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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 33.33% |
$257 - $295
|
2
$627
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.12% |
$257 - $295
|
807
$253K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-657- 12.27% |
$169K - $194K
|
4.7K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.2K- 13.3% |
$4.18M - $4.78M
|
106K
$33.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-649- 21.5% |
$167K - $191K
|
2.37K
$743K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 25.0% |
$515 - $589
|
10
$3.14K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-58- 0.66% |
$14.9K - $17.1K
|
8.76K
$2.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-153- 6.85% |
$39.4K - $45.1K
|
2.08K
$653K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
104K+ 409.35% |
$26.8M - $30.7M
|
130K
$40.6M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
2New |
$515 - $589
|
2
$627
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
787New |
$203K - $232K
|
787
$247K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
754New |
$194K - $222K
|
754
$236K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.02K+ 10.23% |
$264K - $302K
|
11K
$3.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-13- 65.0% |
$3.35K - $3.83K
|
7
$2.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
85+ 1.95% |
$21.9K - $25K
|
4.45K
$1.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50New |
$12.9K - $14.7K
|
50
$15.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
472+ 25.09% |
$121K - $139K
|
2.35K
$738K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-149- 2.5% |
$38.3K - $43.9K
|
5.81K
$1.82M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
147+ 7.32% |
$37.8K - $43.3K
|
2.16K
$676K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
3New |
$772 - $884
|
3
$941
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 6.67% |
$257 - $295
|
14
$4.39K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
785+ 94.58% |
$202K - $231K
|
1.62K
$507K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$257 - $295
|
1
$314
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
20+ 22.47% |
$5.15K - $5.89K
|
109
$34.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
47+ 1.94% |
$12.1K - $13.8K
|
2.48K
$776K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
117+ 14.34% |
$30.1K - $34.5K
|
933
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-849- 65.97% |
$218K - $250K
|
438
$137K
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-36- 1.44% |
$9.26K - $10.6K
|
2.46K
$773K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7New |
$1.8K - $2.06K
|
7
$2.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-337- 10.37% |
$86.7K - $99.3K
|
2.91K
$914K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 3.81% |
$1.03K - $1.18K
|
109
$34.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
55+ 4.38% |
$14.2K - $16.2K
|
1.31K
$411K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
327+ 2.49% |
$84.2K - $96.3K
|
13.5K
$4.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
735New |
$189K - $216K
|
735
$231K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-23- 0.64% |
$5.92K - $6.77K
|
3.6K
$1.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
255+ 10.59% |
$65.6K - $75.1K
|
2.66K
$836K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-50K- 23.75% |
$12.9M - $14.7M
|
161K
$50.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
867+ 5.45% |
$223K - $255K
|
16.8K
$5.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-29- 65.91% |
$7.46K - $8.54K
|
15
$4.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1+ 0.05% |
$257 - $295
|
1.92K
$603K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
809New |
$208K - $238K
|
809
$254K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
618+ 26.53% |
$159K - $182K
|
2.95K
$924K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 5.98% |
$1.8K - $2.06K
|
124
$38.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
26+ 5.84% |
$6.69K - $7.66K
|
471
$148K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-721- 2.1% |
$186K - $212K
|
33.6K
$10.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.81KNew |
$465K - $532K
|
1.81K
$566K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
86+ 4.66% |
$22.1K - $25.3K
|
1.93K
$606K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
77+ 14.5% |
$19.8K - $22.7K
|
608
$191K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
7+ 0.55% |
$1.8K - $2.06K
|
1.29K
$403K
|