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 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
557+ 10.63% |
$194K - $228K
|
5.8K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
555New |
$193K - $227K
|
555
$198K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
553New |
$193K - $226K
|
553
$197K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
551New |
$192K - $226K
|
551
$196K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
550New |
$192K - $225K
|
550
$196K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
549+ 204.85% |
$191K - $225K
|
817
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
546New |
$190K - $223K
|
546
$195K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
546New |
$190K - $223K
|
546
$195K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
540+ 2.22% |
$188K - $221K
|
24.9K
$8.86M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
540+ 29.88% |
$188K - $221K
|
2.35K
$837K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
539New |
$188K - $221K
|
539
$192K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
537New |
$187K - $220K
|
537
$191K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
536New |
$187K - $219K
|
536
$191K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
530+ 43.37% |
$185K - $217K
|
1.75K
$625K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
530New |
$185K - $217K
|
530
$189K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
529+ 47.06% |
$184K - $217K
|
1.65K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
529New |
$184K - $217K
|
529
$189K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
524New |
$183K - $214K
|
524
$187K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
524New |
$183K - $214K
|
524
$187K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
523New |
$182K - $214K
|
523
$187K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
521New |
$182K - $213K
|
521
$186K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
517New |
$180K - $212K
|
517
$184K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
517New |
$180K - $212K
|
517
$184K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
516+ 21.65% |
$180K - $211K
|
2.9K
$1.03M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
509New |
$177K - $208K
|
509
$182K
|
|
|
Apr 17, 2025
Q1 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
509New |
$177K - $208K
|
509
$182K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
508New |
$177K - $208K
|
508
$181K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
507New |
$177K - $208K
|
507
$181K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
506New |
$176K - $207K
|
506
$180K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
505New |
$176K - $207K
|
505
$180K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
505New |
$176K - $207K
|
505
$180K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
502New |
$175K - $205K
|
502
$179K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
502+ 6.99% |
$175K - $205K
|
7.68K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
502New |
$175K - $205K
|
502
$179K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
493+ 1.98% |
$172K - $202K
|
25.3K
$9.04M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
483+ 4.39% |
$168K - $198K
|
11.5K
$4.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
481+ 31.64% |
$168K - $197K
|
2K
$714K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
480+ 1.03% |
$167K - $196K
|
47K
$16.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
477New |
$166K - $195K
|
477
$170K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
474+ 158.53% |
$165K - $194K
|
773
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
469+ 38.95% |
$163K - $192K
|
1.67K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
464+ 2.61% |
$162K - $190K
|
18.2K
$6.51M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
441+ 102.56% |
$154K - $181K
|
871
$311K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
439+ 14.07% |
$153K - $180K
|
3.56K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
420+ 23.76% |
$146K - $172K
|
2.19K
$780K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
418+ 18.83% |
$146K - $171K
|
2.64K
$941K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
403+ 4477.78% |
$140K - $165K
|
412
$147K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
399+ 38.89% |
$139K - $163K
|
1.43K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
398+ 7.28% |
$139K - $163K
|
5.87K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
396+ 3.66% |
$138K - $162K
|
11.2K
$4M
|