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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.52KNew |
$438K - $510K
|
1.52K
$594K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-525- 34.49% |
$151K - $176K
|
997
$390K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
5.02KNew |
$1.45M - $1.68M
|
5.02K
$1.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-27.5K- 44.36% |
$7.93M - $9.23M
|
34.5K
$13.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
874New |
$252K - $293K
|
874
$342K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
15New |
$4.32K - $5.03K
|
15
$5.86K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-21.2K- 62.02% |
$6.12M - $7.12M
|
13K
$5.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.17K- 42.33% |
$338K - $393K
|
1.6K
$624K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34New |
$9.8K - $11.4K
|
34
$13.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
116+ 1.05% |
$33.4K - $38.9K
|
11.2K
$4.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
149New |
$42.9K - $50K
|
149
$58.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
725+ 17.47% |
$209K - $243K
|
4.87K
$1.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
408New |
$118K - $137K
|
408
$160K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-26- 2.75% |
$7.49K - $8.72K
|
920
$360K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-15.7K- 3.16% |
$4.52M - $5.26M
|
481K
$188M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
9+ 0.4% |
$2.59K - $3.02K
|
2.24K
$874K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1- 0.12% |
$288 - $335
|
806
$315K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-39- 11.5% |
$11.2K - $13.1K
|
300
$117K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-2.17K- 46.75% |
$625K - $727K
|
2.47K
$966K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-3.5K- 45.45% |
$1.01M - $1.17M
|
4.2K
$1.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32New |
$9.22K - $10.7K
|
32
$12.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-194- 14.24% |
$55.9K - $65.1K
|
1.17K
$457K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-42- 33.07% |
$12.1K - $14.1K
|
85
$33.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-7- 77.78% |
$2.02K - $2.35K
|
2
$782
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-155- 17.42% |
$44.7K - $52K
|
735
$287K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-170- 18.76% |
$49K - $57K
|
736
$288K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-76- 71.7% |
$21.9K - $25.5K
|
30
$11.7K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57New |
$16.4K - $19.1K
|
57
$22.3K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
27.1KNew |
$8.51M - $9.29M
|
27.1K
$10.6M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$2.83K - $3.09K
|
9
$3.52K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10New |
$3.14K - $3.43K
|
10
$3.91K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-590Closed |
$185K - $202K
|
0
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
SELL
|
- |
-235K- 5.42% |
$73.8M - $80.7M
|
4.1M
$1.6B
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
3+ 0.14% |
$942 - $1.03K
|
2.16K
$846K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1- 0.23% |
$314 - $343
|
435
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Permian Investment Partners, LP
New York, NY |
BUY
|
- |
115K+ 60.69% |
$36M - $39.4M
|
304K
$119M
|
|
|
Nov 14, 2023
Q3 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
82+ 0.41% |
$25.8K - $28.1K
|
20K
$7.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-10- 1.34% |
$3.14K - $3.43K
|
739
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
33New |
$10.4K - $11.3K
|
33
$12.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
26+ 4.32% |
$8.17K - $8.92K
|
628
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-22- 2.84% |
$6.91K - $7.55K
|
754
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.41% |
$1.26K - $1.37K
|
968
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-714- 7.27% |
$224K - $245K
|
9.1K
$3.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
118+ 7.64% |
$37.1K - $40.5K
|
1.66K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.78KNew |
$559K - $611K
|
1.78K
$696K
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
14.4KNew |
$4.54M - $4.96M
|
14.4K
$5.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2New |
$628 - $686
|
2
$782
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-999- 20.71% |
$314K - $343K
|
3.82K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
17+ 0.66% |
$5.34K - $5.83K
|
2.6K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-839- 40.45% |
$264K - $288K
|
1.24K
$483K
|
|