Purchases and Sales Made in Q4 2022 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
17+ 1.75% |
$4.6K - $5.27K
|
989
$361K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17+ 1.3% |
$4.6K - $5.27K
|
1.33K
$484K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
16+ 26.67% |
$4.33K - $4.96K
|
76
$27.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
16+ 1.17% |
$4.33K - $4.96K
|
1.38K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
15+ 0.33% |
$4.06K - $4.65K
|
4.61K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15New |
$4.06K - $4.65K
|
15
$5.47K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
15+ 0.73% |
$4.06K - $4.65K
|
2.06K
$752K
|
|
|
Jan 20, 2023
Q4 2022
|
Carderock Capital Management Inc
|
BUY
|
- |
14+ 0.09% |
$3.79K - $4.34K
|
16.3K
$5.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14+ 0.97% |
$3.79K - $4.34K
|
1.46K
$534K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
14+ 5.62% |
$3.79K - $4.34K
|
263
$95.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 27.66% |
$3.52K - $4.03K
|
60
$21.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 0.52% |
$3.25K - $3.72K
|
2.33K
$849K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 16.9% |
$3.25K - $3.72K
|
83
$30.3K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
10New |
$2.71K - $3.1K
|
10
$3.65K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
10+ 1.13% |
$2.71K - $3.1K
|
894
$326K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9+ 26.47% |
$2.44K - $2.79K
|
43
$15.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
9New |
$2.44K - $2.79K
|
9
$3.28K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9+ 9.0% |
$2.44K - $2.79K
|
109
$39.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
9New |
$2.44K - $2.79K
|
9
$3.28K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
9New |
$2.44K - $2.79K
|
9
$3.28K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 160.0% |
$2.17K - $2.48K
|
13
$4.74K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8+ 0.21% |
$2.17K - $2.48K
|
3.86K
$1.41M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
7+ 0.58% |
$1.9K - $2.17K
|
1.22K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7+ 0.04% |
$1.9K - $2.17K
|
19.3K
$7.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
7+ 0.9% |
$1.9K - $2.17K
|
781
$285K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 50.0% |
$1.9K - $2.17K
|
21
$7.66K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$1.35K - $1.55K
|
2.92K
$1.07M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.24% |
$1.35K - $1.55K
|
2.09K
$761K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
5New |
$1.35K - $1.55K
|
5
$1.82K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
5New |
$1.35K - $1.55K
|
5
$1.82K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5New |
$1.35K - $1.55K
|
5
$1.82K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4+ 0.37% |
$1.08K - $1.24K
|
1.09K
$396K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
4+ 14.29% |
$1.08K - $1.24K
|
32
$11.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3New |
$812 - $930
|
3
$1.09K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3+ 0.31% |
$812 - $930
|
967
$353K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 2.19% |
$812 - $930
|
140
$51.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3+ 0.21% |
$812 - $930
|
1.41K
$513K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
2+ 1.06% |
$542 - $620
|
191
$69.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 22.22% |
$542 - $620
|
11
$4.01K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2+ 0.27% |
$542 - $620
|
748
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2+ 0.21% |
$542 - $620
|
955
$348K
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$271 - $310
|
2.66K
$970K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.12% |
$271 - $310
|
868
$317K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$271 - $310
|
1.1K
$400K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.15% |
$271 - $310
|
663
$242K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
1+ 0.29% |
$271 - $310
|
341
$124K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
1+ 0.01% |
$271 - $310
|
12.5K
$4.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$271 - $310
|
1.31K
$477K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 33.33% |
$271 - $310
|
4
$1.46K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1- 0.12% |
$271 - $310
|
810
$295K
|