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 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.43% |
$296 - $337
|
231
$77.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$296 - $337
|
1
$335
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.92% |
$296 - $337
|
108
$36.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 6.25% |
$296 - $337
|
15
$5.02K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 20.0% |
$296 - $337
|
4
$1.34K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2- 0.19% |
$592 - $675
|
1.07K
$360K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 2.25% |
$592 - $675
|
87
$29.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3- 2.1% |
$888 - $1.01K
|
140
$46.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-3- 18.75% |
$888 - $1.01K
|
13
$4.35K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3- 0.13% |
$888 - $1.01K
|
2.25K
$752K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 23.53% |
$1.18K - $1.35K
|
13
$4.35K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4- 0.15% |
$1.18K - $1.35K
|
2.74K
$918K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-4- 4.26% |
$1.18K - $1.35K
|
90
$30.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 4.4% |
$1.18K - $1.35K
|
87
$29.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-5- 9.62% |
$1.48K - $1.69K
|
47
$15.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-5- 19.23% |
$1.48K - $1.69K
|
21
$7.03K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-5- 41.67% |
$1.48K - $1.69K
|
7
$2.34K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-5- 0.19% |
$1.48K - $1.69K
|
2.63K
$880K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 41.67% |
$1.48K - $1.69K
|
7
$2.34K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-6- 66.67% |
$1.78K - $2.02K
|
3
$1K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7- 87.5% |
$2.07K - $2.36K
|
1
$335
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8- 5.63% |
$2.37K - $2.7K
|
134
$44.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-8- 0.71% |
$2.37K - $2.7K
|
1.12K
$374K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 3.16% |
$2.37K - $2.7K
|
245
$82K
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-9- 1.09% |
$2.66K - $3.04K
|
817
$274K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-9- 10.0% |
$2.66K - $3.04K
|
81
$27.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-9- 1.16% |
$2.66K - $3.04K
|
766
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-11- 15.94% |
$3.26K - $3.71K
|
58
$19.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-13- 0.66% |
$3.85K - $4.39K
|
1.96K
$657K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-14- 0.02% |
$4.14K - $4.72K
|
71.9K
$24.1M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16- 2.07% |
$4.74K - $5.4K
|
757
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-17- 1.22% |
$5.03K - $5.74K
|
1.38K
$462K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-17- 1.47% |
$5.03K - $5.74K
|
1.14K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-17- 1.68% |
$5.03K - $5.74K
|
993
$332K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-17- 3.24% |
$5.03K - $5.74K
|
508
$170K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-18- 3.06% |
$5.33K - $6.07K
|
571
$191K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-19- 6.91% |
$5.62K - $6.41K
|
256
$85.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-25- 67.57% |
$7.4K - $8.44K
|
12
$4.02K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-27- 0.63% |
$7.99K - $9.11K
|
4.28K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-28- 3.32% |
$8.29K - $9.45K
|
815
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-30- 0.65% |
$8.88K - $10.1K
|
4.6K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-30- 2.43% |
$8.88K - $10.1K
|
1.2K
$403K
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-30- 3.77% |
$8.88K - $10.1K
|
765
$256K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31- 6.31% |
$9.17K - $10.5K
|
460
$154K
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-32- 1.33% |
$9.47K - $10.8K
|
2.37K
$793K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-33- 0.35% |
$9.77K - $11.1K
|
9.38K
$3.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-34- 49.28% |
$10.1K - $11.5K
|
35
$11.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-39- 3.39% |
$11.5K - $13.2K
|
1.11K
$373K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-41- 0.2% |
$12.1K - $13.8K
|
20.4K
$6.84M
|