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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
78+ 5.34% |
$22.3K - $25K
|
1.54K
$600K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
74+ 3.75% |
$21.1K - $23.8K
|
2.05K
$800K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
70+ 4.09% |
$20K - $22.5K
|
1.78K
$695K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
69New |
$19.7K - $22.2K
|
69
$26.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
62New |
$17.7K - $19.9K
|
62
$24.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
61+ 2.98% |
$17.4K - $19.6K
|
2.11K
$823K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
61New |
$17.4K - $19.6K
|
61
$23.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
61+ 3.32% |
$17.4K - $19.6K
|
1.9K
$741K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
55+ 103.77% |
$15.7K - $17.7K
|
108
$42.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
54New |
$15.4K - $17.3K
|
54
$21.1K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
54+ 12.83% |
$15.4K - $17.3K
|
475
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
52New |
$14.8K - $16.7K
|
52
$20.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
50+ 5.39% |
$14.3K - $16.1K
|
978
$382K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
49+ 3.29% |
$14K - $15.7K
|
1.54K
$601K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
47+ 5.22% |
$13.4K - $15.1K
|
947
$370K
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
46+ 3.07% |
$13.1K - $14.8K
|
1.55K
$603K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
44+ 5.51% |
$12.6K - $14.1K
|
843
$329K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
44+ 0.99% |
$12.6K - $14.1K
|
4.48K
$1.75M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
44New |
$12.6K - $14.1K
|
44
$17.2K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
39+ 2.35% |
$11.1K - $12.5K
|
1.7K
$663K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
39+ 1.54% |
$11.1K - $12.5K
|
2.57K
$1M
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
39+ 1.73% |
$11.1K - $12.5K
|
2.3K
$896K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
35+ 3.97% |
$9.98K - $11.2K
|
916
$357K
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
35+ 3.07% |
$9.98K - $11.2K
|
1.18K
$459K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
33New |
$9.41K - $10.6K
|
33
$12.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
33+ 3.83% |
$9.41K - $10.6K
|
895
$349K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
29+ 59.18% |
$8.27K - $9.31K
|
78
$30.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
27+ 337.5% |
$7.7K - $8.67K
|
35
$13.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
27+ 1.9% |
$7.7K - $8.67K
|
1.45K
$565K
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
27+ 0.24% |
$7.7K - $8.67K
|
11.1K
$4.32M
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
26New |
$7.42K - $8.35K
|
26
$10.1K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
25New |
$7.13K - $8.03K
|
25
$9.76K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
25+ 0.22% |
$7.13K - $8.03K
|
11.1K
$4.35M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24+ 4.14% |
$6.85K - $7.71K
|
604
$236K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
23+ 1.14% |
$6.56K - $7.38K
|
2.04K
$797K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
22+ 0.24% |
$6.28K - $7.06K
|
9.2K
$3.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
21New |
$5.99K - $6.74K
|
21
$8.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 6.12% |
$5.14K - $5.78K
|
312
$122K
|
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
17+ 1.68% |
$4.85K - $5.46K
|
1.03K
$401K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
17New |
$4.85K - $5.46K
|
17
$6.63K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
16New |
$4.56K - $5.14K
|
16
$6.24K
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
16+ 0.24% |
$4.56K - $5.14K
|
6.55K
$2.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
15New |
$4.28K - $4.82K
|
15
$5.85K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$4.28K - $4.82K
|
15
$5.85K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
15+ 0.25% |
$4.28K - $4.82K
|
5.91K
$2.3M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
15New |
$4.28K - $4.82K
|
15
$5.85K
|
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
13+ 0.99% |
$3.71K - $4.17K
|
1.32K
$517K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
13New |
$3.71K - $4.17K
|
13
$5.07K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13+ 0.18% |
$3.71K - $4.17K
|
7.25K
$2.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.61% |
$3.42K - $3.85K
|
1.97K
$768K
|