Purchases and Sales Made in Q1 2025 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q1 2025. The information is specifically focused on institutions that hold shares of Aon plc.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 2.07% |
$4.18K - $4.91K
|
592
$211K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
12+ 0.2% |
$4.18K - $4.91K
|
5.91K
$2.11M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
11+ 0.6% |
$3.83K - $4.5K
|
1.83K
$653K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 2.19% |
$3.83K - $4.5K
|
514
$183K
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 0.18% |
$3.83K - $4.5K
|
6.23K
$2.22M
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
10+ 0.14% |
$3.48K - $4.09K
|
7.17K
$2.56M
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
10+ 0.8% |
$3.48K - $4.09K
|
1.26K
$450K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.05% |
$3.48K - $4.09K
|
18.6K
$6.62M
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
10New |
$3.48K - $4.09K
|
10
$3.57K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
10+ 1.44% |
$3.48K - $4.09K
|
705
$251K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10+ 0.68% |
$3.48K - $4.09K
|
1.49K
$532K
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
9+ 0.57% |
$3.14K - $3.68K
|
1.58K
$564K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
9+ 1.49% |
$3.14K - $3.68K
|
614
$219K
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
9+ 0.44% |
$3.14K - $3.68K
|
2.06K
$736K
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
9+ 1.67% |
$3.14K - $3.68K
|
549
$196K
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 1.22% |
$3.14K - $3.68K
|
746
$266K
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
9+ 1.17% |
$3.14K - $3.68K
|
775
$276K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9New |
$3.14K - $3.68K
|
9
$3.21K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8+ 1.86% |
$2.79K - $3.27K
|
439
$157K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
8+ 0.67% |
$2.79K - $3.27K
|
1.2K
$429K
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
8+ 1.36% |
$2.79K - $3.27K
|
598
$213K
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
7+ 0.48% |
$2.44K - $2.87K
|
1.46K
$520K
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
7+ 0.18% |
$2.44K - $2.87K
|
3.95K
$1.41M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 2.68% |
$2.09K - $2.46K
|
230
$82K
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.21% |
$2.09K - $2.46K
|
2.89K
$1.03M
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
6+ 1.03% |
$2.09K - $2.46K
|
591
$211K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 5.71% |
$2.09K - $2.46K
|
111
$39.6K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 3.64% |
$2.09K - $2.46K
|
171
$61K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
6New |
$2.09K - $2.46K
|
6
$2.14K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 300.0% |
$2.09K - $2.46K
|
8
$2.85K
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
5New |
$1.74K - $2.05K
|
5
$1.78K
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 2.86% |
$1.74K - $2.05K
|
180
$64.2K
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
5+ 0.87% |
$1.74K - $2.05K
|
578
$206K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
$1.74K - $2.05K
|
5
$1.78K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5New |
$1.74K - $2.05K
|
5
$1.78K
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
5+ 0.45% |
$1.74K - $2.05K
|
1.12K
$399K
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4+ 0.25% |
$1.39K - $1.64K
|
1.59K
$568K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
4+ 200.0% |
$1.39K - $1.64K
|
6
$2.14K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4New |
$1.39K - $1.64K
|
4
$1.43K
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4+ 0.36% |
$1.39K - $1.64K
|
1.1K
$394K
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4+ 0.66% |
$1.39K - $1.64K
|
607
$216K
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$1.39K - $1.64K
|
4
$1.43K
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
4New |
$1.39K - $1.64K
|
4
$1.43K
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
4+ 0.54% |
$1.39K - $1.64K
|
741
$264K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4+ 80.0% |
$1.39K - $1.64K
|
9
$3.21K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
4New |
$1.39K - $1.64K
|
4
$1.43K
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$1.05K - $1.23K
|
3
$1.07K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 300.0% |
$1.05K - $1.23K
|
4
$1.43K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
3+ 27.27% |
$1.05K - $1.23K
|
14
$4.99K
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3+ 0.32% |
$1.05K - $1.23K
|
937
$334K
|