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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
59+ 6.22% |
$18.5K - $20.2K
|
1.01K
$396K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
59+ 16.53% |
$18.5K - $20.2K
|
416
$164K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
58+ 2.57% |
$18.2K - $19.9K
|
2.32K
$910K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
57+ 22.98% |
$17.9K - $19.6K
|
305
$120K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
57+ 26.64% |
$17.9K - $19.6K
|
271
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
57+ 4.53% |
$17.9K - $19.6K
|
1.32K
$517K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
55+ 4.03% |
$17.3K - $18.9K
|
1.42K
$558K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
54+ 44.26% |
$17K - $18.5K
|
176
$69.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
53+ 2.04% |
$16.6K - $18.2K
|
2.65K
$1.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
52+ 8.77% |
$16.3K - $17.8K
|
645
$254K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
52+ 2.86% |
$16.3K - $17.8K
|
1.87K
$736K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
51+ 5.2% |
$16K - $17.5K
|
1.03K
$406K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
51+ 6.18% |
$16K - $17.5K
|
876
$344K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
50+ 5.36% |
$15.7K - $17.2K
|
983
$386K
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
50+ 1.97% |
$15.7K - $17.2K
|
2.58K
$1.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
48+ 0.51% |
$15.1K - $16.5K
|
9.43K
$3.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47+ 7.5% |
$14.8K - $16.1K
|
674
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
46+ 6.72% |
$14.5K - $15.8K
|
731
$287K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
46+ 3.67% |
$14.5K - $15.8K
|
1.3K
$511K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
46+ 5.82% |
$14.5K - $15.8K
|
836
$329K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
45+ 2.76% |
$14.1K - $15.4K
|
1.68K
$659K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
42+ 3.35% |
$13.2K - $14.4K
|
1.29K
$509K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
40+ 4.92% |
$12.6K - $13.7K
|
853
$335K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
40+ 1.14% |
$12.6K - $13.7K
|
3.54K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
39+ 2.13% |
$12.3K - $13.4K
|
1.87K
$734K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39+ 0.25% |
$12.3K - $13.4K
|
15.8K
$6.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
37+ 0.68% |
$11.6K - $12.7K
|
5.45K
$2.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37+ 2.19% |
$11.6K - $12.7K
|
1.73K
$679K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
36+ 4.86% |
$11.3K - $12.4K
|
777
$305K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
35+ 0.3% |
$11K - $12K
|
11.8K
$4.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
35+ 1.45% |
$11K - $12K
|
2.46K
$966K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
34+ 0.57% |
$10.7K - $11.7K
|
5.99K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
33New |
$10.4K - $11.3K
|
33
$13K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
33+ 3.1% |
$10.4K - $11.3K
|
1.1K
$432K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
33+ 45.21% |
$10.4K - $11.3K
|
106
$41.7K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
32+ 5.06% |
$10.1K - $11K
|
665
$261K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32+ 10.36% |
$10.1K - $11K
|
341
$134K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
32+ 2.69% |
$10.1K - $11K
|
1.22K
$480K
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
31+ 2.72% |
$9.74K - $10.6K
|
1.17K
$460K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31+ 7.4% |
$9.74K - $10.6K
|
450
$177K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
29+ 0.76% |
$9.11K - $9.95K
|
3.83K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
28+ 3.18% |
$8.8K - $9.61K
|
909
$357K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
26+ 1.81% |
$8.17K - $8.92K
|
1.46K
$575K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
26+ 4.13% |
$8.17K - $8.92K
|
655
$258K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
26+ 2.83% |
$8.17K - $8.92K
|
946
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
26+ 4.32% |
$8.17K - $8.92K
|
628
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26+ 0.17% |
$8.17K - $8.92K
|
14.9K
$5.86M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
25+ 3.06% |
$7.85K - $8.58K
|
841
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
22+ 3.35% |
$6.91K - $7.55K
|
679
$267K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
22+ 2.18% |
$6.91K - $7.55K
|
1.03K
$406K
|