Purchases and Sales Made in Q4 2022 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q4 2022. 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 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2- 0.21% |
$542 - $620
|
943
$341K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2- 0.02% |
$542 - $620
|
8.76K
$3.17M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2- 0.15% |
$542 - $620
|
1.32K
$478K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-2- 0.58% |
$542 - $620
|
341
$123K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 25.0% |
$542 - $620
|
6
$2.17K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3- 42.86% |
$812 - $930
|
4
$1.45K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3- 0.4% |
$812 - $930
|
749
$271K
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4- 0.12% |
$1.08K - $1.24K
|
3.26K
$1.18M
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 50.0% |
$1.08K - $1.24K
|
4
$1.45K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-5- 0.29% |
$1.35K - $1.55K
|
1.72K
$620K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-5- 0.15% |
$1.35K - $1.55K
|
3.37K
$1.22M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5- 0.26% |
$1.35K - $1.55K
|
1.9K
$688K
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-6- 0.32% |
$1.62K - $1.86K
|
1.9K
$685K
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-7- 0.19% |
$1.9K - $2.17K
|
3.76K
$1.36M
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7- 36.84% |
$1.9K - $2.17K
|
12
$4.34K
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-7Closed |
$1.9K - $2.17K
|
0
$0
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-7- 0.66% |
$1.9K - $2.17K
|
1.05K
$379K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8- 0.68% |
$2.17K - $2.48K
|
1.17K
$423K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.34% |
$2.44K - $2.79K
|
2.6K
$939K
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-9- 0.14% |
$2.44K - $2.79K
|
6.45K
$2.33M
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-9- 1.13% |
$2.44K - $2.79K
|
787
$284K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-9- 0.34% |
$2.44K - $2.79K
|
2.6K
$939K
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-11- 0.03% |
$2.98K - $3.41K
|
43.2K
$15.6M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 4.38% |
$2.98K - $3.41K
|
240
$86.7K
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-11- 0.74% |
$2.98K - $3.41K
|
1.47K
$533K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13- 0.37% |
$3.52K - $4.03K
|
3.48K
$1.26M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14- 0.8% |
$3.79K - $4.34K
|
1.73K
$626K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-14- 1.71% |
$3.79K - $4.34K
|
807
$292K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14- 1.47% |
$3.79K - $4.34K
|
940
$340K
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-15- 0.96% |
$4.06K - $4.65K
|
1.54K
$556K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-15- 83.33% |
$4.06K - $4.65K
|
3
$1.08K
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-15- 1.07% |
$4.06K - $4.65K
|
1.39K
$503K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-16- 0.62% |
$4.33K - $4.96K
|
2.58K
$931K
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-18- 1.75% |
$4.87K - $5.58K
|
1.01K
$366K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-19- 0.55% |
$5.15K - $5.89K
|
3.43K
$1.24M
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-19- 67.86% |
$5.15K - $5.89K
|
9
$3.25K
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-20- 0.54% |
$5.42K - $6.2K
|
3.67K
$1.33M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-20- 1.33% |
$5.42K - $6.2K
|
1.49K
$537K
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-21- 1.26% |
$5.69K - $6.51K
|
1.65K
$596K
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-22- 1.95% |
$5.96K - $6.82K
|
1.11K
$400K
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-22- 1.09% |
$5.96K - $6.82K
|
2.01K
$724K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-23- 0.93% |
$6.23K - $7.13K
|
2.46K
$889K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-23- 0.55% |
$6.23K - $7.13K
|
4.13K
$1.49M
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-24- 1.78% |
$6.5K - $7.44K
|
1.32K
$478K
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-25- 1.06% |
$6.77K - $7.75K
|
2.33K
$841K
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-26- 0.38% |
$7.04K - $8.06K
|
6.88K
$2.49M
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-27- 3.49% |
$7.31K - $8.37K
|
747
$270K
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-28- 0.45% |
$7.58K - $8.68K
|
6.25K
$2.26M
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-31- 1.14% |
$8.4K - $9.61K
|
2.7K
$975K
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-31- 3.51% |
$8.4K - $9.61K
|
853
$308K
|