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 |
---|---|---|---|---|---|---|---|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
347+ 6.79% |
$94K - $108K
|
5.46K
$1.97M
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
183New |
$49.6K - $56.7K
|
183
$66.1K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
138New |
$37.4K - $42.8K
|
138
$49.9K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
131New |
$35.5K - $40.6K
|
131
$47.3K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
119New |
$32.2K - $36.9K
|
119
$43K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
32New |
$8.67K - $9.92K
|
32
$11.6K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
30New |
$8.12K - $9.3K
|
30
$10.8K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
20New |
$5.42K - $6.2K
|
20
$7.23K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
19New |
$5.15K - $5.89K
|
19
$6.86K
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
18New |
$4.87K - $5.58K
|
18
$6.5K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
10New |
$2.71K - $3.1K
|
10
$3.61K
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5New |
$1.35K - $1.55K
|
5
$1.81K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
5New |
$1.35K - $1.55K
|
5
$1.81K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3New |
$812 - $930
|
3
$1.08K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
25.3KNew |
$6.77M - $7.67M
|
25.3K
$9.16M
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
14.2K+ 4.83% |
$3.79M - $4.29M
|
308K
$111M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.57KNew |
$952K - $1.08M
|
3.57K
$1.29M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
2.65KNew |
$708K - $802K
|
2.65K
$958K
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
2.12KNew |
$566K - $641K
|
2.12K
$766K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.99K+ 258.31% |
$531K - $602K
|
2.76K
$997K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.52KNew |
$407K - $461K
|
1.52K
$551K
|
|
Nov 14, 2022
Q3 2022
|
Fosun International LTD
|
BUY
|
- |
1.42KNew |
$378K - $428K
|
1.42K
$511K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
877New |
$234K - $265K
|
877
$317K
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
814New |
$217K - $246K
|
814
$294K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
807New |
$216K - $244K
|
807
$292K
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
780New |
$208K - $236K
|
780
$282K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
613New |
$164K - $185K
|
613
$221K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
600New |
$160K - $182K
|
600
$217K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
440New |
$118K - $133K
|
440
$159K
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
386+ 22.07% |
$103K - $117K
|
2.14K
$771K
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
203+ 7.67% |
$54.2K - $61.4K
|
2.85K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
168+ 2.1% |
$44.9K - $50.8K
|
8.16K
$2.95M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
86New |
$23K - $26K
|
86
$31.1K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
76+ 16.89% |
$20.3K - $23K
|
526
$190K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
54+ 540.0% |
$14.4K - $16.3K
|
64
$23.1K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
39New |
$10.4K - $11.8K
|
39
$14.1K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
35+ 205.88% |
$9.35K - $10.6K
|
52
$18.8K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
32+ 4.07% |
$8.55K - $9.68K
|
819
$296K
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30New |
$8.01K - $9.08K
|
30
$10.8K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
30New |
$8.01K - $9.08K
|
30
$10.8K
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
28+ 2.52% |
$7.48K - $8.47K
|
1.14K
$412K
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
23+ 23.0% |
$6.14K - $6.96K
|
123
$44.4K
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
21+ 1.45% |
$5.61K - $6.35K
|
1.47K
$530K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
20New |
$5.34K - $6.05K
|
20
$7.23K
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
15New |
$4.01K - $4.54K
|
15
$5.42K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
12+ 2.0% |
$3.21K - $3.63K
|
613
$221K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
12New |
$3.21K - $3.63K
|
12
$4.34K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$267 - $303
|
744
$269K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 50.0% |
$267 - $303
|
3
$1.08K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
25KNew |
$6.21M - $8.34M
|
25K
$9.03M
|