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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2New |
$628 - $686
|
2
$798
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
33+ 3.1% |
$10.4K - $11.3K
|
1.1K
$438K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-354Closed |
$111K - $121K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-1.12K- 55.62% |
$353K - $385K
|
896
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
807+ 119.03% |
$254K - $277K
|
1.49K
$592K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.38K- 4.57% |
$747K - $816K
|
49.6K
$19.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13New |
$4.08K - $4.46K
|
13
$5.18K
|
|
|
Nov 09, 2023
Q3 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 6.36% |
$367K - $401K
|
17.2K
$6.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
855New |
$269K - $293K
|
855
$341K
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
28.8K+ 1469.37% |
$9.06M - $9.89M
|
30.8K
$12.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 10.71% |
$3.77K - $4.12K
|
124
$49.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
91New |
$28.6K - $31.2K
|
91
$36.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-41- 0.52% |
$12.9K - $14.1K
|
7.87K
$3.14M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.35K- 5.69% |
$738K - $806K
|
38.9K
$15.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
1.24KNew |
$391K - $427K
|
1.24K
$496K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
42+ 3.35% |
$13.2K - $14.4K
|
1.29K
$516K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-26- 2.19% |
$8.17K - $8.92K
|
1.16K
$463K
|
|
|
Nov 06, 2023
Q3 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
34KNew |
$10.7M - $11.7M
|
34K
$13.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-207- 6.74% |
$65K - $71K
|
2.87K
$1.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.99KNew |
$1.25M - $1.37M
|
3.99K
$1.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-586- 97.5% |
$184K - $201K
|
15
$5.98K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
192New |
$60.3K - $65.9K
|
192
$76.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-65- 37.79% |
$20.4K - $22.3K
|
107
$42.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-25- 3.18% |
$7.85K - $8.58K
|
760
$303K
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
718New |
$226K - $246K
|
718
$286K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.73K+ 28.44% |
$858K - $937K
|
12.3K
$4.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-25- 3.73% |
$7.85K - $8.58K
|
645
$257K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-56- 34.15% |
$17.6K - $19.2K
|
108
$43.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
135+ 3.98% |
$42.4K - $46.3K
|
3.52K
$1.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Trinity Street Asset Management LLP
|
BUY
|
- |
1.62K+ 2.96% |
$508K - $555K
|
56.2K
$22.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
2.3KNew |
$723K - $789K
|
2.3K
$917K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3+ 0.2% |
$942 - $1.03K
|
1.5K
$597K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-5- 10.87% |
$1.57K - $1.72K
|
41
$16.4K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.13K- 9.04% |
$356K - $389K
|
11.4K
$4.55M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
31+ 2.72% |
$9.74K - $10.6K
|
1.17K
$467K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-80- 3.35% |
$25.1K - $27.5K
|
2.31K
$920K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-84- 2.62% |
$26.4K - $28.8K
|
3.12K
$1.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.01K- 58.94% |
$317K - $346K
|
703
$280K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-34- 52.31% |
$10.7K - $11.7K
|
31
$12.4K
|
|
| Q2 2023 | |||||||
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-512Closed |
$158K - $177K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.87K- 31.11% |
$1.5M - $1.68M
|
10.8K
$4.3M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-800- 61.54% |
$247K - $276K
|
500
$199K
|
|
|
Dec 13, 2023
Q2 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-60K- 20.69% |
$18.5M - $20.7M
|
230K
$91.7M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-182- 18.69% |
$56.1K - $62.8K
|
792
$316K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
161New |
$49.6K - $55.6K
|
161
$64.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
15.5KNew |
$4.79M - $5.36M
|
15.5K
$6.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
43New |
$13.3K - $14.8K
|
43
$17.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
168+ 6.74% |
$51.8K - $58K
|
2.66K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
7New |
$2.16K - $2.42K
|
7
$2.79K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.5KNew |
$462K - $518K
|
1.5K
$598K
|
|