Purchases and Sales Made in Q4 2021 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.61% |
$3.42K - $3.85K
|
1.97K
$713K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
11New |
$3.14K - $3.53K
|
11
$3.99K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
11+ 0.22% |
$3.14K - $3.53K
|
5.09K
$1.85M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
10+ 1.89% |
$2.85K - $3.21K
|
540
$196K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
10+ 1.23% |
$2.85K - $3.21K
|
822
$298K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
10New |
$2.85K - $3.21K
|
10
$3.63K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 5.96% |
$2.57K - $2.89K
|
160
$58K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
9New |
$2.57K - $2.89K
|
9
$3.26K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
9+ 1.04% |
$2.57K - $2.89K
|
871
$316K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
7+ 16.67% |
$2K - $2.25K
|
49
$17.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.18% |
$2K - $2.25K
|
3.83K
$1.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
6New |
$1.71K - $1.93K
|
6
$2.18K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
5+ 0.56% |
$1.43K - $1.61K
|
893
$324K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$1.43K - $1.61K
|
2.9K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
5New |
$1.43K - $1.61K
|
5
$1.81K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
5New |
$1.43K - $1.61K
|
5
$1.81K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 0.08% |
$1.14K - $1.28K
|
4.93K
$1.79M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3+ 0.13% |
$856 - $963
|
2.28K
$826K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$856 - $963
|
3
$1.09K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
3+ 10.34% |
$856 - $963
|
32
$11.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
3+ 0.6% |
$856 - $963
|
503
$182K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2New |
$571 - $642
|
2
$725
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 50.0% |
$571 - $642
|
6
$2.18K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.18% |
$571 - $642
|
1.1K
$398K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2+ 0.16% |
$571 - $642
|
1.27K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2+ 0.06% |
$571 - $642
|
3.21K
$1.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.07% |
$571 - $642
|
2.68K
$972K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.35% |
$285 - $321
|
287
$104K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.94% |
$285 - $321
|
107
$38.8K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
1+ 0.13% |
$285 - $321
|
792
$287K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.34% |
$285 - $321
|
292
$106K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-1- 0.03% |
$285 - $321
|
2.86K
$1.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 3.23% |
$285 - $321
|
30
$10.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1- 8.33% |
$285 - $321
|
11
$3.99K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 1.52% |
$285 - $321
|
65
$23.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
SELL
|
- |
-2- 0.07% |
$571 - $642
|
3.06K
$1.11M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.97% |
$571 - $642
|
205
$74.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 1.08% |
$856 - $963
|
274
$99.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3- 16.67% |
$856 - $963
|
15
$5.44K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 4.48% |
$856 - $963
|
64
$23.2K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5- 4.76% |
$1.43K - $1.61K
|
100
$36.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-5- 0.07% |
$1.43K - $1.61K
|
7.34K
$2.66M
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-6- 0.04% |
$1.71K - $1.93K
|
15.5K
$5.61M
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7Closed |
$2K - $2.25K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7- 0.1% |
$2K - $2.25K
|
6.74K
$2.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-7- 0.3% |
$2K - $2.25K
|
2.37K
$858K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10- 1.23% |
$2.85K - $3.21K
|
803
$291K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-10- 2.84% |
$2.85K - $3.21K
|
342
$124K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-10- 18.18% |
$2.85K - $3.21K
|
45
$16.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11- 0.7% |
$3.14K - $3.53K
|
1.55K
$563K
|