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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-600- 0.96% |
$184K - $204K
|
62.1K
$18.9M
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-459- 3.8% |
$141K - $156K
|
11.6K
$3.53M
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
26+ 2.5% |
$7.97K - $8.86K
|
1.07K
$325K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-354- 1.2% |
$109K - $121K
|
29.1K
$8.87M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
189+ 11.37% |
$57.9K - $64.4K
|
1.85K
$564K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
94+ 3.04% |
$28.8K - $32K
|
3.19K
$971K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
16New |
$4.91K - $5.45K
|
16
$4.87K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5+ 2.13% |
$1.53K - $1.7K
|
240
$73.1K
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.87% |
$30.7K - $34.1K
|
5.26K
$1.6M
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
1.38KNew |
$424K - $471K
|
1.38K
$421K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-521- 2.07% |
$160K - $178K
|
24.6K
$7.49M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 2.64% |
$1.84K - $2.04K
|
221
$67.3K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
998New |
$306K - $340K
|
998
$304K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
597New |
$183K - $203K
|
597
$182K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-664- 5.86% |
$204K - $226K
|
10.7K
$3.25M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-147- 2.07% |
$45.1K - $50.1K
|
6.95K
$2.12M
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-207- 0.68% |
$63.5K - $70.5K
|
30.2K
$9.21M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
732New |
$224K - $249K
|
732
$223K
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-11- 1.29% |
$3.37K - $3.75K
|
843
$257K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-28.2K- 78.59% |
$8.65M - $9.62M
|
7.69K
$2.34M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
75+ 750.0% |
$23K - $25.6K
|
85
$25.9K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7New |
$2.15K - $2.39K
|
7
$2.13K
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 2.08% |
$30.7K - $34.1K
|
4.7K
$1.43M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-12- 2.67% |
$3.68K - $4.09K
|
438
$133K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.3K+ 13.39% |
$705K - $784K
|
19.5K
$5.93M
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.73% |
$61.3K - $68.2K
|
27.1K
$8.25M
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.99K+ 13.46% |
$609K - $676K
|
16.7K
$5.09M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-95- 0.66% |
$29.1K - $32.4K
|
14.3K
$4.34M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6+ 0.49% |
$1.84K - $2.04K
|
1.23K
$376K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4+ 2.6% |
$1.23K - $1.36K
|
158
$48.1K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-79- 40.1% |
$24.2K - $26.9K
|
118
$35.9K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 1.16% |
$3.99K - $4.43K
|
1.1K
$336K
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-6- 0.03% |
$1.84K - $2.04K
|
19.1K
$5.82M
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-789- 0.9% |
$242K - $269K
|
87K
$26.5M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-887- 8.39% |
$272K - $302K
|
9.69K
$2.95M
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-3.72K- 15.58% |
$1.14M - $1.27M
|
20.1K
$6.14M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-424- 39.89% |
$130K - $144K
|
639
$195K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
75New |
$23K - $25.6K
|
75
$22.8K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
62+ 41.89% |
$19K - $21.1K
|
210
$63.9K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.76K- 9.12% |
$2.99M - $3.32M
|
97.2K
$29.6M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.39K+ 326.78% |
$733K - $815K
|
3.12K
$951K
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-958- 3.99% |
$294K - $326K
|
23.1K
$7.03M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
94+ 3.54% |
$28.8K - $32K
|
2.75K
$836K
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-195- 7.28% |
$59.8K - $66.5K
|
2.48K
$756K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.89K+ 18.45% |
$2.73M - $3.03M
|
57.1K
$17.4M
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-104- 6.45% |
$31.9K - $35.4K
|
1.51K
$459K
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
198+ 1.75% |
$60.7K - $67.5K
|
11.5K
$3.5M
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
422+ 50.24% |
$129K - $144K
|
1.26K
$384K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-159- 15.23% |
$48.8K - $54.2K
|
885
$269K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
11+ 0.79% |
$3.37K - $3.75K
|
1.4K
$425K
|