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 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-149- 11.51% |
$42.9K - $50K
|
1.15K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-150- 14.72% |
$43.2K - $50.3K
|
869
$304K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-154- 3.69% |
$44.4K - $51.6K
|
4.02K
$1.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-155- 17.42% |
$44.7K - $52K
|
735
$257K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-159- 9.27% |
$45.8K - $53.3K
|
1.56K
$544K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-166- 0.93% |
$47.8K - $55.7K
|
17.6K
$6.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-170- 18.76% |
$49K - $57K
|
736
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-171- 11.42% |
$49.3K - $57.3K
|
1.33K
$464K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-177- 0.99% |
$51K - $59.4K
|
17.7K
$6.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-182- 5.89% |
$52.5K - $61K
|
2.91K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-182- 4.81% |
$52.5K - $61K
|
3.6K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-184- 20.79% |
$53K - $61.7K
|
701
$245K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-194- 14.24% |
$55.9K - $65.1K
|
1.17K
$408K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-197- 6.25% |
$56.8K - $66.1K
|
2.95K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-200- 0.88% |
$57.6K - $67.1K
|
22.5K
$7.85M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-200- 0.1% |
$57.6K - $67.1K
|
210K
$73.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 84.39% |
$57.6K - $67.1K
|
37
$12.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-206- 3.78% |
$59.4K - $69.1K
|
5.24K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-208- 0.87% |
$59.9K - $69.7K
|
23.8K
$8.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-209- 10.78% |
$60.2K - $70.1K
|
1.73K
$604K
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-210- 0.97% |
$60.5K - $70.4K
|
21.4K
$7.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-214- 7.75% |
$61.7K - $71.8K
|
2.55K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-214- 4.04% |
$61.7K - $71.8K
|
5.08K
$1.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-218- 2.08% |
$62.8K - $73.1K
|
10.3K
$3.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-222- 0.4% |
$64K - $74.4K
|
55.7K
$19.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-228- 7.36% |
$65.7K - $76.5K
|
2.87K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-230- 7.04% |
$66.3K - $77.1K
|
3.04K
$1.06M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-240- 20.0% |
$69.2K - $80.5K
|
960
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-241- 1.12% |
$69.5K - $80.8K
|
21.2K
$7.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-243- 2.9% |
$70K - $81.5K
|
8.15K
$2.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-246- 1.76% |
$70.9K - $82.5K
|
13.7K
$4.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-249- 8.48% |
$71.8K - $83.5K
|
2.69K
$939K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-251- 17.22% |
$72.3K - $84.2K
|
1.21K
$422K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-256- 7.89% |
$73.8K - $85.8K
|
2.99K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-272- 1.25% |
$78.4K - $91.2K
|
21.5K
$7.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-272- 90.07% |
$78.4K - $91.2K
|
30
$10.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-275- 11.31% |
$79.3K - $92.2K
|
2.16K
$754K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-276- 14.92% |
$79.5K - $92.5K
|
1.57K
$550K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-279- 9.83% |
$80.4K - $93.6K
|
2.56K
$894K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-289- 18.22% |
$83.3K - $96.9K
|
1.3K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-296- 15.35% |
$85.3K - $99.3K
|
1.63K
$570K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-299- 0.78% |
$86.2K - $100K
|
38.2K
$13.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-306- 8.14% |
$88.2K - $103K
|
3.45K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-307- 4.36% |
$88.5K - $103K
|
6.74K
$2.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-325- 12.62% |
$93.7K - $109K
|
2.25K
$786K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
SELL
|
- |
-329- 14.75% |
$94.8K - $110K
|
1.9K
$665K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-330- 7.76% |
$95.1K - $111K
|
3.92K
$1.37M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-340- 26.71% |
$98K - $114K
|
933
$326K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-345- 2.24% |
$99.4K - $116K
|
15K
$5.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-347- 5.93% |
$100K - $116K
|
5.51K
$1.93M
|