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|
|
This page summarizes the AON holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether AON is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing AON Share Count |
|---|
| Exchange Traded Concepts LLC |
168 |
2,059 |
+1,891 |
+1125.60% |
| SJS Investment Consulting Inc. |
9 |
94 |
+85 |
+944.44% |
| Ninety One UK Ltd |
7,041 |
54,347 |
+47,306 |
+671.86% |
| Assenagon Asset Management S.A. |
68,760 |
344,891 |
+276,131 |
+401.59% |
| Radnor Capital Management LLC |
2,072 |
6,290 |
+4,218 |
+203.57% |
| Financial Synergies Wealth Advisors Inc. |
1 |
3 |
+2 |
+200.00% |
| Banque Cantonale Vaudoise |
3,638 |
8,411 |
+4,773 |
+131.20% |
| Altfest L J & Co. Inc. |
1,323 |
2,796 |
+1,473 |
+111.34% |
| V Square Quantitative Management LLC |
967 |
1,841 |
+874 |
+90.38% |
| Allworth Financial LP |
1,225 |
1,843 |
+618 |
+50.45% |
| Cambridge Investment Research Advisors Inc. |
5,508 |
7,889 |
+2,381 |
+43.23% |
| Dash Acquisitions Inc. |
12,492 |
17,697 |
+5,205 |
+41.67% |
| First Pacific Financial |
14 |
19 |
+5 |
+35.71% |
| Capital Advisors Ltd. LLC |
59 |
79 |
+20 |
+33.90% |
| Sandy Cove Advisors LLC |
1,448 |
1,870 |
+422 |
+29.14% |
| DekaBank Deutsche Girozentrale |
215,327 |
275,109 |
+59,782 |
+27.76% |
| Los Angeles Capital Management & Equity Research Inc. |
14,714 |
18,615 |
+3,901 |
+26.51% |
| Portside Wealth Group LLC |
1,441 |
1,788 |
+347 |
+24.08% |
| Arlington Partners LLC |
8,376 |
10,052 |
+1,676 |
+20.01% |
| MV Capital Management Inc. |
9,922 |
11,843 |
+1,921 |
+19.36% |
| Venturi Wealth Management LLC |
2,871 |
3,416 |
+545 |
+18.98% |
| Sage Mountain Advisors LLC |
1,159 |
1,361 |
+202 |
+17.43% |
| SYSTM Wealth Solutions LLC |
12,963 |
15,172 |
+2,209 |
+17.04% |
| Hummer Financial Advisory Services Inc |
1,733 |
2,013 |
+280 |
+16.16% |
| Cornerstone Wealth Group LLC |
716 |
826 |
+110 |
+15.36% |
| Diversified Trust Co |
11,067 |
12,733 |
+1,666 |
+15.05% |
| Summit Trail Advisors LLC |
1,908 |
2,166 |
+258 |
+13.52% |
| Canandaigua National Bank & Trust Co. |
4,793 |
5,412 |
+619 |
+12.91% |
| Financiere des Professionnels Fonds d investissement inc. |
56,725 |
63,537 |
+6,812 |
+12.01% |
| AdvisorNet Financial Inc |
160 |
179 |
+19 |
+11.88% |
| LVW Advisors LLC |
1,045 |
1,166 |
+121 |
+11.58% |
| GAMMA Investing LLC |
369 |
410 |
+41 |
+11.11% |
| Regions Financial Corp |
16,712 |
18,540 |
+1,828 |
+10.94% |
| Marshall Financial Group LLC |
2,634 |
2,920 |
+286 |
+10.86% |
| Beese Fulmer Investment Management Inc. |
21,566 |
23,740 |
+2,174 |
+10.08% |
| Artemis Investment Management LLP |
154,609 |
168,901 |
+14,292 |
+9.24% |
| Kathmere Capital Management LLC |
2,014 |
2,187 |
+173 |
+8.59% |
| Veriti Management LLC |
3,923 |
4,260 |
+337 |
+8.59% |
| Duncker Streett & Co. Inc. |
3,037 |
3,289 |
+252 |
+8.30% |
| Zurcher Kantonalbank Zurich Cantonalbank |
65,149 |
69,945 |
+4,796 |
+7.36% |
| James Hambro & Partners |
223,865 |
239,360 |
+15,495 |
+6.92% |
| Twelve Points Wealth Management LLC |
1,770 |
1,882 |
+112 |
+6.33% |
| 180 Wealth Advisors LLC |
857 |
910 |
