Purchases and Sales Made in Q3 2021 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
758New |
$172K - $227K
|
758
$310K
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
754New |
$171K - $226K
|
754
$308K
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
748New |
$170K - $224K
|
748
$306K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
744New |
$169K - $223K
|
744
$304K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
742New |
$168K - $222K
|
742
$304K
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
BUY
|
- |
741New |
$168K - $222K
|
741
$303K
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
735New |
$167K - $220K
|
735
$301K
|
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
726+ 10.56% |
$165K - $217K
|
7.6K
$3.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
726New |
$165K - $217K
|
726
$297K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
722New |
$164K - $216K
|
722
$295K
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
721New |
$164K - $216K
|
721
$295K
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
720New |
$163K - $215K
|
720
$295K
|
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
720+ 0.77% |
$163K - $215K
|
94.5K
$38.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
720New |
$163K - $215K
|
720
$295K
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
714+ 7.45% |
$162K - $214K
|
10.3K
$4.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
705New |
$160K - $211K
|
705
$288K
|
|
|
Nov 02, 2021
Q3 2021
|
Cortland Associates Inc
|
BUY
|
- |
690+ 0.72% |
$156K - $206K
|
96.6K
$39.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
657+ 16.31% |
$149K - $197K
|
4.69K
$1.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
645+ 6.84% |
$146K - $193K
|
10.1K
$4.12M
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
625+ 5.94% |
$142K - $187K
|
11.2K
$4.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
599+ 60.57% |
$136K - $179K
|
1.59K
$650K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
596+ 40.16% |
$135K - $178K
|
2.08K
$851K
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
577New |
$131K - $173K
|
577
$236K
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
573+ 22.83% |
$130K - $171K
|
3.08K
$1.26M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
564+ 17.08% |
$128K - $169K
|
3.87K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
546+ 16.59% |
$124K - $163K
|
3.84K
$1.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
523+ 7.36% |
$119K - $156K
|
7.63K
$3.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
510+ 42.18% |
$116K - $153K
|
1.72K
$703K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
507+ 9.05% |
$115K - $152K
|
6.11K
$2.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
497+ 2.36% |
$113K - $149K
|
21.5K
$8.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
460+ 5.71% |
$104K - $138K
|
8.52K
$3.48M
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
456+ 13.9% |
$103K - $136K
|
3.74K
$1.53M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
453+ 26.12% |
$103K - $136K
|
2.19K
$895K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
445+ 8.46% |
$101K - $133K
|
5.7K
$2.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
445+ 8.46% |
$101K - $133K
|
5.7K
$2.33M
|
|
|
Nov 05, 2021
Q3 2021
|
James Hambro & Partners
|
BUY
|
- |
427+ 0.39% |
$96.8K - $128K
|
111K
$45.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Ing Groep Nv
|
BUY
|
- |
419+ 2.26% |
$95K - $125K
|
19K
$7.75M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
415+ 11.05% |
$94.1K - $124K
|
4.17K
$1.71M
|
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
400+ 43.53% |
$90.7K - $120K
|
1.32K
$540K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
388+ 8.91% |
$88K - $116K
|
4.75K
$1.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
375New |
$85K - $112K
|
375
$153K
|
|
|
Oct 05, 2021
Q3 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
371+ 5.41% |
$84.1K - $111K
|
7.23K
$2.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
368+ 17.33% |
$83.5K - $110K
|
2.49K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
368+ 22.43% |
$83.5K - $110K
|
2.01K
$822K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
367+ 458.75% |
$83.2K - $110K
|
447
$183K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
355+ 6.19% |
$80.5K - $106K
|
6.09K
$2.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
345+ 10.07% |
$78.2K - $103K
|
3.77K
$1.54M
|
|
|
Oct 27, 2021
Q3 2021
|
Intermede Investment Partners LTD
|
BUY
|
- |
345+ 0.56% |
$78.2K - $103K
|
61.4K
$25.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
329New |
$74.6K - $98.4K
|
329
$135K
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
327+ 2.03% |
$74.2K - $97.8K
|
16.5K
$6.74M
|