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 |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
280+ 38.3% |
$94K - $112K
|
1.01K
$361K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
275New |
$92.4K - $110K
|
275
$98.1K
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
255+ 1.4% |
$85.6K - $102K
|
18.5K
$6.59M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
248+ 2.21% |
$83.3K - $98.9K
|
11.5K
$4.09M
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
226+ 13.51% |
$75.9K - $90.1K
|
1.9K
$677K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
194+ 29.75% |
$65.2K - $77.4K
|
846
$302K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
188+ 16.07% |
$63.1K - $75K
|
1.36K
$484K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
186+ 3100.0% |
$62.5K - $74.2K
|
192
$68.5K
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
172New |
$57.8K - $68.6K
|
172
$61.3K
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
165+ 10.42% |
$55.4K - $65.8K
|
1.75K
$623K
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
152+ 1.46% |
$51K - $60.6K
|
10.6K
$3.77M
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
134+ 14.76% |
$45K - $53.4K
|
1.04K
$372K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
120+ 4.81% |
$40.3K - $47.9K
|
2.62K
$933K
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
115+ 3.9% |
$38.6K - $45.9K
|
3.06K
$1.09M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
115+ 9.09% |
$38.6K - $45.9K
|
1.38K
$492K
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
102+ 3.93% |
$34.3K - $40.7K
|
2.7K
$961K
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
100+ 2.06% |
$33.6K - $39.9K
|
4.95K
$1.76M
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
95+ 7.53% |
$31.9K - $37.9K
|
1.36K
$484K
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
91+ 16.31% |
$30.6K - $36.3K
|
649
$231K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
90New |
$30.2K - $35.9K
|
90
$32.1K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
90+ 32.49% |
$30.2K - $35.9K
|
367
$131K
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
71+ 3.59% |
$23.8K - $28.3K
|
2.05K
$730K
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
52+ 2.59% |
$17.5K - $20.7K
|
2.06K
$735K
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
50+ 12.44% |
$16.8K - $19.9K
|
452
$161K
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
50+ 7.35% |
$16.8K - $19.9K
|
730
$260K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
48+ 2.12% |
$16.1K - $19.1K
|
2.31K
$824K
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
40+ 0.65% |
$13.4K - $16K
|
6.17K
$2.2M
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
38+ 2.4% |
$12.8K - $15.2K
|
1.62K
$577K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
33+ 56.9% |
$11.1K - $13.2K
|
91
$32.5K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
31+ 5.68% |
$10.4K - $12.4K
|
577
$206K
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
30+ 1.82% |
$10.1K - $12K
|
1.68K
$597K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
28+ 0.91% |
$9.4K - $11.2K
|
3.11K
$1.11M
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
28+ 3.08% |
$9.4K - $11.2K
|
937
$334K
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
28+ 3.85% |
$9.4K - $11.2K
|
755
$269K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
26+ 0.36% |
$8.73K - $10.4K
|
7.19K
$2.57M
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
26+ 7.07% |
$8.73K - $10.4K
|
394
$141K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 12.57% |
$7.05K - $8.38K
|
188
$67K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19+ 15.97% |
$6.38K - $7.58K
|
138
$49.2K
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
18+ 2.66% |
$6.05K - $7.18K
|
694
$247K
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
17+ 2.21% |
$5.71K - $6.78K
|
787
$281K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
16+ 2.08% |
$5.37K - $6.38K
|
786
$280K
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
12New |
$4.03K - $4.79K
|
12
$4.28K
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12+ 1.69% |
$4.03K - $4.79K
|
721
$257K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
12New |
$4.03K - $4.79K
|
12
$4.28K
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
11New |
$3.69K - $4.39K
|
11
$3.92K
|
|
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
$1.36M
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8+ 0.07% |
$2.69K - $3.19K
|
12.2K
$4.34M
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
8+ 200.0% |
$2.69K - $3.19K
|
12
$4.28K
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7+ 0.35% |
$2.35K - $2.79K
|
2K
$711K
|