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 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.75K- 54.42% |
$2.23M - $2.58M
|
6.49K
$2.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
129KNew |
$37M - $42.8M
|
129K
$41M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-3.81K- 19.32% |
$1.1M - $1.27M
|
15.9K
$5.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
17+ 3.37% |
$4.9K - $5.65K
|
522
$167K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6New |
$1.73K - $2K
|
6
$1.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
9New |
$2.59K - $2.99K
|
9
$2.87K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 2.71% |
$1.73K - $2K
|
227
$72.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-308- 2.1% |
$88.7K - $102K
|
14.4K
$4.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-28.8K- 27.55% |
$8.28M - $9.56M
|
75.7K
$24.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.66KNew |
$479K - $553K
|
1.66K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.3KNew |
$662K - $764K
|
2.3K
$734K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.11K- 23.02% |
$319K - $369K
|
3.71K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
140New |
$40.3K - $46.6K
|
140
$44.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105+ 0.92% |
$30.2K - $34.9K
|
11.5K
$3.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
24.4K+ 55.36% |
$7.03M - $8.12M
|
68.5K
$21.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 269.23% |
$10.1K - $11.6K
|
48
$15.3K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-5.02K- 26.5% |
$1.44M - $1.67M
|
13.9K
$4.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
642New |
$185K - $213K
|
642
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
472+ 0.08% |
$136K - $157K
|
559K
$178M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-4.23K- 9.99% |
$1.22M - $1.41M
|
38.1K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.6K+ 16.64% |
$462K - $533K
|
11.2K
$3.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2New |
$576 - $665
|
2
$638
|
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
27.7K+ 9.62% |
$7.97M - $9.2M
|
315K
$101M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24+ 19.35% |
$6.91K - $7.98K
|
148
$47.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
189+ 26.4% |
$54.4K - $62.8K
|
905
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-580- 2.34% |
$167K - $193K
|
24.2K
$7.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
28+ 0.15% |
$8.06K - $9.31K
|
19.1K
$6.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.82K+ 1.01% |
$811K - $936K
|
282K
$90.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.89K- 18.2% |
$543K - $627K
|
8.48K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.53K+ 12.49% |
$441K - $509K
|
13.8K
$4.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3- 0.19% |
$864 - $998
|
1.54K
$491K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
175+ 1.59% |
$50.4K - $58.2K
|
11.2K
$3.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.54% |
$2.02K - $2.33K
|
462
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
717New |
$206K - $238K
|
717
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
87+ 36.71% |
$25.1K - $28.9K
|
324
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$576 - $665
|
2
$638
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.41% |
$1.44K - $1.66K
|
1.23K
$392K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
199+ 11.71% |
$57.3K - $66.2K
|
1.9K
$606K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
20+ 1.96% |
$5.76K - $6.65K
|
1.04K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.2K+ 2.05% |
$3.5M - $4.04M
|
605K
$193M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
750New |
$216K - $249K
|
750
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 1.44% |
$115K - $133K
|
27.3K
$8.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-17.9K- 33.33% |
$5.15M - $5.95M
|
35.8K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-32.2K- 1.61% |
$9.28M - $10.7M
|
1.97M
$629M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
21.7KNew |
$6.25M - $7.22M
|
21.7K
$6.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
130+ 14.22% |
$37.4K - $43.2K
|
1.04K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
9New |
$2.59K - $2.99K
|
9
$2.87K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
266+ 4.28% |
$76.6K - $88.5K
|
6.49K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.07K- 15.47% |
$597K - $689K
|
11.3K
$3.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-267- 8.75% |
$76.9K - $88.8K
|
2.79K
$889K
|