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 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
324+ 35.14% |
$73.5K - $96.9K
|
1.25K
$510K
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
319+ 69.8% |
$72.3K - $95.4K
|
776
$317K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
310+ 49.05% |
$70.3K - $92.7K
|
942
$385K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
309+ 5.0% |
$70.1K - $92.4K
|
6.49K
$2.65M
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
300+ 26.18% |
$68K - $89.8K
|
1.45K
$592K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
296+ 29.28% |
$67.1K - $88.6K
|
1.31K
$535K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
283+ 30.59% |
$64.2K - $84.7K
|
1.21K
$494K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
282New |
$64K - $84.4K
|
282
$115K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
279+ 9.25% |
$63.3K - $83.5K
|
3.29K
$1.35M
|
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
277+ 3.29% |
$62.8K - $82.9K
|
8.7K
$3.56M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
270+ 24.19% |
$61.2K - $80.8K
|
1.39K
$567K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
268+ 4.01% |
$60.8K - $80.2K
|
6.95K
$2.84M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
266+ 11.42% |
$60.3K - $79.6K
|
2.6K
$1.06M
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
260+ 20.0% |
$59K - $77.8K
|
1.56K
$638K
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
250+ 263.16% |
$56.7K - $74.8K
|
345
$141K
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
250+ 0.26% |
$56.7K - $74.8K
|
97.6K
$39.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
240+ 0.59% |
$54.4K - $71.8K
|
41.1K
$16.8M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
236+ 40.9% |
$53.5K - $70.6K
|
813
$333K
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
232+ 5.49% |
$52.6K - $69.4K
|
4.46K
$1.83M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
231+ 5.01% |
$52.4K - $69.1K
|
4.84K
$1.98M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
227+ 15.66% |
$51.5K - $67.9K
|
1.68K
$686K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
225New |
$51K - $67.3K
|
225
$92.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
223+ 0.82% |
$50.6K - $66.7K
|
27.3K
$11.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
206+ 1.57% |
$46.7K - $61.6K
|
13.3K
$5.46M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
203+ 30.66% |
$46K - $60.7K
|
865
$354K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
200+ 2.44% |
$45.4K - $59.8K
|
8.39K
$3.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
193+ 12.48% |
$43.8K - $57.7K
|
1.74K
$711K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
185+ 420.45% |
$42K - $55.3K
|
229
$93.7K
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
183+ 1.06% |
$41.5K - $54.7K
|
17.4K
$7.14M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
175+ 9.03% |
$39.7K - $52.4K
|
2.11K
$864K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
175New |
$39.7K - $52.4K
|
175
$71.6K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
175+ 9.03% |
$39.7K - $52.4K
|
2.11K
$864K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
173+ 6.33% |
$39.2K - $51.8K
|
2.91K
$1.19M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
172+ 1.63% |
$39K - $51.5K
|
10.7K
$4.39M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
170+ 9.05% |
$38.6K - $50.9K
|
2.05K
$838K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
163+ 8.91% |
$37K - $48.8K
|
1.99K
$815K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
155+ 8.82% |
$35.2K - $46.4K
|
1.91K
$782K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
154+ 5.8% |
$34.9K - $46.1K
|
2.81K
$1.15M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
153+ 8.4% |
$34.7K - $45.8K
|
1.98K
$808K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
151New |
$34.2K - $45.2K
|
151
$61.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
145+ 7.0% |
$32.9K - $43.4K
|
2.22K
$906K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
144+ 0.48% |
$32.7K - $43.1K
|
30.2K
$12.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
131+ 327.5% |
$29.7K - $39.2K
|
171
$70K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
131New |
$29.7K - $39.2K
|
131
$53.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
129+ 1.49% |
$29.3K - $38.6K
|
8.79K
$3.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
128+ 28.76% |
$29K - $38.3K
|
573
$234K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
120New |
$27.2K - $35.9K
|
120
$49.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
119+ 10.3% |
$27K - $35.6K
|
1.27K
$521K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
114+ 8.47% |
$25.9K - $34.1K
|
1.46K
$597K
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
110+ 1.0% |
$24.9K - $32.9K
|
11.1K
$4.55M
|