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 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
25+ 2.62% |
$7.71K - $8.63K
|
981
$392K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
25+ 1.82% |
$7.71K - $8.63K
|
1.4K
$559K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
25+ 16.67% |
$7.71K - $8.63K
|
175
$69.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 1.29% |
$7.71K - $8.63K
|
1.96K
$782K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
24+ 3.58% |
$7.4K - $8.28K
|
695
$277K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
23+ 0.31% |
$7.09K - $7.94K
|
7.33K
$2.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
23+ 54.76% |
$7.09K - $7.94K
|
65
$25.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
22+ 0.44% |
$6.78K - $7.59K
|
4.98K
$1.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
22+ 2.1% |
$6.78K - $7.59K
|
1.07K
$427K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22+ 1.52% |
$6.78K - $7.59K
|
1.47K
$586K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
21+ 1.22% |
$6.47K - $7.25K
|
1.75K
$698K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17+ 1.88% |
$5.24K - $5.87K
|
919
$367K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
16+ 1.53% |
$4.93K - $5.52K
|
1.06K
$423K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
14New |
$4.32K - $4.83K
|
14
$5.59K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 0.3% |
$4.32K - $4.83K
|
4.62K
$1.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
14+ 1.68% |
$4.32K - $4.83K
|
847
$338K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
14+ 0.87% |
$4.32K - $4.83K
|
1.63K
$651K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
14+ 1.12% |
$4.32K - $4.83K
|
1.26K
$503K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 56.52% |
$4.01K - $4.49K
|
36
$14.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
12+ 0.19% |
$3.7K - $4.14K
|
6.27K
$2.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
11+ 0.29% |
$3.39K - $3.8K
|
3.8K
$1.52M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
11+ 0.4% |
$3.39K - $3.8K
|
2.74K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11+ 0.31% |
$3.39K - $3.8K
|
3.56K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11+ 1.61% |
$3.39K - $3.8K
|
693
$277K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 2.24% |
$3.39K - $3.8K
|
503
$201K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
10+ 0.35% |
$3.08K - $3.45K
|
2.89K
$1.15M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
10+ 0.56% |
$3.08K - $3.45K
|
1.79K
$716K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9New |
$2.77K - $3.11K
|
9
$3.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9+ 0.66% |
$2.77K - $3.11K
|
1.37K
$545K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
9+ 0.02% |
$2.77K - $3.11K
|
42.6K
$17M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
9New |
$2.77K - $3.11K
|
9
$3.59K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9+ 0.68% |
$2.77K - $3.11K
|
1.34K
$535K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8+ 0.85% |
$2.47K - $2.76K
|
948
$378K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8+ 1.21% |
$2.47K - $2.76K
|
670
$267K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.58% |
$2.47K - $2.76K
|
1.4K
$558K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
8+ 0.11% |
$2.47K - $2.76K
|
7.26K
$2.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.18% |
$2.16K - $2.42K
|
3.87K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
7+ 17.5% |
$2.16K - $2.42K
|
47
$18.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7New |
$2.16K - $2.42K
|
7
$2.79K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
7New |
$2.16K - $2.42K
|
7
$2.79K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
7+ 0.02% |
$2.16K - $2.42K
|
37K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
6New |
$1.85K - $2.07K
|
6
$2.39K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 600.0% |
$1.85K - $2.07K
|
7
$2.79K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 4.1% |
$1.54K - $1.73K
|
127
$50.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5+ 0.63% |
$1.54K - $1.73K
|
795
$317K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 3.73% |
$1.54K - $1.73K
|
139
$55.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
4+ 1.03% |
$1.23K - $1.38K
|
394
$157K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4+ 0.17% |
$1.23K - $1.38K
|
2.4K
$957K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 36.36% |
$1.23K - $1.38K
|
15
$5.99K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4New |
$1.23K - $1.38K
|
4
$1.6K
|