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 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-8- 1.88% |
$2.79K - $3.27K
|
417
$149K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8- 0.74% |
$2.79K - $3.27K
|
1.08K
$385K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-8- 0.64% |
$2.79K - $3.27K
|
1.24K
$442K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-8- 1.1% |
$2.79K - $3.27K
|
719
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10- 0.14% |
$3.48K - $4.09K
|
7.18K
$2.56M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-10- 0.49% |
$3.48K - $4.09K
|
2.04K
$726K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-10- 7.94% |
$3.48K - $4.09K
|
116
$41.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-11- 0.62% |
$3.83K - $4.5K
|
1.75K
$625K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11- 40.74% |
$3.83K - $4.5K
|
16
$5.71K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-11- 1.29% |
$3.83K - $4.5K
|
839
$299K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11- 0.11% |
$3.83K - $4.5K
|
10.3K
$3.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-11- 0.93% |
$3.83K - $4.5K
|
1.17K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-11- 1.34% |
$3.83K - $4.5K
|
811
$289K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-11- 0.62% |
$3.83K - $4.5K
|
1.77K
$630K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-12- 0.9% |
$4.18K - $4.91K
|
1.33K
$473K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-12- 92.31% |
$4.18K - $4.91K
|
1
$357
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-12- 0.1% |
$4.18K - $4.91K
|
12.3K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12- 0.49% |
$4.18K - $4.91K
|
2.42K
$862K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 33.33% |
$4.53K - $5.32K
|
26
$9.27K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-13- 0.46% |
$4.53K - $5.32K
|
2.82K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14- 0.5% |
$4.88K - $5.73K
|
2.8K
$997K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-15- 34.88% |
$5.23K - $6.14K
|
28
$9.99K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 48.39% |
$5.23K - $6.14K
|
16
$5.71K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-18- 1.74% |
$6.27K - $7.37K
|
1.02K
$363K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-19- 0.86% |
$6.62K - $7.78K
|
2.2K
$786K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-19- 1.88% |
$6.62K - $7.78K
|
989
$353K
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-19- 3.07% |
$6.62K - $7.78K
|
600
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20- 0.24% |
$6.97K - $8.19K
|
8.44K
$3.01M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-20- 2.33% |
$6.97K - $8.19K
|
838
$299K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-20- 2.06% |
$6.97K - $8.19K
|
952
$339K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-20- 1.63% |
$6.97K - $8.19K
|
1.21K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-23- 1.56% |
$8.01K - $9.41K
|
1.45K
$516K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
SELL
|
- |
-25- 0.73% |
$8.71K - $10.2K
|
3.4K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-25- 2.09% |
$8.71K - $10.2K
|
1.17K
$418K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-28- 10.37% |
$9.76K - $11.5K
|
242
$86.3K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-28- 1.4% |
$9.76K - $11.5K
|
1.98K
$705K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.86% |
$10.1K - $11.9K
|
1.53K
$546K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-30- 2.2% |
$10.5K - $12.3K
|
1.34K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-30- 1.15% |
$10.5K - $12.3K
|
2.58K
$921K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-31- 65.96% |
$10.8K - $12.7K
|
16
$5.71K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-32- 4.22% |
$11.2K - $13.1K
|
727
$259K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-34- 1.05% |
$11.8K - $13.9K
|
3.21K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-34- 59.65% |
$11.8K - $13.9K
|
23
$8.2K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-35- 5.27% |
$12.2K - $14.3K
|
629
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-36- 10.26% |
$12.5K - $14.7K
|
315
$112K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-36- 5.63% |
$12.5K - $14.7K
|
603
$215K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-36- 0.26% |
$12.5K - $14.7K
|
13.6K
$4.84M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-36- 3.79% |
$12.5K - $14.7K
|
915
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-38- 0.22% |
$13.2K - $15.6K
|
17.4K
$6.2M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-39- 2.77% |
$13.6K - $16K
|
1.37K
$489K
|