Purchases and Sales Made in Q4 2024 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
687New |
$198K - $228K
|
687
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
660New |
$190K - $219K
|
660
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
646New |
$186K - $215K
|
646
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
642New |
$185K - $213K
|
642
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
640New |
$184K - $213K
|
640
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
535+ 42.63% |
$154K - $178K
|
1.79K
$585K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
482+ 24.1% |
$139K - $160K
|
2.48K
$811K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
472+ 0.08% |
$136K - $157K
|
559K
$183M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
402+ 3.37% |
$116K - $134K
|
12.3K
$4.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
400+ 12.22% |
$115K - $133K
|
3.67K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
352+ 2.45% |
$101K - $117K
|
14.7K
$4.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
340+ 36.44% |
$97.9K - $113K
|
1.27K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
315+ 11.82% |
$90.7K - $105K
|
2.98K
$974K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
266+ 4.28% |
$76.6K - $88.5K
|
6.49K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
254+ 2.3% |
$73.1K - $84.5K
|
11.3K
$3.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
244New |
$70.3K - $81.1K
|
244
$79.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
230New |
$66.2K - $76.5K
|
230
$75.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
225+ 3.74% |
$64.8K - $74.8K
|
6.25K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
206+ 16.38% |
$59.3K - $68.5K
|
1.46K
$479K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
200New |
$57.6K - $66.5K
|
200
$65.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
199+ 11.71% |
$57.3K - $66.2K
|
1.9K
$620K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
194+ 0.66% |
$55.9K - $64.5K
|
29.5K
$9.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
171+ 2.96% |
$49.2K - $56.9K
|
5.94K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
149+ 5.06% |
$42.9K - $49.5K
|
3.1K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
140New |
$40.3K - $46.6K
|
140
$45.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
133+ 16.44% |
$38.3K - $44.2K
|
942
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
130+ 14.22% |
$37.4K - $43.2K
|
1.04K
$341K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
130+ 4.46% |
$37.4K - $43.2K
|
3.04K
$995K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
119+ 29.68% |
$34.3K - $39.6K
|
520
$170K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
118+ 2.31% |
$34K - $39.2K
|
5.22K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
114+ 33.43% |
$32.8K - $37.9K
|
455
$149K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
114+ 4.61% |
$32.8K - $37.9K
|
2.59K
$846K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
109+ 2.71% |
$31.4K - $36.2K
|
4.14K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105+ 0.92% |
$30.2K - $34.9K
|
11.5K
$3.76M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
85+ 95.51% |
$24.5K - $28.3K
|
174
$56.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
83+ 22.62% |
$23.9K - $27.6K
|
450
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70+ 2.9% |
$20.2K - $23.3K
|
2.49K
$813K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
69+ 121.05% |
$19.9K - $22.9K
|
126
$41.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
68+ 11.18% |
$19.6K - $22.6K
|
676
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
61+ 4.67% |
$17.6K - $20.3K
|
1.37K
$447K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
60+ 8.16% |
$17.3K - $20K
|
795
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
59+ 2.51% |
$17K - $19.6K
|
2.41K
$789K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
51+ 2.64% |
$14.7K - $17K
|
1.98K
$648K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
50+ 4.69% |
$14.4K - $16.6K
|
1.12K
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
49+ 10.4% |
$14.1K - $16.3K
|
520
$170K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
45New |
$13K - $15K
|
45
$14.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 12.71% |
$10.9K - $12.6K
|
337
$110K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 269.23% |
$10.1K - $11.6K
|
48
$15.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
35New |
$10.1K - $11.6K
|
35
$11.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
32+ 0.17% |
$9.22K - $10.6K
|
19.1K
$6.25M
|