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 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 8.86% |
$1.41K - $1.73K
|
86
$26.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 14.0% |
$1.41K - $1.73K
|
57
$17.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7+ 33.33% |
$1.41K - $1.73K
|
28
$8.65K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
6New |
$1.21K - $1.49K
|
6
$1.85K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
5+ 62.5% |
$1.01K - $1.24K
|
13
$4.02K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
5+ 0.26% |
$1.01K - $1.24K
|
1.94K
$599K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5+ 0.49% |
$1.01K - $1.24K
|
1.03K
$320K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
5+ 35.71% |
$1.01K - $1.24K
|
19
$5.87K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5New |
$1.01K - $1.24K
|
5
$1.55K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5New |
$1.01K - $1.24K
|
5
$1.55K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
4+ 1.52% |
$804 - $990
|
268
$82.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 30.77% |
$804 - $990
|
17
$5.25K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 42.86% |
$603 - $743
|
10
$3.09K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.04% |
$603 - $743
|
8.57K
$2.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3New |
$603 - $743
|
3
$927
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.29% |
$603 - $743
|
1.02K
$316K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
3New |
$603 - $743
|
3
$927
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 2.0% |
$603 - $743
|
153
$47.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3New |
$603 - $743
|
3
$927
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 27.27% |
$603 - $743
|
14
$4.33K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
3New |
$603 - $743
|
3
$927
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 4.76% |
$402 - $495
|
44
$13.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.07% |
$402 - $495
|
2.69K
$832K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 66.67% |
$402 - $495
|
5
$1.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2New |
$402 - $495
|
2
$618
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1New |
$201 - $248
|
1
$309
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.04% |
$201 - $248
|
2.44K
$753K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1+ 0.06% |
$201 - $248
|
1.54K
$476K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.24% |
$201 - $248
|
412
$127K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 33.33% |
$201 - $248
|
4
$1.24K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.85% |
$201 - $248
|
119
$36.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1+ 0.08% |
$201 - $248
|
1.21K
$372K
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1- 0.05% |
$201 - $248
|
1.91K
$590K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.82% |
$201 - $248
|
54
$16.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 14.29% |
$201 - $248
|
6
$1.85K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 30.0% |
$603 - $743
|
7
$2.16K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 7.69% |
$603 - $743
|
36
$11.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 25.0% |
$603 - $743
|
9
$2.78K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3- 30.0% |
$603 - $743
|
7
$2.16K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 25.0% |
$603 - $743
|
9
$2.78K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.59% |
$603 - $743
|
503
$155K
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-4- 0.02% |
$804 - $990
|
16.7K
$5.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5- 0.05% |
$1.01K - $1.24K
|
9.96K
$3.08M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5- 4.76% |
$1.01K - $1.24K
|
100
$30.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5- 8.93% |
$1.01K - $1.24K
|
51
$15.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-5- 0.07% |
$1.01K - $1.24K
|
6.75K
$2.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-6- 0.25% |
$1.21K - $1.49K
|
2.43K
$751K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8- 0.08% |
$1.61K - $1.98K
|
9.67K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9- 0.63% |
$1.81K - $2.23K
|
1.42K
$439K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10- 0.85% |
$2.01K - $2.48K
|
1.17K
$362K
|