Capital Planning Advisors, LLC Aon PLC Transaction History

Capital Planning Advisors, LLC

$639 Million
Q3 2024

A detailed history of Capital Planning Advisors, LLC transactions in Aon PLC stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 12,452 shares of AON stock, worth $4.35 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

12,452

Previous 12,785 2.6%

Holding current value

$4.35 Million

Previous $3.75 Million 14.79%

% of portfolio

0.67%

Previous 0.66%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$293.16 - $351.06 $97,622 - $116,902	-333 Reduced 2.6%	12,452 $4.31 Million
Q2 2024 Aug 12, 2024	BUY	$275.82 - $329.64 $158,320 - $189,213	574 Added 4.7%	12,785 $3.75 Million
Q1 2024 May 15, 2024	BUY	$288.02 - $333.79 $97,926 - $113,488	340 Added 2.86%	12,211 $4.08 Million
Q4 2023 Feb 12, 2024	BUY	$288.19 - $335.32 $22,478 - $26,154	78 Added 0.66%	11,871 $3.45 Million
Q3 2023 Oct 30, 2023	BUY	$314.14 - $343.21 $10,994 - $12,012	35 Added 0.3%	11,793 $3.82 Million
Q2 2023 Aug 01, 2023	BUY	$308.29 - $345.2 $167,401 - $187,443	543 Added 4.84%	11,758 $4.06 Million
Q1 2023 May 15, 2023	SELL	$285.85 - $325.99 $148,927 - $169,840	-521 Reduced 4.44%	11,215 $3.54 Million
Q4 2022 Feb 09, 2023	BUY	$270.81 - $310.02 $613,926 - $702,815	2,267 Added 23.94%	11,736 $3.52 Million
Q3 2022 Nov 14, 2022	BUY	$267.1 - $302.57 $147,439 - $167,018	552 Added 6.19%	9,469 $2.54 Million
Q2 2022 Aug 10, 2022	BUY	$248.5 - $333.61 $24,104 - $32,360	97 Added 1.1%	8,917 $2.41 Million
Q1 2022 May 10, 2022	SELL	$261.88 - $326.39 $32,996 - $41,125	-126 Reduced 1.41%	8,820 $2.87 Million
Q4 2021 Feb 14, 2022	BUY	$285.28 - $321.08 $44,218 - $49,767	155 Added 1.76%	8,946 $2.69 Million
Q3 2021 Nov 09, 2021	BUY	$226.79 - $299.17 $29,255 - $38,592	129 Added 1.49%	8,791 $2.51 Million
Q2 2021 Aug 13, 2021	BUY	$229.52 - $258.52 $8,721 - $9,823	38 Added 0.44%	8,662 $2.07 Million
Q1 2021 Apr 30, 2021	BUY	$202.13 - $233.7 $511,591 - $591,494	2,531 Added 41.54%	8,624 $1.98 Million
Q4 2020 Feb 04, 2021	SELL	$179.96 - $214.52 $249,784 - $297,753	-1,388 Reduced 18.55%	6,093 $1.29 Million
Q3 2020 Nov 12, 2020	BUY	$190.17 - $209.73 $46,781 - $51,593	246 Added 3.4%	7,481 $1.54 Million
Q2 2020 Aug 06, 2020	BUY	$153.68 - $200.2 $1.11 Million - $1.45 Million	7,235 New	7,235 $1.39 Million

Others Institutions Holding AON

# of Institutions

1,264

Shares Held

188M

Call Options Held

1.6M

Put Options Held

1.3M

View Full List

About Aon plc

Ticker AON
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 206,852,992
Market Cap $72.3B
Description
Aon plc, a professional services firm, provides advice and solutions to clients focused on risk, retirement, and health worldwide. It offers commercial risk solutions, including retail brokerage, cyber, and global risk consulting solutions, as well as acts as a captives management; and health solutions, such as health and benefits brokerages, an...

More about AON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Planning Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning Advisors, LLC with notifications on news.

Account

Capital Planning Advisors, LLC Aon PLC Transaction History