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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
23+ 2.8% |
$6.81K - $7.76K
|
844
$283K
|
|
|
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 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
21New |
$6.22K - $7.09K
|
21
$7.03K
|
|
|
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
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19+ 42.22% |
$5.62K - $6.41K
|
64
$21.4K
|
|
|
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
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 44.44% |
$3.55K - $4.05K
|
39
$13.1K
|
|
|
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
|
|
|
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
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
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 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 9.84% |
$1.78K - $2.02K
|
67
$22.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
6+ 0.03% |
$1.78K - $2.02K
|
19.1K
$6.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 0.54% |
$1.78K - $2.02K
|
1.12K
$374K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6+ 0.18% |
$1.78K - $2.02K
|
3.26K
$1.09M
|
|
|
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 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4New |
$1.18K - $1.35K
|
4
$1.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
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 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4New |
$1.18K - $1.35K
|
4
$1.34K
|
|
|
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 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.34% |
$888 - $1.01K
|
893
$299K
|
|
|
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
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 33.33% |
$296 - $337
|
4
$1.34K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.75% |
$296 - $337
|
134
$44.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 50.0% |
$296 - $337
|
3
$1K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 50.0% |
$296 - $337
|
3
$1K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.0% |
$296 - $337
|
51
$17.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1New |
$296 - $337
|
1
$335
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 50.0% |
$296 - $337
|
3
$1K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.7% |
$296 - $337
|
28
$9.37K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$296 - $337
|
1
$335
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 100.0% |
$296 - $337
|
2
$670
|