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 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.01K+ 7.97% |
$312K - $349K
|
13.7K
$5.24M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.01K+ 23.37% |
$310K - $347K
|
5.31K
$2.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1KNew |
$308K - $345K
|
1K
$382K
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1K+ 26.16% |
$308K - $345K
|
4.82K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
990+ 1.91% |
$305K - $342K
|
52.7K
$20.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
941New |
$290K - $325K
|
941
$360K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
920New |
$284K - $318K
|
920
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
900New |
$277K - $311K
|
900
$344K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
889+ 3.14% |
$274K - $307K
|
29.2K
$11.2M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
869New |
$268K - $300K
|
869
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
835+ 9.34% |
$257K - $288K
|
9.77K
$3.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
825New |
$254K - $285K
|
825
$315K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
801+ 2.3% |
$247K - $277K
|
35.6K
$13.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
798+ 87.6% |
$246K - $275K
|
1.71K
$654K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
795+ 36.17% |
$245K - $274K
|
2.99K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
791New |
$244K - $273K
|
791
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
773New |
$238K - $267K
|
773
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
769New |
$237K - $265K
|
769
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
765New |
$236K - $264K
|
765
$293K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
738New |
$228K - $255K
|
738
$282K
|
|
|
Aug 07, 2023
Q2 2023
|
Jensen Investment Management Inc
Lake Oswego, OR |
BUY
|
- |
720+ 17.56% |
$222K - $249K
|
4.82K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
688+ 14.64% |
$212K - $237K
|
5.39K
$2.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
675+ 63.5% |
$208K - $233K
|
1.74K
$665K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
670New |
$207K - $231K
|
670
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
BUY
|
- |
647+ 19.82% |
$199K - $223K
|
3.91K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
647New |
$199K - $223K
|
647
$247K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
640+ 65.37% |
$197K - $221K
|
1.62K
$619K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
633New |
$195K - $219K
|
633
$242K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
629New |
$194K - $217K
|
629
$241K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
621+ 8.28% |
$191K - $214K
|
8.12K
$3.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
619New |
$191K - $214K
|
619
$237K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
618New |
$191K - $213K
|
618
$236K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
618New |
$191K - $213K
|
618
$236K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
608New |
$187K - $210K
|
608
$232K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
607New |
$187K - $210K
|
607
$232K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
606+ 3.55% |
$187K - $209K
|
17.7K
$6.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
605+ 4.6% |
$187K - $209K
|
13.8K
$5.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
604New |
$186K - $209K
|
604
$231K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
602New |
$186K - $208K
|
602
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
601New |
$185K - $207K
|
601
$230K
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
600+ 1.2% |
$185K - $207K
|
50.8K
$19.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
600New |
$185K - $207K
|
600
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
593New |
$183K - $205K
|
593
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
593New |
$183K - $205K
|
593
$227K
|
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
BUY
|
- |
590New |
$182K - $204K
|
590
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
588+ 25.32% |
$181K - $203K
|
2.91K
$1.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
584+ 4.56% |
$180K - $202K
|
13.4K
$5.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
576+ 12.53% |
$178K - $199K
|
5.17K
$1.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
565+ 21.93% |
$174K - $195K
|
3.14K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
561+ 22.33% |
$173K - $194K
|
3.07K
$1.18M
|