Purchases and Sales Made in Q4 2021 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
925+ 10.41% |
$209K - $230K
|
9.81K
$3.12M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
925New |
$209K - $230K
|
925
$294K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
922+ 112.71% |
$208K - $229K
|
1.74K
$553K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
921+ 44.11% |
$208K - $229K
|
3.01K
$956K
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
912New |
$206K - $227K
|
912
$290K
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
BUY
|
- |
905New |
$204K - $225K
|
905
$287K
|
|
Feb 14, 2022
Q4 2021
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
897New |
$203K - $223K
|
897
$285K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
896New |
$202K - $223K
|
896
$285K
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
886New |
$200K - $220K
|
886
$281K
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
878New |
$198K - $218K
|
878
$279K
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
876New |
$198K - $218K
|
876
$278K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
864+ 480.0% |
$195K - $215K
|
1.04K
$332K
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
864New |
$195K - $215K
|
864
$274K
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
853New |
$193K - $212K
|
853
$271K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
850+ 47.41% |
$192K - $211K
|
2.64K
$839K
|
|
Feb 14, 2022
Q4 2021
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
844New |
$191K - $210K
|
844
$268K
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
841New |
$190K - $209K
|
841
$267K
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
828+ 38.62% |
$187K - $206K
|
2.97K
$944K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
810+ 47.84% |
$183K - $201K
|
2.5K
$795K
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
750New |
$169K - $186K
|
750
$238K
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
742+ 466.67% |
$168K - $184K
|
901
$286K
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
738+ 188.27% |
$167K - $183K
|
1.13K
$359K
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
736+ 52.12% |
$166K - $183K
|
2.15K
$682K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
723+ 4.55% |
$163K - $180K
|
16.6K
$5.28M
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
659+ 0.61% |
$149K - $164K
|
109K
$34.7M
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
652+ 2.52% |
$147K - $162K
|
26.5K
$8.42M
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
620New |
$140K - $154K
|
620
$197K
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
600+ 16.25% |
$136K - $149K
|
4.29K
$1.36M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
597New |
$135K - $148K
|
597
$190K
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
594+ 52.57% |
$134K - $148K
|
1.72K
$547K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
587New |
$133K - $146K
|
587
$186K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
586+ 22.32% |
$132K - $146K
|
3.21K
$1.02M
|
|
Jan 18, 2022
Q4 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
578+ 540.19% |
$131K - $144K
|
685
$218K
|
|
Aug 10, 2022
Q4 2021
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
566New |
$128K - $141K
|
566
$180K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
521+ 29.39% |
$118K - $129K
|
2.29K
$729K
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
493+ 3.64% |
$111K - $123K
|
14K
$4.46M
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
457New |
$103K - $114K
|
457
$145K
|
|
Feb 08, 2022
Q4 2021
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
444+ 0.69% |
$100K - $110K
|
64.4K
$20.5M
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
421+ 13.18% |
$95.1K - $105K
|
3.62K
$1.15M
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
383+ 20.65% |
$86.5K - $95.2K
|
2.24K
$711K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
324+ 27.34% |
$73.2K - $80.5K
|
1.51K
$479K
|
|
Feb 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
312+ 22.3% |
$70.5K - $77.5K
|
1.71K
$543K
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
300+ 7.1% |
$67.8K - $74.6K
|
4.53K
$1.44M
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
298+ 35.43% |
$67.3K - $74.1K
|
1.14K
$362K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
291+ 4.45% |
$65.7K - $72.3K
|
6.84K
$2.17M
|
|
Feb 07, 2022
Q4 2021
|
Bck Capital Management LP
Stamford, CT |
BUY
|
- |
281+ 1.98% |
$63.5K - $69.8K
|
14.5K
$4.6M
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
275+ 22.36% |
$62.1K - $68.3K
|
1.51K
$478K
|
|
Jan 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
265+ 0.59% |
$59.8K - $65.9K
|
45K
$14.3M
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
262+ 8.1% |
$59.2K - $65.1K
|
3.5K
$1.11M
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
225+ 0.87% |
$50.8K - $55.9K
|
26.2K
$8.32M
|