Purchases and Sales Made in Q3 2021 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.26K+ 24.57% |
$285K - $376K
|
6.38K
$2.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.24K+ 20.38% |
$280K - $369K
|
7.29K
$2.62M
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.23K+ 7.01% |
$278K - $367K
|
18.7K
$6.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.22KNew |
$276K - $363K
|
1.22K
$436K
|
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.17K+ 16.58% |
$264K - $349K
|
8.2K
$2.94M
|
|
|
Nov 05, 2021
Q3 2021
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
1.16K+ 0.76% |
$264K - $348K
|
154K
$55.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
1.16KNew |
$262K - $346K
|
1.16K
$415K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.14K+ 27.17% |
$259K - $341K
|
5.34K
$1.92M
|
|
|
Nov 05, 2021
Q3 2021
|
Todd Asset Management LLC
|
BUY
|
- |
1.14K+ 1.31% |
$258K - $340K
|
87.9K
$31.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
1.14KNew |
$257K - $340K
|
1.14K
$407K
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
1.11KNew |
$252K - $332K
|
1.11K
$398K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.11K+ 2.14% |
$251K - $331K
|
52.9K
$19M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.08KNew |
$245K - $323K
|
1.08K
$388K
|
|
|
Oct 28, 2021
Q3 2021
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.06K+ 3.14% |
$241K - $317K
|
34.9K
$12.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.05K+ 42.38% |
$238K - $314K
|
3.52K
$1.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
1.04KNew |
$236K - $311K
|
1.04K
$374K
|
|
|
Nov 12, 2021
Q3 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.01KNew |
$230K - $303K
|
1.01K
$364K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.01KNew |
$229K - $302K
|
1.01K
$363K
|
|
|
Nov 12, 2021
Q3 2021
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
1K+ 5.78% |
$227K - $299K
|
18.3K
$6.57M
|
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
1KNew |
$227K - $299K
|
1K
$359K
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
989+ 4.98% |
$224K - $296K
|
20.9K
$7.48M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
957+ 174.32% |
$217K - $286K
|
1.51K
$540K
|
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
948New |
$215K - $284K
|
948
$340K
|
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
915+ 100.0% |
$208K - $274K
|
1.83K
$657K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
914New |
$207K - $273K
|
914
$328K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
896+ 2.45% |
$203K - $268K
|
37.5K
$13.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Inverness Counsel LLC
|
BUY
|
- |
895+ 89.77% |
$203K - $268K
|
1.89K
$679K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
892+ 1749.02% |
$202K - $267K
|
943
$338K
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
888New |
$201K - $266K
|
888
$319K
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
882+ 59.19% |
$200K - $264K
|
2.37K
$851K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
877+ 18.2% |
$199K - $262K
|
5.7K
$2.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
864+ 14400.0% |
$196K - $258K
|
870
$312K
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
863New |
$196K - $258K
|
863
$310K
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
861+ 17.59% |
$195K - $258K
|
5.76K
$2.07M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
838+ 17.23% |
$190K - $251K
|
5.7K
$2.05M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
834New |
$189K - $250K
|
834
$299K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
827New |
$188K - $247K
|
827
$297K
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
812New |
$184K - $243K
|
812
$291K
|
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
810New |
$184K - $242K
|
810
$291K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
800New |
$181K - $239K
|
800
$287K
|
|
|
Oct 26, 2021
Q3 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
800New |
$181K - $239K
|
800
$287K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
799New |
$181K - $239K
|
799
$287K
|
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
795+ 3.13% |
$180K - $238K
|
26.2K
$9.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
787New |
$178K - $235K
|
787
$282K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
784New |
$178K - $235K
|
784
$281K
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
777New |
$176K - $232K
|
777
$279K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
776New |
$176K - $232K
|
776
$278K
|
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
BUY
|
- |
770New |
$175K - $230K
|
770
$276K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
769New |
$174K - $230K
|
769
$276K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
758New |
$172K - $227K
|
758
$272K
|