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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
28+ 3.04% |
$8.29K - $9.45K
|
950
$318K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
28+ 11.67% |
$8.29K - $9.45K
|
268
$89.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
28+ 2.01% |
$8.29K - $9.45K
|
1.42K
$476K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
26+ 0.54% |
$7.69K - $8.77K
|
4.84K
$1.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
24+ 1.74% |
$7.1K - $8.1K
|
1.41K
$471K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
24+ 0.05% |
$7.1K - $8.1K
|
52.4K
$17.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
23+ 2.8% |
$6.81K - $7.76K
|
844
$283K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
23+ 2.6% |
$6.81K - $7.76K
|
908
$304K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
23New |
$6.81K - $7.76K
|
23
$7.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
21New |
$6.22K - $7.09K
|
21
$7.03K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21New |
$6.22K - $7.09K
|
21
$7.03K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
21New |
$6.22K - $7.09K
|
21
$7.03K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19+ 42.22% |
$5.62K - $6.41K
|
64
$21.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19+ 0.29% |
$5.62K - $6.41K
|
6.57K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
16+ 1600.0% |
$4.74K - $5.4K
|
17
$5.69K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
16+ 6.11% |
$4.74K - $5.4K
|
278
$93.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
15New |
$4.44K - $5.06K
|
15
$5.02K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
15+ 0.12% |
$4.44K - $5.06K
|
12.4K
$4.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
13New |
$3.85K - $4.39K
|
13
$4.35K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
12+ 17.14% |
$3.55K - $4.05K
|
82
$27.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12+ 7.59% |
$3.55K - $4.05K
|
170
$56.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 44.44% |
$3.55K - $4.05K
|
39
$13.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11+ 1.4% |
$3.26K - $3.71K
|
795
$266K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
11+ 9.65% |
$3.26K - $3.71K
|
125
$41.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
10New |
$2.96K - $3.37K
|
10
$3.35K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10+ 0.24% |
$2.96K - $3.37K
|
4.11K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
10New |
$2.96K - $3.37K
|
10
$3.35K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10+ 0.5% |
$2.96K - $3.37K
|
2.03K
$679K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
9+ 21.95% |
$2.66K - $3.04K
|
50
$16.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
8+ 0.67% |
$2.37K - $2.7K
|
1.21K
$405K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 0.45% |
$2.37K - $2.7K
|
1.81K
$604K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 0.35% |
$2.07K - $2.36K
|
2K
$671K
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
6+ 0.03% |
$1.78K - $2.02K
|
19.1K
$6.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 9.84% |
$1.78K - $2.02K
|
67
$22.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6+ 0.18% |
$1.78K - $2.02K
|
3.26K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 0.54% |
$1.78K - $2.02K
|
1.12K
$374K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.63% |
$1.48K - $1.69K
|
798
$267K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.77% |
$1.48K - $1.69K
|
655
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
4New |
$1.18K - $1.35K
|
4
$1.34K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4New |
$1.18K - $1.35K
|
4
$1.34K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4New |
$1.18K - $1.35K
|
4
$1.34K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4New |
$1.18K - $1.35K
|
4
$1.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.34% |
$888 - $1.01K
|
893
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$888 - $1.01K
|
3
$1K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 3.53% |
$888 - $1.01K
|
88
$29.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2New |
$592 - $675
|
2
$670
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2+ 0.12% |
$592 - $675
|
1.73K
$580K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2New |
$592 - $675
|
2
$670
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.75% |
$296 - $337
|
134
$44.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$296 - $337
|
1
$335
|