Latest Institutional Transactions on Aon PLC (AON)
This table provides information on the latest institutional transactions involving Aon PLC (AON) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
CALL |
3K+ 150.0% |
$864K - $1M
|
5K
$1.95M
|
|
|
May 08, 2024
Q1 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
152+ 93.83% |
$43.8K - $50.7K
|
314
$123K
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.15K- 36.39% |
$1.2M - $1.39M
|
7.26K
$2.84M
|
|
|
May 07, 2024
Q1 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-395- 2.55% |
$114K - $132K
|
15.1K
$5.91M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-5.7K- 73.3% |
$1.64M - $1.9M
|
2.08K
$812K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
2.06KNew |
$592K - $687K
|
2.06K
$804K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
17+ 2.03% |
$4.9K - $5.67K
|
853
$334K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
660New |
$190K - $220K
|
660
$258K
|
|
|
May 02, 2024
Q1 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
11.7KNew |
$3.36M - $3.9M
|
11.7K
$4.56M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11- 9.02% |
$3.17K - $3.67K
|
111
$43.4K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.42KNew |
$696K - $806K
|
2.42K
$945K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.35KNew |
$677K - $784K
|
2.35K
$919K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
725New |
$209K - $242K
|
725
$283K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-571- 75.53% |
$164K - $191K
|
185
$72.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
102+ 1.82% |
$29.4K - $34K
|
5.71K
$2.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-3- 27.27% |
$864 - $1K
|
8
$3.13K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$1.44K - $1.67K
|
5
$1.95K
|
|
|
Apr 25, 2024
Q1 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
1.41KNew |
$406K - $470K
|
1.41K
$551K
|
|
|
Apr 25, 2024
Q1 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-2.41K- 46.0% |
$694K - $804K
|
2.83K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
252+ 8.3% |
$72.6K - $84.1K
|
3.29K
$1.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-6- 66.67% |
$1.73K - $2K
|
3
$1.17K
|
|
|
Apr 23, 2024
Q1 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-412- 1.32% |
$119K - $138K
|
30.7K
$12M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.46K- 78.72% |
$710K - $822K
|
666
$260K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-38- 4.66% |
$10.9K - $12.7K
|
777
$304K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
64New |
$18.4K - $21.4K
|
64
$25K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
286+ 10.86% |
$82.4K - $95.5K
|
2.92K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 1.37% |
$576 - $668
|
144
$56.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.91% |
$2.02K - $2.34K
|
762
$298K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50New |
$14.4K - $16.7K
|
50
$19.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
12New |
$3.46K - $4.01K
|
12
$4.69K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
685New |
$197K - $229K
|
685
$268K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-25- 71.43% |
$7.2K - $8.34K
|
10
$3.91K
|
|
|
Apr 16, 2024
Q1 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-800- 16.67% |
$230K - $267K
|
4K
$1.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-44- 3.57% |
$12.7K - $14.7K
|
1.19K
$464K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-36- 4.71% |
$10.4K - $12K
|
729
$285K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
32New |
$9.22K - $10.7K
|
32
$12.5K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
61New |
$17.6K - $20.4K
|
61
$23.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
733New |
$211K - $245K
|
733
$287K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
103+ 4.04% |
$29.7K - $34.4K
|
2.66K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 200.0% |
$576 - $668
|
3
$1.17K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
19+ 4.79% |
$5.47K - $6.34K
|
416
$163K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3+ 0.29% |
$864 - $1K
|
1.03K
$402K
|
|
| Q4 2023 | |||||||
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2.4KNew |
$691K - $804K
|
2.4K
$937K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-27- 61.36% |
$7.78K - $9.05K
|
17
$6.65K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 38.46% |
$2.88K - $3.35K
|
36
$14.1K
|
|
|
Mar 13, 2024
Q4 2023
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
34K+ 226.67% |
$9.8M - $11.4M
|
49K
$19.2M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11New |
$3.17K - $3.69K
|
11
$4.3K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-1.3K- 87.64% |
$374K - $435K
|
183
$71.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-393- 13.8% |
$113K - $132K
|
2.45K
$959K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
67New |
$19.3K - $22.5K
|
67
$26.2K
|
|