+53 |
+6.18% |
| Raymond James & Associates |
168,721 |
178,914 |
+10,193 |
+6.04% |
| Sendero Wealth Management LLC |
2,884 |
3,057 |
+173 |
+6.00% |
| NBT Bank N A NY |
4,105 |
4,338 |
+233 |
+5.68% |
| Anderson Hoagland & Co. |
10,957 |
11,495 |
+538 |
+4.91% |
| Salem Investment Counselors Inc. |
397 |
416 |
+19 |
+4.79% |
| Stratos Wealth Partners LTD. |
4,252 |
4,432 |
+180 |
+4.23% |
| Wedmont Private Capital |
1,729 |
1,799 |
+70 |
+4.05% |
| Dynamic Advisor Solutions LLC |
2,552 |
2,655 |
+103 |
+4.04% |
| Ballentine Partners LLC |
2,023 |
2,101 |
+78 |
+3.86% |
| Baldwin Brothers Inc. MA |
61 |
63 |
+2 |
+3.28% |
| First Hawaiian Bank |
5,635 |
5,806 |
+171 |
+3.03% |
| GHP Investment Advisors Inc. |
24,584 |
25,235 |
+651 |
+2.65% |
| WoodTrust Financial Corp |
5,160 |
5,288 |
+128 |
+2.48% |
| Arthur M. Cohen & Associates LLC |
3,707 |
3,792 |
+85 |
+2.29% |
| Raymond James Trust N.A. |
3,262 |
3,335 |
+73 |
+2.24% |
| Kwmg LLC |
17,596 |
17,938 |
+342 |
+1.94% |
| Sunflower Bank N.A. |
1,558 |
1,588 |
+30 |
+1.93% |
| Global Retirement Partners LLC |
1,690 |
1,721 |
+31 |
+1.83% |
| CX Institutional |
10,265 |
10,434 |
+169 |
+1.65% |
| SeaCrest Wealth Management LLC |
1,356 |
1,378 |
+22 |
+1.62% |
| NorthCrest Asset Manangement LLC |
4,541 |
4,610 |
+69 |
+1.52% |
| Verdence Capital Advisors LLC |
9,905 |
10,055 |
+150 |
+1.51% |
| Legacy Wealth Asset Management LLC |
3,073 |
3,115 |
+42 |
+1.37% |
| Essex Financial Services Inc. |
983 |
996 |
+13 |
+1.32% |
| Prestige Wealth Management Group LLC |
526 |
532 |
+6 |
+1.14% |
| Lantz Financial LLC |
1,794 |
1,814 |
+20 |
+1.11% |
| Equitable Trust Co. |
13,130 |
13,259 |
+129 |
+0.98% |
| Spire Wealth Management |
415 |
419 |
+4 |
+0.96% |
| Park Avenue Securities LLC |
2,843 |
2,868 |
+25 |
+0.88% |
| Bank of New York Mellon Corp |
1,440,036 |
1,452,406 |
+12,370 |
+0.86% |
| Heritage Wealth Management LLC |
2,736 |
2,753 |
+17 |
+0.62% |
| Borer Denton & Associates Inc. |
32,465 |
32,657 |
+192 |
+0.59% |
| TRUE Private Wealth Advisors |
876 |
881 |
+5 |
+0.57% |
| Gulf International Bank UK Ltd |
16,772 |
16,861 |
+89 |
+0.53% |
| State of Alaska Department of Revenue |
21,625 |
21,725 |
+100 |
+0.46% |
| Czech National Bank |
35,067 |
35,228 |
+161 |
+0.46% |
| Lindbrook Capital LLC |
3,895 |
3,911 |
+16 |
+0.41% |
| KMG Fiduciary Partners LLC |
1,025 |
1,028 |
+3 |
+0.29% |
| Blue Chip Partners Inc. |
3,884 |
3,892 |
+8 |
+0.21% |
| Armor Investment Advisors LLC |
2,795 |
2,800 |
+5 |
+0.18% |
| 13F Filers Reporting New Positions In AON |
|---|
| First Financialcorp IN |
0 |
32 |
+32 |
+100% |
| Fulton Bank N.A. |
0 |
902 |
+902 |
+100% |
| Webster Bank N. A. |
0 |
12 |
+12 |
+100% |
| Mcdonald Partners LLC |
0 |
608 |
+608 |
+100% |
| Keel Point LLC |
0 |
694 |
+694 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
4,348 |
+4,348 |
+100% |
| Ninety One SA PTY Ltd |
0 |
1,409 |
+1,409 |
+100% |
| Community Financial Services Group LLC |
0 |
666 |
+666 |
+100% |
| Annex Advisory Services LLC |
0 |
733 |
+733 |
+100% |
| Riverview Trust Co |
0 |
71 |
+71 |
+100% |
| Stanley Laman Group Ltd. |
