Purchases and Sales Made in Q4 2022 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q4 2022. 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 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
743New |
$201K - $230K
|
743
$259K
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
741+ 19.43% |
$201K - $230K
|
4.55K
$1.59M
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
BUY
|
- |
741New |
$201K - $230K
|
741
$258K
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
734New |
$199K - $228K
|
734
$256K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
733+ 42.84% |
$199K - $227K
|
2.44K
$852K
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
727New |
$197K - $225K
|
727
$253K
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
720New |
$195K - $223K
|
720
$251K
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
720New |
$195K - $223K
|
720
$251K
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
717New |
$194K - $222K
|
717
$250K
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
714+ 7.84% |
$193K - $221K
|
9.82K
$3.42M
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
712New |
$193K - $221K
|
712
$248K
|
|
Feb 06, 2023
Q4 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
710New |
$192K - $220K
|
710
$247K
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
706New |
$191K - $219K
|
706
$246K
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
704New |
$191K - $218K
|
704
$245K
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
703New |
$190K - $218K
|
703
$245K
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
696New |
$188K - $216K
|
696
$243K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
687New |
$186K - $213K
|
687
$239K
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
685New |
$186K - $212K
|
685
$239K
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
685New |
$186K - $212K
|
685
$239K
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
678+ 45.97% |
$184K - $210K
|
2.15K
$750K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
677+ 1.24% |
$183K - $210K
|
55.3K
$19.3M
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
676New |
$183K - $210K
|
676
$236K
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
675New |
$183K - $209K
|
675
$235K
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
674New |
$183K - $209K
|
674
$235K
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
672New |
$182K - $208K
|
672
$234K
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
651+ 0.18% |
$176K - $202K
|
358K
$125M
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
641+ 22.2% |
$174K - $199K
|
3.53K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
630+ 1.45% |
$171K - $195K
|
44.1K
$15.4M
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
622New |
$168K - $193K
|
622
$217K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
609+ 5.03% |
$165K - $189K
|
12.7K
$4.43M
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
608+ 38.87% |
$165K - $188K
|
2.17K
$757K
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
608+ 1.94% |
$165K - $188K
|
32K
$11.2M
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
598+ 2.04% |
$162K - $185K
|
29.9K
$10.4M
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
596+ 25.67% |
$161K - $185K
|
2.92K
$1.02M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
595+ 2.31% |
$161K - $184K
|
26.3K
$9.18M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
568+ 28.04% |
$154K - $176K
|
2.59K
$904K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
561+ 36.74% |
$152K - $174K
|
2.09K
$728K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
546New |
$148K - $169K
|
546
$190K
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
541+ 41.39% |
$147K - $168K
|
1.85K
$644K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
520+ 12.91% |
$141K - $161K
|
4.55K
$1.59M
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
511+ 2.21% |
$138K - $158K
|
23.7K
$8.24M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
502New |
$136K - $156K
|
502
$175K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
500New |
$135K - $155K
|
500
$174K
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
496New |
$134K - $154K
|
496
$173K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
495+ 45.21% |
$134K - $153K
|
1.59K
$554K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
493+ 42.54% |
$134K - $153K
|
1.65K
$576K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
492New |
$133K - $153K
|
492
$171K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
484+ 50.26% |
$131K - $150K
|
1.45K
$504K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
473+ 18.05% |
$128K - $147K
|
3.09K
$1.08M
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
453+ 274.55% |
$123K - $140K
|
618
$215K
|