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 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
164+ 10.52% |
$51.5K - $56.3K
|
1.72K
$625K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
163+ 21.94% |
$51.2K - $55.9K
|
906
$329K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
160+ 0.67% |
$50.3K - $54.9K
|
23.9K
$8.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
157+ 2.97% |
$49.3K - $53.9K
|
5.44K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
156+ 0.53% |
$49K - $53.5K
|
29.4K
$10.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
152+ 7.76% |
$47.7K - $52.2K
|
2.11K
$766K
|
|
|
Oct 20, 2023
Q3 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
150+ 0.47% |
$47.1K - $51.5K
|
32.3K
$11.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
149+ 0.59% |
$46.8K - $51.1K
|
25.3K
$9.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
140+ 6.52% |
$44K - $48K
|
2.29K
$830K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
135+ 3.98% |
$42.4K - $46.3K
|
3.52K
$1.28M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
128+ 5.98% |
$40.2K - $43.9K
|
2.27K
$823K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
121New |
$38K - $41.5K
|
121
$43.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
118+ 7.64% |
$37.1K - $40.5K
|
1.66K
$603K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
116+ 4.7% |
$36.4K - $39.8K
|
2.58K
$937K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
114+ 7.74% |
$35.8K - $39.1K
|
1.59K
$575K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
112+ 14.4% |
$35.2K - $38.4K
|
890
$323K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
111+ 6.08% |
$34.9K - $38.1K
|
1.94K
$703K
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
109+ 0.89% |
$34.2K - $37.4K
|
12.4K
$4.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
107+ 13.97% |
$33.6K - $36.7K
|
873
$317K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
106+ 0.1% |
$33.3K - $36.4K
|
107K
$38.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
106+ 5.29% |
$33.3K - $36.4K
|
2.11K
$766K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
106+ 4.82% |
$33.3K - $36.4K
|
2.31K
$836K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
106+ 5.66% |
$33.3K - $36.4K
|
1.98K
$717K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
102+ 5.84% |
$32K - $35K
|
1.85K
$671K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.29% |
$31.4K - $34.3K
|
34.8K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
100+ 0.94% |
$31.4K - $34.3K
|
10.8K
$3.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
91New |
$28.6K - $31.2K
|
91
$33K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
87+ 17.3% |
$27.3K - $29.9K
|
590
$214K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
87+ 8.22% |
$27.3K - $29.9K
|
1.15K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
82+ 0.41% |
$25.8K - $28.1K
|
20K
$7.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
80+ 7.33% |
$25.1K - $27.5K
|
1.17K
$425K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
80+ 0.75% |
$25.1K - $27.5K
|
10.8K
$3.91M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
79+ 5.9% |
$24.8K - $27.1K
|
1.42K
$515K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
78+ 5.19% |
$24.5K - $26.8K
|
1.58K
$573K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
76+ 7.1% |
$23.9K - $26.1K
|
1.15K
$416K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
76+ 4.56% |
$23.9K - $26.1K
|
1.74K
$632K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
75+ 0.42% |
$23.6K - $25.7K
|
17.8K
$6.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
71+ 5.81% |
$22.3K - $24.4K
|
1.29K
$469K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
70+ 8.68% |
$22K - $24K
|
876
$318K
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
70+ 6.54% |
$22K - $24K
|
1.14K
$414K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
70+ 1.03% |
$22K - $24K
|
6.89K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
68+ 5.36% |
$21.4K - $23.3K
|
1.34K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
67+ 4.83% |
$21K - $23K
|
1.45K
$527K
|
|
|
Oct 17, 2023
Q3 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
67+ 0.16% |
$21K - $23K
|
42.9K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
66+ 0.36% |
$20.7K - $22.7K
|
18.6K
$6.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
66+ 7.17% |
$20.7K - $22.7K
|
987
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
63+ 3.68% |
$19.8K - $21.6K
|
1.78K
$645K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
62+ 2.38% |
$19.5K - $21.3K
|
2.67K
$968K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
60+ 3.02% |
$18.8K - $20.6K
|
2.05K
$742K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
59+ 6.22% |
$18.5K - $20.2K
|
1.01K
$365K
|