Purchases and Sales Made in Q3 2022 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q3 2022. 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 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
35+ 205.88% |
$9.35K - $10.6K
|
52
$18.5K
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
35+ 4.12% |
$9.35K - $10.6K
|
884
$315K
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 13.73% |
$9.35K - $10.6K
|
290
$103K
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
35+ 0.01% |
$9.35K - $10.6K
|
273K
$97.4M
|
|
Nov 10, 2022
Q3 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
33+ 12.13% |
$8.81K - $9.98K
|
305
$109K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
33+ 49.25% |
$8.81K - $9.98K
|
100
$35.7K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 59.26% |
$8.55K - $9.68K
|
86
$30.7K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
32+ 0.8% |
$8.55K - $9.68K
|
4.05K
$1.44M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
32+ 4.07% |
$8.55K - $9.68K
|
819
$292K
|
|
Nov 14, 2022
Q3 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
32+ 0.64% |
$8.55K - $9.68K
|
5.01K
$1.79M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31+ 6.65% |
$8.28K - $9.38K
|
497
$177K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
30New |
$8.01K - $9.08K
|
30
$10.7K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
30+ 0.35% |
$8.01K - $9.08K
|
8.63K
$3.08M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30New |
$8.01K - $9.08K
|
30
$10.7K
|
|
Oct 19, 2022
Q3 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
30+ 0.33% |
$8.01K - $9.08K
|
9.18K
$3.27M
|
|
Nov 14, 2022
Q3 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
29+ 2.68% |
$7.75K - $8.77K
|
1.11K
$396K
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
28+ 2.52% |
$7.48K - $8.47K
|
1.14K
$406K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
28+ 0.75% |
$7.48K - $8.47K
|
3.76K
$1.34M
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
27+ 1.75% |
$7.21K - $8.17K
|
1.57K
$560K
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
26+ 2.6% |
$6.94K - $7.87K
|
1.03K
$366K
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
26+ 2.19% |
$6.94K - $7.87K
|
1.21K
$432K
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
23+ 23.0% |
$6.14K - $6.96K
|
123
$43.9K
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
22+ 0.43% |
$5.88K - $6.66K
|
5.17K
$1.84M
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
21+ 1.52% |
$5.61K - $6.35K
|
1.41K
$501K
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
21+ 1.45% |
$5.61K - $6.35K
|
1.47K
$523K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
20New |
$5.34K - $6.05K
|
20
$7.13K
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
20+ 0.35% |
$5.34K - $6.05K
|
5.79K
$2.06M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
19+ 2.21% |
$5.07K - $5.75K
|
879
$313K
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
18+ 0.69% |
$4.81K - $5.45K
|
2.61K
$931K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
18+ 1.4% |
$4.81K - $5.45K
|
1.3K
$464K
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
17+ 0.93% |
$4.54K - $5.14K
|
1.85K
$659K
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
17New |
$4.54K - $5.14K
|
17
$6.06K
|
|
Nov 14, 2022
Q3 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
17+ 1.68% |
$4.54K - $5.14K
|
1.03K
$367K
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
15New |
$4.01K - $4.54K
|
15
$5.35K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
14New |
$3.74K - $4.24K
|
14
$4.99K
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
14+ 1.43% |
$3.74K - $4.24K
|
992
$354K
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13+ 0.93% |
$3.47K - $3.93K
|
1.41K
$502K
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
12+ 0.9% |
$3.21K - $3.63K
|
1.35K
$481K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
12New |
$3.21K - $3.63K
|
12
$4.28K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
12+ 2.0% |
$3.21K - $3.63K
|
613
$219K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.18% |
$3.21K - $3.63K
|
6.56K
$2.34M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
12+ 0.49% |
$3.21K - $3.63K
|
2.48K
$886K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11New |
$2.94K - $3.33K
|
11
$3.92K
|
|
Nov 03, 2022
Q3 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
11+ 0.03% |
$2.94K - $3.33K
|
43.2K
$15.4M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10+ 0.54% |
$2.67K - $3.03K
|
1.86K
$663K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 0.22% |
$2.67K - $3.03K
|
4.63K
$1.65M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
10+ 0.27% |
$2.67K - $3.03K
|
3.77K
$1.34M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
10+ 1.02% |
$2.67K - $3.03K
|
989
$353K
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
10+ 5.59% |
$2.67K - $3.03K
|
189
$67.4K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10New |
$2.67K - $3.03K
|
10
$3.57K
|