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 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.07% |
$1.23K - $1.38K
|
5.78K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 5.06% |
$1.23K - $1.38K
|
83
$33.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
4+ 0.47% |
$1.23K - $1.38K
|
852
$340K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3+ 0.2% |
$925 - $1.04K
|
1.49K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 1.25% |
$925 - $1.04K
|
243
$97K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3New |
$925 - $1.04K
|
3
$1.2K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 200.0% |
$617 - $690
|
3
$1.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.16% |
$617 - $690
|
1.27K
$506K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$308 - $345
|
1.87K
$747K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.53% |
$308 - $345
|
188
$75K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.5% |
$308 - $345
|
202
$80.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
1+ 0.09% |
$308 - $345
|
1.12K
$445K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.5% |
$308 - $345
|
202
$80.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.15% |
$308 - $345
|
665
$265K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 12.5% |
$308 - $345
|
9
$3.59K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.02% |
$308 - $345
|
4.15K
$1.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$308 - $345
|
1.71K
$682K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$308 - $345
|
4.71K
$1.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$308 - $345
|
8
$3.19K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-1- 2.13% |
$308 - $345
|
46
$18.4K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 7.69% |
$308 - $345
|
12
$4.79K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-2- 2.02% |
$617 - $690
|
97
$38.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-2- 0.59% |
$617 - $690
|
339
$135K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2- 0.24% |
$617 - $690
|
825
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3- 0.31% |
$925 - $1.04K
|
964
$385K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3- 0.08% |
$925 - $1.04K
|
3.83K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4- 3.45% |
$1.23K - $1.38K
|
112
$44.7K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 50.0% |
$1.23K - $1.38K
|
4
$1.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4- 1.1% |
$1.23K - $1.38K
|
358
$143K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4- 0.47% |
$1.23K - $1.38K
|
839
$335K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4- 0.21% |
$1.23K - $1.38K
|
1.88K
$749K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5- 0.67% |
$1.54K - $1.73K
|
741
$296K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-5- 0.04% |
$1.54K - $1.73K
|
12.5K
$5.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-5- 0.06% |
$1.54K - $1.73K
|
7.91K
$3.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-5- 0.67% |
$1.54K - $1.73K
|
743
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-6- 20.69% |
$1.85K - $2.07K
|
23
$9.18K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-6- 0.2% |
$1.85K - $2.07K
|
3K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-6- 40.0% |
$1.85K - $2.07K
|
9
$3.59K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 2.02% |
$2.16K - $2.42K
|
339
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8- 0.59% |
$2.47K - $2.76K
|
1.36K
$541K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 1.5% |
$2.47K - $2.76K
|
527
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9- 64.29% |
$2.77K - $3.11K
|
5
$2K
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-9- 0.14% |
$2.77K - $3.11K
|
6.39K
$2.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-9- 0.53% |
$2.77K - $3.11K
|
1.68K
$670K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9- 0.16% |
$2.77K - $3.11K
|
5.5K
$2.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
SELL
|
- |
-10- 0.22% |
$3.08K - $3.45K
|
4.53K
$1.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-10- 0.12% |
$3.08K - $3.45K
|
8.08K
$3.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 0.26% |
$3.08K - $3.45K
|
3.8K
$1.52M
|