Purchases and Sales Made in Q3 2021 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
117+ 11.94% |
$23.6K - $27.7K
|
1.1K
$367K
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
107New |
$21.6K - $25.3K
|
107
$35.8K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
105+ 1500.0% |
$21.2K - $24.9K
|
112
$37.5K
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
99+ 1.32% |
$20K - $23.4K
|
7.61K
$2.55M
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
90+ 2.5% |
$18.1K - $21.3K
|
3.69K
$1.24M
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
83+ 7.11% |
$16.7K - $19.7K
|
1.25K
$419K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
78+ 14.44% |
$15.7K - $18.5K
|
618
$207K
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
76New |
$15.3K - $18K
|
76
$25.4K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
72+ 36.36% |
$14.5K - $17K
|
270
$90.4K
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
70+ 1.65% |
$14.1K - $16.6K
|
4.31K
$1.44M
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
70New |
$14.1K - $16.6K
|
70
$23.4K
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
69+ 5.26% |
$13.9K - $16.3K
|
1.38K
$462K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
66+ 20.69% |
$13.3K - $15.6K
|
385
$129K
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
58+ 1.38% |
$11.7K - $13.7K
|
4.25K
$1.42M
|
|
Oct 25, 2021
Q3 2021
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
55+ 3.38% |
$11.1K - $13K
|
1.68K
$562K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
54New |
$10.9K - $12.8K
|
54
$18.1K
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
50New |
$10.1K - $11.8K
|
50
$16.7K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
50New |
$10.1K - $11.8K
|
50
$16.7K
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
45+ 1.34% |
$9.07K - $10.7K
|
3.4K
$1.14M
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
45+ 10.77% |
$9.07K - $10.7K
|
463
$155K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40+ 58.82% |
$8.06K - $9.47K
|
108
$36.2K
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
31+ 37.35% |
$6.25K - $7.34K
|
114
$38.2K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29+ 90.63% |
$5.85K - $6.87K
|
61
$20.4K
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
27+ 12.86% |
$5.44K - $6.39K
|
237
$79.4K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26New |
$5.24K - $6.16K
|
26
$8.71K
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
23+ 1.0% |
$4.64K - $5.45K
|
2.33K
$781K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23+ 0.41% |
$4.64K - $5.45K
|
5.67K
$1.9M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
22+ 0.15% |
$4.44K - $5.21K
|
14.9K
$5M
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
20+ 222.22% |
$4.03K - $4.74K
|
29
$9.71K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20New |
$4.03K - $4.74K
|
20
$6.7K
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17New |
$3.43K - $4.02K
|
17
$5.69K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17+ 0.6% |
$3.43K - $4.02K
|
2.87K
$961K
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17+ 1.01% |
$3.43K - $4.02K
|
1.7K
$569K
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
17New |
$3.43K - $4.02K
|
17
$5.69K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 4.78% |
$3.23K - $3.79K
|
351
$118K
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
15+ 0.36% |
$3.02K - $3.55K
|
4.22K
$1.41M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15+ 1.87% |
$3.02K - $3.55K
|
818
$274K
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
15New |
$3.02K - $3.55K
|
15
$5.02K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 37.84% |
$2.82K - $3.31K
|
51
$17.1K
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 66.67% |
$2.42K - $2.84K
|
30
$10K
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
12+ 0.96% |
$2.42K - $2.84K
|
1.26K
$423K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11New |
$2.22K - $2.6K
|
11
$3.68K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
6+ 5.94% |
$1.21K - $1.42K
|
107
$35.8K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6+ 0.14% |
$1.21K - $1.42K
|
4.4K
$1.47M
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$202 - $237
|
2
$670
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 9.09% |
$202 - $237
|
10
$3.35K
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$202 - $237
|
3.23K
$1.08M
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
SELL
|
- |
-1- 0.1% |
$202 - $237
|
1.02K
$342K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.61% |
$403 - $474
|
324
$108K
|