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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
675New |
$227K - $269K
|
675
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
660New |
$222K - $263K
|
660
$240K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
655+ 66.63% |
$220K - $261K
|
1.64K
$596K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
650+ 13.42% |
$218K - $259K
|
5.49K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
645New |
$217K - $257K
|
645
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
645New |
$217K - $257K
|
645
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
639New |
$215K - $255K
|
639
$232K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
639+ 0.55% |
$215K - $255K
|
117K
$42.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
637New |
$214K - $254K
|
637
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
629+ 2.53% |
$211K - $251K
|
25.4K
$9.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
628+ 20.35% |
$211K - $250K
|
3.71K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
625+ 0.58% |
$210K - $249K
|
108K
$39.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
618New |
$208K - $246K
|
618
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
618New |
$208K - $246K
|
618
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
611New |
$205K - $244K
|
611
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
610+ 16.74% |
$205K - $243K
|
4.25K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
609New |
$205K - $243K
|
609
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
607New |
$204K - $242K
|
607
$221K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
589New |
$198K - $235K
|
589
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
583+ 27.1% |
$196K - $233K
|
2.73K
$995K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
580+ 108.21% |
$195K - $231K
|
1.12K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
574+ 1.77% |
$193K - $229K
|
33.1K
$12M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
565+ 69.75% |
$190K - $225K
|
1.38K
$500K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
554+ 57.41% |
$186K - $221K
|
1.52K
$553K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
525+ 13.06% |
$176K - $209K
|
4.54K
$1.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
521+ 2.45% |
$175K - $208K
|
21.8K
$7.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
515+ 12.96% |
$173K - $205K
|
4.49K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
501New |
$168K - $200K
|
501
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
484+ 21.24% |
$163K - $193K
|
2.76K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
475+ 0.07% |
$160K - $189K
|
641K
$233M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
464+ 19.77% |
$156K - $185K
|
2.81K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
461+ 7.81% |
$155K - $184K
|
6.37K
$2.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
457+ 1.74% |
$153K - $182K
|
26.7K
$9.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
453+ 18.18% |
$152K - $181K
|
2.95K
$1.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
453+ 17.28% |
$152K - $181K
|
3.08K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
444+ 1.54% |
$149K - $177K
|
29.3K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
441+ 52.63% |
$148K - $176K
|
1.28K
$465K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
440+ 44.44% |
$148K - $175K
|
1.43K
$520K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
434New |
$146K - $173K
|
434
$158K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
412+ 28.1% |
$138K - $164K
|
1.88K
$683K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
391+ 4.42% |
$131K - $156K
|
9.23K
$3.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
373+ 8.82% |
$125K - $149K
|
4.6K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
358+ 12.43% |
$120K - $143K
|
3.24K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
356+ 6.07% |
$120K - $142K
|
6.22K
$2.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
350+ 0.27% |
$118K - $140K
|
130K
$47.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
335+ 0.12% |
$113K - $134K
|
275K
$100M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
315+ 3.05% |
$106K - $126K
|
10.6K
$3.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
314+ 4.86% |
$105K - $125K
|
6.77K
$2.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
300+ 27.78% |
$101K - $120K
|
1.38K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
296+ 4.69% |
$99.4K - $118K
|
6.6K
$2.4M
|