Purchases and Sales Made in Q4 2023 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q4 2023. 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 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
410+ 1.47% |
$83.4K - $102K
|
28.4K
$9.01M
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
390+ 3.14% |
$79.4K - $96.6K
|
12.8K
$4.07M
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
389+ 3.56% |
$79.2K - $96.3K
|
11.3K
$3.59M
|
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
369New |
$75.1K - $91.4K
|
369
$117K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
350+ 20.08% |
$71.2K - $86.7K
|
2.09K
$665K
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
340+ 24.1% |
$69.2K - $84.2K
|
1.75K
$556K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
338+ 3.25% |
$68.8K - $83.7K
|
10.8K
$3.41M
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
301+ 25.29% |
$61.3K - $74.5K
|
1.49K
$473K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
288New |
$58.6K - $71.3K
|
288
$91.5K
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
282+ 13.23% |
$57.4K - $69.8K
|
2.41K
$767K
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
264+ 2.16% |
$53.7K - $65.4K
|
12.5K
$3.96M
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
260+ 2.3% |
$52.9K - $64.4K
|
11.5K
$3.67M
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
240+ 4.05% |
$48.8K - $59.4K
|
6.16K
$1.96M
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
224+ 40.51% |
$45.6K - $55.5K
|
777
$247K
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
203+ 2.68% |
$41.3K - $50.3K
|
7.77K
$2.47M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
203New |
$41.3K - $50.3K
|
203
$64.5K
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
184+ 3.13% |
$37.4K - $45.6K
|
6.06K
$1.92M
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
183+ 281.54% |
$37.2K - $45.3K
|
248
$78.8K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
181+ 8.73% |
$36.8K - $44.8K
|
2.26K
$716K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
179+ 29.83% |
$36.4K - $44.3K
|
779
$247K
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
176+ 2.57% |
$35.8K - $43.6K
|
7.04K
$2.23M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
173+ 7.87% |
$35.2K - $42.8K
|
2.37K
$753K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
173+ 7.87% |
$35.2K - $42.8K
|
2.37K
$753K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
164+ 15.63% |
$33.4K - $40.6K
|
1.21K
$385K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
146+ 14.67% |
$29.7K - $36.1K
|
1.14K
$362K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
141+ 10.85% |
$28.7K - $34.9K
|
1.44K
$458K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
140New |
$28.5K - $34.7K
|
140
$44.5K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
136+ 11.1% |
$27.7K - $33.7K
|
1.36K
$432K
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
134+ 8.3% |
$27.3K - $33.2K
|
1.75K
$555K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
125+ 13.57% |
$25.4K - $31K
|
1.05K
$332K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
124+ 0.87% |
$25.2K - $30.7K
|
14.3K
$4.55M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
122New |
$24.8K - $30.2K
|
122
$38.7K
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
119New |
$24.2K - $29.5K
|
119
$37.8K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
113+ 2.24% |
$23K - $28K
|
5.15K
$1.64M
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
111+ 11.25% |
$22.6K - $27.5K
|
1.1K
$349K
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
110+ 2.44% |
$22.4K - $27.2K
|
4.61K
$1.46M
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
106+ 112.77% |
$21.6K - $26.2K
|
200
$63.5K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102+ 2.2% |
$20.8K - $25.3K
|
4.74K
$1.51M
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
100+ 1.1% |
$20.4K - $24.8K
|
9.22K
$2.93M
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
87New |
$17.7K - $21.5K
|
87
$27.6K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
86New |
$17.5K - $21.3K
|
86
$27.3K
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
86New |
$17.5K - $21.3K
|
86
$27.3K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
81+ 168.75% |
$16.5K - $20.1K
|
129
$41K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
68+ 1.75% |
$13.8K - $16.8K
|
3.95K
$1.26M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
60+ 3.61% |
$12.2K - $14.9K
|
1.72K
$547K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
54+ 0.27% |
$11K - $13.4K
|
20.2K
$6.41M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
47New |
$9.57K - $11.6K
|
47
$14.9K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
47New |
$9.57K - $11.6K
|
47
$14.9K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
45+ 2.98% |
$9.16K - $11.1K
|
1.55K
$493K
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
42+ 1.27% |
$8.55K - $10.4K
|
3.34K
$1.06M
|