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 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
64New |
$18.4K - $21.4K
|
64
$24.9K
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
62+ 1.85% |
$17.9K - $20.7K
|
3.42K
$1.33M
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
61New |
$17.6K - $20.4K
|
61
$23.8K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
59+ 1.36% |
$17K - $19.7K
|
4.4K
$1.71M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
57+ 12.81% |
$16.4K - $19K
|
502
$196K
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
57New |
$16.4K - $19K
|
57
$22.2K
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
53+ 6.18% |
$15.3K - $17.7K
|
910
$354K
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
51+ 1.73% |
$14.7K - $17K
|
3K
$1.17M
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
50+ 0.23% |
$14.4K - $16.7K
|
21.4K
$8.34M
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50New |
$14.4K - $16.7K
|
50
$19.5K
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
48+ 0.12% |
$13.8K - $16K
|
41.4K
$16.1M
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
46New |
$13.2K - $15.4K
|
46
$17.9K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
44+ 3.11% |
$12.7K - $14.7K
|
1.46K
$568K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
43+ 5.81% |
$12.4K - $14.4K
|
783
$305K
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
42+ 0.67% |
$12.1K - $14K
|
6.34K
$2.47M
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
42+ 1.37% |
$12.1K - $14K
|
3.12K
$1.21M
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
41+ 11.11% |
$11.8K - $13.7K
|
410
$160K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38+ 5.5% |
$10.9K - $12.7K
|
729
$284K
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
38New |
$10.9K - $12.7K
|
38
$14.8K
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
38+ 13.01% |
$10.9K - $12.7K
|
330
$129K
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
38+ 3.89% |
$10.9K - $12.7K
|
1.02K
$396K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
37New |
$10.7K - $12.4K
|
37
$14.4K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
37+ 3.18% |
$10.7K - $12.4K
|
1.2K
$467K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34+ 1.85% |
$9.79K - $11.3K
|
1.87K
$729K
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
34+ 6.83% |
$9.79K - $11.3K
|
532
$207K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
34+ 0.91% |
$9.79K - $11.3K
|
3.76K
$1.46M
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
32+ 2.56% |
$9.22K - $10.7K
|
1.28K
$499K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
32+ 1.55% |
$9.22K - $10.7K
|
2.09K
$815K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
32New |
$9.22K - $10.7K
|
32
$12.5K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
32New |
$9.22K - $10.7K
|
32
$12.5K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
31+ 5.08% |
$8.93K - $10.3K
|
641
$250K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
31+ 1.83% |
$8.93K - $10.3K
|
1.72K
$670K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
31+ 5.94% |
$8.93K - $10.3K
|
553
$215K
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
30+ 1.93% |
$8.64K - $10K
|
1.59K
$619K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
27New |
$7.78K - $9.01K
|
27
$10.5K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27+ 142.11% |
$7.78K - $9.01K
|
46
$17.9K
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
27+ 0.57% |
$7.78K - $9.01K
|
4.78K
$1.86M
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
27+ 22.13% |
$7.78K - $9.01K
|
149
$58K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
25+ 0.88% |
$7.2K - $8.34K
|
2.87K
$1.12M
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
25+ 0.94% |
$7.2K - $8.34K
|
2.69K
$1.05M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 2.06% |
$7.2K - $8.34K
|
1.24K
$481K
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
24+ 0.46% |
$6.91K - $8.01K
|
5.28K
$2.06M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 153.33% |
$6.62K - $7.68K
|
38
$14.8K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23New |
$6.62K - $7.68K
|
23
$8.96K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
23+ 109.52% |
$6.62K - $7.68K
|
44
$17.1K
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
22+ 115.79% |
$6.34K - $7.34K
|
41
$16K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
22+ 1.62% |
$6.34K - $7.34K
|
1.38K
$537K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 33.9% |
$5.76K - $6.68K
|
79
$30.8K
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
20+ 1.11% |
$5.76K - $6.68K
|
1.81K
$707K
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
20+ 2.21% |
$5.76K - $6.68K
|
927
$361K
|