Purchases and Sales Made in Q2 2025 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16+ 88.89% |
$5.37K - $6.38K
|
34
$12.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
14+ 200.0% |
$4.7K - $5.58K
|
21
$7.52K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
14+ 1.0% |
$4.7K - $5.58K
|
1.41K
$506K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
14+ 23.73% |
$4.7K - $5.58K
|
73
$26.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
13New |
$4.37K - $5.18K
|
13
$4.65K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13+ 1.33% |
$4.37K - $5.18K
|
992
$355K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
12New |
$4.03K - $4.79K
|
12
$4.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12+ 11.32% |
$4.03K - $4.79K
|
118
$42.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
12New |
$4.03K - $4.79K
|
12
$4.3K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12+ 1.69% |
$4.03K - $4.79K
|
721
$258K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11+ 0.17% |
$3.69K - $4.39K
|
6.37K
$2.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
11New |
$3.69K - $4.39K
|
11
$3.94K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
11+ 1.22% |
$3.69K - $4.39K
|
909
$325K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 31.25% |
$3.36K - $3.99K
|
42
$15K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
9+ 0.24% |
$3.02K - $3.59K
|
3.81K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8+ 22.86% |
$2.69K - $3.19K
|
43
$15.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8+ 0.68% |
$2.69K - $3.19K
|
1.18K
$422K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8+ 0.01% |
$2.69K - $3.19K
|
60.8K
$21.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
8+ 200.0% |
$2.69K - $3.19K
|
12
$4.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8+ 0.07% |
$2.69K - $3.19K
|
12.2K
$4.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7+ 0.35% |
$2.35K - $2.79K
|
2K
$714K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
6+ 0.38% |
$2.02K - $2.39K
|
1.6K
$573K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.29% |
$2.02K - $2.39K
|
2.05K
$735K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
6+ 42.86% |
$2.02K - $2.39K
|
20
$7.16K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
6+ 0.64% |
$2.02K - $2.39K
|
943
$338K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 13.04% |
$2.02K - $2.39K
|
52
$18.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6+ 0.91% |
$2.02K - $2.39K
|
665
$238K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5+ 0.33% |
$1.68K - $1.99K
|
1.5K
$538K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.73% |
$1.68K - $1.99K
|
687
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.18% |
$1.68K - $1.99K
|
2.83K
$1.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5+ 1.14% |
$1.68K - $1.99K
|
444
$159K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
5New |
$1.68K - $1.99K
|
5
$1.79K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5New |
$1.68K - $1.99K
|
5
$1.79K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5+ 100.0% |
$1.68K - $1.99K
|
10
$3.58K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 2.34% |
$1.34K - $1.6K
|
175
$62.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 3.6% |
$1.34K - $1.6K
|
115
$41.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.27% |
$1.34K - $1.6K
|
1.5K
$535K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4New |
$1.34K - $1.6K
|
4
$1.43K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4+ 80.0% |
$1.34K - $1.6K
|
9
$3.22K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4+ 0.66% |
$1.34K - $1.6K
|
611
$219K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4New |
$1.34K - $1.6K
|
4
$1.43K
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4+ 0.16% |
$1.34K - $1.6K
|
2.55K
$911K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 100.0% |
$1.34K - $1.6K
|
8
$2.86K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 23.53% |
$1.34K - $1.6K
|
21
$7.52K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3New |
$1.01K - $1.2K
|
3
$1.07K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.68% |
$1.01K - $1.2K
|
442
$158K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 300.0% |
$1.01K - $1.2K
|
4
$1.43K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3New |
$1.01K - $1.2K
|
3
$1.07K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 8.11% |
$1.01K - $1.2K
|
40
$14.3K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 150.0% |
$1.01K - $1.2K
|
5
$1.79K
|