0 |
9,453 |
+9,453 |
+100% |
| First PREMIER Bank |
0 |
61 |
+61 |
+100% |
| Symmetry Partners LLC |
0 |
3,534 |
+3,534 |
+100% |
| Private Capital Management LLC |
0 |
636 |
+636 |
+100% |
| NovaPoint Capital LLC |
0 |
685 |
+685 |
+100% |
| Rise Advisors LLC |
0 |
111 |
+111 |
+100% |
| Congress Wealth Management LLC DE |
0 |
815 |
+815 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
64 |
+64 |
+100% |
| Simplicity Wealth LLC |
0 |
10,956 |
+10,956 |
+100% |
| Andina Capital Management LLC |
0 |
693 |
+693 |
+100% |
| Carr Financial Group Corp |
0 |
676 |
+676 |
+100% |
| Register Financial Advisors LLC |
0 |
50 |
+50 |
+100% |
| Norden Group LLC |
0 |
6,118 |
+6,118 |
+100% |
| Jamison Private Wealth Management Inc. |
0 |
5 |
+5 |
+100% |
| nVerses Capital LLC |
0 |
400 |
+400 |
+100% |
| Sunpointe LLC |
0 |
838 |
+838 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Neville Rodie & Shaw Inc. |
1,450 |
1,450 |
UNCH |
0.00% |
| Romano Brothers AND Company |
5,159 |
5,159 |
UNCH |
0.00% |
| State of Michigan Retirement System |
54,858 |
54,858 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
57 |
57 |
UNCH |
0.00% |
| Factory Mutual Insurance Co. |
34,000 |
34,000 |
UNCH |
0.00% |
| Pioneer Trust Bank N A OR |
919 |
919 |
UNCH |
0.00% |
| Optimum Investment Advisors |
1,000 |
1,000 |
UNCH |
0.00% |
| Albion Financial Group UT |
31 |
31 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
300 |
300 |
UNCH |
0.00% |
| Smith Chas P & Associates PA Cpas |
965 |
965 |
UNCH |
0.00% |
| Trust Co. of Oklahoma |
1,042 |
1,042 |
UNCH |
0.00% |
| Norris Perne & French LLP MI |
1,140 |
1,140 |
UNCH |
0.00% |
| Country Trust Bank |
8 |
8 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
2,000 |
2,000 |
UNCH |
0.00% |
| Welch Group LLC |
5,272 |
5,272 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
5,000 |
5,000 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
41 |
41 |
UNCH |
0.00% |
| Retirement Planning Group |
889 |
889 |
UNCH |
0.00% |
| Rocky Mountain Advisers LLC |
16 |
16 |
UNCH |
0.00% |
| Alta Advisers Ltd |
600 |
600 |
UNCH |
0.00% |
| JNBA Financial Advisors |
25 |
25 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
43 |
43 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
43 |
43 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
7 |
7 |
UNCH |
0.00% |
| Inspirion Wealth Advisors LLC |
1,420 |
1,420 |
UNCH |
0.00% |
| Westbourne Investment Advisors Inc. |
900 |
900 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
136 |
136 |
UNCH |
0.00% |
| AustralianSuper Pty Ltd |
1,673 |
1,673 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
859 |
859 |
UNCH |
0.00% |
| New Capital Management LP |
741 |
741 |
UNCH |
0.00% |
| Ridgewood Investments LLC |
2,041 |
2,041 |
UNCH |
0.00% |
| Bfsg LLC |
1,138 |
1,138 |
UNCH |
0.00% |
| MPS Loria Financial Planners LLC |
1,030 |
1,030 |
UNCH |
0.00% |
| Townsend & Associates Inc |
2,070 |
2,070 |
UNCH |
0.00% |
| Chicago Capital LLC |
2,250 |
2,250 |
UNCH |
0.00% |
| Dougherty Wealth Advisers LLC |
659 |
659 |
UNCH |
0.00% |
| Ellis Investment Partners LLC |
4,070 |
