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 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22+ 40.0% |
$6.45K - $7.72K
|
77
$28K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
21+ 1.04% |
$6.16K - $7.37K
|
2.03K
$739K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20+ 2.51% |
$5.86K - $7.02K
|
816
$297K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
20+ 0.49% |
$5.86K - $7.02K
|
4.12K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
20+ 0.6% |
$5.86K - $7.02K
|
3.37K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19+ 1.48% |
$5.57K - $6.67K
|
1.3K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
19+ 0.42% |
$5.57K - $6.67K
|
4.58K
$1.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
19+ 27.14% |
$5.57K - $6.67K
|
89
$32.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
19+ 0.91% |
$5.57K - $6.67K
|
2.12K
$770K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18+ 0.32% |
$5.28K - $6.32K
|
5.6K
$2.04M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 242.86% |
$4.98K - $5.97K
|
24
$8.73K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
16+ 1.99% |
$4.69K - $5.62K
|
819
$298K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
16+ 1.85% |
$4.69K - $5.62K
|
883
$321K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
15+ 0.44% |
$4.4K - $5.27K
|
3.39K
$1.23M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
15+ 1.03% |
$4.4K - $5.27K
|
1.47K
$536K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
15+ 0.08% |
$4.4K - $5.27K
|
19K
$6.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
15New |
$4.4K - $5.27K
|
15
$5.46K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
14+ 0.58% |
$4.1K - $4.91K
|
2.44K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14+ 0.23% |
$4.1K - $4.91K
|
6.2K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
14+ 1.51% |
$4.1K - $4.91K
|
940
$342K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
14+ 0.3% |
$4.1K - $4.91K
|
4.62K
$1.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 1.9% |
$3.81K - $4.56K
|
697
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
13+ 1.6% |
$3.81K - $4.56K
|
824
$300K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
13+ 1.7% |
$3.81K - $4.56K
|
777
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12+ 1.44% |
$3.52K - $4.21K
|
846
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12+ 36.36% |
$3.52K - $4.21K
|
45
$16.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.59% |
$3.22K - $3.86K
|
1.87K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
11+ 1.06% |
$3.22K - $3.86K
|
1.05K
$383K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.06% |
$2.93K - $3.51K
|
17.4K
$6.32M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
10+ 1.4% |
$2.93K - $3.51K
|
726
$264K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9+ 64.29% |
$2.64K - $3.16K
|
23
$8.37K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9+ 0.46% |
$2.64K - $3.16K
|
1.98K
$720K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9+ 1.1% |
$2.64K - $3.16K
|
828
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8+ 0.52% |
$2.35K - $2.81K
|
1.54K
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8+ 17.02% |
$2.35K - $2.81K
|
55
$20K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.34% |
$2.35K - $2.81K
|
2.37K
$863K
|
|
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8+ 17.02% |
$2.35K - $2.81K
|
55
$20K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8New |
$2.35K - $2.81K
|
8
$2.91K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8+ 1.1% |
$2.35K - $2.81K
|
735
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 27.59% |
$2.35K - $2.81K
|
37
$13.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
7+ 1.01% |
$2.05K - $2.46K
|
703
$256K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7+ 0.39% |
$2.05K - $2.46K
|
1.8K
$654K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
7New |
$2.05K - $2.46K
|
7
$2.55K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7+ 0.11% |
$2.05K - $2.46K
|
6.57K
$2.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6+ 5.61% |
$1.76K - $2.11K
|
113
$41.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 3.19% |
$1.76K - $2.11K
|
194
$70.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 6.0% |
$1.76K - $2.11K
|
106
$38.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
6+ 0.76% |
$1.76K - $2.11K
|
796
$290K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 24.0% |
$1.76K - $2.11K
|
31
$11.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$1.76K - $2.11K
|
2.81K
$1.02M
|