Purchases and Sales Made in Q2 2024 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 15.63% |
$2.76K - $3.3K
|
74
$26.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10+ 0.72% |
$2.76K - $3.3K
|
1.39K
$506K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.78% |
$2.76K - $3.3K
|
1.3K
$473K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
10+ 0.96% |
$2.76K - $3.3K
|
1.05K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
9+ 0.33% |
$2.48K - $2.97K
|
2.7K
$983K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
9+ 5.84% |
$2.48K - $2.97K
|
163
$59.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 19.57% |
$2.48K - $2.97K
|
55
$20K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
9+ 1.02% |
$2.48K - $2.97K
|
895
$326K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$2.48K - $2.97K
|
9
$3.27K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 5.03% |
$2.48K - $2.97K
|
188
$68.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9+ 0.23% |
$2.48K - $2.97K
|
3.9K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 15.09% |
$2.21K - $2.64K
|
61
$22.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
7New |
$1.93K - $2.31K
|
7
$2.55K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$1.93K - $2.31K
|
2.81K
$1.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
7New |
$1.93K - $2.31K
|
7
$2.55K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
6+ 0.22% |
$1.65K - $1.98K
|
2.74K
$996K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.37% |
$1.65K - $1.98K
|
1.64K
$598K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5+ 0.23% |
$1.38K - $1.65K
|
2.23K
$810K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
4+ 0.12% |
$1.1K - $1.32K
|
3.34K
$1.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$1.1K - $1.32K
|
4
$1.46K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 1.98% |
$1.1K - $1.32K
|
206
$74.9K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.95% |
$827 - $989
|
319
$116K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 0.03% |
$827 - $989
|
10.4K
$3.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.31% |
$827 - $989
|
981
$357K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 3.03% |
$827 - $989
|
102
$37.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.23% |
$827 - $989
|
1.31K
$475K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3+ 3.19% |
$827 - $989
|
97
$35.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 2.6% |
$552 - $659
|
79
$28.7K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 0.31% |
$552 - $659
|
651
$237K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 13.33% |
$552 - $659
|
17
$6.18K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1New |
$276 - $330
|
1
$364
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1+ 0.1% |
$276 - $330
|
966
$351K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1+ 0.03% |
$276 - $330
|
2.9K
$1.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$276 - $330
|
1
$364
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 1.35% |
$276 - $330
|
75
$27.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.01% |
$276 - $330
|
100
$36.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1- 0.12% |
$276 - $330
|
831
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-1- 33.33% |
$276 - $330
|
2
$728
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-2- 0.24% |
$552 - $659
|
819
$298K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 20.0% |
$552 - $659
|
8
$2.91K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 0.11% |
$552 - $659
|
1.8K
$655K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 25.0% |
$552 - $659
|
6
$2.18K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2- 0.11% |
$552 - $659
|
1.79K
$651K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2- 0.24% |
$552 - $659
|
823
$299K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.5% |
$552 - $659
|
395
$144K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 6.98% |
$827 - $989
|
40
$14.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 0.47% |
$827 - $989
|
631
$230K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.32% |
$1.1K - $1.32K
|
1.24K
$451K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4- 0.08% |
$1.1K - $1.32K
|
5.01K
$1.82M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 5.41% |
$1.1K - $1.32K
|
70
$25.5K
|