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 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
93+ 20.67% |
$26.8K - $31.2K
|
543
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
90+ 101.12% |
$25.9K - $30.2K
|
179
$62.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
85+ 1.67% |
$24.5K - $28.5K
|
5.16K
$1.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
83+ 3.38% |
$23.9K - $27.8K
|
2.54K
$888K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
83+ 11.07% |
$23.9K - $27.8K
|
833
$291K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
82+ 0.05% |
$23.6K - $27.5K
|
152K
$53.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
80New |
$23.1K - $26.8K
|
80
$28K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
78+ 0.66% |
$22.5K - $26.2K
|
11.9K
$4.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
77+ 855.56% |
$22.2K - $25.8K
|
86
$30.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
76+ 0.66% |
$21.9K - $25.5K
|
11.6K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
73New |
$21K - $24.5K
|
73
$25.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
73+ 10.04% |
$21K - $24.5K
|
800
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
72+ 8.14% |
$20.7K - $24.1K
|
956
$334K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
67+ 5.48% |
$19.3K - $22.5K
|
1.29K
$451K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
67New |
$19.3K - $22.5K
|
67
$23.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
67+ 0.31% |
$19.3K - $22.5K
|
21.4K
$7.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
66+ 6.76% |
$19K - $22.1K
|
1.04K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
66+ 1.77% |
$19K - $22.1K
|
3.8K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
64+ 4.74% |
$18.4K - $21.5K
|
1.41K
$494K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
64+ 1.67% |
$18.4K - $21.5K
|
3.9K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
63+ 7.47% |
$18.2K - $21.1K
|
906
$317K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
63+ 8.99% |
$18.2K - $21.1K
|
764
$267K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
62+ 1.69% |
$17.9K - $20.8K
|
3.74K
$1.31M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57New |
$16.4K - $19.1K
|
57
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
57+ 0.51% |
$16.4K - $19.1K
|
11.2K
$3.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
57+ 16.62% |
$16.4K - $19.1K
|
400
$140K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
56+ 4.23% |
$16.1K - $18.8K
|
1.38K
$482K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
56+ 0.97% |
$16.1K - $18.8K
|
5.85K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
53New |
$15.3K - $17.8K
|
53
$18.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
50+ 5.88% |
$14.4K - $16.8K
|
900
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 0.65% |
$14.4K - $16.8K
|
7.7K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 5.5% |
$14.4K - $16.8K
|
959
$335K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
47+ 4.55% |
$13.5K - $15.8K
|
1.08K
$377K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
45New |
$13K - $15.1K
|
45
$15.7K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
45+ 11.81% |
$13K - $15.1K
|
426
$149K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
43+ 4.57% |
$12.4K - $14.4K
|
983
$344K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
42+ 3.11% |
$12.1K - $14.1K
|
1.39K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
42+ 6.45% |
$12.1K - $14.1K
|
693
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
42+ 4.27% |
$12.1K - $14.1K
|
1.03K
$358K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
40+ 2.03% |
$11.5K - $13.4K
|
2.01K
$703K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
39+ 2.31% |
$11.2K - $13.1K
|
1.72K
$603K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
38+ 3.15% |
$11K - $12.7K
|
1.25K
$435K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
38+ 1.8% |
$11K - $12.7K
|
2.15K
$751K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
38New |
$11K - $12.7K
|
38
$13.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 87.5% |
$10.1K - $11.7K
|
75
$26.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34New |
$9.8K - $11.4K
|
34
$11.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
33+ 4.86% |
$9.51K - $11.1K
|
712
$249K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32New |
$9.22K - $10.7K
|
32
$11.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
32+ 0.25% |
$9.22K - $10.7K
|
13K
$4.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
29+ 1.55% |
$8.36K - $9.72K
|
1.9K
$664K
|