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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-184- 15.11% |
$54.5K - $62.1K
|
1.03K
$346K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-9.07K- 6.27% |
$2.69M - $3.06M
|
136K
$45.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
747+ 59.29% |
$221K - $252K
|
2.01K
$672K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
79+ 1.22% |
$23.4K - $26.7K
|
6.58K
$2.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-216- 11.66% |
$63.9K - $72.9K
|
1.64K
$548K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-4- 4.26% |
$1.18K - $1.35K
|
90
$30.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
35New |
$10.4K - $11.8K
|
35
$11.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.91K- 10.0% |
$566K - $646K
|
17.2K
$5.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
222+ 261.18% |
$65.7K - $74.9K
|
307
$103K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-1.04K- 2.22% |
$308K - $351K
|
45.7K
$15.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
8+ 0.67% |
$2.37K - $2.7K
|
1.21K
$405K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 6.25% |
$296 - $337
|
15
$5.02K
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-461- 0.53% |
$136K - $156K
|
86.5K
$29M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
4.93KNew |
$1.46M - $1.66M
|
4.93K
$1.65M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-14- 0.02% |
$4.14K - $4.72K
|
71.9K
$24.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
551+ 3.29% |
$163K - $186K
|
17.3K
$5.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.85K- 49.9% |
$1.14M - $1.3M
|
3.87K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.84K+ 2.06% |
$1.73M - $1.97M
|
289K
$96.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
548+ 5.21% |
$162K - $185K
|
11.1K
$3.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.95K+ 61.1% |
$577K - $658K
|
5.14K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 2.31% |
$14.8K - $16.9K
|
2.12K
$708K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
28+ 11.67% |
$8.29K - $9.45K
|
268
$89.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-34.9K- 88.28% |
$10.3M - $11.8M
|
4.63K
$1.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$296 - $337
|
1
$335
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
72+ 0.46% |
$21.3K - $24.3K
|
15.7K
$5.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.78KNew |
$1.12M - $1.28M
|
3.78K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-363- 26.83% |
$107K - $122K
|
990
$331K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-67- 3.22% |
$19.8K - $22.6K
|
2.02K
$675K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19+ 0.29% |
$5.62K - $6.41K
|
6.57K
$2.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.34K+ 39.28% |
$396K - $451K
|
4.74K
$1.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
233+ 46.51% |
$69K - $78.6K
|
734
$246K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-51- 2.37% |
$15.1K - $17.2K
|
2.11K
$705K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 0.45% |
$2.37K - $2.7K
|
1.81K
$604K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
3.31K+ 4.53% |
$979K - $1.12M
|
76.3K
$25.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-429- 13.0% |
$127K - $145K
|
2.87K
$961K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-743- 1.77% |
$220K - $251K
|
41.2K
$13.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
15New |
$4.44K - $5.06K
|
15
$5.02K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
11+ 9.65% |
$3.26K - $3.71K
|
125
$41.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-177- 13.27% |
$52.4K - $59.7K
|
1.16K
$387K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
28+ 2.01% |
$8.29K - $9.45K
|
1.42K
$476K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-500- 1.39% |
$148K - $169K
|
35.4K
$11.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
81+ 12.76% |
$24K - $27.3K
|
716
$240K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
657New |
$194K - $222K
|
657
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 3.7% |
$59.2K - $67.5K
|
5.2K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Cortland Associates Inc
|
SELL
|
- |
-209- 0.11% |
$61.9K - $70.5K
|
190K
$63.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-250- 18.52% |
$74K - $84.4K
|
1.1K
$368K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-148- 5.49% |
$43.8K - $49.9K
|
2.55K
$853K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
15+ 0.12% |
$4.44K - $5.06K
|
12.4K
$4.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 50.0% |
$296 - $337
|
3
$1K
|
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-1K- 5.71% |
$296K - $337K
|
16.5K
$5.52M
|