Latest Institutional Purchases of Aon PLC (AON)
This list provides information on the latest institutional transactions involving Aon PLC (AON) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
982New |
$271K - $324K
|
982
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
966New |
$266K - $318K
|
966
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
797+ 15.07% |
$220K - $263K
|
6.09K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
736New |
$203K - $243K
|
736
$258K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
690New |
$190K - $227K
|
690
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
588New |
$162K - $194K
|
588
$206K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
466New |
$129K - $154K
|
466
$163K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
284New |
$78.3K - $93.6K
|
284
$99.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
157+ 46.87% |
$43.3K - $51.8K
|
492
$172K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
150+ 24.71% |
$41.4K - $49.4K
|
757
$265K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
129+ 20.28% |
$35.6K - $42.5K
|
765
$268K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
119+ 5.08% |
$32.8K - $39.2K
|
2.46K
$862K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
55+ 6.51% |
$15.2K - $18.1K
|
900
$315K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
53New |
$14.6K - $17.5K
|
53
$18.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
30New |
$8.27K - $9.89K
|
30
$10.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
29New |
$8K - $9.56K
|
29
$10.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
24New |
$6.62K - $7.91K
|
24
$8.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
21New |
$5.79K - $6.92K
|
21
$7.35K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
20New |
$5.52K - $6.59K
|
20
$7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17New |
$4.69K - $5.6K
|
17
$5.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
13New |
$3.59K - $4.29K
|
13
$4.55K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11New |
$3.03K - $3.63K
|
11
$3.85K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$2.48K - $2.97K
|
9
$3.15K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
7New |
$1.93K - $2.31K
|
7
$2.45K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5+ 0.23% |
$1.38K - $1.65K
|
2.23K
$779K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$1.1K - $1.32K
|
4
$1.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3+ 3.19% |
$827 - $989
|
97
$34K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$276 - $330
|
1
$350
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
7.25KNew |
$2.09M - $2.42M
|
7.25K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
4.32KNew |
$1.24M - $1.44M
|
4.32K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
CALL |
3K+ 150.0% |
$864K - $1M
|
5K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.86K+ 124.04% |
$825K - $956K
|
5.17K
$1.81M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
2.06KNew |
$592K - $687K
|
2.06K
$720K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.82KNew |
$525K - $608K
|
1.82K
$638K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.78KNew |
$512K - $594K
|
1.78K
$623K
|
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.47K+ 17.26% |
$423K - $490K
|
9.97K
$3.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
1.41KNew |
$406K - $470K
|
1.41K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.39KNew |
$401K - $465K
|
1.39K
$487K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.17KNew |
$338K - $392K
|
1.17K
$411K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
725New |
$209K - $242K
|
725
$254K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
676+ 79.81% |
$195K - $226K
|
1.52K
$533K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
660New |
$190K - $220K
|
660
$231K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
634New |
$183K - $212K
|
634
$222K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
600New |
$173K - $200K
|
600
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
286+ 10.86% |
$82.4K - $95.5K
|
2.92K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
252+ 8.3% |
$72.6K - $84.1K
|
3.29K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
213+ 14.68% |
$61.3K - $71.1K
|
1.66K
$583K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
178New |
$51.3K - $59.4K
|
178
$62.3K
|
|
|
May 08, 2024
Q1 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
152+ 93.83% |
$43.8K - $50.7K
|
314
$110K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
103+ 4.04% |
$29.7K - $34.4K
|
2.66K
$930K
|
|