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
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-59- 0.08% |
$18.5K - $20.2K
|
76.9K
$29.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-62- 6.75% |
$19.5K - $21.3K
|
857
$330K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-65- 6.1% |
$20.4K - $22.3K
|
1K
$386K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-65- 37.79% |
$20.4K - $22.3K
|
107
$41.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-66- 4.0% |
$20.7K - $22.7K
|
1.59K
$611K
|
|
|
Jun 14, 2024
Q3 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-68- 0.07% |
$21.4K - $23.3K
|
96.8K
$37.3M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-73- 2.04% |
$22.9K - $25.1K
|
3.51K
$1.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-76- 4.05% |
$23.9K - $26.1K
|
1.8K
$694K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-80- 2.44% |
$25.1K - $27.5K
|
3.19K
$1.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-80- 3.35% |
$25.1K - $27.5K
|
2.31K
$889K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-84- 2.62% |
$26.4K - $28.8K
|
3.12K
$1.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-84- 5.08% |
$26.4K - $28.8K
|
1.57K
$605K
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-85- 0.07% |
$26.7K - $29.2K
|
119K
$45.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-94- 3.61% |
$29.5K - $32.3K
|
2.51K
$967K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-95- 5.92% |
$29.8K - $32.6K
|
1.51K
$583K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-96- 1.92% |
$30.2K - $32.9K
|
4.9K
$1.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-97- 2.53% |
$30.5K - $33.3K
|
3.74K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-100- 3.84% |
$31.4K - $34.3K
|
2.5K
$965K
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-100- 3.23% |
$31.4K - $34.3K
|
3K
$1.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-106- 12.13% |
$33.3K - $36.4K
|
768
$296K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-108- 4.59% |
$33.9K - $37.1K
|
2.25K
$866K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-110- 3.6% |
$34.6K - $37.8K
|
2.94K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-110- 0.99% |
$34.6K - $37.8K
|
11K
$4.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-127- 9.05% |
$39.9K - $43.6K
|
1.28K
$492K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-127- 7.69% |
$39.9K - $43.6K
|
1.52K
$588K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-128- 5.22% |
$40.2K - $43.9K
|
2.32K
$895K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-131- 10.32% |
$41.2K - $45K
|
1.14K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-136- 17.59% |
$42.7K - $46.7K
|
637
$246K
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-137- 2.14% |
$43K - $47K
|
6.26K
$2.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-148- 10.59% |
$46.5K - $50.8K
|
1.25K
$482K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-148- 4.57% |
$46.5K - $50.8K
|
3.09K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-149- 7.65% |
$46.8K - $51.1K
|
1.8K
$694K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-150- 9.14% |
$47.1K - $51.5K
|
1.49K
$575K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-152- 1.1% |
$47.7K - $52.2K
|
13.6K
$5.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-153- 5.95% |
$48.1K - $52.5K
|
2.42K
$932K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-154- 0.73% |
$48.4K - $52.9K
|
20.9K
$8.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-155- 0.52% |
$48.7K - $53.2K
|
29.8K
$11.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-160- 5.17% |
$50.3K - $54.9K
|
2.94K
$1.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-162- 2.21% |
$50.9K - $55.6K
|
7.17K
$2.76M
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-162- 12.63% |
$50.9K - $55.6K
|
1.12K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-166- 46.37% |
$52.1K - $57K
|
192
$74K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-167- 11.37% |
$52.5K - $57.3K
|
1.3K
$502K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-168- 15.88% |
$52.8K - $57.7K
|
890
$343K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-171- 0.86% |
$53.7K - $58.7K
|
19.8K
$7.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-171- 0.52% |
$53.7K - $58.7K
|
32.7K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
SELL
|
- |
-177- 1.54% |
$55.6K - $60.7K
|
11.3K
$4.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-177- 20.9% |
$55.6K - $60.7K
|
670
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Unio Capital LLC
|
SELL
|
- |
-180- 0.87% |
$56.5K - $61.8K
|
20.6K
$7.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-205- 1.75% |
$64.4K - $70.4K
|
11.5K
$4.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-207- 6.74% |
$65K - $71K
|
2.87K
$1.11M
|