Latest Institutional Purchases of Aon PLC (AON)
This list provides information on the latest institutional transactions involving Aon PLC (AON) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
91New |
$28.6K - $31.2K
|
91
$33K
|
|
Nov 14, 2023
Q3 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
82+ 0.41% |
$25.8K - $28.1K
|
20K
$7.24M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
42+ 3.35% |
$13.2K - $14.4K
|
1.29K
$469K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
33New |
$10.4K - $11.3K
|
33
$12K
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
33+ 3.1% |
$10.4K - $11.3K
|
1.1K
$398K
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
31+ 2.72% |
$9.74K - $10.6K
|
1.17K
$425K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
26+ 4.32% |
$8.17K - $8.92K
|
628
$228K
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
17+ 0.66% |
$5.34K - $5.83K
|
2.6K
$942K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13New |
$4.08K - $4.46K
|
13
$4.72K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 10.71% |
$3.77K - $4.12K
|
124
$45K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10New |
$3.14K - $3.43K
|
10
$3.63K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$2.83K - $3.09K
|
9
$3.26K
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.41% |
$1.26K - $1.37K
|
968
$351K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
3+ 0.14% |
$942 - $1.03K
|
2.16K
$785K
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3+ 0.2% |
$942 - $1.03K
|
1.5K
$543K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2New |
$628 - $686
|
2
$725
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2New |
$628 - $686
|
2
$725
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
45.8K+ 30.35% |
$14.1M - $15.8M
|
197K
$71.4M
|
|
Aug 11, 2023
Q2 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
45.8KNew |
$14.1M - $15.8M
|
45.8K
$16.6M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
15.5KNew |
$4.79M - $5.36M
|
15.5K
$5.63M
|
|
Jul 12, 2023
Q2 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
5.51K+ 193.94% |
$1.7M - $1.9M
|
8.35K
$3.03M
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.96KNew |
$912K - $1.02M
|
2.96K
$1.07M
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
2.29KNew |
$704K - $789K
|
2.29K
$829K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.62KNew |
$499K - $559K
|
1.62K
$587K
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.5KNew |
$462K - $518K
|
1.5K
$544K
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1KNew |
$308K - $345K
|
1K
$363K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
769New |
$237K - $265K
|
769
$279K
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
647New |
$199K - $223K
|
647
$235K
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
BUY
|
- |
647+ 19.82% |
$199K - $223K
|
3.91K
$1.42M
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
618New |
$191K - $213K
|
618
$224K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
477New |
$147K - $165K
|
477
$173K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
389+ 14.69% |
$120K - $134K
|
3.04K
$1.1M
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
370New |
$114K - $128K
|
370
$134K
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
285+ 1.15% |
$87.9K - $98.4K
|
25.1K
$9.11M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
277New |
$85.4K - $95.6K
|
277
$100K
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
213+ 507.14% |
$65.7K - $73.5K
|
255
$92.5K
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
168+ 6.74% |
$51.8K - $58K
|
2.66K
$965K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
161New |
$49.6K - $55.6K
|
161
$58.4K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
90+ 1.64% |
$27.7K - $31.1K
|
5.58K
$2.03M
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
60+ 3.66% |
$18.5K - $20.7K
|
1.7K
$617K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
43New |
$13.3K - $14.8K
|
43
$15.6K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
27+ 2.56% |
$8.32K - $9.32K
|
1.08K
$392K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
25+ 16.67% |
$7.71K - $8.63K
|
175
$63.5K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
14+ 0.87% |
$4.32K - $4.83K
|
1.63K
$592K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
14New |
$4.32K - $4.83K
|
14
$5.08K
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
7New |
$2.16K - $2.42K
|
7
$2.54K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7New |
$2.16K - $2.42K
|
7
$2.54K
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
6New |
$1.85K - $2.07K
|
6
$2.18K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4New |
$1.23K - $1.38K
|
4
$1.45K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3New |
$925 - $1.04K
|
3
$1.09K
|