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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2021
Q1 2021
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-87.6KClosed |
$17.7M - $20.5M
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-26- 0.63% |
$5.26K - $6.08K
|
4.07K
$1.45M
|
|
|
May 03, 2021
Q1 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.75KClosed |
$960K - $1.11M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.53KClosed |
$511K - $591K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-410Closed |
$82.9K - $95.8K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3Closed |
$606 - $701
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-18.2KClosed |
$3.67M - $4.25M
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8- 0.4% |
$1.62K - $1.87K
|
1.99K
$708K
|
|
|
Apr 23, 2021
Q1 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.85KClosed |
$576K - $667K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-10Closed |
$2.02K - $2.34K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
136New |
$27.5K - $31.8K
|
136
$48.5K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-64Closed |
$12.9K - $15K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
919New |
$186K - $215K
|
919
$328K
|
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.07KClosed |
$216K - $250K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.63KClosed |
$330K - $381K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9New |
$1.82K - $2.1K
|
9
$3.21K
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-50Closed |
$10.1K - $11.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-53Closed |
$9.54K - $11.4K
|
0
$0
|
|
|
Mar 19, 2021
Q4 2020
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1KNew |
$180K - $215K
|
1K
$357K
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-26Closed |
$4.68K - $5.58K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-40Closed |
$7.2K - $8.58K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Rede Wealth, LLC
|
BUY
|
- |
1.9KNew |
$342K - $407K
|
1.9K
$677K
|
|
|
Feb 16, 2021
Q4 2020
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-2.12KClosed |
$381K - $454K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-84.8KClosed |
$15.3M - $18.2M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.13KClosed |
$203K - $242K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-125Closed |
$22.5K - $26.8K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4.3KNew |
$774K - $923K
|
4.3K
$1.53M
|
|
|
Feb 12, 2021
Q4 2020
|
New Vernon Investment Management LLC
Highland Park, IL |
SELL
|
- |
-6.85KClosed |
$1.23M - $1.47M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.69KNew |
$304K - $362K
|
1.69K
$602K
|
|
|
Feb 11, 2021
Q4 2020
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2KClosed |
$360K - $429K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-33.3KClosed |
$5.99M - $7.14M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.03KClosed |
$185K - $221K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-120KClosed |
$21.5M - $25.6M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
First Eagle Investment Management, LLC
|
SELL
|
PUT |
-1.28KClosed |
$230K - $275K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-186Closed |
$33.5K - $39.9K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2.17KClosed |
$390K - $464K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-22Closed |
$3.96K - $4.72K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Newton One Investments LLC
|
BUY
|
- |
1.34KNew |
$240K - $286K
|
1.34K
$476K
|
|
|
Jan 28, 2021
Q4 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.83KClosed |
$330K - $393K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Center Star Asset Management, LLC
|
BUY
|
- |
617New |
$111K - $132K
|
617
$220K
|
|
|
Jan 27, 2021
Q4 2020
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
14KNew |
$2.52M - $3M
|
14K
$4.99M
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-1.8KClosed |
$342K - $377K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-15.2KClosed |
$2.89M - $3.18M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-130Closed |
$24.7K - $27.3K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
CALL |
279KNew |
$53.1M - $58.5M
|
279K
$99.5M
|
|
|
Nov 10, 2020
Q3 2020
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-531KClosed |
$101M - $111M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-1.15KClosed |
$219K - $241K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-515Closed |
$97.9K - $108K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-13.1K- 26.42% |
$2.49M - $2.75M
|
36.5K
$13M
|
|
|
Nov 02, 2020
Q3 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-1.27KClosed |
$241K - $266K
|
0
$0
|
|