Purchases and Sales Made in Q3 2024 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q3 2024. 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 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
15+ 0.08% |
$4.4K - $5.27K
|
19K
$7.21M
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
14+ 0.58% |
$4.1K - $4.91K
|
2.44K
$926K
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
14+ 0.3% |
$4.1K - $4.91K
|
4.62K
$1.76M
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
14+ 1.51% |
$4.1K - $4.91K
|
940
$357K
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14+ 0.23% |
$4.1K - $4.91K
|
6.2K
$2.36M
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
13+ 1.6% |
$3.81K - $4.56K
|
824
$313K
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
13+ 1.7% |
$3.81K - $4.56K
|
777
$295K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 1.9% |
$3.81K - $4.56K
|
697
$265K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12+ 36.36% |
$3.52K - $4.21K
|
45
$17.1K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12+ 1.44% |
$3.52K - $4.21K
|
846
$322K
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
11+ 1.06% |
$3.22K - $3.86K
|
1.05K
$400K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.59% |
$3.22K - $3.86K
|
1.87K
$710K
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
10+ 1.4% |
$2.93K - $3.51K
|
726
$276K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.06% |
$2.93K - $3.51K
|
17.4K
$6.6M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9+ 0.46% |
$2.64K - $3.16K
|
1.98K
$752K
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9+ 1.1% |
$2.64K - $3.16K
|
828
$315K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9+ 64.29% |
$2.64K - $3.16K
|
23
$8.74K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8+ 1.1% |
$2.35K - $2.81K
|
735
$279K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8New |
$2.35K - $2.81K
|
8
$3.04K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8+ 17.02% |
$2.35K - $2.81K
|
55
$20.9K
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8+ 0.52% |
$2.35K - $2.81K
|
1.54K
$585K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.34% |
$2.35K - $2.81K
|
2.37K
$901K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 27.59% |
$2.35K - $2.81K
|
37
$14.1K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7+ 0.39% |
$2.05K - $2.46K
|
1.8K
$683K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7+ 0.11% |
$2.05K - $2.46K
|
6.57K
$2.5M
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
7+ 1.01% |
$2.05K - $2.46K
|
703
$267K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
7New |
$2.05K - $2.46K
|
7
$2.66K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 24.0% |
$1.76K - $2.11K
|
31
$11.8K
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$1.76K - $2.11K
|
2.81K
$1.07M
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6+ 5.61% |
$1.76K - $2.11K
|
113
$42.9K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 3.19% |
$1.76K - $2.11K
|
194
$73.7K
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
6+ 0.76% |
$1.76K - $2.11K
|
796
$303K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 6.0% |
$1.76K - $2.11K
|
106
$40.3K
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
5+ 0.4% |
$1.47K - $1.76K
|
1.26K
$477K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5+ 7.81% |
$1.47K - $1.76K
|
69
$26.2K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 62.5% |
$1.47K - $1.76K
|
13
$4.94K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5+ 0.24% |
$1.47K - $1.76K
|
2.06K
$783K
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5+ 0.65% |
$1.47K - $1.76K
|
774
$294K
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4+ 0.02% |
$1.17K - $1.4K
|
21.7K
$8.23M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3+ 0.25% |
$879 - $1.05K
|
1.22K
$464K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 8.11% |
$879 - $1.05K
|
40
$15.2K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.36% |
$879 - $1.05K
|
834
$317K
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3+ 0.32% |
$879 - $1.05K
|
951
$361K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
3+ 150.0% |
$879 - $1.05K
|
5
$1.9K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3New |
$879 - $1.05K
|
3
$1.14K
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3+ 0.37% |
$879 - $1.05K
|
811
$308K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3New |
$879 - $1.05K
|
3
$1.14K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3New |
$879 - $1.05K
|
3
$1.14K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2+ 0.18% |
$586 - $702
|
1.12K
$425K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 22.22% |
$586 - $702
|
11
$4.18K
|