Latest Institutional Transactions on Willis Towers Watson PLC (WTW)
This table provides information on the latest institutional transactions involving Willis Towers Watson PLC (WTW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-48.4K- 30.15% |
$13.9M - $16.1M
|
112K
$36.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
535+ 42.63% |
$154K - $178K
|
1.79K
$577K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
28K+ 351.17% |
$8.05M - $9.29M
|
35.9K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-510- 1.99% |
$147K - $170K
|
25.1K
$8.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70+ 2.9% |
$20.2K - $23.3K
|
2.49K
$801K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
31.6K+ 239.94% |
$9.11M - $10.5M
|
44.8K
$14.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 15.0% |
$864 - $998
|
23
$7.41K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-230- 12.74% |
$66.2K - $76.5K
|
1.58K
$508K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-189- 17.55% |
$54.4K - $62.8K
|
888
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
49+ 10.4% |
$14.1K - $16.3K
|
520
$168K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 12.71% |
$10.9K - $12.6K
|
337
$109K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.28K- 45.92% |
$655K - $757K
|
2.68K
$863K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-79- 2.27% |
$22.8K - $26.3K
|
3.4K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-4- 0.72% |
$1.15K - $1.33K
|
554
$178K
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
153KNew |
$44M - $50.8M
|
153K
$49.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-120- 9.09% |
$34.6K - $39.9K
|
1.2K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-586- 24.74% |
$169K - $195K
|
1.78K
$574K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
130+ 4.46% |
$37.4K - $43.2K
|
3.04K
$980K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
640New |
$184K - $213K
|
640
$206K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-15- 1.21% |
$4.32K - $4.99K
|
1.22K
$393K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
2KNew |
$576K - $665K
|
2K
$644K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
400+ 12.22% |
$115K - $133K
|
3.67K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
817+ 14.97% |
$235K - $272K
|
6.27K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
244New |
$70.3K - $81.1K
|
244
$78.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-5- 33.33% |
$1.44K - $1.66K
|
10
$3.22K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
762+ 4.54% |
$219K - $253K
|
17.5K
$5.65M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
200New |
$57.6K - $66.5K
|
200
$64.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.34K- 37.25% |
$386K - $446K
|
2.26K
$727K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-32- 1.27% |
$9.22K - $10.6K
|
2.49K
$802K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
4New |
$1.15K - $1.33K
|
4
$1.29K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.15K+ 5.57% |
$332K - $383K
|
21.8K
$7.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
133+ 16.44% |
$38.3K - $44.2K
|
942
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-120- 7.43% |
$34.6K - $39.9K
|
1.5K
$482K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 13.89% |
$1.44K - $1.66K
|
31
$9.99K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.93% |
$288 - $333
|
109
$35.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$864 - $998
|
3
$966
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14+ 0.28% |
$4.03K - $4.66K
|
4.93K
$1.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 30.0% |
$864 - $998
|
13
$4.19K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 10.64% |
$1.44K - $1.66K
|
52
$16.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-2- 0.22% |
$576 - $665
|
897
$289K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.05KNew |
$878K - $1.01M
|
3.05K
$982K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
30+ 100.0% |
$8.64K - $9.98K
|
60
$19.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-933- 13.88% |
$269K - $310K
|
5.79K
$1.86M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.67% |
$288 - $333
|
61
$19.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-17.9K- 50.69% |
$5.16M - $5.95M
|
17.4K
$5.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.83KNew |
$816K - $942K
|
2.83K
$912K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
7.68K+ 146.37% |
$2.21M - $2.55M
|
12.9K
$4.17M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
3.17KNew |
$913K - $1.05M
|
3.17K
$1.02M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
8+ 0.24% |
$2.3K - $2.66K
|
3.31K
$1.07M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
85+ 95.51% |
$24.5K - $28.3K
|
174
$56K
|