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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
34+ 10.76% |
$6.68K - $7.99K
|
350
$114K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
1.95KNew |
$383K - $458K
|
1.95K
$637K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23New |
$4.52K - $5.41K
|
23
$7.52K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10New |
$1.96K - $2.35K
|
10
$3.27K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-144- 8.49% |
$28.3K - $33.9K
|
1.55K
$507K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$589 - $705
|
3
$981
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-154- 7.12% |
$30.2K - $36.2K
|
2.01K
$656K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.1K- 62.26% |
$459K - $506K
|
1.27K
$416K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
27New |
$5.91K - $6.52K
|
27
$8.83K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-338- 10.52% |
$74K - $81.6K
|
2.88K
$940K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
951New |
$208K - $230K
|
951
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
800New |
$175K - $193K
|
800
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
12.8K+ 9.31% |
$2.8M - $3.09M
|
150K
$49.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-73- 34.6% |
$16K - $17.6K
|
138
$45.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-128- 58.72% |
$28K - $30.9K
|
90
$29.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
28.1KNew |
$6.15M - $6.79M
|
28.1K
$9.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-9.25K- 25.24% |
$2.03M - $2.23M
|
27.4K
$8.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Edge Point Investment Group Inc.
Toronto, A6 |
SELL
|
- |
-281K- 20.9% |
$61.4M - $67.8M
|
1.06M
$347M
|
|
|
Aug 11, 2023
Q2 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-1.46K- 60.83% |
$320K - $353K
|
940
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3New |
$657 - $724
|
3
$981
|
|
|
Aug 11, 2023
Q2 2023
|
Starboard Value LP
New York, NY |
BUY
|
- |
509KNew |
$111M - $123M
|
509K
$166M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-7.2K- 21.54% |
$1.58M - $1.74M
|
26.2K
$8.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
770+ 1.47% |
$169K - $186K
|
53.1K
$17.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5New |
$1.09K - $1.21K
|
5
$1.63K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-34- 1.73% |
$7.44K - $8.21K
|
1.94K
$633K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
56New |
$12.3K - $13.5K
|
56
$18.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-22- 1.15% |
$4.81K - $5.31K
|
1.89K
$617K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.54K+ 146.48% |
$337K - $371K
|
2.59K
$846K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
98New |
$21.4K - $23.7K
|
98
$32K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
13New |
$2.85K - $3.14K
|
13
$4.25K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-12- 0.96% |
$2.63K - $2.9K
|
1.24K
$407K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
868New |
$190K - $210K
|
868
$284K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.09K- 43.4% |
$237K - $262K
|
1.42K
$463K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.22K+ 31.28% |
$486K - $536K
|
9.32K
$3.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-101K- 58.4% |
$22.1M - $24.4M
|
71.9K
$23.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
47New |
$10.3K - $11.4K
|
47
$15.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8New |
$1.75K - $1.93K
|
8
$2.62K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-720- 39.65% |
$158K - $174K
|
1.1K
$358K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-42- 4.52% |
$9.19K - $10.1K
|
887
$290K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-112- 24.62% |
$24.5K - $27K
|
343
$112K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
1.85KNew |
$405K - $447K
|
1.85K
$605K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 7.69% |
$219 - $241
|
12
$3.92K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
761+ 2.77% |
$167K - $196K
|
28.2K
$9.23M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
26.4KNew |
$5.79M - $6.78M
|
26.4K
$8.62M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-241- 18.27% |
$53K - $62K
|
1.08K
$352K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
781New |
$172K - $201K
|
781
$255K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
731+ 73.69% |
$161K - $188K
|
1.72K
$563K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-100- 86.96% |
$22K - $25.7K
|
15
$4.9K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-123- 0.57% |
$27K - $31.6K
|
21.6K
$7.07M
|
|
|
May 15, 2023
Q1 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
SELL
|
- |
-5.06K- 31.52% |
$1.11M - $1.3M
|
11K
$3.6M
|
|