Purchases and Sales Made in Q4 2024 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$1.72K - $1.97K
|
5
$1.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
5New |
$1.72K - $1.97K
|
5
$1.92K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5+ 62.5% |
$1.72K - $1.97K
|
13
$5K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
5New |
$1.72K - $1.97K
|
5
$1.92K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5+ 0.57% |
$1.72K - $1.97K
|
888
$341K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 2.94% |
$1.72K - $1.97K
|
175
$67.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 83.33% |
$1.72K - $1.97K
|
11
$4.23K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5New |
$1.72K - $1.97K
|
5
$1.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 3.13% |
$1.72K - $1.97K
|
165
$63.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4+ 0.3% |
$1.38K - $1.57K
|
1.34K
$514K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4+ 0.24% |
$1.38K - $1.57K
|
1.64K
$632K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4+ 0.36% |
$1.38K - $1.57K
|
1.1K
$423K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.19% |
$1.38K - $1.57K
|
2.12K
$815K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4New |
$1.38K - $1.57K
|
4
$1.54K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 1.15% |
$1.38K - $1.57K
|
351
$135K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4New |
$1.38K - $1.57K
|
4
$1.54K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 23.08% |
$1.03K - $1.18K
|
16
$6.15K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.7% |
$1.03K - $1.18K
|
430
$165K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
3+ 0.34% |
$1.03K - $1.18K
|
892
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3New |
$1.03K - $1.18K
|
3
$1.15K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3+ 0.37% |
$1.03K - $1.18K
|
822
$316K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3+ 0.17% |
$1.03K - $1.18K
|
1.77K
$680K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 3.9% |
$1.03K - $1.18K
|
80
$30.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2New |
$688 - $787
|
2
$769
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2+ 0.25% |
$688 - $787
|
815
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$688 - $787
|
2
$769
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2New |
$688 - $787
|
2
$769
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$688 - $787
|
2
$769
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$688 - $787
|
2
$769
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 0.92% |
$688 - $787
|
219
$84.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2New |
$688 - $787
|
2
$769
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 0.9% |
$688 - $787
|
224
$86.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
2+ 0.01% |
$688 - $787
|
13.4K
$5.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.15% |
$688 - $787
|
1.3K
$501K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 5.88% |
$344 - $393
|
18
$6.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$344 - $393
|
1
$384
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.15% |
$344 - $393
|
677
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.07% |
$344 - $393
|
1.37K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.11% |
$344 - $393
|
928
$357K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1+ 0.15% |
$344 - $393
|
653
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$344 - $393
|
1
$384
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.9% |
$344 - $393
|
112
$43K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1+ 0.12% |
$344 - $393
|
833
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1+ 0.14% |
$344 - $393
|
727
$279K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-1- 0.03% |
$344 - $393
|
3.54K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 2.17% |
$344 - $393
|
45
$17.3K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 10.0% |
$344 - $393
|
9
$3.46K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1- 0.05% |
$344 - $393
|
1.99K
$763K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-1- 0.17% |
$344 - $393
|
585
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 1.0% |
$688 - $787
|
199
$76.5K
|