Purchases and Sales Made in Q4 2021 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13- 1.11% |
$3.71K - $4.17K
|
1.16K
$451K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-13- 76.47% |
$3.71K - $4.17K
|
4
$1.56K
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-14- 1.8% |
$3.99K - $4.5K
|
763
$298K
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-14- 1.63% |
$3.99K - $4.5K
|
844
$329K
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14- 12.07% |
$3.99K - $4.5K
|
102
$39.8K
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-15- 7.98% |
$4.28K - $4.82K
|
173
$67.5K
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-16- 17.39% |
$4.56K - $5.14K
|
76
$29.7K
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
SELL
|
- |
-17- 2.21% |
$4.85K - $5.46K
|
753
$294K
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17- 9.29% |
$4.85K - $5.46K
|
166
$64.8K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-18- 1.77% |
$5.14K - $5.78K
|
1K
$390K
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-18- 1.75% |
$5.14K - $5.78K
|
1.01K
$395K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-18- 0.55% |
$5.14K - $5.78K
|
3.28K
$1.28M
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-19- 0.95% |
$5.42K - $6.1K
|
1.97K
$770K
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-19- 1.34% |
$5.42K - $6.1K
|
1.4K
$548K
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
SELL
|
- |
-20- 1.69% |
$5.71K - $6.42K
|
1.16K
$453K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-20- 1.79% |
$5.71K - $6.42K
|
1.1K
$428K
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-20- 6.78% |
$5.71K - $6.42K
|
275
$107K
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-21- 1.32% |
$5.99K - $6.74K
|
1.57K
$612K
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-22- 0.32% |
$6.28K - $7.06K
|
6.88K
$2.69M
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-24- 0.7% |
$6.85K - $7.71K
|
3.38K
$1.32M
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-24- 3.4% |
$6.85K - $7.71K
|
681
$266K
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-24- 2.52% |
$6.85K - $7.71K
|
930
$363K
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-24- 9.2% |
$6.85K - $7.71K
|
237
$92.5K
|
|
Feb 11, 2022
Q4 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- 0.01% |
$7.13K - $8.03K
|
278K
$109M
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-26- 5.44% |
$7.42K - $8.35K
|
452
$176K
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27Closed |
$7.7K - $8.67K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-27Closed |
$7.7K - $8.67K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-27- 77.14% |
$7.7K - $8.67K
|
8
$3.12K
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-29- 1.0% |
$8.27K - $9.31K
|
2.88K
$1.12M
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-30- 0.8% |
$8.56K - $9.63K
|
3.74K
$1.46M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-30Closed |
$8.56K - $9.63K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-31- 0.85% |
$8.84K - $9.95K
|
3.62K
$1.41M
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-33Closed |
$9.41K - $10.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-34Closed |
$9.7K - $10.9K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-35- 70.0% |
$9.98K - $11.2K
|
15
$5.85K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-35- 2.67% |
$9.98K - $11.2K
|
1.28K
$499K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-35Closed |
$9.98K - $11.2K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-36- 4.99% |
$10.3K - $11.6K
|
686
$268K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 12.66% |
$11.4K - $12.8K
|
276
$108K
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-40- 2.56% |
$11.4K - $12.8K
|
1.52K
$593K
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-40- 5.1% |
$11.4K - $12.8K
|
744
$290K
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-41- 0.2% |
$11.7K - $13.2K
|
20K
$7.8M
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-42- 3.13% |
$12K - $13.5K
|
1.3K
$508K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-45- 11.31% |
$12.8K - $14.4K
|
353
$138K
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-45- 3.06% |
$12.8K - $14.4K
|
1.43K
$556K
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-46- 3.81% |
$13.1K - $14.8K
|
1.16K
$453K
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-48- 6.42% |
$13.7K - $15.4K
|
700
$273K
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-49- 3.31% |
$14K - $15.7K
|
1.43K
$559K
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-50- 5.88% |
$14.3K - $16.1K
|
800
$312K
|
|
Jan 26, 2022
Q4 2021
|
Violich Capital Management, Inc.
|
SELL
|
- |
-50- 0.22% |
$14.3K - $16.1K
|
23.1K
$9.02M
|