4,070 |
UNCH |
0.00% |
| Yarbrough Capital LLC |
1,746 |
1,746 |
UNCH |
0.00% |
| RDA Financial Network |
1,251 |
1,251 |
UNCH |
0.00% |
| Weaver Consulting Group |
1,115 |
1,115 |
UNCH |
0.00% |
| IFG Advisors LLC |
1,466 |
1,466 |
UNCH |
0.00% |
| Carolina Wealth Advisors LLC |
532 |
532 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
15,444 |
15,444 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
31 |
31 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
853 |
853 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
201 |
201 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
4 |
4 |
UNCH |
0.00% |
| Newton One Investments LLC |
1,335 |
1,335 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
74 |
74 |
UNCH |
0.00% |
| Border to Coast Pensions Partnership Ltd |
85,176 |
85,176 |
UNCH |
0.00% |
| KFG Wealth Management LLC |
1,868 |
1,868 |
UNCH |
0.00% |
| Greenspring Advisors LLC |
870 |
870 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
140 |
140 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
32 |
32 |
UNCH |
0.00% |
| Crane Advisory LLC |
1,697 |
1,697 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
2 |
2 |
UNCH |
0.00% |
| Mendota Financial Group LLC |
70 |
70 |
UNCH |
0.00% |
| Financial Freedom LLC |
492 |
492 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
84 |
84 |
UNCH |
0.00% |
| Prairie Sky Financial Group LLC |
2,285 |
2,285 |
UNCH |
0.00% |
| Exchange Bank |
869 |
869 |
UNCH |
0.00% |
| PFS Partners LLC |
15 |
15 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
426 |
426 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
15 |
15 |
UNCH |
0.00% |
| Signal Advisors Wealth LLC |
749 |
749 |
UNCH |
0.00% |
| Planning Capital Management Corp |
104 |
104 |
UNCH |
0.00% |
| 13F Filers Decreasing AON Share Count |
|---|
| Bank of New Hampshire |
394 |
49 |
-345 |
-87.56% |
| MCF Advisors LLC |
35 |
10 |
-25 |
-71.43% |
| Gradient Investments LLC |
9 |
3 |
-6 |
-66.67% |
| Coastline Trust Co |
2,292 |
822 |
-1,470 |
-64.14% |
| Trust Point Inc. |
2,436 |
900 |
-1,536 |
-63.05% |
| Nilsine Partners LLC |
2,689 |
1,126 |
-1,563 |
-58.13% |
| Lecap Asset Management Ltd. |
5,237 |
2,828 |
-2,409 |
-46.00% |
| Charter Trust Co. |
3,447 |
1,941 |
-1,506 |
-43.69% |
| CHICAGO TRUST Co NA |
4,016 |
2,308 |
-1,708 |
-42.53% |
| Allspring Global Investments Holdings LLC |
33,667 |
20,238 |
-13,429 |
-39.89% |
| Sapient Capital LLC |
1,207 |
733 |
-474 |
-39.27% |
| UMB Bank N A MO |
2,010 |
1,361 |
-649 |
-32.29% |
| Natixis Advisors L.P. |
462,046 |
340,545 |
-121,501 |
-26.30% |
| Pure Financial Advisors Inc. |
12,168 |
8,996 |
-3,172 |
-26.07% |
| Carderock Capital Management Inc. |
25,768 |
19,937 |
-5,831 |
-22.63% |
| Brookstone Capital Management |
1,289 |
1,020 |
-269 |
-20.87% |
| waypoint wealth counsel |
1,117 |
886 |
-231 |
-20.68% |
| Valeo Financial Advisors LLC |
2,156 |
1,726 |
-430 |
-19.94% |
| Bruce G. Allen Investments LLC |
136 |
110 |
-26 |
-19.12% |
| Arlington Trust Co LLC |
426 |
348 |
-78 |
-18.31% |
| Amalgamated Bank |
49,526 |
41,216 |
-8,310 |
-16.78% |
| Garrison Bradford & Associates Inc. |
