Latest Institutional Transactions on Willis Towers Watson PLC (WTW)
This table provides information on the latest institutional transactions involving Willis Towers Watson PLC (WTW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
140New |
$40.3K - $46.6K
|
140
$45.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105+ 0.92% |
$30.2K - $34.9K
|
11.5K
$3.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.41% |
$1.44K - $1.66K
|
1.23K
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
199+ 11.71% |
$57.3K - $66.2K
|
1.9K
$620K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
20+ 1.96% |
$5.76K - $6.65K
|
1.04K
$340K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.2K+ 2.05% |
$3.5M - $4.04M
|
605K
$198M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
750New |
$216K - $249K
|
750
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 1.44% |
$115K - $133K
|
27.3K
$8.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-17.9K- 33.33% |
$5.15M - $5.95M
|
35.8K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-32.2K- 1.61% |
$9.28M - $10.7M
|
1.97M
$644M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
21.7KNew |
$6.25M - $7.22M
|
21.7K
$7.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
130+ 14.22% |
$37.4K - $43.2K
|
1.04K
$341K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
9New |
$2.59K - $2.99K
|
9
$2.94K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
266+ 4.28% |
$76.6K - $88.5K
|
6.49K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.07K- 15.47% |
$597K - $689K
|
11.3K
$3.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-267- 8.75% |
$76.9K - $88.8K
|
2.79K
$911K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
194+ 0.66% |
$55.9K - $64.5K
|
29.5K
$9.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-457K- 99.68% |
$132M - $152M
|
1.46K
$478K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 8.7% |
$576 - $665
|
21
$6.87K
|
|
|
Feb 06, 2025
Q4 2024
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-1.5K- 1.29% |
$433K - $500K
|
115K
$37.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133KNew |
$38.2M - $44.1M
|
133K
$43.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 2.03% |
$864 - $998
|
151
$49.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.95K- 50.0% |
$1.14M - $1.31M
|
3.95K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-27- 0.21% |
$7.78K - $8.98K
|
12.6K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.56KNew |
$737K - $851K
|
2.56K
$837K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.07K+ 160.86% |
$595K - $687K
|
3.35K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
700+ 1.77% |
$202K - $233K
|
40.3K
$13.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-86- 1.02% |
$24.8K - $28.6K
|
8.32K
$2.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.02KNew |
$582K - $672K
|
2.02K
$661K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-11.8K- 59.49% |
$3.4M - $3.92M
|
8.03K
$2.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
660New |
$190K - $219K
|
660
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 5.26% |
$864 - $998
|
60
$19.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
720New |
$207K - $239K
|
720
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
17+ 6.64% |
$4.9K - $5.65K
|
273
$89.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
SELL
|
- |
-4.25K- 11.48% |
$1.22M - $1.41M
|
32.8K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-48- 3.3% |
$13.8K - $16K
|
1.41K
$460K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-441- 3.53% |
$127K - $147K
|
12.1K
$3.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
225+ 3.74% |
$64.8K - $74.8K
|
6.25K
$2.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
26+ 100.0% |
$7.49K - $8.65K
|
52
$17K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 14.29% |
$288 - $333
|
8
$2.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-497- 3.81% |
$143K - $165K
|
12.5K
$4.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
1.4K+ 45.8% |
$404K - $466K
|
4.46K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
45New |
$13K - $15K
|
45
$14.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13+ 26.0% |
$3.74K - $4.32K
|
63
$20.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
114+ 33.43% |
$32.8K - $37.9K
|
455
$149K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
35New |
$10.1K - $11.6K
|
35
$11.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
15+ 2.01% |
$4.32K - $4.99K
|
761
$249K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
119+ 29.68% |
$34.3K - $39.6K
|
520
$170K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.47K- 44.14% |
$1.29M - $1.49M
|
5.66K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$576 - $665
|
2
$654
|