Purchases and Sales Made in Q2 2024 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
40+ 4.02% |
$11K - $13.2K
|
1.04K
$376K
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
40+ 0.58% |
$11K - $13.2K
|
6.89K
$2.5M
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
40+ 1.14% |
$11K - $13.2K
|
3.54K
$1.28M
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
35+ 2.34% |
$9.65K - $11.5K
|
1.53K
$555K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
35+ 2.34% |
$9.65K - $11.5K
|
1.53K
$555K
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
34+ 0.52% |
$9.38K - $11.2K
|
6.55K
$2.38M
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
33+ 1.4% |
$9.1K - $10.9K
|
2.38K
$864K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32New |
$8.83K - $10.5K
|
32
$11.6K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
32New |
$8.83K - $10.5K
|
32
$11.6K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
31+ 0.91% |
$8.55K - $10.2K
|
3.44K
$1.25M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31+ 0.97% |
$8.55K - $10.2K
|
3.22K
$1.17M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30+ 3.92% |
$8.27K - $9.89K
|
796
$289K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
30New |
$8.27K - $9.89K
|
30
$10.9K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
30+ 1.48% |
$8.27K - $9.89K
|
2.06K
$745K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
29New |
$8K - $9.56K
|
29
$10.5K
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
29+ 3.33% |
$8K - $9.56K
|
901
$327K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
29+ 107.41% |
$8K - $9.56K
|
56
$20.3K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
29New |
$8K - $9.56K
|
29
$10.5K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
28+ 3.58% |
$7.72K - $9.23K
|
811
$294K
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
BUY
|
- |
25+ 0.74% |
$6.9K - $8.24K
|
3.43K
$1.24M
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
24New |
$6.62K - $7.91K
|
24
$8.7K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
24New |
$6.62K - $7.91K
|
24
$8.7K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
23+ 6.2% |
$6.34K - $7.58K
|
394
$143K
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
22+ 0.42% |
$6.07K - $7.25K
|
5.3K
$1.92M
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
21+ 2.25% |
$5.79K - $6.92K
|
956
$347K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
21New |
$5.79K - $6.92K
|
21
$7.62K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
20+ 2.88% |
$5.52K - $6.59K
|
714
$259K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
20New |
$5.52K - $6.59K
|
20
$7.25K
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20+ 0.81% |
$5.52K - $6.59K
|
2.5K
$907K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 43.18% |
$5.24K - $6.26K
|
63
$22.8K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 3.96% |
$5.24K - $6.26K
|
499
$181K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
18+ 5.52% |
$4.96K - $5.93K
|
344
$125K
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
17+ 1.36% |
$4.69K - $5.6K
|
1.26K
$458K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17New |
$4.69K - $5.6K
|
17
$6.16K
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
17+ 1.5% |
$4.69K - $5.6K
|
1.15K
$417K
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
16+ 1.24% |
$4.41K - $5.27K
|
1.3K
$472K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14+ 0.62% |
$3.86K - $4.61K
|
2.26K
$821K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
14New |
$3.86K - $4.61K
|
14
$5.08K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
13New |
$3.59K - $4.29K
|
13
$4.71K
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
11+ 0.68% |
$3.03K - $3.63K
|
1.64K
$593K
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
11+ 23.91% |
$3.03K - $3.63K
|
57
$20.7K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
11+ 1.25% |
$3.03K - $3.63K
|
892
$323K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11New |
$3.03K - $3.63K
|
11
$3.99K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10+ 0.72% |
$2.76K - $3.3K
|
1.39K
$505K
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
10+ 0.96% |
$2.76K - $3.3K
|
1.05K
$381K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 15.63% |
$2.76K - $3.3K
|
74
$26.8K
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.78% |
$2.76K - $3.3K
|
1.3K
$471K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$2.48K - $2.97K
|
9
$3.26K
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
9+ 1.02% |
$2.48K - $2.97K
|
895
$325K
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
9+ 0.33% |
$2.48K - $2.97K
|
2.7K
$979K
|