4,800 |
4,000 |
-800 |
-16.67% |
| Massmutual Trust Co. FSB ADV |
574 |
480 |
-94 |
-16.38% |
| Checchi Capital Advisers LLC |
2,658 |
2,245 |
-413 |
-15.54% |
| Procyon Private Wealth Partners LLC |
1,684 |
1,431 |
-253 |
-15.02% |
| Valley National Advisers Inc. |
75 |
64 |
-11 |
-14.67% |
| Alaska Permanent Fund Corp |
10,522 |
9,057 |
-1,465 |
-13.92% |
| Pinnacle Bank |
51 |
44 |
-7 |
-13.73% |
| Grassi Investment Management |
3,000 |
2,600 |
-400 |
-13.33% |
| Clarius Group LLC |
1,618 |
1,403 |
-215 |
-13.29% |
| NBC Securities Inc. |
450 |
397 |
-53 |
-11.78% |
| Asset Dedication LLC |
929 |
825 |
-104 |
-11.19% |
| Abner Herrman & Brock LLC |
63,996 |
57,144 |
-6,852 |
-10.71% |
| OLD National Bancorp IN |
2,907 |
2,605 |
-302 |
-10.39% |
| Strategy Asset Managers LLC |
22,468 |
20,184 |
-2,284 |
-10.17% |
| Acorn Creek Capital LLC |
729 |
660 |
-69 |
-9.47% |
| Pinnacle Associates Ltd. |
1,390 |
1,267 |
-123 |
-8.85% |
| Wealthfront Advisers LLC |
14,370 |
13,107 |
-1,263 |
-8.79% |
| American National Bank |
381 |
348 |
-33 |
-8.66% |
| Aaron Wealth Advisors |
718 |
660 |
-58 |
-8.08% |
| Hexagon Capital Partners LLC |
400 |
371 |
-29 |
-7.25% |
| YHB Investment Advisors Inc. |
32,388 |
30,048 |
-2,340 |
-7.22% |
| Securian Asset Management Inc |
12,670 |
11,769 |
-901 |
-7.11% |
| Dudley & Shanley Inc. |
108,178 |
100,528 |
-7,650 |
-7.07% |
| Horizon Bancorp Inc. IN |
390 |
365 |
-25 |
-6.41% |
| Mather Group LLC. |
3,641 |
3,413 |
-228 |
-6.26% |
| Bangor Savings Bank |
2,503 |
2,350 |
-153 |
-6.11% |
| CWM LLC |
6,144 |
5,780 |
-364 |
-5.92% |
| New Mexico Educational Retirement Board |
10,645 |
10,045 |
-600 |
-5.64% |
| CENTRAL TRUST Co |
881 |
833 |
-48 |
-5.45% |
| Donaldson Capital Management LLC |
701 |
663 |
-38 |
-5.42% |
| Kingswood Wealth Advisors LLC |
5,309 |
5,050 |
-259 |
-4.88% |
| Ausdal Financial Partners Inc. |
765 |
729 |
-36 |
-4.71% |
| FirstPurpose Wealth LLC |
815 |
777 |
-38 |
-4.66% |
| Financial Management Professionals Inc. |
47 |
45 |
-2 |
-4.26% |
| Sumitomo Life Insurance Co. |
3,599 |
3,448 |
-151 |
-4.20% |
| Miracle Mile Advisors LLC |
2,587 |
2,481 |
-106 |
-4.10% |
| Dakota Wealth Management |
3,741 |
3,598 |
-143 |
-3.82% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
47,385 |
45,585 |
-1,800 |
-3.80% |
| Boston Common Asset Management LLC |
20,540 |
19,797 |
-743 |
-3.62% |
| Atlas Capital Advisors LLC |
1,231 |
1,187 |
-44 |
-3.57% |
| Catalyst Financial Partners LLC |
1,079 |
1,042 |
-37 |
-3.43% |
| First Horizon Advisors Inc. |
327 |
316 |
-11 |
-3.36% |
| Louisiana State Employees Retirement System |
12,100 |
11,700 |
-400 |
-3.31% |
| Busey Wealth Management |
9,909 |
9,585 |
-324 |
-3.27% |
| Abacus Planning Group Inc. |
1,011 |
978 |
-33 |
-3.26% |
| Ritholtz Wealth Management |
4,486 |
4,343 |
-143 |
-3.19% |
| New York State Teachers Retirement System |
190,486 |
184,641 |
-5,845 |
-3.07% |
| Triumph Capital Management |
6,650 |
6,450 |
-200 |
-3.01% |
| Conning Inc. |
1,675 |
1,625 |
-50 |
-2.99% |
| Versant Capital Management Inc |
302 |
293 |
-9 |
-2.98% |
| Brown Advisory Inc. |
