Purchases and Sales Made in Q4 2022 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
106New |
$21.3K - $26.2K
|
106
$33.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
104+ 1.86% |
$20.9K - $25.7K
|
5.7K
$1.81M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
100+ 5.91% |
$20.1K - $24.8K
|
1.79K
$569K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
86+ 3.22% |
$17.3K - $21.3K
|
2.76K
$876K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
85New |
$17.1K - $21K
|
85
$27K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
81New |
$16.3K - $20.1K
|
81
$25.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
BUY
|
- |
68+ 2.26% |
$13.7K - $16.8K
|
3.08K
$978K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
65+ 541.67% |
$13.1K - $16.1K
|
77
$24.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
60+ 0.72% |
$12.1K - $14.9K
|
8.43K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
51+ 0.32% |
$10.3K - $12.6K
|
16.1K
$5.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
51+ 0.61% |
$10.3K - $12.6K
|
8.35K
$2.65M
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
46+ 3.13% |
$9.25K - $11.4K
|
1.52K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
45New |
$9.05K - $11.1K
|
45
$14.3K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42+ 2.53% |
$8.44K - $10.4K
|
1.7K
$540K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
42New |
$8.44K - $10.4K
|
42
$13.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
38+ 0.44% |
$7.64K - $9.41K
|
8.65K
$2.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
36+ 83.72% |
$7.24K - $8.91K
|
79
$25.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
34+ 1.19% |
$6.84K - $8.42K
|
2.9K
$920K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
33+ 2.81% |
$6.63K - $8.17K
|
1.21K
$384K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
26+ 2.43% |
$5.23K - $6.44K
|
1.1K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
24New |
$4.83K - $5.94K
|
24
$7.62K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
20+ 0.98% |
$4.02K - $4.95K
|
2.06K
$655K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
20+ 0.42% |
$4.02K - $4.95K
|
4.82K
$1.53M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
19+ 1.65% |
$3.82K - $4.7K
|
1.17K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
18New |
$3.62K - $4.46K
|
18
$5.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
16+ 0.91% |
$3.22K - $3.96K
|
1.77K
$562K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16+ 4.28% |
$3.22K - $3.96K
|
390
$124K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$3.02K - $3.71K
|
15
$4.76K
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
15+ 1.58% |
$3.02K - $3.71K
|
965
$306K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 51.72% |
$3.02K - $3.71K
|
44
$14K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15New |
$3.02K - $3.71K
|
15
$4.76K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14+ 0.37% |
$2.81K - $3.47K
|
3.8K
$1.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
13+ 0.32% |
$2.61K - $3.22K
|
4.03K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13New |
$2.61K - $3.22K
|
13
$4.13K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 24.49% |
$2.41K - $2.97K
|
61
$19.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
12+ 1.07% |
$2.41K - $2.97K
|
1.14K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
11New |
$2.21K - $2.72K
|
11
$3.49K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 38.46% |
$2.01K - $2.48K
|
36
$11.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
10+ 0.08% |
$2.01K - $2.48K
|
13K
$4.12M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
10New |
$2.01K - $2.48K
|
10
$3.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 4.29% |
$1.81K - $2.23K
|
219
$69.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 1.36% |
$1.81K - $2.23K
|
673
$214K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9+ 7.5% |
$1.81K - $2.23K
|
129
$41K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
8New |
$1.61K - $1.98K
|
8
$2.54K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
7+ 0.4% |
$1.41K - $1.73K
|
1.76K
$557K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 14.0% |
$1.41K - $1.73K
|
57
$18.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7+ 33.33% |
$1.41K - $1.73K
|
28
$8.89K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 116.67% |
$1.41K - $1.73K
|
13
$4.13K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7+ 10.29% |
$1.41K - $1.73K
|
75
$23.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 8.86% |
$1.41K - $1.73K
|
86
$27.3K
|