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 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4+ 0.4% |
$814 - $990
|
995
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 9.09% |
$814 - $990
|
48
$15.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4+ 0.25% |
$814 - $990
|
1.64K
$520K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3+ 0.23% |
$611 - $743
|
1.34K
$424K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$611 - $743
|
3
$953
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 25.0% |
$611 - $743
|
15
$4.76K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 100.0% |
$611 - $743
|
6
$1.91K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3+ 0.16% |
$611 - $743
|
1.91K
$608K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3+ 5.36% |
$611 - $743
|
59
$18.7K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 33.33% |
$407 - $495
|
8
$2.54K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.49% |
$407 - $495
|
408
$130K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2+ 0.12% |
$407 - $495
|
1.7K
$540K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 100.0% |
$407 - $495
|
4
$1.27K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$204 - $248
|
1
$318
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.84% |
$204 - $248
|
120
$38.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.38% |
$204 - $248
|
261
$82.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.85% |
$204 - $248
|
119
$37.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.17% |
$204 - $248
|
593
$188K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.31% |
$204 - $248
|
326
$104K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 4.35% |
$204 - $248
|
24
$7.62K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1New |
$204 - $248
|
1
$318
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 3.85% |
$204 - $248
|
25
$7.94K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$204 - $248
|
1
$318
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-2- 10.53% |
$407 - $495
|
17
$5.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 7.32% |
$611 - $743
|
38
$12.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 7.55% |
$814 - $990
|
49
$15.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-4- -0.0% |
$814 - $990
|
425K
$135M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5- 0.37% |
$1.02K - $1.24K
|
1.36K
$433K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6- 1.54% |
$1.22K - $1.49K
|
384
$122K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-6- 8.82% |
$1.22K - $1.49K
|
62
$19.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 1.39% |
$1.42K - $1.73K
|
496
$158K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7- 25.0% |
$1.42K - $1.73K
|
21
$6.67K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 2.02% |
$1.42K - $1.73K
|
339
$108K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-7- 0.46% |
$1.42K - $1.73K
|
1.51K
$478K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7Closed |
$1.42K - $1.73K
|
0
$0
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 15.15% |
$2.04K - $2.48K
|
56
$17.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-10- 16.95% |
$2.04K - $2.48K
|
49
$15.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-11- 3.47% |
$2.24K - $2.72K
|
306
$97.2K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13- 0.48% |
$2.65K - $3.22K
|
2.71K
$860K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-14- 60.87% |
$2.85K - $3.47K
|
9
$2.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-17- 1.47% |
$3.46K - $4.21K
|
1.14K
$362K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-17- 12.69% |
$3.46K - $4.21K
|
117
$37.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-20- 1.6% |
$4.07K - $4.95K
|
1.23K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-20- 0.94% |
$4.07K - $4.95K
|
2.12K
$673K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-21- 0.37% |
$4.27K - $5.2K
|
5.62K
$1.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-24- 0.21% |
$4.88K - $5.94K
|
11.4K
$3.62M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-24- 2.98% |
$4.88K - $5.94K
|
782
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-25- 1.0% |
$5.09K - $6.19K
|
2.47K
$784K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-26- 1.86% |
$5.29K - $6.44K
|
1.37K
$435K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-29- 0.45% |
$5.9K - $7.18K
|
6.46K
$2.05M
|