Purchases and Sales Made in Q2 2025 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q2 2025. The information is specifically focused on institutions that hold shares of WILLIS TOWERS WATSON PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
551+ 3.29% |
$163K - $186K
|
17.3K
$5.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
548+ 5.21% |
$162K - $185K
|
11.1K
$3.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
545+ 35.62% |
$161K - $184K
|
2.08K
$695K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
543+ 1180.43% |
$161K - $183K
|
589
$197K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
541+ 67.04% |
$160K - $183K
|
1.35K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
531+ 34.55% |
$157K - $179K
|
2.07K
$692K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
464New |
$137K - $157K
|
464
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
434+ 39.42% |
$128K - $146K
|
1.54K
$514K
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
430+ 24.34% |
$127K - $145K
|
2.2K
$736K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
411+ 71.11% |
$122K - $139K
|
989
$331K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
409+ 56.03% |
$121K - $138K
|
1.14K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
404+ 3.34% |
$120K - $136K
|
12.5K
$4.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
400+ 1.29% |
$118K - $135K
|
31.4K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
398+ 34.91% |
$118K - $134K
|
1.54K
$515K
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
387+ 7.91% |
$115K - $131K
|
5.28K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
386+ 1.32% |
$114K - $130K
|
29.5K
$9.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
384+ 1.97% |
$114K - $130K
|
19.9K
$6.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
378+ 2.58% |
$112K - $128K
|
15K
$5.03M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
364+ 33.09% |
$108K - $123K
|
1.46K
$490K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
358+ 2.43% |
$106K - $121K
|
15.1K
$5.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
314+ 6.03% |
$92.9K - $106K
|
5.52K
$1.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
307+ 2.47% |
$90.9K - $104K
|
12.7K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
251+ 0.77% |
$74.3K - $84.7K
|
33K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
250New |
$74K - $84.4K
|
250
$83.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
248+ 20.98% |
$73.4K - $83.7K
|
1.43K
$479K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
241+ 8.05% |
$71.3K - $81.3K
|
3.23K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
233+ 46.51% |
$69K - $78.6K
|
734
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
232+ 24.68% |
$68.7K - $78.3K
|
1.17K
$392K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
230New |
$68.1K - $77.6K
|
230
$77K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
225+ 2.78% |
$66.6K - $75.9K
|
8.32K
$2.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
222+ 261.18% |
$65.7K - $74.9K
|
307
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
209+ 0.45% |
$61.9K - $70.5K
|
46.3K
$15.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
207+ 0.68% |
$61.3K - $69.8K
|
30.4K
$10.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
202+ 7.79% |
$59.8K - $68.2K
|
2.79K
$935K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
196+ 2.55% |
$58K - $66.1K
|
7.88K
$2.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
190+ 13.33% |
$56.2K - $64.1K
|
1.62K
$541K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
184+ 31.56% |
$54.5K - $62.1K
|
767
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
173+ 7.21% |
$51.2K - $58.4K
|
2.57K
$861K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
163+ 13.74% |
$48.2K - $55K
|
1.35K
$452K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
159+ 122.31% |
$47.1K - $53.7K
|
289
$96.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
159+ 17.12% |
$47.1K - $53.7K
|
1.09K
$364K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
150+ 14.93% |
$44.4K - $50.6K
|
1.16K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
128+ 0.4% |
$37.9K - $43.2K
|
32.5K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
126New |
$37.3K - $42.5K
|
126
$42.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
121+ 9.75% |
$35.8K - $40.8K
|
1.36K
$456K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
116+ 1.01% |
$34.3K - $39.1K
|
11.6K
$3.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
106+ 12.82% |
$31.4K - $35.8K
|
933
$312K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
105+ 16.43% |
$31.1K - $35.4K
|
744
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
97+ 22.15% |
$28.7K - $32.7K
|
535
$179K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
94+ 0.76% |
$27.8K - $31.7K
|
12.4K
$4.15M
|