6,689 |
6,516 |
-173 |
-2.59% |
| Fifth Third Bancorp |
27,643 |
26,936 |
-707 |
-2.56% |
| Accurate Wealth Management LLC |
13,325 |
12,996 |
-329 |
-2.47% |
| McLean Asset Management Corp |
812 |
792 |
-20 |
-2.46% |
| CVA Family Office LLC |
334 |
326 |
-8 |
-2.40% |
| WCM Investment Management LLC |
4,438,294 |
4,335,658 |
-102,636 |
-2.31% |
| True North Advisors LLC |
729 |
713 |
-16 |
-2.19% |
| Robeco Institutional Asset Management B.V. |
76,853 |
75,247 |
-1,606 |
-2.09% |
| Wealth Enhancement Advisory Services LLC |
61,794 |
60,512 |
-1,282 |
-2.07% |
| Yousif Capital Management LLC |
30,518 |
29,905 |
-613 |
-2.01% |
| Sumitomo Mitsui Trust Holdings Inc. |
505,607 |
496,766 |
-8,841 |
-1.75% |
| Progressive Investment Management Corp |
9,344 |
9,201 |
-143 |
-1.53% |
| Perpetual Ltd |
1,333 |
1,313 |
-20 |
-1.50% |
| McAdam LLC |
2,770 |
2,732 |
-38 |
-1.37% |
| Farmers & Merchants Investments Inc. |
146 |
144 |
-2 |
-1.37% |
| Kirr Marbach & Co. LLC IN |
31,141 |
30,729 |
-412 |
-1.32% |
| Amplius Wealth Advisors LLC |
1,306 |
1,290 |
-16 |
-1.23% |
| Chesley Taft & Associates LLC |
11,478 |
11,356 |
-122 |
-1.06% |
| Live Oak Private Wealth LLC |
21,504 |
21,281 |
-223 |
-1.04% |
| Cigna Investments Inc. New |
2,133 |
2,111 |
-22 |
-1.03% |
| Private Trust Co. NA |
3,374 |
3,340 |
-34 |
-1.01% |
| Cedar Brook Financial Partners LLC |
769 |
762 |
-7 |
-0.91% |
| Salvus Wealth Management LLC |
5,955 |
5,914 |
-41 |
-0.69% |
| Criterion Capital Advisors LLC |
2,357 |
2,343 |
-14 |
-0.59% |
| Oakworth Capital Inc. |
216 |
215 |
-1 |
-0.46% |
| Raymond James Financial Services Advisors Inc. |
9,971 |
9,925 |
-46 |
-0.46% |
| Kinneret Advisory LLC |
1,684 |
1,679 |
-5 |
-0.30% |
| PFW Advisors LLC |
2,869 |
2,861 |
-8 |
-0.28% |
| Park National Corp OH |
891 |
889 |
-2 |
-0.22% |
| Relyea Zuckerberg Hanson LLC |
1,686 |
1,683 |
-3 |
-0.18% |
| Capital Investment Advisors LLC |
1,794 |
1,792 |
-2 |
-0.11% |
| Gateway Investment Advisers LLC |
93,898 |
93,895 |
-3 |
-0.00% |
| 13F Filers Exiting AON |
|---|
| Unique Wealth Strategies LLC |
2,134 |
0 |
-2,134 |
-100.00% |
| BKM Wealth Management LLC |
85 |
0 |
-85 |
-100.00% |
| GUNN & Co INVESTMENT MANAGEMENT INC. |
965 |
0 |
-965 |
-100.00% |
| Channel Wealth LLC |
736 |
0 |
-736 |
-100.00% |
| Western Financial Corp CA |
2,236 |
0 |
-2,236 |
-100.00% |
| Morton Brown Family Wealth LLC |
408 |
0 |
-408 |
-100.00% |
| GoalVest Advisory LLC |
30 |
0 |
-30 |
-100.00% |
| Tennessee Valley Asset Management Partners |
34 |
0 |
-34 |
-100.00% |
| International Assets Investment Management LLC |
54,170 |
0 |
-54,170 |
-100.00% |
| Oak Thistle LLC |
11,006 |
0 |
-11,006 |
-100.00% |
| Cutler Group LP |
2,471 |
0 |
-2,471 |
-100.00% |
| Perkins Coie Trust Co |
2 |
0 |
-2 |
-100.00% |
| Contravisory Investment Management Inc. |
21,645 |
0 |
-21,645 |
-100.00% |
| Vaughan Nelson Investment Management L.P. |
480,552 |
0 |
-480,552 |
-100.00% |
See Summary: Institutional Holders of AON
See Details: Top 10 Hedge Funds Holding AON
Also See: AON Insider Buying
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