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
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
290+ 1.02% |
$83.6K - $97.2K
|
28.9K
$10.1M
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
289+ 54.94% |
$83.3K - $96.9K
|
815
$285K
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
275+ 28.77% |
$79.3K - $92.2K
|
1.23K
$430K
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
263+ 5.25% |
$75.8K - $88.2K
|
5.27K
$1.84M
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
259+ 25.1% |
$74.6K - $86.8K
|
1.29K
$451K
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
237+ 3.21% |
$68.3K - $79.5K
|
7.63K
$2.67M
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
232+ 7.43% |
$66.9K - $77.8K
|
3.36K
$1.17M
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
212+ 13.42% |
$61.1K - $71.1K
|
1.79K
$626K
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
210+ 0.65% |
$60.5K - $70.4K
|
32.5K
$11.3M
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
205+ 31.16% |
$59.1K - $68.7K
|
863
$302K
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
202+ 30.84% |
$58.2K - $67.7K
|
857
$300K
|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
BUY
|
- |
179+ 0.87% |
$51.6K - $60K
|
20.8K
$7.27M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
179+ 97.81% |
$51.6K - $60K
|
362
$127K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
175+ 0.37% |
$50.4K - $58.7K
|
47.7K
$16.7M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
175+ 17.73% |
$50.4K - $58.7K
|
1.16K
$406K
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
175+ 15.18% |
$50.4K - $58.7K
|
1.33K
$464K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
162+ 2.97% |
$46.7K - $54.3K
|
5.61K
$1.96M
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
156+ 8.36% |
$45K - $52.3K
|
2.02K
$707K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
152+ 56.09% |
$43.8K - $51K
|
423
$148K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
150New |
$43.2K - $50.3K
|
150
$52.4K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
149New |
$42.9K - $50K
|
149
$52.1K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
147New |
$42.4K - $49.3K
|
147
$51.4K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
143+ 5.94% |
$41.2K - $48K
|
2.55K
$892K
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
141+ 8.18% |
$40.6K - $47.3K
|
1.86K
$651K
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
139+ 3.91% |
$40.1K - $46.6K
|
3.69K
$1.29M
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
136New |
$39.2K - $45.6K
|
136
$47.5K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
135+ 0.12% |
$38.9K - $45.3K
|
115K
$40.2M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
134+ 6.27% |
$38.6K - $44.9K
|
2.27K
$793K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
133+ 1.2% |
$38.3K - $44.6K
|
11.2K
$3.91M
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
132+ 3.38% |
$38K - $44.3K
|
4.04K
$1.41M
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
129+ 1.32% |
$37.2K - $43.3K
|
9.92K
$3.47M
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
128+ 3.97% |
$36.9K - $42.9K
|
3.35K
$1.17M
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
127New |
$36.6K - $42.6K
|
127
$44.4K
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
125+ 2.98% |
$36K - $41.9K
|
4.32K
$1.51M
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
124+ 2.33% |
$35.7K - $41.6K
|
5.45K
$1.9M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
121+ 7.23% |
$34.9K - $40.6K
|
1.79K
$627K
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
117+ 96.69% |
$33.7K - $39.2K
|
238
$83.2K
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
117+ 0.18% |
$33.7K - $39.2K
|
65.1K
$22.8M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
116+ 1.05% |
$33.4K - $38.9K
|
11.2K
$3.91M
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
114+ 1.95% |
$32.9K - $38.2K
|
5.95K
$2.08M
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
114+ 1.8% |
$32.9K - $38.2K
|
6.43K
$2.25M
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
113+ 50.9% |
$32.6K - $37.9K
|
335
$117K
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
112+ 8.38% |
$32.3K - $37.6K
|
1.45K
$506K
|
|
Feb 12, 2024
Q4 2023
|
Jensen Investment Management Inc
Lake Oswego, OR |
BUY
|
- |
110+ 2.1% |
$31.7K - $36.9K
|
5.34K
$1.87M
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
110+ 15.6% |
$31.7K - $36.9K
|
815
$285K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
110+ 6.37% |
$31.7K - $36.9K
|
1.84K
$642K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
106New |
$30.5K - $35.5K
|
106
$37K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
104New |
$30K - $34.9K
|
104
$36.3K
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
95+ 1.09% |
$27.4K - $31.9K
|
8.78K
$3.07M
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
93+ 0.77% |
$26.8K - $31.2K
|
12.2K
$4.25M
|