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 |
---|---|---|---|---|---|---|---|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-76- 71.7% |
$21.9K - $25.5K
|
30
$10.9K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57New |
$16.4K - $19.1K
|
57
$20.7K
|
|
Q3 2023 | |||||||
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.04MNew |
$326M - $356M
|
1.04M
$376M
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
280+ 87.5% |
$88K - $96.1K
|
600
$218K
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
27.1KNew |
$8.51M - $9.29M
|
27.1K
$9.82M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$2.83K - $3.09K
|
9
$3.26K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10New |
$3.14K - $3.43K
|
10
$3.63K
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-590Closed |
$185K - $202K
|
0
$0
|
|
Nov 16, 2023
Q3 2023
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
SELL
|
- |
-235K- 5.42% |
$73.8M - $80.7M
|
4.1M
$1.49B
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
3+ 0.14% |
$942 - $1.03K
|
2.16K
$785K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
176New |
$55.3K - $60.4K
|
176
$63.8K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1- 0.23% |
$314 - $343
|
435
$158K
|
|
Nov 14, 2023
Q3 2023
|
Permian Investment Partners, LP
New York, NY |
BUY
|
- |
115K+ 60.69% |
$36M - $39.4M
|
304K
$110M
|
|
Nov 14, 2023
Q3 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
82+ 0.41% |
$25.8K - $28.1K
|
20K
$7.24M
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
500New |
$157K - $172K
|
500
$181K
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-10- 1.34% |
$3.14K - $3.43K
|
739
$268K
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
241+ 18.75% |
$75.7K - $82.7K
|
1.53K
$553K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
33New |
$10.4K - $11.3K
|
33
$12K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
26+ 4.32% |
$8.17K - $8.92K
|
628
$228K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-22- 2.84% |
$6.91K - $7.55K
|
754
$273K
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.41% |
$1.26K - $1.37K
|
968
$351K
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-714- 7.27% |
$224K - $245K
|
9.1K
$3.3M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
118+ 7.64% |
$37.1K - $40.5K
|
1.66K
$603K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.78KNew |
$559K - $611K
|
1.78K
$645K
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
14.4KNew |
$4.54M - $4.96M
|
14.4K
$5.24M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2New |
$628 - $686
|
2
$725
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-999- 20.71% |
$314K - $343K
|
3.82K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
17+ 0.66% |
$5.34K - $5.83K
|
2.6K
$941K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-839- 40.45% |
$264K - $288K
|
1.24K
$448K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2New |
$628 - $686
|
2
$725
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
33+ 3.1% |
$10.4K - $11.3K
|
1.1K
$398K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-354Closed |
$111K - $121K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-1.12K- 55.62% |
$353K - $385K
|
896
$325K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
807+ 119.03% |
$254K - $277K
|
1.49K
$539K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.38K- 4.57% |
$747K - $816K
|
49.6K
$18M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13New |
$4.08K - $4.46K
|
13
$4.71K
|
|
Nov 09, 2023
Q3 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 6.36% |
$367K - $401K
|
17.2K
$6.24M
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
855New |
$269K - $293K
|
855
$310K
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
28.8K+ 1469.37% |
$9.06M - $9.89M
|
30.8K
$11.2M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 10.71% |
$3.77K - $4.12K
|
124
$45K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
91New |
$28.6K - $31.2K
|
91
$33K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-41- 0.52% |
$12.9K - $14.1K
|
7.87K
$2.85M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.35K- 5.69% |
$738K - $806K
|
38.9K
$14.1M
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
1.24KNew |
$391K - $427K
|
1.24K
$451K
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
42+ 3.35% |
$13.2K - $14.4K
|
1.29K
$469K
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-26- 2.19% |
$8.17K - $8.92K
|
1.16K
$421K
|
|
Nov 06, 2023
Q3 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
34KNew |
$10.7M - $11.7M
|
34K
$12.3M
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-207- 6.74% |
$65K - $71K
|
2.87K
$1.04M
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.99KNew |
$1.25M - $1.37M
|
3.99K
$1.45M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-586- 97.5% |
$184K - $201K
|
15
$5.44K
|