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 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
203+ 17.37% |
$55K - $62.9K
|
1.37K
$496K
|
|
|
Jan 24, 2023
Q4 2022
|
Violich Capital Management, Inc.
|
BUY
|
- |
200+ 0.89% |
$54.2K - $62K
|
22.6K
$8.17M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$54.2K - $62K
|
200
$72.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
196+ 194.06% |
$53.1K - $60.8K
|
297
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
196+ 4.12% |
$53.1K - $60.8K
|
4.96K
$1.79M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
189+ 3.22% |
$51.2K - $58.6K
|
6.05K
$2.19M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
187+ 21.13% |
$50.6K - $58K
|
1.07K
$387K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
183New |
$49.6K - $56.7K
|
183
$66.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
180+ 3.89% |
$48.7K - $55.8K
|
4.81K
$1.74M
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
175+ 8.42% |
$47.4K - $54.3K
|
2.25K
$814K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
175+ 4.45% |
$47.4K - $54.3K
|
4.11K
$1.49M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
174+ 35.01% |
$47.1K - $53.9K
|
671
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
164+ 2.01% |
$44.4K - $50.8K
|
8.34K
$3.01M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
164+ 21.27% |
$44.4K - $50.8K
|
935
$338K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
159New |
$43.1K - $49.3K
|
159
$57.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
156+ 12.46% |
$42.2K - $48.4K
|
1.41K
$509K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
148+ 16.84% |
$40.1K - $45.9K
|
1.03K
$371K
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
BUY
|
- |
148+ 0.26% |
$40.1K - $45.9K
|
57.9K
$20.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
142+ 3.16% |
$38.5K - $44K
|
4.63K
$1.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
142+ 15.17% |
$38.5K - $44K
|
1.08K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
140+ 4.59% |
$37.9K - $43.4K
|
3.19K
$1.15M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
138New |
$37.4K - $42.8K
|
138
$49.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
136+ 6.43% |
$36.8K - $42.2K
|
2.25K
$813K
|
|
|
Feb 13, 2023
Q4 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
136+ 44.59% |
$36.8K - $42.2K
|
441
$159K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
134+ 1.17% |
$36.3K - $41.5K
|
11.6K
$4.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
134+ 6.58% |
$36.3K - $41.5K
|
2.17K
$784K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
133+ 8.34% |
$36K - $41.2K
|
1.73K
$624K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
131New |
$35.5K - $40.6K
|
131
$47.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
130+ 0.45% |
$35.2K - $40.3K
|
29.2K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
128+ 8.07% |
$34.7K - $39.7K
|
1.72K
$620K
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
BUY
|
- |
125+ 2.76% |
$33.9K - $38.8K
|
4.66K
$1.68M
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
123+ 1.34% |
$33.3K - $38.1K
|
9.3K
$3.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
119New |
$32.2K - $36.9K
|
119
$43K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
116+ 0.8% |
$31.4K - $36K
|
14.5K
$5.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
114+ 0.94% |
$30.9K - $35.3K
|
12.2K
$4.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
113+ 1.28% |
$30.6K - $35K
|
8.92K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
112+ 1.44% |
$30.3K - $34.7K
|
7.87K
$2.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
112New |
$30.3K - $34.7K
|
112
$40.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
112+ 5.43% |
$30.3K - $34.7K
|
2.17K
$785K
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
109+ 33.96% |
$29.5K - $33.8K
|
430
$155K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
103+ 9.31% |
$27.9K - $31.9K
|
1.21K
$437K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
100New |
$27.1K - $31K
|
100
$36.1K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100+ 63.29% |
$27.1K - $31K
|
258
$93.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
100+ 1.52% |
$27.1K - $31K
|
6.7K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100New |
$27.1K - $31K
|
100
$36.1K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
98+ 5.8% |
$26.5K - $30.4K
|
1.79K
$646K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
95+ 3.14% |
$25.7K - $29.5K
|
3.12K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
91+ 1.9% |
$24.6K - $28.2K
|
4.88K
$1.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
86+ 2.54% |
$23.3K - $26.7K
|
3.47K
$1.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
85+ 1.7% |
$23K - $26.4K
|
5.1K
$1.84M
|