Purchases and Sales Made in Q3 2023 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q3 2023. 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 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
807+ 119.03% |
$254K - $277K
|
1.49K
$539K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
800+ 11.19% |
$251K - $275K
|
7.95K
$2.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
787+ 39.89% |
$247K - $270K
|
2.76K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
779+ 0.24% |
$245K - $267K
|
321K
$116M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
762+ 8.31% |
$239K - $262K
|
9.93K
$3.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
760New |
$239K - $261K
|
760
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
756+ 4.87% |
$237K - $259K
|
16.3K
$5.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
749New |
$235K - $257K
|
749
$272K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
745New |
$234K - $256K
|
745
$270K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
731New |
$230K - $251K
|
731
$265K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
723+ 1.37% |
$227K - $248K
|
53.4K
$19.4M
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
718New |
$226K - $246K
|
718
$260K
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
714New |
$224K - $245K
|
714
$259K
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
713New |
$224K - $245K
|
713
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
706+ 3.03% |
$222K - $242K
|
24K
$8.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
702+ 5.24% |
$221K - $241K
|
14.1K
$5.11M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
700+ 7.04% |
$220K - $240K
|
10.6K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
687+ 8.01% |
$216K - $236K
|
9.27K
$3.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
669+ 2.75% |
$210K - $230K
|
25K
$9.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
658New |
$207K - $226K
|
658
$239K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
652+ 26.31% |
$205K - $224K
|
3.13K
$1.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
651New |
$205K - $223K
|
651
$236K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
648+ 0.97% |
$204K - $222K
|
67.1K
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
645New |
$203K - $221K
|
645
$234K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
632New |
$199K - $217K
|
632
$229K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
629New |
$198K - $216K
|
629
$228K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
619+ 2.2% |
$194K - $212K
|
28.7K
$10.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
605+ 77.27% |
$190K - $208K
|
1.39K
$503K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
603+ 76.82% |
$189K - $207K
|
1.39K
$503K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
602+ 4.07% |
$189K - $207K
|
15.4K
$5.58M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
595+ 159.95% |
$187K - $204K
|
967
$351K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
593+ 26.43% |
$186K - $204K
|
2.84K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
568+ 15.63% |
$178K - $195K
|
4.2K
$1.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
564+ 2.75% |
$177K - $194K
|
21K
$7.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
546+ 109.2% |
$172K - $187K
|
1.05K
$379K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
546+ 109.2% |
$172K - $187K
|
1.05K
$379K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
526New |
$165K - $181K
|
526
$191K
|
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
524+ 0.43% |
$165K - $180K
|
123K
$44.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
512+ 1.88% |
$161K - $176K
|
27.7K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
508New |
$160K - $174K
|
508
$184K
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
508+ 44.41% |
$160K - $174K
|
1.65K
$599K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
506+ 4.69% |
$159K - $174K
|
11.3K
$4.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
502+ 31.01% |
$158K - $172K
|
2.12K
$769K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
497+ 4.63% |
$156K - $171K
|
11.2K
$4.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
496+ 10.34% |
$156K - $170K
|
5.29K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
483+ 8.96% |
$152K - $166K
|
5.87K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
481+ 1.71% |
$151K - $165K
|
28.6K
$10.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
469+ 10.22% |
$147K - $161K
|
5.06K
$1.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
467+ 6.84% |
$147K - $160K
|
7.3K
$2.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
460New |
$145K - $158K
|
460
$167K
|