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
|
Jones Financial Companies Lllp
|
BUY
|
- |
21+ 140.0% |
$6.6K - $7.21K
|
36
$13.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20+ 2.78% |
$6.28K - $6.86K
|
739
$268K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
20+ 2.5% |
$6.28K - $6.86K
|
820
$297K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 2.51% |
$6.28K - $6.86K
|
816
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
19+ 2.09% |
$5.97K - $6.52K
|
929
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
18+ 4.46% |
$5.65K - $6.18K
|
422
$153K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
18+ 0.38% |
$5.65K - $6.18K
|
4.73K
$1.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.34% |
$5.65K - $6.18K
|
5.32K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
17+ 0.66% |
$5.34K - $5.83K
|
2.6K
$942K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
16+ 0.38% |
$5.03K - $5.49K
|
4.2K
$1.52M
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
16+ 1.27% |
$5.03K - $5.49K
|
1.27K
$462K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
16+ 64.0% |
$5.03K - $5.49K
|
41
$14.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15+ 0.78% |
$4.71K - $5.15K
|
1.95K
$707K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
15+ 0.12% |
$4.71K - $5.15K
|
12.9K
$4.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
14+ 0.24% |
$4.4K - $4.8K
|
5.79K
$2.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
13+ 0.1% |
$4.08K - $4.46K
|
13.5K
$4.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.21% |
$4.08K - $4.46K
|
6.29K
$2.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13New |
$4.08K - $4.46K
|
13
$4.72K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 20.0% |
$4.08K - $4.46K
|
78
$28.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 10.71% |
$3.77K - $4.12K
|
124
$45K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12+ 1.73% |
$3.77K - $4.12K
|
707
$256K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
12+ 0.43% |
$3.77K - $4.12K
|
2.79K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
11+ 0.24% |
$3.46K - $3.78K
|
4.54K
$1.65M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10New |
$3.14K - $3.43K
|
10
$3.63K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10+ 0.6% |
$3.14K - $3.43K
|
1.69K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
10+ 0.66% |
$3.14K - $3.43K
|
1.52K
$552K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.59% |
$3.14K - $3.43K
|
1.72K
$623K
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
9+ 0.58% |
$2.83K - $3.09K
|
1.55K
$562K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$2.83K - $3.09K
|
9
$3.26K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$2.83K - $3.09K
|
9
$3.26K
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
9+ 0.13% |
$2.83K - $3.09K
|
7.04K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
8+ 0.92% |
$2.51K - $2.75K
|
876
$318K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.29% |
$2.2K - $2.4K
|
2.45K
$887K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7+ 0.2% |
$2.2K - $2.4K
|
3.48K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.29% |
$2.2K - $2.4K
|
2.45K
$887K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7+ 1.06% |
$2.2K - $2.4K
|
668
$242K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7+ 0.56% |
$2.2K - $2.4K
|
1.27K
$460K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
7+ 0.36% |
$2.2K - $2.4K
|
1.93K
$699K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
7+ 0.52% |
$2.2K - $2.4K
|
1.36K
$494K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.18% |
$2.2K - $2.4K
|
3.88K
$1.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 0.52% |
$2.2K - $2.4K
|
1.35K
$490K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6+ 0.18% |
$1.88K - $2.06K
|
3.27K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
6+ 0.1% |
$1.88K - $2.06K
|
6.1K
$2.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6+ 0.85% |
$1.88K - $2.06K
|
716
$260K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
5New |
$1.57K - $1.72K
|
5
$1.81K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5+ 0.34% |
$1.57K - $1.72K
|
1.49K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
4+ 0.12% |
$1.26K - $1.37K
|
3.29K
$1.19M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4+ 0.43% |
$1.26K - $1.37K
|
940
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.41% |
$1.26K - $1.37K
|
968
$351K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 1.18% |
$1.26K - $1.37K
|
343
$124K
|