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 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
450+ 16.67% |
$141K - $154K
|
3.15K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
425+ 13.11% |
$134K - $146K
|
3.67K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Jensen Investment Management Inc
Lake Oswego, OR |
BUY
|
- |
410+ 8.51% |
$129K - $141K
|
5.23K
$1.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
410+ 2.54% |
$129K - $141K
|
16.6K
$6.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
409+ 5.64% |
$128K - $140K
|
7.66K
$2.81M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
405+ 1.6% |
$127K - $139K
|
25.7K
$9.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
390+ 19.11% |
$123K - $134K
|
2.43K
$890K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
383+ 10.11% |
$120K - $131K
|
4.17K
$1.53M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
365+ 41.52% |
$115K - $125K
|
1.24K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
363+ 0.17% |
$114K - $125K
|
215K
$78.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
355+ 11.53% |
$112K - $122K
|
3.43K
$1.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
353+ 9.19% |
$111K - $121K
|
4.19K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
336+ 0.17% |
$106K - $115K
|
195K
$71.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
329+ 7.03% |
$103K - $113K
|
5.01K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
324+ 39.08% |
$102K - $111K
|
1.15K
$422K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
324+ 0.28% |
$102K - $111K
|
115K
$42.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Dudley & Shanley, Inc.
|
BUY
|
- |
310+ 0.28% |
$97.4K - $106K
|
111K
$40.6M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
309+ 42.74% |
$97.1K - $106K
|
1.03K
$378K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
305+ 22.05% |
$95.8K - $105K
|
1.69K
$618K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
302New |
$94.9K - $104K
|
302
$111K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
294+ 0.16% |
$92.4K - $101K
|
187K
$68.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
291+ 13.74% |
$91.4K - $99.9K
|
2.41K
$882K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
284+ 21.39% |
$89.2K - $97.5K
|
1.61K
$590K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
280+ 87.5% |
$88K - $96.1K
|
600
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
262+ 5.06% |
$82.3K - $89.9K
|
5.44K
$1.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
261+ 4.33% |
$82K - $89.6K
|
6.29K
$2.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
252+ 6.09% |
$79.2K - $86.5K
|
4.39K
$1.61M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
248+ 24.8% |
$77.9K - $85.1K
|
1.25K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
246+ 28.31% |
$77.3K - $84.4K
|
1.12K
$408K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
245+ 6.11% |
$77K - $84.1K
|
4.25K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
241+ 18.75% |
$75.7K - $82.7K
|
1.53K
$559K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
225+ 2.35% |
$70.7K - $77.2K
|
9.79K
$3.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
222+ 3.78% |
$69.7K - $76.2K
|
6.1K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
214+ 7.35% |
$67.2K - $73.4K
|
3.12K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
213+ 1.26% |
$66.9K - $73.1K
|
17.1K
$6.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
212+ 4.87% |
$66.6K - $72.8K
|
4.57K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
210+ 7.66% |
$66K - $72.1K
|
2.95K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
207+ 0.65% |
$65K - $71K
|
31.8K
$11.7M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
205+ 6.02% |
$64.4K - $70.4K
|
3.61K
$1.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
201+ 5.65% |
$63.1K - $69K
|
3.76K
$1.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
200+ 28.86% |
$62.8K - $68.6K
|
893
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
196+ 6.48% |
$61.6K - $67.3K
|
3.22K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
196+ 20.33% |
$61.6K - $67.3K
|
1.16K
$425K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
192New |
$60.3K - $65.9K
|
192
$70.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
185+ 500.0% |
$58.1K - $63.5K
|
222
$81.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
183+ 2.3% |
$57.5K - $62.8K
|
8.15K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
177+ 2.02% |
$55.6K - $60.7K
|
8.94K
$3.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
176New |
$55.3K - $60.4K
|
176
$64.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
176+ 20.56% |
$55.3K - $60.4K
|
1.03K
$378K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
174+ 78.03% |
$54.7K - $59.7K
|
397
$145K
|