Purchases and Sales Made in Q2 2025 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q2 2025. 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 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
12New |
$4.03K - $4.79K
|
12
$4.37K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12+ 11.32% |
$4.03K - $4.79K
|
118
$42.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
11New |
$3.69K - $4.39K
|
11
$4K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
11+ 1.22% |
$3.69K - $4.39K
|
909
$331K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11+ 0.17% |
$3.69K - $4.39K
|
6.37K
$2.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 31.25% |
$3.36K - $3.99K
|
42
$15.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
9+ 0.24% |
$3.02K - $3.59K
|
3.81K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8+ 22.86% |
$2.69K - $3.19K
|
43
$15.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
8+ 200.0% |
$2.69K - $3.19K
|
12
$4.37K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8+ 0.07% |
$2.69K - $3.19K
|
12.2K
$4.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8+ 0.68% |
$2.69K - $3.19K
|
1.18K
$429K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7+ 0.35% |
$2.35K - $2.79K
|
2K
$726K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
6+ 0.38% |
$2.02K - $2.39K
|
1.6K
$582K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 13.04% |
$2.02K - $2.39K
|
52
$18.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
6+ 0.64% |
$2.02K - $2.39K
|
943
$343K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.29% |
$2.02K - $2.39K
|
2.05K
$747K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
6+ 42.86% |
$2.02K - $2.39K
|
20
$7.28K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6+ 0.91% |
$2.02K - $2.39K
|
665
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5New |
$1.68K - $1.99K
|
5
$1.82K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
5New |
$1.68K - $1.99K
|
5
$1.82K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.18% |
$1.68K - $1.99K
|
2.83K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.73% |
$1.68K - $1.99K
|
687
$250K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5+ 0.33% |
$1.68K - $1.99K
|
1.5K
$547K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5+ 1.14% |
$1.68K - $1.99K
|
444
$162K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5+ 100.0% |
$1.68K - $1.99K
|
10
$3.64K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4New |
$1.34K - $1.6K
|
4
$1.46K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.27% |
$1.34K - $1.6K
|
1.5K
$544K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4+ 80.0% |
$1.34K - $1.6K
|
9
$3.27K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 100.0% |
$1.34K - $1.6K
|
8
$2.91K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 23.53% |
$1.34K - $1.6K
|
21
$7.64K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4+ 0.66% |
$1.34K - $1.6K
|
611
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4+ 0.16% |
$1.34K - $1.6K
|
2.55K
$926K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 3.6% |
$1.34K - $1.6K
|
115
$41.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 2.34% |
$1.34K - $1.6K
|
175
$63.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 27.27% |
$1.01K - $1.2K
|
14
$5.09K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.68% |
$1.01K - $1.2K
|
442
$161K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3New |
$1.01K - $1.2K
|
3
$1.09K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 8.11% |
$1.01K - $1.2K
|
40
$14.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 300.0% |
$1.01K - $1.2K
|
4
$1.46K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 300.0% |
$1.01K - $1.2K
|
4
$1.46K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3New |
$1.01K - $1.2K
|
3
$1.09K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 150.0% |
$1.01K - $1.2K
|
5
$1.82K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2New |
$672 - $798
|
2
$728
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 100.0% |
$672 - $798
|
4
$1.46K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2+ 0.1% |
$672 - $798
|
1.91K
$695K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2+ 0.32% |
$672 - $798
|
623
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2+ 0.28% |
$672 - $798
|
727
$264K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$672 - $798
|
3
$1.09K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$336 - $399
|
599
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.05% |
$336 - $399
|
2.2K
$799K
|