Purchases and Sales Made in Q4 2023 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q4 2023. 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 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 1.27% |
$576 - $671
|
160
$55.9K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
2+ 0.28% |
$576 - $671
|
729
$255K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.14% |
$576 - $671
|
1.39K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$576 - $671
|
2
$699
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.02% |
$288 - $335
|
4.54K
$1.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 2.38% |
$288 - $335
|
43
$15K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.18% |
$288 - $335
|
570
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.63% |
$288 - $335
|
161
$56.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.3% |
$288 - $335
|
78
$27.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.52% |
$288 - $335
|
193
$67.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$288 - $335
|
1
$350
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 0.68% |
$288 - $335
|
146
$51K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 20.0% |
$288 - $335
|
4
$1.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1- 0.01% |
$288 - $335
|
15.8K
$5.52M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 9.09% |
$288 - $335
|
10
$3.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1- 0.08% |
$288 - $335
|
1.27K
$444K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1- 0.12% |
$288 - $335
|
806
$282K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 66.67% |
$576 - $671
|
1
$350
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2- 0.12% |
$576 - $671
|
1.69K
$589K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2- 0.1% |
$576 - $671
|
1.95K
$680K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2- 0.12% |
$576 - $671
|
1.69K
$589K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2- 0.07% |
$576 - $671
|
2.67K
$932K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 18.18% |
$576 - $671
|
9
$3.15K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.04% |
$576 - $671
|
4.58K
$1.6M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 7.69% |
$865 - $1.01K
|
36
$12.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.09% |
$865 - $1.01K
|
3.37K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-3- 0.17% |
$865 - $1.01K
|
1.79K
$627K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4- 1.88% |
$1.15K - $1.34K
|
209
$73K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 0.76% |
$1.15K - $1.34K
|
522
$182K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4- 0.13% |
$1.15K - $1.34K
|
3.14K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4- 0.39% |
$1.15K - $1.34K
|
1.03K
$358K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4- 0.36% |
$1.15K - $1.34K
|
1.12K
$390K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-5- 0.61% |
$1.44K - $1.68K
|
815
$285K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 9.23% |
$1.73K - $2.01K
|
59
$20.6K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-6- 1.47% |
$1.73K - $2.01K
|
403
$141K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 0.11% |
$1.73K - $2.01K
|
5.63K
$1.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-7- 0.07% |
$2.02K - $2.35K
|
9.34K
$3.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-7- 0.83% |
$2.02K - $2.35K
|
834
$291K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7- 0.39% |
$2.02K - $2.35K
|
1.79K
$627K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-7- 77.78% |
$2.02K - $2.35K
|
2
$699
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9- 1.01% |
$2.59K - $3.02K
|
881
$308K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 2.17% |
$2.88K - $3.35K
|
450
$157K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-11- 0.37% |
$3.17K - $3.69K
|
2.94K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-12- 8.96% |
$3.46K - $4.02K
|
122
$42.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-12- 1.02% |
$3.46K - $4.02K
|
1.16K
$405K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13- 1.43% |
$3.75K - $4.36K
|
896
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 11.3% |
$3.75K - $4.36K
|
102
$35.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-13- 4.26% |
$3.75K - $4.36K
|
292
$102K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-14- 1.1% |
$4.03K - $4.69K
|
1.25K
$438K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-14- 6.09% |
$4.03K - $4.69K
|
216
$75.5K
|