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 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58- 5.2% |
$16.7K - $19.4K
|
1.06K
$369K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-59- 4.74% |
$17K - $19.8K
|
1.19K
$414K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59- 0.59% |
$17K - $19.8K
|
9.97K
$3.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-60- 2.39% |
$17.3K - $20.1K
|
2.45K
$857K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-62- 1.77% |
$17.9K - $20.8K
|
3.45K
$1.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-63- 0.29% |
$18.2K - $21.1K
|
21.6K
$7.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-66- 2.49% |
$19K - $22.1K
|
2.58K
$903K
|
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
SELL
|
- |
-67- 0.05% |
$19.3K - $22.5K
|
142K
$49.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-69- 2.75% |
$19.9K - $23.1K
|
2.44K
$852K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-71- 4.7% |
$20.5K - $23.8K
|
1.44K
$503K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-72- 2.45% |
$20.7K - $24.1K
|
2.87K
$1M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-74- 1.52% |
$21.3K - $24.8K
|
4.79K
$1.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-75- 2.46% |
$21.6K - $25.1K
|
2.98K
$1.04M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-75- 2.46% |
$21.6K - $25.1K
|
2.98K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 1.23% |
$21.6K - $25.1K
|
6.04K
$2.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-75- 0.48% |
$21.6K - $25.1K
|
15.7K
$5.47M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-76- 71.7% |
$21.9K - $25.5K
|
30
$10.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-77- 1.43% |
$22.2K - $25.8K
|
5.31K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-77- 8.02% |
$22.2K - $25.8K
|
883
$309K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-78- 9.33% |
$22.5K - $26.2K
|
758
$265K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-80- 2.58% |
$23.1K - $26.8K
|
3.03K
$1.06M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-81- 4.0% |
$23.3K - $27.2K
|
1.94K
$679K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-82- 5.23% |
$23.6K - $27.5K
|
1.49K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-85- 1.73% |
$24.5K - $28.5K
|
4.82K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-87- 42.86% |
$25.1K - $29.2K
|
116
$40.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-88- 2.99% |
$25.4K - $29.5K
|
2.85K
$997K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-89- 0.09% |
$25.6K - $29.8K
|
93.9K
$32.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-90- 35.71% |
$25.9K - $30.2K
|
162
$56.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-99- 0.36% |
$28.5K - $33.2K
|
27.6K
$9.66M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-100- 9.1% |
$28.8K - $33.5K
|
999
$349K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-100- 5.82% |
$28.8K - $33.5K
|
1.62K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-104- 12.14% |
$30K - $34.9K
|
753
$263K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-105- 3.69% |
$30.3K - $35.2K
|
2.74K
$958K
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-105- 8.55% |
$30.3K - $35.2K
|
1.12K
$392K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-107- 12.21% |
$30.8K - $35.9K
|
769
$269K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-108- 12.37% |
$31.1K - $36.2K
|
765
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-109- 4.51% |
$31.4K - $36.5K
|
2.31K
$807K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-110- 2.33% |
$31.7K - $36.9K
|
4.62K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-114- 4.93% |
$32.9K - $38.2K
|
2.2K
$768K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-115- 3.6% |
$33.1K - $38.6K
|
3.08K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-116- 2.55% |
$33.4K - $38.9K
|
4.43K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-118- 22.14% |
$34K - $39.6K
|
415
$145K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-121- 4.19% |
$34.9K - $40.6K
|
2.77K
$968K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-125- 6.32% |
$36K - $41.9K
|
1.85K
$648K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-128- 5.23% |
$36.9K - $42.9K
|
2.32K
$810K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-135- 11.77% |
$38.9K - $45.3K
|
1.01K
$354K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-135- 0.68% |
$38.9K - $45.3K
|
19.6K
$6.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-137- 10.8% |
$39.5K - $45.9K
|
1.13K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-137- 0.46% |
$39.5K - $45.9K
|
29.7K
$10.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-142- 1.05% |
$40.9K - $47.6K
|
13.3K
$4.66M
|