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 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1+ 0.02% |
$336 - $399
|
5.13K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 50.0% |
$336 - $399
|
3
$1.09K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 7.14% |
$336 - $399
|
15
$5.46K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
1+ 50.0% |
$336 - $399
|
3
$1.09K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1+ 0.15% |
$336 - $399
|
656
$239K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1+ 0.45% |
$336 - $399
|
223
$81.1K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 12.5% |
$336 - $399
|
9
$3.27K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.77% |
$336 - $399
|
131
$47.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 4.35% |
$336 - $399
|
24
$8.73K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.03% |
$336 - $399
|
3.99K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1+ 0.1% |
$336 - $399
|
970
$353K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 4.55% |
$336 - $399
|
23
$8.37K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1New |
$336 - $399
|
1
$364
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.15% |
$336 - $399
|
656
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1- 0.06% |
$336 - $399
|
1.63K
$593K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1- 16.67% |
$336 - $399
|
5
$1.82K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.95% |
$336 - $399
|
104
$37.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 5.88% |
$336 - $399
|
16
$5.82K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1- 0.14% |
$336 - $399
|
718
$261K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.06% |
$336 - $399
|
1.76K
$641K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-1- 0.04% |
$336 - $399
|
2.38K
$866K
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1- 0.03% |
$336 - $399
|
2.88K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2- 0.25% |
$672 - $798
|
813
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-2- 0.22% |
$672 - $798
|
912
$332K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2- 0.21% |
$672 - $798
|
950
$346K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2- 0.03% |
$672 - $798
|
6.23K
$2.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- 4.17% |
$672 - $798
|
46
$16.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 4.44% |
$672 - $798
|
43
$15.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-2- 0.32% |
$672 - $798
|
620
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 1.87% |
$672 - $798
|
105
$38.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.15% |
$672 - $798
|
1.35K
$492K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 7.69% |
$672 - $798
|
24
$8.73K
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-3- 1.5% |
$1.01K - $1.2K
|
197
$71.7K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3- 0.55% |
$1.01K - $1.2K
|
546
$199K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-3- 0.5% |
$1.01K - $1.2K
|
593
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3- 0.36% |
$1.01K - $1.2K
|
838
$305K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3- 0.33% |
$1.01K - $1.2K
|
912
$332K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3- 0.11% |
$1.01K - $1.2K
|
2.79K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 37.5% |
$1.01K - $1.2K
|
5
$1.82K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3- 0.23% |
$1.01K - $1.2K
|
1.3K
$471K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 40.0% |
$1.34K - $1.6K
|
6
$2.18K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-5- 0.12% |
$1.68K - $1.99K
|
4.26K
$1.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-5- 0.01% |
$1.68K - $1.99K
|
88.6K
$32.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-5- 8.33% |
$1.68K - $1.99K
|
55
$20K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-5- 0.11% |
$1.68K - $1.99K
|
4.71K
$1.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-5- 0.83% |
$1.68K - $1.99K
|
598
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 6.49% |
$1.68K - $1.99K
|
72
$26.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-5- 0.29% |
$1.68K - $1.99K
|
1.72K
$625K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-5- 7.25% |
$1.68K - $1.99K
|
64
$23.3K
|