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 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-15- 0.33% |
$4.32K - $5.03K
|
4.55K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-16- 1.0% |
$4.61K - $5.37K
|
1.59K
$554K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-16- 39.02% |
$4.61K - $5.37K
|
25
$8.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-16- 1.73% |
$4.61K - $5.37K
|
907
$317K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 2.71% |
$4.61K - $5.37K
|
574
$201K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-16- 0.53% |
$4.61K - $5.37K
|
3.01K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-17- 0.44% |
$4.9K - $5.7K
|
3.88K
$1.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-18- 2.34% |
$5.19K - $6.04K
|
750
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-18- 0.88% |
$5.19K - $6.04K
|
2.02K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-21- 2.87% |
$6.05K - $7.04K
|
710
$248K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-22- 1.5% |
$6.34K - $7.38K
|
1.44K
$504K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-22- 53.66% |
$6.34K - $7.38K
|
19
$6.64K
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-22- 0.85% |
$6.34K - $7.38K
|
2.56K
$895K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-22- 2.13% |
$6.34K - $7.38K
|
1.01K
$353K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-24- 1.74% |
$6.92K - $8.05K
|
1.36K
$474K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-24- 0.55% |
$6.92K - $8.05K
|
4.37K
$1.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-25- 2.0% |
$7.2K - $8.38K
|
1.23K
$428K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-26- 2.75% |
$7.49K - $8.72K
|
920
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-27- 2.05% |
$7.78K - $9.05K
|
1.29K
$450K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-27- 61.36% |
$7.78K - $9.05K
|
17
$5.94K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-27- 3.22% |
$7.78K - $9.05K
|
812
$284K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-28- 1.63% |
$8.07K - $9.39K
|
1.69K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-29- 2.88% |
$8.36K - $9.72K
|
978
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-29- 1.38% |
$8.36K - $9.72K
|
2.07K
$723K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-30- 30.0% |
$8.65K - $10.1K
|
70
$24.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-31- 0.85% |
$8.93K - $10.4K
|
3.64K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-33- 9.17% |
$9.51K - $11.1K
|
327
$114K
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-35- 0.58% |
$10.1K - $11.7K
|
5.96K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-35- 8.41% |
$10.1K - $11.7K
|
381
$133K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-35- 3.21% |
$10.1K - $11.7K
|
1.05K
$368K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-35- 3.5% |
$10.1K - $11.7K
|
965
$337K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-36- 1.56% |
$10.4K - $12.1K
|
2.28K
$797K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-37- 0.86% |
$10.7K - $12.4K
|
4.24K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-37- 2.33% |
$10.7K - $12.4K
|
1.55K
$541K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-37- 10.85% |
$10.7K - $12.4K
|
304
$106K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-37- 0.52% |
$10.7K - $12.4K
|
7.13K
$2.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-38- 1.03% |
$11K - $12.7K
|
3.64K
$1.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-39- 11.5% |
$11.2K - $13.1K
|
300
$105K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-40- 86.96% |
$11.5K - $13.4K
|
6
$2.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-40- 0.25% |
$11.5K - $13.4K
|
16K
$5.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-42- 33.07% |
$12.1K - $14.1K
|
85
$29.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-43- 1.98% |
$12.4K - $14.4K
|
2.13K
$746K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-43- 0.37% |
$12.4K - $14.4K
|
11.5K
$4.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-46- 0.51% |
$13.3K - $15.4K
|
8.89K
$3.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-49- 3.82% |
$14.1K - $16.4K
|
1.23K
$431K
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-50- 0.45% |
$14.4K - $16.8K
|
11K
$3.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-50- 5.71% |
$14.4K - $16.8K
|
826
$289K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-54- 30.68% |
$15.6K - $18.1K
|
122
$42.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-55- 7.12% |
$15.9K - $18.4K
|
718
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-55- 7.24% |
$15.9K - $18.4K
|
705
$246K
|