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 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
83+ 6.75% |
$25.6K - $28.7K
|
1.31K
$463K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
82+ 5.55% |
$25.3K - $28.3K
|
1.56K
$550K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
81+ 3.82% |
$25K - $28K
|
2.2K
$776K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
80+ 11.38% |
$24.7K - $27.6K
|
783
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
80+ 4.6% |
$24.7K - $27.6K
|
1.82K
$642K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
79+ 3.31% |
$24.4K - $27.3K
|
2.47K
$871K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
78+ 4.96% |
$24K - $26.9K
|
1.65K
$583K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
77+ 10.56% |
$23.7K - $26.6K
|
806
$284K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
73New |
$22.5K - $25.2K
|
73
$25.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
70+ 4.27% |
$21.6K - $24.2K
|
1.71K
$602K
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
70New |
$21.6K - $24.2K
|
70
$24.7K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
67New |
$20.7K - $23.1K
|
67
$23.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
66+ 1.26% |
$20.3K - $22.8K
|
5.29K
$1.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
65New |
$20K - $22.4K
|
65
$22.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
64New |
$19.7K - $22.1K
|
64
$22.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
64+ 2.0% |
$19.7K - $22.1K
|
3.26K
$1.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
60+ 3.66% |
$18.5K - $20.7K
|
1.7K
$600K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
60+ 0.51% |
$18.5K - $20.7K
|
11.7K
$4.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
55+ 0.12% |
$17K - $19K
|
46.1K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
52+ 0.57% |
$16K - $18K
|
9.17K
$3.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
51+ 3.51% |
$15.7K - $17.6K
|
1.5K
$530K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
51+ 4.78% |
$15.7K - $17.6K
|
1.12K
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
50+ 2.37% |
$15.4K - $17.3K
|
2.16K
$762K
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
47+ 1.55% |
$14.5K - $16.2K
|
3.07K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
46+ 3.55% |
$14.2K - $15.9K
|
1.34K
$474K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
45+ 1.06% |
$13.9K - $15.5K
|
4.28K
$1.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
44+ 15.17% |
$13.6K - $15.2K
|
334
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
43New |
$13.3K - $14.8K
|
43
$15.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
42+ 5.2% |
$12.9K - $14.5K
|
849
$299K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
41+ 170.83% |
$12.6K - $14.2K
|
65
$22.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40+ 5.38% |
$12.3K - $13.8K
|
783
$276K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
37+ 2.21% |
$11.4K - $12.8K
|
1.71K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
37New |
$11.4K - $12.8K
|
37
$13.1K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
37+ 3.03% |
$11.4K - $12.8K
|
1.26K
$443K
|
|
|
Oct 19, 2023
Q2 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
35+ 0.11% |
$10.8K - $12.1K
|
32.1K
$11.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
35+ 1.15% |
$10.8K - $12.1K
|
3.07K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
35+ 0.95% |
$10.8K - $12.1K
|
3.72K
$1.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
34+ 4.05% |
$10.5K - $11.7K
|
874
$308K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
32+ 1.26% |
$9.87K - $11K
|
2.58K
$910K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
32+ 0.95% |
$9.87K - $11K
|
3.4K
$1.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
31+ 1.74% |
$9.56K - $10.7K
|
1.81K
$638K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
31+ 2.92% |
$9.56K - $10.7K
|
1.09K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30+ 9.52% |
$9.25K - $10.4K
|
345
$122K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
30+ 3.32% |
$9.25K - $10.4K
|
933
$329K
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
30+ 0.59% |
$9.25K - $10.4K
|
5.08K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
29+ 4.2% |
$8.94K - $10K
|
719
$254K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
28+ 3.63% |
$8.63K - $9.67K
|
800
$282K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
28+ 11.76% |
$8.63K - $9.67K
|
266
$93.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
28+ 4.45% |
$8.63K - $9.67K
|
657
$232K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
27+ 2.56% |
$8.32K - $9.32K
|
1.08K
$381K
|