Purchases and Sales Made in Q3 2024 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
150+ 9.65% |
$44K - $52.7K
|
1.71K
$657K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
146+ 1.83% |
$42.8K - $51.3K
|
8.13K
$3.13M
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
143+ 4.08% |
$41.9K - $50.2K
|
3.65K
$1.41M
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
138+ 10.24% |
$40.5K - $48.4K
|
1.49K
$573K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
124New |
$36.4K - $43.5K
|
124
$47.8K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
123+ 40.46% |
$36.1K - $43.2K
|
427
$165K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
123+ 10.66% |
$36.1K - $43.2K
|
1.28K
$492K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
122+ 1.11% |
$35.8K - $42.8K
|
11.1K
$4.27M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
122New |
$35.8K - $42.8K
|
122
$47K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
120+ 7.43% |
$35.2K - $42.1K
|
1.73K
$669K
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
113+ 5.83% |
$33.1K - $39.7K
|
2.05K
$790K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
107New |
$31.4K - $37.6K
|
107
$41.3K
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
106+ 5.19% |
$31.1K - $37.2K
|
2.15K
$828K
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
103+ 14.11% |
$30.2K - $36.2K
|
833
$321K
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.31% |
$29.3K - $35.1K
|
32.4K
$12.5M
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
98+ 2.55% |
$28.7K - $34.4K
|
3.95K
$1.52M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
96+ 0.95% |
$28.1K - $33.7K
|
10.2K
$3.94M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
95+ 10.12% |
$27.9K - $33.4K
|
1.03K
$399K
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
95+ 3.1% |
$27.9K - $33.4K
|
3.16K
$1.22M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
93+ 1162.5% |
$27.3K - $32.6K
|
101
$38.9K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
91+ 5.1% |
$26.7K - $31.9K
|
1.87K
$723K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
90+ 9.18% |
$26.4K - $31.6K
|
1.07K
$413K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
89+ 5.46% |
$26.1K - $31.2K
|
1.72K
$663K
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
88+ 6.32% |
$25.8K - $30.9K
|
1.48K
$571K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
88+ 0.24% |
$25.8K - $30.9K
|
36.8K
$14.2M
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
84+ 1.24% |
$24.6K - $29.5K
|
6.86K
$2.65M
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
83+ 0.15% |
$24.3K - $29.1K
|
57.2K
$22.1M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
83+ 11.74% |
$24.3K - $29.1K
|
790
$305K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
80+ 5.35% |
$23.5K - $28.1K
|
1.57K
$607K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
80+ 2.39% |
$23.5K - $28.1K
|
3.42K
$1.32M
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
75+ 0.67% |
$22K - $26.3K
|
11.2K
$4.33M
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
72+ 0.41% |
$21.1K - $25.3K
|
17.6K
$6.77M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
72+ 135.85% |
$21.1K - $25.3K
|
125
$48.2K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
69+ 8.38% |
$20.2K - $24.2K
|
892
$344K
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
66+ 1.73% |
$19.3K - $23.2K
|
3.89K
$1.5M
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
65+ 4.71% |
$19.1K - $22.8K
|
1.45K
$557K
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
60+ 0.03% |
$17.6K - $21.1K
|
228K
$88M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
60+ 23.08% |
$17.6K - $21.1K
|
320
$123K
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
58+ 7.62% |
$17K - $20.4K
|
819
$316K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
58+ 18.18% |
$17K - $20.4K
|
377
$145K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
56+ 3.58% |
$16.4K - $19.7K
|
1.62K
$625K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
55New |
$16.1K - $19.3K
|
55
$21.2K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
54+ 1.54% |
$15.8K - $19K
|
3.56K
$1.37M
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
53+ 2.65% |
$15.5K - $18.6K
|
2.05K
$791K
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
53+ 0.43% |
$15.5K - $18.6K
|
12.4K
$4.8M
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
52+ 2.89% |
$15.2K - $18.3K
|
1.85K
$715K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
50New |
$14.7K - $17.6K
|
50
$19.3K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
50+ 2.38% |
$14.7K - $17.6K
|
2.15K
$830K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
49+ 0.47% |
$14.4K - $17.2K
|
10.4K
$4.02M
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
47+ 1.89% |
$13.8K - $16.5K
|
2.53K
$975K
|