Purchases and Sales Made in Q2 2023 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
233+ 16.55% |
$71.8K - $80.4K
|
1.64K
$655K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
229+ 1.43% |
$70.6K - $79.1K
|
16.3K
$6.5M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
224+ 7.46% |
$69.1K - $77.3K
|
3.23K
$1.29M
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
220+ 32.12% |
$67.8K - $75.9K
|
905
$361K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
219+ 0.93% |
$67.5K - $75.6K
|
23.8K
$9.48M
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
214New |
$66K - $73.9K
|
214
$85.4K
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
213+ 507.14% |
$65.7K - $73.5K
|
255
$102K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
212+ 0.76% |
$65.4K - $73.2K
|
28.1K
$11.2M
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
207+ 17.54% |
$63.8K - $71.5K
|
1.39K
$554K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
202+ 6.98% |
$62.3K - $69.7K
|
3.1K
$1.24M
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
196+ 1.02% |
$60.4K - $67.7K
|
19.5K
$7.77M
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
192+ 2.81% |
$59.2K - $66.3K
|
7.03K
$2.81M
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
187+ 3.16% |
$57.7K - $64.6K
|
6.1K
$2.43M
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
185+ 14.37% |
$57K - $63.9K
|
1.47K
$587K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
182+ 1.12% |
$56.1K - $62.8K
|
16.4K
$6.55M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
180+ 2.71% |
$55.5K - $62.1K
|
6.83K
$2.73M
|
|
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
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
165+ 8.35% |
$50.9K - $57K
|
2.14K
$854K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
165+ 5.29% |
$50.9K - $57K
|
3.28K
$1.31M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
161New |
$49.6K - $55.6K
|
161
$64.3K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
160New |
$49.3K - $55.2K
|
160
$63.9K
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
156+ 23.64% |
$48.1K - $53.9K
|
816
$326K
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
149+ 17.91% |
$45.9K - $51.4K
|
981
$392K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
146+ 1.4% |
$45K - $50.4K
|
10.6K
$4.23M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
145+ 7.93% |
$44.7K - $50.1K
|
1.97K
$787K
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
144+ 4.52% |
$44.4K - $49.7K
|
3.33K
$1.33M
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
137+ 6.0% |
$42.2K - $47.3K
|
2.42K
$967K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130+ 0.46% |
$40.1K - $44.9K
|
28.1K
$11.2M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
129+ 4.45% |
$39.8K - $44.5K
|
3.03K
$1.21M
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
127+ 2.61% |
$39.2K - $43.8K
|
5K
$1.99M
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
125+ 0.52% |
$38.5K - $43.2K
|
24.4K
$9.73M
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
122+ 5.75% |
$37.6K - $42.1K
|
2.24K
$896K
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
121+ 2.07% |
$37.3K - $41.8K
|
5.96K
$2.38M
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
120+ 15.19% |
$37K - $41.4K
|
910
$363K
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
119+ 7.69% |
$36.7K - $41.1K
|
1.67K
$665K
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
117New |
$36.1K - $40.4K
|
117
$46.7K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
108+ 0.84% |
$33.3K - $37.3K
|
12.9K
$5.15M
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
105+ 46.05% |
$32.4K - $36.2K
|
333
$133K
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
105+ 9.35% |
$32.4K - $36.2K
|
1.23K
$490K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
103+ 10.71% |
$31.8K - $35.6K
|
1.07K
$425K
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
103+ 0.67% |
$31.8K - $35.6K
|
15.5K
$6.2M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
101+ 4.32% |
$31.1K - $34.9K
|
2.44K
$973K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
101+ 4.32% |
$31.1K - $34.9K
|
2.44K
$973K
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
101+ 0.5% |
$31.1K - $34.9K
|
20.5K
$8.17M
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
95+ 5.48% |
$29.3K - $32.8K
|
1.83K
$730K
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
94+ 1.47% |
$29K - $32.4K
|
6.49K
$2.59M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
93+ 5.36% |
$28.7K - $32.1K
|
1.83K
$729K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
90+ 1.64% |
$27.7K - $31.1K
|
5.58K
$2.23M
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
89+ 2.37% |
$27.4K - $30.7K
|
3.84K
$1.53M
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
87+ 12.46% |
$26.8K - $30K
|
785
$313K
|