Purchases and Sales Made in Q1 2024 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q1 2024. The information is specifically focused on institutions that hold shares of Aon plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 11.88% |
$5.47K - $6.34K
|
179
$69.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
19+ 4.79% |
$5.47K - $6.34K
|
416
$162K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$5.18K - $6.01K
|
18
$7.01K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
17+ 2.04% |
$4.9K - $5.67K
|
850
$331K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
17+ 0.62% |
$4.9K - $5.67K
|
2.75K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
17+ 2.03% |
$4.9K - $5.67K
|
853
$332K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 320.0% |
$4.61K - $5.34K
|
21
$8.18K
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
16+ 20.78% |
$4.61K - $5.34K
|
93
$36.2K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 19.28% |
$4.61K - $5.34K
|
99
$38.6K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16+ 1.77% |
$4.61K - $5.34K
|
922
$359K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16+ 1.08% |
$4.61K - $5.34K
|
1.5K
$585K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 0.41% |
$4.61K - $5.34K
|
3.91K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
15+ 1.09% |
$4.32K - $5.01K
|
1.39K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
15New |
$4.32K - $5.01K
|
15
$5.84K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15New |
$4.32K - $5.01K
|
15
$5.84K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
15New |
$4.32K - $5.01K
|
15
$5.84K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
13+ 1.32% |
$3.74K - $4.34K
|
996
$388K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13+ 1.73% |
$3.74K - $4.34K
|
766
$298K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
12New |
$3.46K - $4.01K
|
12
$4.67K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$2.59K - $3K
|
9
$3.51K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8New |
$2.3K - $2.67K
|
8
$3.12K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8+ 0.21% |
$2.3K - $2.67K
|
3.89K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7+ 0.15% |
$2.02K - $2.34K
|
4.63K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6+ 0.32% |
$1.73K - $2K
|
1.86K
$724K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 1.14% |
$1.73K - $2K
|
532
$207K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
5+ 35.71% |
$1.44K - $1.67K
|
19
$7.4K
|
|
|
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
|
True Private Wealth Advisors
|
BUY
|
- |
5+ 0.57% |
$1.44K - $1.67K
|
881
$343K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.18% |
$1.44K - $1.67K
|
2.8K
$1.09M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 9.3% |
$1.15K - $1.34K
|
47
$18.3K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 0.04% |
$1.15K - $1.34K
|
11.4K
$4.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.96% |
$1.15K - $1.34K
|
419
$163K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 23.08% |
$864 - $1K
|
16
$6.23K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.55% |
$864 - $1K
|
546
$213K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3+ 0.29% |
$864 - $1K
|
1.03K
$400K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$864 - $1K
|
3.75K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
3New |
$864 - $1K
|
3
$1.17K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 15.79% |
$864 - $1K
|
22
$8.57K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2+ 3.28% |
$576 - $668
|
63
$24.5K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 200.0% |
$576 - $668
|
3
$1.17K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2New |
$576 - $668
|
2
$779
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2New |
$576 - $668
|
2
$779
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 200.0% |
$576 - $668
|
3
$1.17K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2+ 0.03% |
$576 - $668
|
6.57K
$2.56M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$288 - $334
|
1
$390
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 2.22% |
$288 - $334
|
46
$17.9K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 25.0% |
$288 - $334
|
5
$1.95K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1- 0.08% |
$288 - $334
|
1.27K
$494K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 2.78% |
$288 - $334
|
35
$13.6K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.06% |
$288 - $334
|
1.8K
$702K
|