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 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
30+ 100.0% |
$8.64K - $9.98K
|
60
$19.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
26+ 100.0% |
$7.49K - $8.65K
|
52
$17K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
24+ 1.4% |
$6.91K - $7.98K
|
1.74K
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
20+ 0.52% |
$5.76K - $6.65K
|
3.83K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
20+ 1.96% |
$5.76K - $6.65K
|
1.04K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20+ 19.8% |
$5.76K - $6.65K
|
121
$39.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18+ 1.33% |
$5.18K - $5.99K
|
1.37K
$449K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
17+ 6.64% |
$4.9K - $5.65K
|
273
$89.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
17+ 2.16% |
$4.9K - $5.65K
|
804
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 20.78% |
$4.61K - $5.32K
|
93
$30.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
15+ 2.01% |
$4.32K - $4.99K
|
761
$249K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14+ 0.28% |
$4.03K - $4.66K
|
4.93K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
13New |
$3.74K - $4.32K
|
13
$4.25K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13+ 1.16% |
$3.74K - $4.32K
|
1.14K
$371K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13+ 26.0% |
$3.74K - $4.32K
|
63
$20.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
12New |
$3.46K - $3.99K
|
12
$3.92K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
11+ 1.3% |
$3.17K - $3.66K
|
854
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
9New |
$2.59K - $2.99K
|
9
$2.94K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
9New |
$2.59K - $2.99K
|
9
$2.94K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8+ 22.86% |
$2.3K - $2.66K
|
43
$14.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
8+ 0.24% |
$2.3K - $2.66K
|
3.31K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 10.64% |
$1.44K - $1.66K
|
52
$17K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 50.0% |
$1.44K - $1.66K
|
15
$4.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.41% |
$1.44K - $1.66K
|
1.23K
$401K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
4New |
$1.15K - $1.33K
|
4
$1.31K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.25% |
$1.15K - $1.33K
|
1.59K
$518K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3New |
$864 - $998
|
3
$981
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 5.26% |
$864 - $998
|
60
$19.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 2.03% |
$864 - $998
|
151
$49.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$864 - $998
|
3
$981
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 30.0% |
$864 - $998
|
13
$4.25K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
3New |
$864 - $998
|
3
$981
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 15.0% |
$864 - $998
|
23
$7.52K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3+ 2.14% |
$864 - $998
|
143
$46.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$576 - $665
|
2
$654
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$288 - $333
|
1
$327
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 5.88% |
$288 - $333
|
18
$5.88K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 14.29% |
$288 - $333
|
8
$2.62K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.67% |
$288 - $333
|
61
$19.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.93% |
$288 - $333
|
109
$35.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1+ 0.05% |
$288 - $333
|
1.92K
$628K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 14.29% |
$576 - $665
|
12
$3.92K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-2- 0.22% |
$576 - $665
|
897
$293K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2- 11.76% |
$576 - $665
|
15
$4.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 8.7% |
$576 - $665
|
21
$6.87K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-3- 50.0% |
$864 - $998
|
3
$981
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-4- 0.72% |
$1.15K - $1.33K
|
554
$181K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4- 3.81% |
$1.15K - $1.33K
|
101
$33K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5- 0.56% |
$1.44K - $1.66K
|
886
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 13.89% |
$1.44K - $1.66K
|
31
$10.1K
|