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 |
---|---|---|---|---|---|---|---|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-6Closed |
$1.36K - $1.8K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7- 0.75% |
$1.59K - $2.09K
|
922
$331K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-7- 1.3% |
$1.59K - $2.09K
|
530
$190K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-9- 10.34% |
$2.04K - $2.69K
|
78
$28K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-9- 33.33% |
$2.04K - $2.69K
|
18
$6.46K
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-11Closed |
$2.49K - $3.29K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-11- 0.38% |
$2.49K - $3.29K
|
2.87K
$1.03M
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-13Closed |
$2.95K - $3.89K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-13- 0.39% |
$2.95K - $3.89K
|
3.31K
$1.19M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-13- 0.81% |
$2.95K - $3.89K
|
1.59K
$569K
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-13- 1.05% |
$2.95K - $3.89K
|
1.22K
$439K
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-14- 0.72% |
$3.18K - $4.19K
|
1.94K
$695K
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-15- 0.46% |
$3.4K - $4.49K
|
3.26K
$1.17M
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-15- 0.74% |
$3.4K - $4.49K
|
2.02K
$724K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16- 0.62% |
$3.63K - $4.79K
|
2.58K
$926K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17- 5.11% |
$3.86K - $5.09K
|
316
$113K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-19- 0.38% |
$4.31K - $5.68K
|
4.93K
$1.77M
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-23- 1.27% |
$5.22K - $6.88K
|
1.79K
$642K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-26- 0.78% |
$5.9K - $7.78K
|
3.3K
$1.18M
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-26- 2.12% |
$5.9K - $7.78K
|
1.2K
$431K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-28- 1.66% |
$6.35K - $8.38K
|
1.66K
$594K
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-30- 0.34% |
$6.8K - $8.98K
|
8.78K
$3.15M
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-31- 1.91% |
$7.03K - $9.27K
|
1.59K
$570K
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-31- 1.93% |
$7.03K - $9.27K
|
1.58K
$566K
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-34- 1.64% |
$7.71K - $10.2K
|
2.04K
$731K
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-35- 1.19% |
$7.94K - $10.5K
|
2.9K
$1.04M
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-36- 0.09% |
$8.16K - $10.8K
|
41.8K
$15M
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-36- 5.54% |
$8.16K - $10.8K
|
614
$220K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-38- 0.57% |
$8.62K - $11.4K
|
6.61K
$2.37M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-39- 1.52% |
$8.84K - $11.7K
|
2.53K
$909K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-45- 3.76% |
$10.2K - $13.5K
|
1.15K
$414K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-47- 57.32% |
$10.7K - $14.1K
|
35
$12.6K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48- 0.71% |
$10.9K - $14.4K
|
6.74K
$2.42M
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-50- 1.98% |
$11.3K - $15K
|
2.48K
$889K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-50Closed |
$11.3K - $15K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-53- 0.57% |
$12K - $15.9K
|
9.18K
$3.29M
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-55Closed |
$12.5K - $16.5K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-55- 4.45% |
$12.5K - $16.5K
|
1.18K
$423K
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-55- 50.93% |
$12.5K - $16.5K
|
53
$19K
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-61Closed |
$13.8K - $18.2K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-62- 4.41% |
$14.1K - $18.5K
|
1.34K
$482K
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-65- 6.0% |
$14.7K - $19.4K
|
1.02K
$365K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-65- 3.95% |
$14.7K - $19.4K
|
1.58K
$567K
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-69- 2.85% |
$15.6K - $20.6K
|
2.35K
$844K
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-69- 1.14% |
$15.6K - $20.6K
|
5.98K
$2.15M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
SELL
|
- |
-72- 2.88% |
$16.3K - $21.5K
|
2.43K
$871K
|
|
Nov 10, 2021
Q3 2021
|
Cannell & Co.
New York, NY |
SELL
|
- |
-75- 4.73% |
$17K - $22.4K
|
1.51K
$543K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-80- 5.16% |
$18.1K - $23.9K
|
1.47K
$528K
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
SELL
|
- |
-80- 0.8% |
$18.1K - $23.9K
|
9.93K
$3.56M
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-84- 1.8% |
$19.1K - $25.1K
|
4.57K
$1.64M
|