
599
$239K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-73- 2.08% |
$22.5K - $25.2K
|
3.43K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-73- 2.18% |
$22.5K - $25.2K
|
3.27K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-75- 3.61% |
$23.1K - $25.9K
|
2.01K
$800K
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-76- 2.91% |
$23.4K - $26.2K
|
2.53K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-76- 2.01% |
$23.4K - $26.2K
|
3.71K
$1.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-78- 10.04% |
$24K - $26.9K
|
699
$279K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-82- 0.61% |
$25.3K - $28.3K
|
13.5K
$5.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-84- 0.97% |
$25.9K - $29K
|
8.58K
$3.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-86- 7.52% |
$26.5K - $29.7K
|
1.06K
$422K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-87- 4.99% |
$26.8K - $30K
|
1.66K
$662K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-87- 3.56% |
$26.8K - $30K
|
2.36K
$940K
|
|
|
Aug 07, 2023
Q2 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-91- 0.29% |
$28.1K - $31.4K
|
31.6K
$12.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-91- 0.94% |
$28.1K - $31.4K
|
9.59K
$3.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-93- 2.94% |
$28.7K - $32.1K
|
3.07K
$1.22M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-93- 2.94% |
$28.7K - $32.1K
|
3.07K
$1.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-94- 4.01% |
$29K - $32.4K
|
2.25K
$899K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-95- 1.0% |
$29.3K - $32.8K
|
9.38K
$3.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-96- 0.45% |
$29.6K - $33.1K
|
21.4K
$8.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-96- 1.01% |
$29.6K - $33.1K
|
9.38K
$3.75M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-97- 11.11% |
$29.9K - $33.5K
|
776
$310K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-98- 5.48% |
$30.2K - $33.8K
|
1.69K
$674K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-98- 0.33% |
$30.2K - $33.8K
|
30K
$12M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-99- 7.57% |
$30.5K - $34.2K
|
1.21K
$482K
|
|
|
Jul 21, 2023
Q2 2023
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-100- 0.09% |
$30.8K - $34.5K
|
111K
$44.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-100- 8.55% |
$30.8K - $34.5K
|
1.07K
$427K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-103- 7.22% |
$31.8K - $35.6K
|
1.32K
$528K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-106- 1.94% |
$32.7K - $36.6K
|
5.34K
$2.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-107- 5.41% |
$33K - $36.9K
|
1.87K
$747K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-112- 10.84% |
$34.5K - $38.7K
|
921
$368K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-114- 2.79% |
$35.1K - $39.4K
|
3.97K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-126- 15.67% |
$38.8K - $43.5K
|
678
$271K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-128- 90.78% |
$39.5K - $44.2K
|
13
$5.19K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-131- 2.6% |
$40.4K - $45.2K
|
4.9K
$1.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-131- 16.6% |
$40.4K - $45.2K
|
658
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-133- 11.65% |
$41K - $45.9K
|
1.01K
$403K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-133- 3.94% |
$41K - $45.9K
|
3.24K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-134- 33.33% |
$41.3K - $46.3K
|
268
$107K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-135- 0.58% |
$41.6K - $46.6K
|
23.1K
$9.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-140- 25.04% |
$43.2K - $48.3K
|
419
$167K
|