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 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
26+ 0.35% |
$5.9K - $7.78K
|
7.51K
$2.73M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
25+ 1.88% |
$5.67K - $7.48K
|
1.36K
$494K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24+ 2.22% |
$5.44K - $7.18K
|
1.11K
$403K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
24New |
$5.44K - $7.18K
|
24
$8.73K
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
23+ 0.66% |
$5.22K - $6.88K
|
3.49K
$1.27M
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
21New |
$4.76K - $6.28K
|
21
$7.64K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20New |
$4.54K - $5.98K
|
20
$7.28K
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
19+ 0.65% |
$4.31K - $5.68K
|
2.95K
$1.07M
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
18+ 0.31% |
$4.08K - $5.39K
|
5.89K
$2.14M
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 6.52% |
$4.08K - $5.39K
|
294
$107K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17+ 0.2% |
$3.86K - $5.09K
|
8.6K
$3.13M
|
|
Nov 12, 2021
Q3 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
17+ 0.27% |
$3.86K - $5.09K
|
6.33K
$2.3M
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Company, Inc.
|
BUY
|
- |
15+ 0.01% |
$3.4K - $4.49K
|
278K
$101M
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
15+ 0.24% |
$3.4K - $4.49K
|
6.33K
$2.3M
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
15+ 0.34% |
$3.4K - $4.49K
|
4.44K
$1.62M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
15+ 93.75% |
$3.4K - $4.49K
|
31
$11.3K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15+ 100.0% |
$3.4K - $4.49K
|
30
$10.9K
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
15+ 8.67% |
$3.4K - $4.49K
|
188
$68.4K
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12+ 0.85% |
$2.72K - $3.59K
|
1.42K
$517K
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
10+ 0.4% |
$2.27K - $2.99K
|
2.5K
$910K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10New |
$2.27K - $2.99K
|
10
$3.64K
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 5.78% |
$2.27K - $2.99K
|
183
$66.6K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10+ 1.09% |
$2.27K - $2.99K
|
928
$338K
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
8New |
$1.81K - $2.39K
|
8
$2.91K
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7+ 0.1% |
$1.59K - $2.09K
|
7.24K
$2.63M
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.18% |
$1.59K - $2.09K
|
3.82K
$1.39M
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
6+ 0.7% |
$1.36K - $1.8K
|
858
$312K
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
5+ 0.46% |
$1.13K - $1.5K
|
1.09K
$395K
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 1.84% |
$1.13K - $1.5K
|
277
$101K
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$1.13K - $1.5K
|
2.89K
$1.05M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 1.42% |
$907 - $1.2K
|
286
$104K
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$907 - $1.2K
|
4
$1.46K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4New |
$907 - $1.2K
|
4
$1.46K
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.06% |
$454 - $598
|
3.36K
$1.22M
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 1.94% |
$454 - $598
|
105
$38.2K
|
|
Oct 12, 2021
Q3 2021
|
Fcf Advisors LLC
|
BUY
|
- |
2+ 0.03% |
$454 - $598
|
5.77K
$2.1M
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.19% |
$454 - $598
|
1.06K
$385K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2+ 0.16% |
$454 - $598
|
1.26K
$459K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 2.27% |
$227 - $299
|
45
$16.4K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$227 - $299
|
1.1K
$399K
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 22.22% |
$454 - $598
|
7
$2.55K
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2- 14.29% |
$454 - $598
|
12
$4.37K
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 6.9% |
$454 - $598
|
27
$9.82K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3- 0.71% |
$680 - $898
|
421
$153K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 1.01% |
$680 - $898
|
295
$107K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 5.63% |
$907 - $1.2K
|
67
$24.4K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4- 1.9% |
$907 - $1.2K
|
207
$75.3K
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4- 0.26% |
$907 - $1.2K
|
1.56K
$569K
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4- 4.4% |
$907 - $1.2K
|
87
$31.7K
|