Latest Institutional Transactions on Aon PLC (AON)
This table provides information on the latest institutional transactions involving Aon PLC (AON) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4New |
$1.38K - $1.57K
|
4
$1.42K
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
81+ 279.31% |
$27.9K - $31.9K
|
110
$39.1K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
68+ 3.44% |
$23.4K - $26.7K
|
2.05K
$728K
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-7- 0.15% |
$2.41K - $2.75K
|
4.57K
$1.62M
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.28% |
$2.06K - $2.36K
|
2.16K
$769K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.89K+ 7.57% |
$651K - $745K
|
26.9K
$9.56M
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-201- 0.16% |
$69.2K - $79.1K
|
126K
$44.7M
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9- 16.36% |
$3.1K - $3.54K
|
46
$16.4K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
513+ 59.31% |
$177K - $202K
|
1.38K
$490K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-394- 1.54% |
$136K - $155K
|
25.2K
$8.95M
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
559New |
$192K - $220K
|
559
$199K
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-157- 20.66% |
$54K - $61.7K
|
603
$214K
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.37K- 26.48% |
$817K - $934K
|
6.59K
$2.34M
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-47- 5.01% |
$16.2K - $18.5K
|
892
$317K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
1.3KNew |
$447K - $511K
|
1.3K
$462K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
258+ 0.67% |
$88.8K - $101K
|
38.6K
$13.7M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33+ 3.01% |
$11.4K - $13K
|
1.13K
$402K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 2.1% |
$4.82K - $5.51K
|
682
$242K
|
|
Feb 07, 2025
Q4 2024
|
Ycg, LLC
|
SELL
|
- |
-490- 0.33% |
$169K - $193K
|
149K
$52.9M
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-17- 2.28% |
$5.85K - $6.69K
|
730
$260K
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
660New |
$227K - $260K
|
660
$235K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$688 - $787
|
2
$711
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-690- 6.15% |
$237K - $271K
|
10.5K
$3.74M
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-9- 0.43% |
$3.1K - $3.54K
|
2.11K
$748K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
408+ 29.16% |
$140K - $160K
|
1.81K
$642K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
31K+ 2.57% |
$10.7M - $12.2M
|
1.24M
$440M
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.85% |
$172K - $197K
|
58.7K
$20.9M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
115+ 1.37% |
$39.6K - $45.2K
|
8.54K
$3.03M
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-28- 32.18% |
$9.64K - $11K
|
59
$21K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
241KNew |
$82.8M - $94.7M
|
241K
$85.6M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.95K+ 203.03% |
$1.02M - $1.16M
|
4.41K
$1.57M
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-574- 35.9% |
$198K - $226K
|
1.03K
$364K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-149- 9.68% |
$51.3K - $58.6K
|
1.39K
$494K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-308- 5.13% |
$106K - $121K
|
5.7K
$2.02M
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2+ 0.25% |
$688 - $787
|
815
$290K
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
9+ 0.25% |
$3.1K - $3.54K
|
3.67K
$1.3M
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-19- 1.28% |
$6.54K - $7.47K
|
1.47K
$521K
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.41KNew |
$485K - $555K
|
1.41K
$501K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.28KNew |
$441K - $504K
|
1.28K
$455K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4New |
$1.38K - $1.57K
|
4
$1.42K
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-167- 1.11% |
$57.5K - $65.7K
|
14.8K
$5.28M
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.56KNew |
$535K - $612K
|
1.56K
$553K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
119+ 2.65% |
$41K - $46.8K
|
4.61K
$1.64M
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-498- 6.75% |
$171K - $196K
|
6.88K
$2.45M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-30- 4.72% |
$10.3K - $11.8K
|
605
$215K
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-1- 0.03% |
$344 - $393
|
3.54K
$1.26M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.58KNew |
$543K - $621K
|
1.58K
$561K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6New |
$2.06K - $2.36K
|
6
$2.13K
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
766New |
$264K - $301K
|
766
$272K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 5.88% |
$344 - $393
|
18
$6.4K
|