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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 4.0% |
$57.6K - $66.5K
|
4.8K
$1.57M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2- 11.76% |
$576 - $665
|
15
$4.9K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.61K- 2.02% |
$1.04M - $1.2M
|
175K
$57.2M
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-48- 0.8% |
$13.8K - $16K
|
5.97K
$1.95M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
83+ 22.62% |
$23.9K - $27.6K
|
450
$147K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-477- 12.43% |
$137K - $159K
|
3.36K
$1.1M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-149- 13.24% |
$42.9K - $49.5K
|
976
$319K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
13New |
$3.74K - $4.32K
|
13
$4.25K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-84.7K- 65.35% |
$24.4M - $28.1M
|
44.9K
$14.7M
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
840New |
$242K - $279K
|
840
$275K
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-215- 0.48% |
$61.9K - $71.5K
|
44.2K
$14.4M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 5.88% |
$288 - $333
|
18
$5.88K
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 5.26% |
$86.4K - $99.8K
|
5.4K
$1.77M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 50.0% |
$1.44K - $1.66K
|
15
$4.9K
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-2.42K- 13.51% |
$697K - $805K
|
15.5K
$5.06M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 20.78% |
$4.61K - $5.32K
|
93
$30.4K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.89K+ 144.5% |
$545K - $629K
|
3.2K
$1.05M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
254+ 2.3% |
$73.1K - $84.5K
|
11.3K
$3.69M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.82K- 1.12% |
$811K - $937K
|
249K
$81.3M
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-121- 1.85% |
$34.8K - $40.2K
|
6.42K
$2.1M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
230New |
$66.2K - $76.5K
|
230
$75.2K
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
43.3KNew |
$12.5M - $14.4M
|
43.3K
$14.2M
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
137KNew |
$39.5M - $45.6M
|
137K
$44.8M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.2K+ 7.1% |
$633K - $731K
|
33.2K
$10.8M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.05K- 95.88% |
$590K - $682K
|
88
$28.8K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2.36K- 53.52% |
$681K - $786K
|
2.05K
$671K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-424- 20.32% |
$122K - $141K
|
1.66K
$544K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18+ 1.33% |
$5.18K - $5.99K
|
1.37K
$449K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$288 - $333
|
1
$327
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-67- 0.54% |
$19.3K - $22.3K
|
12.4K
$4.05M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.29K+ 22.17% |
$371K - $428K
|
7.1K
$2.32M
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.36K+ 17.36% |
$679K - $784K
|
16K
$5.21M
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-423- 1.9% |
$122K - $141K
|
21.8K
$7.13M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.77K+ 20.71% |
$510K - $589K
|
10.3K
$3.38M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
69+ 121.05% |
$19.9K - $22.9K
|
126
$41.2K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-106- 6.12% |
$30.5K - $35.2K
|
1.63K
$532K
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
687New |
$198K - $228K
|
687
$225K
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-315- 2.67% |
$90.7K - $105K
|
11.5K
$3.75M
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
171+ 2.96% |
$49.2K - $56.9K
|
5.94K
$1.94M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
114+ 4.61% |
$32.8K - $37.9K
|
2.59K
$846K
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.41K+ 2.82% |
$694K - $801K
|
87.7K
$28.7M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20+ 19.8% |
$5.76K - $6.65K
|
121
$39.6K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-12- 11.01% |
$3.46K - $3.99K
|
97
$31.7K
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.41KNew |
$406K - $469K
|
1.41K
$461K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
11+ 1.3% |
$3.17K - $3.66K
|
854
$279K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9- 5.33% |
$2.59K - $2.99K
|
160
$52.3K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3+ 2.14% |
$864 - $998
|
143
$46.7K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
17+ 2.16% |
$4.9K - $5.65K
|
804
$263K
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
955New |
$275K - $318K
|
955
$312K
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-6.09K- 14.59% |
$1.75M - $2.03M
|
35.7K
$11.7M
|