Purchases and Sales Made in Q4 2024 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q4 2024. 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 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
791+ 20.13% |
$272K - $311K
|
4.72K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
783New |
$269K - $308K
|
783
$296K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
753+ 3.48% |
$259K - $296K
|
22.4K
$8.44M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
691New |
$238K - $272K
|
691
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
645New |
$222K - $254K
|
645
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
624New |
$215K - $245K
|
624
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
621+ 15.09% |
$214K - $244K
|
4.74K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
618New |
$213K - $243K
|
618
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
597New |
$205K - $235K
|
597
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
582+ 13.48% |
$200K - $229K
|
4.9K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
576New |
$198K - $227K
|
576
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
573New |
$197K - $225K
|
573
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
567New |
$195K - $223K
|
567
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
550+ 43.44% |
$189K - $216K
|
1.82K
$685K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
467+ 53.07% |
$161K - $184K
|
1.35K
$508K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
463+ 373.39% |
$159K - $182K
|
587
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
423+ 16.73% |
$146K - $166K
|
2.95K
$1.11M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
413+ 2.66% |
$142K - $162K
|
16K
$6.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
409+ 1.62% |
$141K - $161K
|
25.7K
$9.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
397+ 21.24% |
$137K - $156K
|
2.27K
$855K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
392+ 34.15% |
$135K - $154K
|
1.54K
$581K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
342+ 45.0% |
$118K - $135K
|
1.1K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
319+ 1.3% |
$110K - $125K
|
24.8K
$9.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
310+ 51.41% |
$107K - $122K
|
913
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
275+ 26.52% |
$94.6K - $108K
|
1.31K
$495K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
268New |
$92.2K - $105K
|
268
$101K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
264+ 1.03% |
$90.9K - $104K
|
26K
$9.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
236+ 10.3% |
$81.2K - $92.8K
|
2.53K
$954K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
235+ 2.33% |
$80.9K - $92.4K
|
10.3K
$3.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
225+ 548.78% |
$77.4K - $88.5K
|
266
$100K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
200+ 19.1% |
$68.8K - $78.7K
|
1.25K
$471K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
194+ 3.68% |
$66.8K - $76.3K
|
5.47K
$2.06M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
193+ 14.0% |
$66.4K - $75.9K
|
1.57K
$593K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
191+ 11.72% |
$65.7K - $75.1K
|
1.82K
$687K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
188+ 10.89% |
$64.7K - $73.9K
|
1.91K
$722K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
185+ 1.71% |
$63.7K - $72.8K
|
11K
$4.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
180+ 21.74% |
$61.9K - $70.8K
|
1.01K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
155+ 12.51% |
$53.3K - $61K
|
1.39K
$526K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
155+ 137.17% |
$53.3K - $61K
|
268
$101K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
153+ 6.59% |
$52.7K - $60.2K
|
2.48K
$935K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
150+ 25.68% |
$51.6K - $59K
|
734
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
148+ 1.49% |
$50.9K - $58.2K
|
10.1K
$3.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
147+ 7.62% |
$50.6K - $57.8K
|
2.08K
$784K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
140+ 16.69% |
$48.2K - $55.1K
|
979
$370K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
135+ 59.21% |
$46.5K - $53.1K
|
363
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
133+ 7.67% |
$45.8K - $52.3K
|
1.87K
$705K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
131+ 5.01% |
$45.1K - $51.5K
|
2.75K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
128+ 29.77% |
$44K - $50.3K
|
558
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
128+ 12.49% |
$44K - $50.3K
|
1.15K
$435K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
126+ 33.42% |
$43.4K - $49.6K
|
503
$190K
|