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 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
25+ 3.06% |
$7.85K - $8.58K
|
841
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
22+ 3.35% |
$6.91K - $7.55K
|
679
$247K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
22+ 2.18% |
$6.91K - $7.55K
|
1.03K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
21+ 140.0% |
$6.6K - $7.21K
|
36
$13.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
21+ 0.1% |
$6.6K - $7.21K
|
21.8K
$7.92M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
20+ 2.5% |
$6.28K - $6.86K
|
820
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20+ 2.78% |
$6.28K - $6.86K
|
739
$269K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 2.51% |
$6.28K - $6.86K
|
816
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
19+ 2.09% |
$5.97K - $6.52K
|
929
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
18+ 4.46% |
$5.65K - $6.18K
|
422
$154K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
18+ 0.38% |
$5.65K - $6.18K
|
4.73K
$1.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.34% |
$5.65K - $6.18K
|
5.32K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
17+ 0.66% |
$5.34K - $5.83K
|
2.6K
$944K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
16+ 64.0% |
$5.03K - $5.49K
|
41
$14.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
16+ 0.38% |
$5.03K - $5.49K
|
4.2K
$1.53M
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
16+ 1.27% |
$5.03K - $5.49K
|
1.27K
$463K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
15+ 0.12% |
$4.71K - $5.15K
|
12.9K
$4.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15+ 0.78% |
$4.71K - $5.15K
|
1.95K
$709K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
14+ 0.24% |
$4.4K - $4.8K
|
5.79K
$2.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13New |
$4.08K - $4.46K
|
13
$4.73K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 20.0% |
$4.08K - $4.46K
|
78
$28.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.21% |
$4.08K - $4.46K
|
6.29K
$2.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
13+ 0.1% |
$4.08K - $4.46K
|
13.5K
$4.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12+ 1.73% |
$3.77K - $4.12K
|
707
$257K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
12+ 0.43% |
$3.77K - $4.12K
|
2.79K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 10.71% |
$3.77K - $4.12K
|
124
$45.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
11+ 0.24% |
$3.46K - $3.78K
|
4.54K
$1.65M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10+ 0.6% |
$3.14K - $3.43K
|
1.69K
$614K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.59% |
$3.14K - $3.43K
|
1.72K
$625K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
10+ 0.66% |
$3.14K - $3.43K
|
1.52K
$554K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10New |
$3.14K - $3.43K
|
10
$3.64K
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
9+ 0.58% |
$2.83K - $3.09K
|
1.55K
$564K
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
9+ 0.13% |
$2.83K - $3.09K
|
7.04K
$2.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$2.83K - $3.09K
|
9
$3.27K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$2.83K - $3.09K
|
9
$3.27K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
8+ 0.92% |
$2.51K - $2.75K
|
876
$319K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.18% |
$2.2K - $2.4K
|
3.88K
$1.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
7+ 0.52% |
$2.2K - $2.4K
|
1.36K
$496K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7+ 0.2% |
$2.2K - $2.4K
|
3.48K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
7+ 0.36% |
$2.2K - $2.4K
|
1.93K
$701K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.29% |
$2.2K - $2.4K
|
2.45K
$890K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7+ 0.56% |
$2.2K - $2.4K
|
1.27K
$461K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7+ 1.06% |
$2.2K - $2.4K
|
668
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.29% |
$2.2K - $2.4K
|
2.45K
$890K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 0.52% |
$2.2K - $2.4K
|
1.35K
$491K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6+ 0.85% |
$1.88K - $2.06K
|
716
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6+ 0.18% |
$1.88K - $2.06K
|
3.27K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
6+ 0.1% |
$1.88K - $2.06K
|
6.1K
$2.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5+ 0.34% |
$1.57K - $1.72K
|
1.49K
$542K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
5New |
$1.57K - $1.72K
|
5
$1.82K
|