Purchases and Sales Made in Q3 2022 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q3 2022. 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 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
91+ 32.62% |
$17.4K - $20.1K
|
370
$114K
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
80+ 5.76% |
$15.3K - $17.7K
|
1.47K
$454K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
72+ 1.62% |
$13.8K - $15.9K
|
4.53K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
68+ 2.01% |
$13K - $15K
|
3.45K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
65New |
$12.5K - $14.4K
|
65
$20.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
64+ 0.45% |
$12.3K - $14.1K
|
14.1K
$4.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
58+ 0.33% |
$11.1K - $12.8K
|
17.7K
$5.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
55+ 3.56% |
$10.5K - $12.1K
|
1.6K
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
51+ 4.51% |
$9.77K - $11.3K
|
1.18K
$365K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47+ 2.86% |
$9.01K - $10.4K
|
1.69K
$522K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
44+ 400.0% |
$8.43K - $9.71K
|
55
$17K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
44+ 125.71% |
$8.43K - $9.71K
|
79
$24.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
40+ 0.86% |
$7.67K - $8.83K
|
4.71K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
25+ 0.05% |
$4.79K - $5.52K
|
52.8K
$16.3M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 147.06% |
$4.79K - $5.52K
|
42
$13K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 78.57% |
$4.22K - $4.86K
|
50
$15.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
21+ 0.84% |
$4.02K - $4.64K
|
2.52K
$777K
|
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
21+ 0.38% |
$4.02K - $4.64K
|
5.59K
$1.73M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21New |
$4.02K - $4.64K
|
21
$6.49K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
19+ 4.82% |
$3.64K - $4.19K
|
413
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
17+ 39.53% |
$3.26K - $3.75K
|
60
$18.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
17+ 0.43% |
$3.26K - $3.75K
|
4.02K
$1.24M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
16New |
$3.07K - $3.53K
|
16
$4.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
14+ 2.65% |
$2.68K - $3.09K
|
542
$167K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
13New |
$2.49K - $2.87K
|
13
$4.02K
|
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
13+ 1.02% |
$2.49K - $2.87K
|
1.29K
$398K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
13+ 15.48% |
$2.49K - $2.87K
|
97
$30K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
11+ 40.74% |
$2.11K - $2.43K
|
38
$11.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 1100.0% |
$2.11K - $2.43K
|
12
$3.71K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 333.33% |
$1.92K - $2.21K
|
13
$4.02K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
9+ 112.5% |
$1.72K - $1.99K
|
17
$5.25K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9+ 27.27% |
$1.72K - $1.99K
|
42
$13K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9New |
$1.72K - $1.99K
|
9
$2.78K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
9New |
$1.72K - $1.99K
|
9
$2.78K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8+ 0.18% |
$1.53K - $1.77K
|
4.34K
$1.34M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 19.51% |
$1.53K - $1.77K
|
49
$15.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.34K - $1.55K
|
7
$2.16K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.53% |
$1.34K - $1.55K
|
1.33K
$410K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
7+ 0.4% |
$1.34K - $1.55K
|
1.75K
$540K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 18.18% |
$1.15K - $1.32K
|
39
$12K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 35.29% |
$1.15K - $1.32K
|
23
$7.11K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5+ 5.0% |
$958 - $1.1K
|
105
$32.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5New |
$958 - $1.1K
|
5
$1.54K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
5+ 5.38% |
$958 - $1.1K
|
98
$30.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5+ 9.8% |
$958 - $1.1K
|
56
$17.3K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$958 - $1.1K
|
5
$1.54K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 10.26% |
$767 - $883
|
43
$13.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4+ 0.23% |
$767 - $883
|
1.76K
$542K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$575 - $662
|
3
$927
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
3New |
$575 - $662
|
3
$927
|