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 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9- 1.01% |
$2.59K - $3.02K
|
881
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 2.17% |
$2.88K - $3.35K
|
450
$164K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-11- 0.37% |
$3.17K - $3.69K
|
2.94K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-12- 8.96% |
$3.46K - $4.02K
|
122
$44.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-12- 1.02% |
$3.46K - $4.02K
|
1.16K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-13- 4.26% |
$3.75K - $4.36K
|
292
$106K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13- 1.43% |
$3.75K - $4.36K
|
896
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 11.3% |
$3.75K - $4.36K
|
102
$37.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-14- 1.1% |
$4.03K - $4.69K
|
1.25K
$456K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-14- 6.09% |
$4.03K - $4.69K
|
216
$78.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-15- 0.33% |
$4.32K - $5.03K
|
4.55K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-16- 1.0% |
$4.61K - $5.37K
|
1.59K
$577K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-16- 0.53% |
$4.61K - $5.37K
|
3.01K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-16- 39.02% |
$4.61K - $5.37K
|
25
$9.1K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 2.71% |
$4.61K - $5.37K
|
574
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-16- 1.73% |
$4.61K - $5.37K
|
907
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-17- 0.44% |
$4.9K - $5.7K
|
3.88K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-18- 0.88% |
$5.19K - $6.04K
|
2.02K
$734K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-18- 2.34% |
$5.19K - $6.04K
|
750
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-21- 2.87% |
$6.05K - $7.04K
|
710
$258K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-22- 53.66% |
$6.34K - $7.38K
|
19
$6.91K
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-22- 0.85% |
$6.34K - $7.38K
|
2.56K
$931K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-22- 1.5% |
$6.34K - $7.38K
|
1.44K
$524K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-22- 2.13% |
$6.34K - $7.38K
|
1.01K
$368K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-24- 1.74% |
$6.92K - $8.05K
|
1.36K
$493K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-24- 0.55% |
$6.92K - $8.05K
|
4.37K
$1.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-25- 2.0% |
$7.2K - $8.38K
|
1.23K
$446K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-26- 2.75% |
$7.49K - $8.72K
|
920
$335K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-27- 3.22% |
$7.78K - $9.05K
|
812
$295K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-27- 61.36% |
$7.78K - $9.05K
|
17
$6.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-27- 2.05% |
$7.78K - $9.05K
|
1.29K
$469K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-28- 1.63% |
$8.07K - $9.39K
|
1.69K
$615K
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-29- 1.38% |
$8.36K - $9.72K
|
2.07K
$753K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-29- 2.88% |
$8.36K - $9.72K
|
978
$356K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-30- 30.0% |
$8.65K - $10.1K
|
70
$25.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-31- 0.85% |
$8.93K - $10.4K
|
3.64K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-33- 9.17% |
$9.51K - $11.1K
|
327
$119K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-35- 3.5% |
$10.1K - $11.7K
|
965
$351K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-35- 8.41% |
$10.1K - $11.7K
|
381
$139K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-35- 3.21% |
$10.1K - $11.7K
|
1.05K
$383K
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-35- 0.58% |
$10.1K - $11.7K
|
5.96K
$2.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-36- 1.56% |
$10.4K - $12.1K
|
2.28K
$829K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-37- 0.86% |
$10.7K - $12.4K
|
4.24K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-37- 0.52% |
$10.7K - $12.4K
|
7.13K
$2.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-37- 10.85% |
$10.7K - $12.4K
|
304
$111K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-37- 2.33% |
$10.7K - $12.4K
|
1.55K
$564K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-38- 1.03% |
$11K - $12.7K
|
3.64K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-39- 11.5% |
$11.2K - $13.1K
|
300
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-40- 86.96% |
$11.5K - $13.4K
|
6
$2.18K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-40- 0.25% |
$11.5K - $13.4K
|
16K
$5.83M
|