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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
309+ 38.24% |
$85.2K - $102K
|
1.12K
$405K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
305+ 8.27% |
$84.1K - $101K
|
3.99K
$1.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
284New |
$78.3K - $93.6K
|
284
$103K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
284+ 19.4% |
$78.3K - $93.6K
|
1.75K
$634K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
278+ 21.8% |
$76.7K - $91.6K
|
1.55K
$563K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
273+ 78.45% |
$75.3K - $90K
|
621
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
255+ 3.36% |
$70.3K - $84.1K
|
7.84K
$2.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
254+ 13.78% |
$70.1K - $83.7K
|
2.1K
$760K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
251+ 8.11% |
$69.2K - $82.7K
|
3.35K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
243+ 1.6% |
$67K - $80.1K
|
15.5K
$5.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
240+ 585.37% |
$66.2K - $79.1K
|
281
$102K
|
|
|
Aug 07, 2024
Q2 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
227New |
$62.6K - $74.8K
|
227
$82.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
215+ 1.0% |
$59.3K - $70.9K
|
21.6K
$7.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
213+ 7.79% |
$58.7K - $70.2K
|
2.95K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
212+ 4.09% |
$58.5K - $69.9K
|
5.4K
$1.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
211+ 25.09% |
$58.2K - $69.6K
|
1.05K
$381K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
205+ 11.14% |
$56.5K - $67.6K
|
2.05K
$742K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
200+ 7.15% |
$55.2K - $65.9K
|
3K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
198+ 10.52% |
$54.6K - $65.3K
|
2.08K
$754K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
194+ 28.53% |
$53.5K - $64K
|
874
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
192+ 9.95% |
$53K - $63.3K
|
2.12K
$769K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
191+ 5.73% |
$52.7K - $63K
|
3.53K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
189+ 6.13% |
$52.1K - $62.3K
|
3.27K
$1.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
187+ 86.98% |
$51.6K - $61.6K
|
402
$146K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
186+ 15.05% |
$51.3K - $61.3K
|
1.42K
$516K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
177+ 1.49% |
$48.8K - $58.3K
|
12K
$4.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
171+ 0.37% |
$47.2K - $56.4K
|
46.3K
$16.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
161+ 21.02% |
$44.4K - $53.1K
|
927
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
160+ 88.4% |
$44.1K - $52.7K
|
341
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
158+ 92.4% |
$43.6K - $52.1K
|
329
$119K
|
|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
157+ 46.87% |
$43.3K - $51.8K
|
492
$178K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
154+ 23.44% |
$42.5K - $50.8K
|
811
$294K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
153New |
$42.2K - $50.4K
|
153
$55.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
150+ 0.46% |
$41.4K - $49.4K
|
32.8K
$11.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
150+ 24.71% |
$41.4K - $49.4K
|
757
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
145+ 2.48% |
$40K - $47.8K
|
5.98K
$2.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
137+ 7.96% |
$37.8K - $45.2K
|
1.86K
$674K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
136+ 4.37% |
$37.5K - $44.8K
|
3.25K
$1.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
135+ 7.82% |
$37.2K - $44.5K
|
1.86K
$675K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
135+ 7.22% |
$37.2K - $44.5K
|
2.01K
$727K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
129+ 8.59% |
$35.6K - $42.5K
|
1.63K
$591K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
129+ 20.28% |
$35.6K - $42.5K
|
765
$277K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
127+ 1.97% |
$35K - $41.9K
|
6.57K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
124+ 4.1% |
$34.2K - $40.9K
|
3.15K
$1.14M
|
|
|
Jul 08, 2024
Q2 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
123+ 0.62% |
$33.9K - $40.5K
|
19.9K
$7.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
122+ 0.26% |
$33.7K - $40.2K
|
46.7K
$16.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
121+ 14.79% |
$33.4K - $39.9K
|
939
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
119+ 5.08% |
$32.8K - $39.2K
|
2.46K
$893K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
118+ 11.39% |
$32.5K - $38.9K
|
1.15K
$418K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
117+ 8.6% |
$32.3K - $38.6K
|
1.48K
$536K
|