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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
68+ 11.18% |
$19.6K - $22.6K
|
676
$221K
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-57- 12.47% |
$16.4K - $19K
|
400
$131K
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
782New |
$225K - $260K
|
782
$256K
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
3.4K+ 14.53% |
$979K - $1.13M
|
26.8K
$8.76M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.66K+ 19253.33% |
$2.5M - $2.88M
|
8.71K
$2.85M
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
16.4KNew |
$4.72M - $5.45M
|
16.4K
$5.36M
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
SELL
|
- |
-3.13K- 1.61% |
$901K - $1.04M
|
191K
$62.6M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-359- 14.33% |
$103K - $119K
|
2.15K
$702K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
3New |
$864 - $998
|
3
$981
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
20+ 0.52% |
$5.76K - $6.65K
|
3.83K
$1.25M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
206+ 16.38% |
$59.3K - $68.5K
|
1.46K
$479K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-66- 5.25% |
$19K - $21.9K
|
1.19K
$389K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
860+ 5.19% |
$248K - $286K
|
17.4K
$5.7M
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-600- 23.8% |
$173K - $200K
|
1.92K
$628K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
6.29K+ 83.53% |
$1.81M - $2.09M
|
13.8K
$4.51M
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-3- 50.0% |
$864 - $998
|
3
$981
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13+ 1.16% |
$3.74K - $4.32K
|
1.14K
$371K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
723New |
$208K - $240K
|
723
$236K
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-102K- 93.47% |
$29.4M - $33.9M
|
7.12K
$2.33M
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-7.68K- 59.41% |
$2.21M - $2.55M
|
5.25K
$1.72M
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1+ 0.05% |
$288 - $333
|
1.92K
$628K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
315+ 11.82% |
$90.7K - $105K
|
2.98K
$974K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
60+ 8.16% |
$17.3K - $20K
|
795
$260K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3New |
$864 - $998
|
3
$981
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4- 3.81% |
$1.15K - $1.33K
|
101
$33K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
51+ 2.64% |
$14.7K - $17K
|
1.98K
$648K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-80- 1.8% |
$23K - $26.6K
|
4.37K
$1.43M
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 14.29% |
$576 - $665
|
12
$3.92K
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-5.5K- 21.15% |
$1.58M - $1.83M
|
20.5K
$6.7M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
721New |
$208K - $240K
|
721
$236K
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-48.4K- 30.15% |
$13.9M - $16.1M
|
112K
$36.7M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
535+ 42.63% |
$154K - $178K
|
1.79K
$585K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
28K+ 351.17% |
$8.05M - $9.29M
|
35.9K
$11.7M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-510- 1.99% |
$147K - $170K
|
25.1K
$8.21M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70+ 2.9% |
$20.2K - $23.3K
|
2.49K
$813K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
31.6K+ 239.94% |
$9.11M - $10.5M
|
44.8K
$14.7M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 15.0% |
$864 - $998
|
23
$7.52K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
61+ 4.67% |
$17.6K - $20.3K
|
1.37K
$447K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-230- 12.74% |
$66.2K - $76.5K
|
1.58K
$515K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-189- 17.55% |
$54.4K - $62.8K
|
888
$290K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
49+ 10.4% |
$14.1K - $16.3K
|
520
$170K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 12.71% |
$10.9K - $12.6K
|
337
$110K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.28K- 45.92% |
$655K - $757K
|
2.68K
$876K
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-79- 2.27% |
$22.8K - $26.3K
|
3.4K
$1.11M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-4- 0.72% |
$1.15K - $1.33K
|
554
$181K
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
153KNew |
$44M - $50.8M
|
153K
$50M
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-120- 9.09% |
$34.6K - $39.9K
|
1.2K
$392K
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-586- 24.74% |
$169K - $195K
|
1.78K
$583K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
130+ 4.46% |
$37.4K - $43.2K
|
3.04K
$995K
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
640New |
$184K - $213K
|
640
$209K
|