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 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57New |
$16.4K - $19.1K
|
57
$20.6K
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
42+ 3.11% |
$12.1K - $14.1K
|
1.39K
$504K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34New |
$9.8K - $11.4K
|
34
$12.3K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32New |
$9.22K - $10.7K
|
32
$11.6K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
21New |
$6.05K - $7.04K
|
21
$7.6K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20New |
$5.76K - $6.71K
|
20
$7.24K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
15New |
$4.32K - $5.03K
|
15
$5.43K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
13New |
$3.75K - $4.36K
|
13
$4.7K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11New |
$3.17K - $3.69K
|
11
$3.98K
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
9+ 0.4% |
$2.59K - $3.02K
|
2.24K
$809K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
7New |
$2.02K - $2.35K
|
7
$2.53K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
5+ 6.02% |
$1.44K - $1.68K
|
88
$31.8K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$576 - $671
|
2
$724
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.52% |
$288 - $335
|
193
$69.9K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Permian Investment Partners, LP
New York, NY |
BUY
|
- |
115K+ 60.69% |
$36M - $39.4M
|
304K
$110M
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
27.1KNew |
$8.51M - $9.29M
|
27.1K
$9.8M
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
14.4KNew |
$4.54M - $4.96M
|
14.4K
$5.23M
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.99KNew |
$1.25M - $1.37M
|
3.99K
$1.44M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.73K+ 28.44% |
$858K - $937K
|
12.3K
$4.46M
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
2.3KNew |
$723K - $789K
|
2.3K
$832K
|
|
Oct 23, 2023
Q3 2023
|
Trinity Street Asset Management LLP
|
BUY
|
- |
1.62K+ 2.96% |
$508K - $555K
|
56.2K
$20.3M
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
1.24KNew |
$391K - $427K
|
1.24K
$450K
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
855New |
$269K - $293K
|
855
$309K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
807+ 119.03% |
$254K - $277K
|
1.49K
$537K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
192New |
$60.3K - $65.9K
|
192
$69.5K
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
135+ 3.98% |
$42.4K - $46.3K
|
3.52K
$1.28M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
118+ 7.64% |
$37.1K - $40.5K
|
1.66K
$602K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
91New |
$28.6K - $31.2K
|
91
$32.9K
|
|
Nov 14, 2023
Q3 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
82+ 0.41% |
$25.8K - $28.1K
|
20K
$7.23M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
42+ 3.35% |
$13.2K - $14.4K
|
1.29K
$468K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
33New |
$10.4K - $11.3K
|
33
$11.9K
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
33+ 3.1% |
$10.4K - $11.3K
|
1.1K
$397K
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
31+ 2.72% |
$9.74K - $10.6K
|
1.17K
$424K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
26+ 4.32% |
$8.17K - $8.92K
|
628
$227K
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
17+ 0.66% |
$5.34K - $5.83K
|
2.6K
$940K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13New |
$4.08K - $4.46K
|
13
$4.7K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 10.71% |
$3.77K - $4.12K
|
124
$44.9K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10New |
$3.14K - $3.43K
|
10
$3.62K
|
|
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
$350K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
3+ 0.14% |
$942 - $1.03K
|
2.16K
$783K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2New |
$628 - $686
|
2
$724
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2New |
$628 - $686
|
2
$724
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
45.8K+ 30.35% |
$14.1M - $15.8M
|
197K
$71.3M
|
|
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
$5.62M
|
|
Jul 12, 2023
Q2 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
5.51K+ 193.94% |
$1.7M - $1.9M
|
8.35K
$3.02M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.62KNew |
$499K - $559K
|
1.62K
$586K
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.5KNew |
$462K - $518K
|
1.5K
$543K
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1KNew |
$308K - $345K
|
1K
$362K
|