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 |
---|---|---|---|---|---|---|---|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-142- 16.42% |
$43.8K - $49K
|
723
$258K
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-144- 0.15% |
$44.4K - $49.7K
|
94.4K
$33.7M
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-145- 3.76% |
$44.7K - $50.1K
|
3.71K
$1.32M
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-146- 0.69% |
$45K - $50.4K
|
21.1K
$7.51M
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-151- 5.16% |
$46.6K - $52.1K
|
2.78K
$990K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-153- 14.97% |
$47.2K - $52.8K
|
869
$310K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-156- 10.95% |
$48.1K - $53.9K
|
1.27K
$453K
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-157- 11.14% |
$48.4K - $54.2K
|
1.25K
$447K
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-160- 17.06% |
$49.3K - $55.2K
|
778
$278K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-160- 7.02% |
$49.3K - $55.2K
|
2.12K
$756K
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-172- 9.67% |
$53K - $59.4K
|
1.61K
$573K
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-174- 3.2% |
$53.6K - $60.1K
|
5.27K
$1.88M
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-175- 9.7% |
$54K - $60.4K
|
1.63K
$582K
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-175- 1.19% |
$54K - $60.4K
|
14.6K
$5.2M
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-175- 0.4% |
$54K - $60.4K
|
43.7K
$15.6M
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-176- 69.29% |
$54.3K - $60.8K
|
78
$27.8K
|
|
Jul 14, 2023
Q2 2023
|
Trinity Street Asset Management LLP
|
SELL
|
- |
-179- 0.33% |
$55.2K - $61.8K
|
54.6K
$19.5M
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-179- 18.04% |
$55.2K - $61.8K
|
813
$290K
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-182- 18.69% |
$56.1K - $62.8K
|
792
$283K
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-182- 18.69% |
$56.1K - $62.8K
|
792
$283K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-187- 1.21% |
$57.7K - $64.6K
|
15.3K
$5.44M
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-188- 12.78% |
$58K - $64.9K
|
1.28K
$458K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-188- 94.0% |
$58K - $64.9K
|
12
$4.28K
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-196- 7.99% |
$60.4K - $67.7K
|
2.26K
$805K
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.35% |
$61.7K - $69K
|
56.2K
$20M
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-206- 4.74% |
$63.5K - $71.1K
|
4.14K
$1.48M
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-210- 1.3% |
$64.7K - $72.5K
|
16K
$5.69M
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-224- 1.22% |
$69.1K - $77.3K
|
18.1K
$6.46M
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-225- 1.0% |
$69.4K - $77.7K
|
22.2K
$7.92M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-226- 3.48% |
$69.7K - $78K
|
6.27K
$2.24M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-232- 1.18% |
$71.5K - $80.1K
|
19.4K
$6.91M
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-236- 0.22% |
$72.8K - $81.5K
|
107K
$38M
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
SELL
|
- |
-240- 2.05% |
$74K - $82.8K
|
11.5K
$4.09M
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-247- 1.53% |
$76.1K - $85.3K
|
15.9K
$5.69M
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-248- 5.17% |
$76.5K - $85.6K
|
4.55K
$1.62M
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-253- 11.03% |
$78K - $87.3K
|
2.04K
$728K
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-255- 4.93% |
$78.6K - $88K
|
4.92K
$1.75M
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-258- 28.76% |
$79.5K - $89.1K
|
639
$228K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-267- 5.78% |
$82.3K - $92.2K
|
4.35K
$1.55M
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-272- 5.16% |
$83.9K - $93.9K
|
5K
$1.78M
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-283- 73.89% |
$87.2K - $97.7K
|
100
$35.7K
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-289- 1.97% |
$89.1K - $99.8K
|
14.4K
$5.13M
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-300- 3.28% |
$92.5K - $104K
|
8.83K
$3.15M
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-300- 17.76% |
$92.5K - $104K
|
1.39K
$496K
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-310- 0.8% |
$95.6K - $107K
|
38.5K
$13.7M
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-324- 17.34% |
$99.9K - $112K
|
1.54K
$551K
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-333- 0.88% |
$103K - $115K
|
37.6K
$13.4M
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-337- 51.29% |
$104K - $116K
|
320
$114K
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-342- 21.46% |
$105K - $118K
|
1.25K
$447K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-350- 1.2% |
$108K - $121K
|
28.8K
$10.3M
|