Latest Institutional Purchases of Willis Towers Watson PLC (WTW)
This list provides information on the latest institutional transactions involving Willis Towers Watson PLC (WTW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
24New |
$4.88K - $5.94K
|
24
$8.04K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
19New |
$3.87K - $4.7K
|
19
$6.36K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
16New |
$3.26K - $3.96K
|
16
$5.36K
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
15+ 0.37% |
$3.05K - $3.71K
|
4.09K
$1.37M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
8New |
$1.63K - $1.98K
|
8
$2.68K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1New |
$204 - $248
|
1
$335
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10.6KNew |
$2.09M - $2.5M
|
10.6K
$3.56M
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
1.95KNew |
$383K - $458K
|
1.95K
$653K
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.72KNew |
$337K - $403K
|
1.72K
$575K
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.17KNew |
$229K - $274K
|
1.17K
$390K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
115+ 8.3% |
$22.6K - $27K
|
1.5K
$502K
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
96+ 4.8% |
$18.9K - $22.6K
|
2.1K
$702K
|
|
Dec 18, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
75+ 12.42% |
$14.7K - $17.6K
|
679
$227K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
47New |
$9.23K - $11K
|
47
$15.7K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
34+ 10.76% |
$6.68K - $7.99K
|
350
$117K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
33+ 366.67% |
$6.48K - $7.76K
|
42
$14.1K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23New |
$4.52K - $5.41K
|
23
$7.7K
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
17New |
$3.34K - $4K
|
17
$5.69K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10New |
$1.96K - $2.35K
|
10
$3.35K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9New |
$1.77K - $2.12K
|
9
$3.01K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
4+ 0.2% |
$786 - $940
|
1.97K
$659K
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3New |
$589 - $705
|
3
$1K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$196 - $235
|
1
$335
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Starboard Value LP
New York, NY |
BUY
|
- |
509KNew |
$111M - $123M
|
509K
$170M
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
28.1KNew |
$6.15M - $6.79M
|
28.1K
$9.41M
|
|
Aug 14, 2023
Q2 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
12.8K+ 9.31% |
$2.8M - $3.09M
|
150K
$50.4M
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.22K+ 31.28% |
$486K - $536K
|
9.32K
$3.12M
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
1.85KNew |
$405K - $447K
|
1.85K
$619K
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.54K+ 146.48% |
$337K - $371K
|
2.59K
$867K
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
951New |
$208K - $230K
|
951
$318K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
868New |
$190K - $210K
|
868
$291K
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
800New |
$175K - $193K
|
800
$268K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
770+ 1.47% |
$169K - $186K
|
53.1K
$17.8M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
56New |
$12.3K - $13.5K
|
56
$18.7K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
47New |
$10.3K - $11.4K
|
47
$15.7K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
27New |
$5.91K - $6.52K
|
27
$9.04K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8New |
$1.75K - $1.93K
|
8
$2.68K
|
|
Q1 2023 | |||||||
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
26.4KNew |
$5.79M - $6.78M
|
26.4K
$8.82M
|
|
May 12, 2023
Q1 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
17.5KNew |
$3.85M - $4.5M
|
17.5K
$5.86M
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
17.5KNew |
$3.85M - $4.5M
|
17.5K
$5.86M
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
8.89K+ 15.72% |
$1.95M - $2.29M
|
65.4K
$21.9M
|
|
Apr 13, 2023
Q1 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
6.45KNew |
$1.42M - $1.66M
|
6.45K
$2.16M
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.32K+ 574.82% |
$1.39M - $1.63M
|
7.42K
$2.49M
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
6KNew |
$1.32M - $1.54M
|
6K
$2.01M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.62KNew |
$796K - $932K
|
3.62K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.18KNew |
$479K - $561K
|
2.18K
$730K
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.01K+ 51.21% |
$441K - $517K
|
5.93K
$1.99M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.77KNew |
$390K - $456K
|
1.77K
$594K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.71KNew |
$377K - $441K
|
1.71K
$574K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.34KNew |
$294K - $344K
|
1.34K
$447K
|