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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
58+ 18.18% |
$17K - $20.4K
|
377
$137K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
56+ 3.58% |
$16.4K - $19.7K
|
1.62K
$590K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
55New |
$16.1K - $19.3K
|
55
$20K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
54+ 1.54% |
$15.8K - $19K
|
3.56K
$1.29M
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
53+ 0.43% |
$15.5K - $18.6K
|
12.4K
$4.53M
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
53+ 2.65% |
$15.5K - $18.6K
|
2.05K
$746K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
52+ 2.89% |
$15.2K - $18.3K
|
1.85K
$675K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
50New |
$14.7K - $17.6K
|
50
$18.2K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
50+ 2.38% |
$14.7K - $17.6K
|
2.15K
$784K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
49+ 0.47% |
$14.4K - $17.2K
|
10.4K
$3.79M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47+ 0.24% |
$13.8K - $16.5K
|
19.4K
$7.05M
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
47+ 1.89% |
$13.8K - $16.5K
|
2.53K
$920K
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
46+ 6.11% |
$13.5K - $16.1K
|
799
$291K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
45+ 4.28% |
$13.2K - $15.8K
|
1.1K
$399K
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
45+ 5.27% |
$13.2K - $15.8K
|
899
$327K
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
45+ 4.59% |
$13.2K - $15.8K
|
1.03K
$373K
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
44+ 1.33% |
$12.9K - $15.4K
|
3.34K
$1.22M
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
43+ 1.67% |
$12.6K - $15.1K
|
2.61K
$951K
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
41New |
$12K - $14.4K
|
41
$14.9K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
40+ 0.88% |
$11.7K - $14K
|
4.6K
$1.67M
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
40+ 3.8% |
$11.7K - $14K
|
1.09K
$397K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
40+ 1.79% |
$11.7K - $14K
|
2.27K
$825K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
39+ 4.27% |
$11.4K - $13.7K
|
953
$347K
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
38+ 0.06% |
$11.1K - $13.3K
|
64K
$23.3M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
37+ 4.55% |
$10.8K - $13K
|
851
$310K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 7.41% |
$10.8K - $13K
|
536
$195K
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
36+ 3.48% |
$10.6K - $12.6K
|
1.07K
$390K
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
36+ 3.23% |
$10.6K - $12.6K
|
1.15K
$418K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
35+ 8.68% |
$10.3K - $12.3K
|
438
$159K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
35+ 0.48% |
$10.3K - $12.3K
|
7.26K
$2.64M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34+ 2.24% |
$9.97K - $11.9K
|
1.55K
$565K
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
32+ 3.58% |
$9.38K - $11.2K
|
927
$337K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
31+ 2.38% |
$9.09K - $10.9K
|
1.33K
$484K
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
31+ 3.23% |
$9.09K - $10.9K
|
992
$361K
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
31+ 1.46% |
$9.09K - $10.9K
|
2.16K
$786K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
29+ 8.43% |
$8.5K - $10.2K
|
373
$136K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
28New |
$8.21K - $9.83K
|
28
$10.2K
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
28+ 3.26% |
$8.21K - $9.83K
|
886
$322K
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
27+ 3.67% |
$7.92K - $9.48K
|
762
$277K
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
27+ 2.1% |
$7.92K - $9.48K
|
1.31K
$477K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
27New |
$7.92K - $9.48K
|
27
$9.82K
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
27+ 3.59% |
$7.92K - $9.48K
|
779
$283K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
27+ 2.23% |
$7.92K - $9.48K
|
1.24K
$451K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
27+ 3.78% |
$7.92K - $9.48K
|
741
$270K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
26+ 1.59% |
$7.62K - $9.13K
|
1.66K
$604K
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
25+ 0.25% |
$7.33K - $8.78K
|
10K
$3.64M
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25+ 4.7% |
$7.33K - $8.78K
|
557
$203K
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
24+ 32.0% |
$7.04K - $8.43K
|
99
$36K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
24+ 0.74% |
$7.04K - $8.43K
|
3.28K
$1.19M
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
23+ 2.58% |
$6.74K - $8.07K
|
916
$333K
|