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 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 62.5% |
$1.47K - $1.76K
|
13
$4.64K
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5+ 0.65% |
$1.47K - $1.76K
|
774
$276K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5+ 7.81% |
$1.47K - $1.76K
|
69
$24.6K
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
5+ 0.4% |
$1.47K - $1.76K
|
1.26K
$448K
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4+ 0.02% |
$1.17K - $1.4K
|
21.7K
$7.73M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3+ 0.25% |
$879 - $1.05K
|
1.22K
$436K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 8.11% |
$879 - $1.05K
|
40
$14.3K
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3+ 0.32% |
$879 - $1.05K
|
951
$339K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3New |
$879 - $1.05K
|
3
$1.07K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
3+ 150.0% |
$879 - $1.05K
|
5
$1.78K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3New |
$879 - $1.05K
|
3
$1.07K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3New |
$879 - $1.05K
|
3
$1.07K
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3+ 0.37% |
$879 - $1.05K
|
811
$289K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.36% |
$879 - $1.05K
|
834
$298K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2+ 0.18% |
$586 - $702
|
1.12K
$399K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 28.57% |
$586 - $702
|
9
$3.21K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.2% |
$586 - $702
|
979
$349K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 22.22% |
$586 - $702
|
11
$3.92K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.03% |
$586 - $702
|
6.04K
$2.15M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 20.0% |
$586 - $702
|
12
$4.28K
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$586 - $702
|
2
$714
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 1.96% |
$586 - $702
|
104
$37.1K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2+ 1.19% |
$586 - $702
|
170
$60.6K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 5.41% |
$586 - $702
|
39
$13.9K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2New |
$586 - $702
|
2
$714
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2+ 100.0% |
$586 - $702
|
4
$1.43K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 100.0% |
$586 - $702
|
4
$1.43K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 2.53% |
$586 - $702
|
81
$28.9K
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$293 - $351
|
2
$714
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1New |
$293 - $351
|
1
$357
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.24% |
$293 - $351
|
411
$147K
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.62% |
$293 - $351
|
162
$57.8K
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1+ 0.03% |
$293 - $351
|
3.54K
$1.26M
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1+ 0.15% |
$293 - $351
|
652
$233K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 1.41% |
$293 - $351
|
72
$25.7K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.54% |
$293 - $351
|
187
$66.7K
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1- 0.09% |
$293 - $351
|
1.09K
$390K
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1- 0.1% |
$293 - $351
|
965
$344K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2- 0.22% |
$586 - $702
|
888
$317K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2- 0.07% |
$586 - $702
|
2.74K
$976K
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-2- 0.01% |
$586 - $702
|
18.9K
$6.74M
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.23% |
$879 - $1.05K
|
1.3K
$465K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3- 0.29% |
$879 - $1.05K
|
1.04K
$370K
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-3- 0.3% |
$879 - $1.05K
|
986
$352K
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 3.31% |
$1.17K - $1.4K
|
117
$41.7K
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-5- 0.24% |
$1.47K - $1.76K
|
2.11K
$754K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5- 0.27% |
$1.47K - $1.76K
|
1.86K
$664K
|
|
Nov 13, 2024
Q3 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-6- 0.65% |
$1.76K - $2.11K
|
921
$329K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7- 1.15% |
$2.05K - $2.46K
|
603
$215K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 1.77% |
$2.05K - $2.46K
|
388
$138K
|