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 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
45+ 4.59% |
$13.2K - $15.8K
|
1.03K
$396K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
45+ 5.27% |
$13.2K - $15.8K
|
899
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
44+ 1.33% |
$12.9K - $15.4K
|
3.34K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
43+ 1.67% |
$12.6K - $15.1K
|
2.61K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
41New |
$12K - $14.4K
|
41
$15.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
40+ 0.88% |
$11.7K - $14K
|
4.6K
$1.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
40+ 3.8% |
$11.7K - $14K
|
1.09K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
40+ 1.79% |
$11.7K - $14K
|
2.27K
$876K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
39+ 4.27% |
$11.4K - $13.7K
|
953
$368K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
38+ 0.06% |
$11.1K - $13.3K
|
64K
$24.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
37+ 4.55% |
$10.8K - $13K
|
851
$329K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 7.41% |
$10.8K - $13K
|
536
$207K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
36+ 3.48% |
$10.6K - $12.6K
|
1.07K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
36+ 3.23% |
$10.6K - $12.6K
|
1.15K
$444K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
35+ 8.68% |
$10.3K - $12.3K
|
438
$169K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
35+ 0.48% |
$10.3K - $12.3K
|
7.26K
$2.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34+ 2.24% |
$9.97K - $11.9K
|
1.55K
$599K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
32+ 3.58% |
$9.38K - $11.2K
|
927
$358K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
31+ 2.38% |
$9.09K - $10.9K
|
1.33K
$514K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
31+ 1.46% |
$9.09K - $10.9K
|
2.16K
$834K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
31+ 3.23% |
$9.09K - $10.9K
|
992
$383K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
29+ 8.43% |
$8.5K - $10.2K
|
373
$144K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
28New |
$8.21K - $9.83K
|
28
$10.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
28+ 3.26% |
$8.21K - $9.83K
|
886
$342K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
27+ 2.23% |
$7.92K - $9.48K
|
1.24K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
27+ 3.78% |
$7.92K - $9.48K
|
741
$286K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
27New |
$7.92K - $9.48K
|
27
$10.4K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
27+ 3.59% |
$7.92K - $9.48K
|
779
$301K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
27+ 2.1% |
$7.92K - $9.48K
|
1.31K
$507K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
27+ 3.67% |
$7.92K - $9.48K
|
762
$294K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
26+ 1.59% |
$7.62K - $9.13K
|
1.66K
$641K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25+ 4.7% |
$7.33K - $8.78K
|
557
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
25+ 0.25% |
$7.33K - $8.78K
|
10K
$3.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
24+ 32.0% |
$7.04K - $8.43K
|
99
$38.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
24+ 0.74% |
$7.04K - $8.43K
|
3.28K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22+ 40.0% |
$6.45K - $7.72K
|
77
$29.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
21+ 1.04% |
$6.16K - $7.37K
|
2.03K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
20+ 0.6% |
$5.86K - $7.02K
|
3.37K
$1.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20+ 2.51% |
$5.86K - $7.02K
|
816
$315K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
20+ 0.49% |
$5.86K - $7.02K
|
4.12K
$1.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
19+ 27.14% |
$5.57K - $6.67K
|
89
$34.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
19+ 0.42% |
$5.57K - $6.67K
|
4.58K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
19+ 0.91% |
$5.57K - $6.67K
|
2.12K
$817K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19+ 1.48% |
$5.57K - $6.67K
|
1.3K
$503K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18+ 0.32% |
$5.28K - $6.32K
|
5.6K
$2.16M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 242.86% |
$4.98K - $5.97K
|
24
$9.27K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
16+ 1.99% |
$4.69K - $5.62K
|
819
$316K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
16+ 1.85% |
$4.69K - $5.62K
|
883
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
15New |
$4.4K - $5.27K
|
15
$5.79K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
15+ 0.44% |
$4.4K - $5.27K
|
3.39K
$1.31M
|