Purchases and Sales Made in Q4 2023 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
695+ 21.14% |
$200K - $233K
|
3.98K
$1.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
669+ 2.8% |
$193K - $224K
|
24.6K
$9.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
665+ 1.41% |
$192K - $223K
|
47.9K
$18.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
658+ 71.21% |
$190K - $221K
|
1.58K
$610K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
630+ 7.38% |
$182K - $211K
|
9.16K
$3.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
622+ 47.81% |
$179K - $209K
|
1.92K
$741K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
617+ 3.61% |
$178K - $207K
|
17.7K
$6.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
614+ 27.53% |
$177K - $206K
|
2.84K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
613+ 5.93% |
$177K - $206K
|
10.9K
$4.22M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
607+ 2.36% |
$175K - $204K
|
26.3K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
600New |
$173K - $201K
|
600
$231K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
599+ 55.21% |
$173K - $201K
|
1.68K
$649K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
597+ 26.1% |
$172K - $200K
|
2.88K
$1.11M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
595+ 41.93% |
$171K - $200K
|
2.01K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
590+ 0.66% |
$170K - $198K
|
89.7K
$34.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
587+ 9.62% |
$169K - $197K
|
6.69K
$2.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
580+ 44.55% |
$167K - $194K
|
1.88K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
547+ 4.41% |
$158K - $183K
|
13K
$5M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
523+ 2.49% |
$151K - $175K
|
21.6K
$8.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
485+ 6.65% |
$140K - $163K
|
7.78K
$3M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
466+ 55.48% |
$134K - $156K
|
1.31K
$504K
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
462+ 1.83% |
$133K - $155K
|
25.8K
$9.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
445New |
$128K - $149K
|
445
$172K
|
|
|
May 10, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
430+ 0.05% |
$124K - $144K
|
820K
$316M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
427+ 4.53% |
$123K - $143K
|
9.85K
$3.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
420+ 25.42% |
$121K - $141K
|
2.07K
$799K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
420+ 7.15% |
$121K - $141K
|
6.29K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
418+ 0.32% |
$120K - $140K
|
131K
$50.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
408New |
$118K - $137K
|
408
$157K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
400+ 11.65% |
$115K - $134K
|
3.83K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
393+ 5.66% |
$113K - $132K
|
7.34K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
383+ 6.28% |
$110K - $128K
|
6.49K
$2.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
379+ 54.22% |
$109K - $127K
|
1.08K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
376+ 16.19% |
$108K - $126K
|
2.7K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
370+ 3.5% |
$107K - $124K
|
10.9K
$4.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
369New |
$106K - $124K
|
369
$142K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
357+ 10.6% |
$103K - $120K
|
3.73K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
341+ 30.97% |
$98.3K - $114K
|
1.44K
$556K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
341+ 2.45% |
$98.3K - $114K
|
14.3K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
339New |
$97.7K - $114K
|
339
$131K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
334New |
$96.3K - $112K
|
334
$129K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
327New |
$94.2K - $110K
|
327
$126K
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
325+ 19.53% |
$93.7K - $109K
|
1.99K
$767K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
314+ 13.99% |
$90.5K - $105K
|
2.56K
$987K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
309+ 25.86% |
$89.1K - $104K
|
1.5K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
309+ 6.24% |
$89.1K - $104K
|
5.26K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
300+ 35.21% |
$86.5K - $101K
|
1.15K
$444K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
295+ 4.72% |
$85K - $98.9K
|
6.55K
$2.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
293+ 1.4% |
$84.4K - $98.2K
|
21.2K
$8.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
290+ 1.02% |
$83.6K - $97.2K
|
28.9K
$11.1M
|