Purchases and Sales Made in Q2 2022 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.54% |
$249 - $334
|
185
$67.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1+ 0.02% |
$249 - $334
|
4.63K
$1.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$249 - $334
|
1
$363
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1New |
$249 - $334
|
1
$363
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 3.85% |
$249 - $334
|
25
$9.07K
|
|
|
Jul 19, 2022
Q2 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1- 0.1% |
$249 - $334
|
1.01K
$367K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.16% |
$249 - $334
|
614
$223K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1- 0.12% |
$249 - $334
|
853
$309K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1- 0.07% |
$249 - $334
|
1.41K
$509K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 25.0% |
$497 - $667
|
6
$2.18K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-2Closed |
$497 - $667
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2- 0.86% |
$497 - $667
|
231
$83.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.24% |
$497 - $667
|
832
$302K
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2- 0.24% |
$497 - $667
|
816
$296K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2- 16.67% |
$497 - $667
|
10
$3.63K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3- 1.4% |
$746 - $1K
|
211
$76.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3- 0.38% |
$746 - $1K
|
797
$289K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 2.73% |
$746 - $1K
|
107
$38.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-3- 30.0% |
$746 - $1K
|
7
$2.54K
|
|
|
Aug 12, 2022
Q2 2022
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-4- 0.09% |
$994 - $1.33K
|
4.35K
$1.58M
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-4- 0.1% |
$994 - $1.33K
|
4.18K
$1.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-4Closed |
$994 - $1.33K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-5Closed |
$1.24K - $1.67K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5- 11.11% |
$1.24K - $1.67K
|
40
$14.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-5- 22.73% |
$1.24K - $1.67K
|
17
$6.16K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-5- 1.45% |
$1.24K - $1.67K
|
339
$123K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6- 0.43% |
$1.49K - $2K
|
1.39K
$506K
|
|
|
Aug 15, 2022
Q2 2022
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-7- 0.02% |
$1.74K - $2.34K
|
38.1K
$13.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7- 46.67% |
$1.74K - $2.34K
|
8
$2.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-7- 0.79% |
$1.74K - $2.34K
|
877
$318K
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
SELL
|
- |
-8- 0.86% |
$1.99K - $2.67K
|
927
$336K
|
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-8- 0.22% |
$1.99K - $2.67K
|
3.62K
$1.31M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9- 11.69% |
$2.24K - $3K
|
68
$24.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-10- 1.33% |
$2.49K - $3.34K
|
743
$269K
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-11- 0.41% |
$2.73K - $3.67K
|
2.65K
$960K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 16.92% |
$2.73K - $3.67K
|
54
$19.6K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-11- 0.85% |
$2.73K - $3.67K
|
1.28K
$465K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12- 1.41% |
$2.98K - $4K
|
840
$305K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12- 0.03% |
$2.98K - $4K
|
35.7K
$13M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 3.74% |
$2.98K - $4K
|
309
$112K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-13- 0.63% |
$3.23K - $4.34K
|
2.07K
$750K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-14- 1.7% |
$3.48K - $4.67K
|
811
$294K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-15- 5.42% |
$3.73K - $5K
|
262
$95K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-15Closed |
$3.73K - $5K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-16- 0.71% |
$3.98K - $5.34K
|
2.25K
$816K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-16- 1.54% |
$3.98K - $5.34K
|
1.02K
$371K
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-16- 0.54% |
$3.98K - $5.34K
|
2.94K
$1.07M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-17- 15.74% |
$4.22K - $5.67K
|
91
$33K
|