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
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
110+ 15.6% |
$31.7K - $36.9K
|
815
$287K
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
109+ 2.99% |
$31.4K - $36.5K
|
3.76K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
106New |
$30.5K - $35.5K
|
106
$37.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
104New |
$30K - $34.9K
|
104
$36.7K
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
95+ 1.09% |
$27.4K - $31.9K
|
8.78K
$3.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
93+ 0.77% |
$26.8K - $31.2K
|
12.2K
$4.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
93+ 20.67% |
$26.8K - $31.2K
|
543
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
90+ 101.12% |
$25.9K - $30.2K
|
179
$63.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
85+ 1.67% |
$24.5K - $28.5K
|
5.16K
$1.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
83+ 3.38% |
$23.9K - $27.8K
|
2.54K
$896K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
83+ 11.07% |
$23.9K - $27.8K
|
833
$294K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
82+ 0.05% |
$23.6K - $27.5K
|
152K
$53.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
80New |
$23.1K - $26.8K
|
80
$28.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
78+ 0.66% |
$22.5K - $26.2K
|
11.9K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
77+ 855.56% |
$22.2K - $25.8K
|
86
$30.3K
|
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
77New |
$22.2K - $25.8K
|
77
$27.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
76+ 0.66% |
$21.9K - $25.5K
|
11.6K
$4.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
73+ 10.04% |
$21K - $24.5K
|
800
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
73New |
$21K - $24.5K
|
73
$25.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
72+ 8.14% |
$20.7K - $24.1K
|
956
$337K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
67+ 0.31% |
$19.3K - $22.5K
|
21.4K
$7.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
67+ 5.48% |
$19.3K - $22.5K
|
1.29K
$455K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
67New |
$19.3K - $22.5K
|
67
$23.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
66+ 6.76% |
$19K - $22.1K
|
1.04K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
66+ 1.77% |
$19K - $22.1K
|
3.8K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
64+ 4.74% |
$18.4K - $21.5K
|
1.41K
$499K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
64+ 1.67% |
$18.4K - $21.5K
|
3.9K
$1.37M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
63+ 7.47% |
$18.2K - $21.1K
|
906
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
63+ 8.99% |
$18.2K - $21.1K
|
764
$269K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
62+ 1.69% |
$17.9K - $20.8K
|
3.74K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
57+ 16.62% |
$16.4K - $19.1K
|
400
$141K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57New |
$16.4K - $19.1K
|
57
$20.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
57+ 0.51% |
$16.4K - $19.1K
|
11.2K
$3.95M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
56+ 4.23% |
$16.1K - $18.8K
|
1.38K
$487K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
56+ 0.97% |
$16.1K - $18.8K
|
5.85K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
53New |
$15.3K - $17.8K
|
53
$18.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 5.5% |
$14.4K - $16.8K
|
959
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 0.65% |
$14.4K - $16.8K
|
7.7K
$2.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
50+ 5.88% |
$14.4K - $16.8K
|
900
$317K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
47+ 4.55% |
$13.5K - $15.8K
|
1.08K
$381K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
45New |
$13K - $15.1K
|
45
$15.9K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
45+ 11.81% |
$13K - $15.1K
|
426
$150K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
43+ 4.57% |
$12.4K - $14.4K
|
983
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
42+ 4.27% |
$12.1K - $14.1K
|
1.03K
$362K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
42+ 3.11% |
$12.1K - $14.1K
|
1.39K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
42+ 6.45% |
$12.1K - $14.1K
|
693
$244K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
40+ 2.03% |
$11.5K - $13.4K
|
2.01K
$709K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
39+ 2.31% |
$11.2K - $13.1K
|
1.72K
$608K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
38+ 3.15% |
$11K - $12.7K
|
1.25K
$440K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
38New |
$11K - $12.7K
|
38
$13.4K
|