Purchases and Sales Made in Q4 2024 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
48+ 4.91% |
$16.5K - $18.9K
|
1.03K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
47+ 0.27% |
$16.2K - $18.5K
|
17.4K
$6.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
47+ 1.66% |
$16.2K - $18.5K
|
2.88K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
47New |
$16.2K - $18.5K
|
47
$18.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
46+ 3.89% |
$15.8K - $18.1K
|
1.23K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
44+ 7.2% |
$15.1K - $17.3K
|
655
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
43+ 1.3% |
$14.8K - $16.9K
|
3.36K
$1.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
43+ 7.21% |
$14.8K - $16.9K
|
639
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
43+ 0.05% |
$14.8K - $16.9K
|
81.8K
$32.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
41New |
$14.1K - $16.1K
|
41
$16.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
41+ 5.47% |
$14.1K - $16.1K
|
790
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
41+ 0.78% |
$14.1K - $16.1K
|
5.31K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
40+ 4.4% |
$13.8K - $15.7K
|
950
$379K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 6.07% |
$13.4K - $15.3K
|
682
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
38+ 5.13% |
$13.1K - $14.9K
|
779
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
34+ 3.51% |
$11.7K - $13.4K
|
1K
$401K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
34+ 2.16% |
$11.7K - $13.4K
|
1.61K
$642K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33+ 3.01% |
$11.4K - $13K
|
1.13K
$451K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
33+ 0.9% |
$11.4K - $13K
|
3.69K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
33+ 5.16% |
$11.4K - $13K
|
673
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
31+ 1.34% |
$10.7K - $12.2K
|
2.34K
$933K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
31+ 3.98% |
$10.7K - $12.2K
|
810
$323K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
30+ 8.04% |
$10.3K - $11.8K
|
403
$161K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
28+ 0.15% |
$9.64K - $11K
|
19.2K
$7.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
28+ 1.56% |
$9.64K - $11K
|
1.83K
$728K
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
28+ 1.92% |
$9.64K - $11K
|
1.49K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
28+ 1.92% |
$9.64K - $11K
|
1.49K
$593K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
26+ 1.68% |
$8.95K - $10.2K
|
1.58K
$630K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
26+ 0.02% |
$8.95K - $10.2K
|
120K
$47.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
25+ 0.4% |
$8.6K - $9.83K
|
6.22K
$2.48M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25+ 3.0% |
$8.6K - $9.83K
|
858
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
25+ 0.56% |
$8.6K - $9.83K
|
4.46K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
24+ 4.0% |
$8.26K - $9.44K
|
624
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
23+ 0.82% |
$7.92K - $9.05K
|
2.84K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
22New |
$7.57K - $8.65K
|
22
$8.78K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
22+ 200.0% |
$7.57K - $8.65K
|
33
$13.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
21New |
$7.23K - $8.26K
|
21
$8.38K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21+ 3.58% |
$7.23K - $8.26K
|
608
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
21New |
$7.23K - $8.26K
|
21
$8.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
21+ 3.43% |
$7.23K - $8.26K
|
633
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 25.93% |
$7.23K - $8.26K
|
102
$40.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
20+ 1.26% |
$6.88K - $7.87K
|
1.61K
$643K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
20+ 0.21% |
$6.88K - $7.87K
|
9.45K
$3.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
20+ 0.58% |
$6.88K - $7.87K
|
3.44K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
19+ 0.69% |
$6.54K - $7.47K
|
2.76K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
18+ 2.16% |
$6.19K - $7.08K
|
852
$340K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.79% |
$6.19K - $7.08K
|
2.29K
$913K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
18+ 21.43% |
$6.19K - $7.08K
|
102
$40.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 2.63% |
$5.85K - $6.69K
|
664
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
17+ 1.5% |
$5.85K - $6.69K
|
1.15K
$459K
|