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 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 9.45% |
$3.77K - $4.12K
|
115
$44.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-13- 0.38% |
$4.08K - $4.46K
|
3.38K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-14- 0.1% |
$4.4K - $4.8K
|
13.9K
$5.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-17- 0.55% |
$5.34K - $5.83K
|
3.05K
$1.18M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-17- 0.55% |
$5.34K - $5.83K
|
3.05K
$1.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-18- 0.1% |
$5.65K - $6.18K
|
18.7K
$7.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19- 9.41% |
$5.97K - $6.52K
|
183
$70.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20- 0.33% |
$6.28K - $6.86K
|
6.12K
$2.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-20- 0.28% |
$6.28K - $6.86K
|
7.12K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-20- 0.51% |
$6.28K - $6.86K
|
3.9K
$1.5M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-21- 2.3% |
$6.6K - $7.21K
|
891
$344K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-22- 4.23% |
$6.91K - $7.55K
|
498
$192K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-22- 2.84% |
$6.91K - $7.55K
|
754
$291K
|
|
|
Nov 01, 2023
Q3 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-22- 0.97% |
$6.91K - $7.55K
|
2.25K
$868K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-23- 0.11% |
$7.23K - $7.89K
|
21.4K
$8.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-25- 3.82% |
$7.85K - $8.58K
|
630
$243K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-25- 0.24% |
$7.85K - $8.58K
|
10.5K
$4.04M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-25- 1.79% |
$7.85K - $8.58K
|
1.38K
$530K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-25- 3.73% |
$7.85K - $8.58K
|
645
$249K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-25- 3.18% |
$7.85K - $8.58K
|
760
$293K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-26- 2.19% |
$8.17K - $8.92K
|
1.16K
$448K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-26- 1.39% |
$8.17K - $8.92K
|
1.85K
$712K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-26- 23.85% |
$8.17K - $8.92K
|
83
$32K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28- 1.24% |
$8.8K - $9.61K
|
2.22K
$857K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-29- 2.59% |
$9.11K - $9.95K
|
1.09K
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-30- 2.28% |
$9.42K - $10.3K
|
1.28K
$495K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-31- 0.63% |
$9.74K - $10.6K
|
4.87K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-33- 0.66% |
$10.4K - $11.3K
|
4.95K
$1.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-33- 0.35% |
$10.4K - $11.3K
|
9.35K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-33- 0.83% |
$10.4K - $11.3K
|
3.94K
$1.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-34- 52.31% |
$10.7K - $11.7K
|
31
$12K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-34- 12.78% |
$10.7K - $11.7K
|
232
$89.4K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-37- 3.65% |
$11.6K - $12.7K
|
976
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-38- 0.82% |
$11.9K - $13K
|
4.58K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-38- 4.97% |
$11.9K - $13K
|
727
$280K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-40- 0.49% |
$12.6K - $13.7K
|
8.04K
$3.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-41- 0.52% |
$12.9K - $14.1K
|
7.87K
$3.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-43- 0.45% |
$13.5K - $14.8K
|
9.55K
$3.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-45- 17.11% |
$14.1K - $15.4K
|
218
$84.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-45- 0.84% |
$14.1K - $15.4K
|
5.3K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-47- 0.88% |
$14.8K - $16.1K
|
5.32K
$2.05M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-47- 22.93% |
$14.8K - $16.1K
|
158
$60.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-48- 3.36% |
$15.1K - $16.5K
|
1.38K
$532K
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-50- 0.98% |
$15.7K - $17.2K
|
5.08K
$1.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-53- 1.38% |
$16.6K - $18.2K
|
3.78K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-53- 0.25% |
$16.6K - $18.2K
|
21.4K
$8.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-56- 34.15% |
$17.6K - $19.2K
|
108
$41.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-56- 3.38% |
$17.6K - $19.2K
|
1.6K
$618K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-56- 5.95% |
$17.6K - $19.2K
|
885
$341K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-59- 1.55% |
$18.5K - $20.2K
|
3.74K
$1.44M
|