Purchases and Sales Made in Q3 2023 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q3 2023. 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 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4+ 0.43% |
$1.26K - $1.37K
|
940
$342K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 1.18% |
$1.26K - $1.37K
|
343
$125K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.41% |
$1.26K - $1.37K
|
968
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
4+ 0.12% |
$1.26K - $1.37K
|
3.29K
$1.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 7.69% |
$942 - $1.03K
|
42
$15.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
3+ 0.14% |
$942 - $1.03K
|
2.16K
$787K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 8.33% |
$942 - $1.03K
|
39
$14.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 1.23% |
$942 - $1.03K
|
246
$89.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3+ 0.48% |
$942 - $1.03K
|
622
$226K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3+ 0.2% |
$942 - $1.03K
|
1.5K
$545K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
3+ 0.17% |
$942 - $1.03K
|
1.8K
$654K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2New |
$628 - $686
|
2
$728
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2New |
$628 - $686
|
2
$728
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$628 - $686
|
4.28K
$1.56M
|
|
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
2New |
$628 - $686
|
2
$728
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.08% |
$314 - $343
|
1.27K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 0.89% |
$314 - $343
|
113
$41.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.12% |
$314 - $343
|
807
$294K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
1+ 0.03% |
$314 - $343
|
3.68K
$1.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.02% |
$314 - $343
|
4.15K
$1.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-1- 2.13% |
$314 - $343
|
46
$16.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.47% |
$314 - $343
|
213
$77.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1- 0.23% |
$314 - $343
|
435
$158K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1- 7.69% |
$314 - $343
|
12
$4.37K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1- 0.15% |
$314 - $343
|
685
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.19% |
$314 - $343
|
526
$191K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 11.11% |
$314 - $343
|
8
$2.91K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.28% |
$314 - $343
|
77
$28K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 8.33% |
$314 - $343
|
11
$4K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-1- 8.33% |
$314 - $343
|
11
$4K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2- 0.86% |
$628 - $686
|
230
$83.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2- 0.01% |
$628 - $686
|
22.8K
$8.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2- 0.15% |
$628 - $686
|
1.35K
$491K
|
|
|
Aug 07, 2025
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3- 6.52% |
$942 - $1.03K
|
43
$15.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3- 0.05% |
$942 - $1.03K
|
6.49K
$2.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4- 0.13% |
$1.26K - $1.37K
|
3.14K
$1.14M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4- 0.22% |
$1.26K - $1.37K
|
1.8K
$656K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-4- 6.15% |
$1.26K - $1.37K
|
61
$22.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 3.6% |
$1.57K - $1.72K
|
134
$48.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5- 0.42% |
$1.57K - $1.72K
|
1.2K
$435K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-5- 10.87% |
$1.57K - $1.72K
|
41
$14.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6- 40.0% |
$1.88K - $2.06K
|
9
$3.27K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6- 0.9% |
$1.88K - $2.06K
|
664
$242K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-7- 0.3% |
$2.2K - $2.4K
|
2.31K
$841K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-7- 1.05% |
$2.2K - $2.4K
|
658
$239K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-7- 0.4% |
$2.2K - $2.4K
|
1.73K
$630K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 88.89% |
$2.51K - $2.75K
|
1
$364
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.87% |
$2.51K - $2.75K
|
909
$331K
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-8- 0.08% |
$2.51K - $2.75K
|
10.6K
$3.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-9- 0.4% |
$2.83K - $3.09K
|
2.23K
$810K
|