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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
4New |
$1.15K - $1.34K
|
4
$1.43K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.18% |
$1.15K - $1.34K
|
2.23K
$794K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 1.34% |
$1.15K - $1.34K
|
302
$108K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
3+ 0.34% |
$865 - $1.01K
|
889
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3+ 0.34% |
$865 - $1.01K
|
896
$320K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
2+ 0.28% |
$576 - $671
|
729
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$576 - $671
|
2
$714
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 1.27% |
$576 - $671
|
160
$57.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.14% |
$576 - $671
|
1.39K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2+ 0.14% |
$576 - $671
|
1.42K
$507K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 25.0% |
$576 - $671
|
10
$3.57K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.52% |
$288 - $335
|
193
$68.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.3% |
$288 - $335
|
78
$27.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.18% |
$288 - $335
|
570
$203K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 2.38% |
$288 - $335
|
43
$15.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$288 - $335
|
1
$357
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.02% |
$288 - $335
|
4.54K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.63% |
$288 - $335
|
161
$57.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1- 0.12% |
$288 - $335
|
806
$288K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 0.68% |
$288 - $335
|
146
$52.1K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 9.09% |
$288 - $335
|
10
$3.57K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 20.0% |
$288 - $335
|
4
$1.43K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1- 0.08% |
$288 - $335
|
1.27K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1- 0.01% |
$288 - $335
|
15.8K
$5.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.04% |
$576 - $671
|
4.58K
$1.63M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 66.67% |
$576 - $671
|
1
$357
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2- 0.1% |
$576 - $671
|
1.95K
$694K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2- 0.07% |
$576 - $671
|
2.67K
$951K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 18.18% |
$576 - $671
|
9
$3.21K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2- 0.12% |
$576 - $671
|
1.69K
$601K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2- 0.12% |
$576 - $671
|
1.69K
$601K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.09% |
$865 - $1.01K
|
3.37K
$1.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-3- 0.17% |
$865 - $1.01K
|
1.79K
$640K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 7.69% |
$865 - $1.01K
|
36
$12.8K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4- 0.36% |
$1.15K - $1.34K
|
1.12K
$399K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 0.76% |
$1.15K - $1.34K
|
522
$186K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4- 0.39% |
$1.15K - $1.34K
|
1.03K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4- 1.88% |
$1.15K - $1.34K
|
209
$74.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4- 0.13% |
$1.15K - $1.34K
|
3.14K
$1.12M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-5- 0.61% |
$1.44K - $1.68K
|
815
$291K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 9.23% |
$1.73K - $2.01K
|
59
$21K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 0.11% |
$1.73K - $2.01K
|
5.63K
$2.01M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-6- 1.47% |
$1.73K - $2.01K
|
403
$144K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7- 0.39% |
$2.02K - $2.35K
|
1.79K
$640K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-7- 0.83% |
$2.02K - $2.35K
|
834
$298K
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-7- 0.07% |
$2.02K - $2.35K
|
9.34K
$3.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-7- 77.78% |
$2.02K - $2.35K
|
2
$714
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9- 1.01% |
$2.59K - $3.02K
|
881
$314K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 2.17% |
$2.88K - $3.35K
|
450
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-11- 0.37% |
$3.17K - $3.69K
|
2.94K
$1.05M
|