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 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
92+ 5.04% |
$32.1K - $37.7K
|
1.92K
$681K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
90+ 4.74% |
$31.4K - $36.8K
|
1.99K
$707K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
85+ 2.82% |
$29.6K - $34.8K
|
3.1K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
84+ 5.66% |
$29.3K - $34.4K
|
1.57K
$557K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 12.17% |
$28.9K - $34K
|
765
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
76+ 4.29% |
$26.5K - $31.1K
|
1.85K
$657K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
69New |
$24K - $28.2K
|
69
$24.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
67+ 3.5% |
$23.3K - $27.4K
|
1.98K
$704K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
66+ 2.61% |
$23K - $27K
|
2.59K
$922K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
63+ 4.39% |
$22K - $25.8K
|
1.5K
$533K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
62+ 2.05% |
$21.6K - $25.4K
|
3.09K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
60New |
$20.9K - $24.6K
|
60
$21.3K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
59+ 111.32% |
$20.6K - $24.1K
|
112
$39.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
59+ 1.71% |
$20.6K - $24.1K
|
3.5K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
56+ 0.86% |
$19.5K - $22.9K
|
6.54K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
55+ 9.05% |
$19.2K - $22.5K
|
663
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
53+ 2.5% |
$18.5K - $21.7K
|
2.17K
$772K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
53+ 1060.0% |
$18.5K - $21.7K
|
58
$20.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
53+ 3.36% |
$18.5K - $21.7K
|
1.63K
$580K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
53+ 4.39% |
$18.5K - $21.7K
|
1.26K
$448K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
51New |
$17.8K - $20.9K
|
51
$18.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
48+ 4.07% |
$16.7K - $19.6K
|
1.23K
$436K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
47+ 8.01% |
$16.4K - $19.2K
|
634
$225K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
47+ 3.6% |
$16.4K - $19.2K
|
1.35K
$481K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
46+ 2.75% |
$16K - $18.8K
|
1.72K
$611K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
44+ 4.95% |
$15.3K - $18K
|
932
$331K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
42+ 4.71% |
$14.6K - $17.2K
|
934
$332K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
41+ 0.21% |
$14.3K - $16.8K
|
19.2K
$6.83M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
40New |
$13.9K - $16.4K
|
40
$14.2K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
40+ 4.21% |
$13.9K - $16.4K
|
990
$352K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
38+ 0.91% |
$13.2K - $15.6K
|
4.22K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
35+ 0.03% |
$12.2K - $14.3K
|
120K
$42.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
32+ 1.98% |
$11.2K - $13.1K
|
1.65K
$586K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
31+ 0.26% |
$10.8K - $12.7K
|
11.9K
$4.24M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
30+ 2.56% |
$10.5K - $12.3K
|
1.2K
$427K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
29+ 0.4% |
$10.1K - $11.9K
|
7.31K
$2.6M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
29+ 54.72% |
$10.1K - $11.9K
|
82
$29.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
27+ 1.93% |
$9.41K - $11.1K
|
1.43K
$507K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 0.4% |
$9.41K - $11.1K
|
6.81K
$2.42M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
27+ 0.06% |
$9.41K - $11.1K
|
44.9K
$15.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
27+ 1.32% |
$9.41K - $11.1K
|
2.07K
$736K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
26+ 2.96% |
$9.06K - $10.6K
|
905
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25+ 227.27% |
$8.71K - $10.2K
|
36
$12.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
24+ 58.54% |
$8.36K - $9.82K
|
65
$23.1K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
20+ 3.53% |
$6.97K - $8.19K
|
587
$209K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
19New |
$6.62K - $7.78K
|
19
$6.75K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
19+ 2.47% |
$6.62K - $7.78K
|
787
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
19+ 4.57% |
$6.62K - $7.78K
|
435
$155K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 2.71% |
$6.27K - $7.37K
|
682
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
18New |
$6.27K - $7.37K
|
18
$6.4K
|