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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-5.72K- 4.97% |
$1.75M - $1.95M
|
109K
$33.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
640New |
$196K - $218K
|
640
$195K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$307 - $341
|
1
$305
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2+ 0.73% |
$613 - $682
|
275
$83.7K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16+ 1.01% |
$4.91K - $5.45K
|
1.6K
$488K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
13.1K+ 784.92% |
$4.01M - $4.45M
|
14.7K
$4.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23+ 2.86% |
$7.05K - $7.84K
|
827
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-90- 1.04% |
$27.6K - $30.7K
|
8.52K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.36KNew |
$416K - $462K
|
1.36K
$413K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.43K+ 3.63% |
$1.36M - $1.51M
|
127K
$38.5M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
39New |
$12K - $13.3K
|
39
$11.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-1.4K- 3.37% |
$430K - $478K
|
40.3K
$12.3M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-15- 0.52% |
$4.6K - $5.11K
|
2.9K
$882K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-74- 1.4% |
$22.7K - $25.2K
|
5.21K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6+ 0.68% |
$1.84K - $2.04K
|
892
$272K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.98K- 1.6% |
$1.22M - $1.36M
|
245K
$74.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-180- 1.03% |
$55.2K - $61.3K
|
17.3K
$5.26M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.82K- 8.67% |
$2.09M - $2.32M
|
71.9K
$21.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
133+ 0.68% |
$40.8K - $45.3K
|
19.7K
$6.01M
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.23K- 5.05% |
$685K - $761K
|
42K
$12.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
177New |
$54.3K - $60.3K
|
177
$53.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-125- 25.0% |
$38.3K - $42.6K
|
375
$114K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
42+ 6.21% |
$12.9K - $14.3K
|
718
$219K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-506- 15.8% |
$155K - $172K
|
2.7K
$821K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
7.64K+ 5.57% |
$2.34M - $2.6M
|
145K
$44.1M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.16KNew |
$661K - $735K
|
2.16K
$657K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-6.88K- 6.13% |
$2.11M - $2.34M
|
105K
$32.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.81K- 48.51% |
$861K - $957K
|
2.98K
$907K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$307 - $341
|
1
$305
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 3.45% |
$307 - $341
|
28
$8.53K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
8.84KNew |
$2.71M - $3.01M
|
8.84K
$2.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
636New |
$195K - $217K
|
636
$194K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.35K+ 13.06% |
$413K - $459K
|
11.7K
$3.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
8.68K+ 39.99% |
$2.66M - $2.96M
|
30.4K
$9.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.38K- 11.98% |
$1.65M - $1.83M
|
39.5K
$12M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-565- 31.69% |
$173K - $193K
|
1.22K
$371K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-379- 62.23% |
$116K - $129K
|
230
$70K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
2+ 200.0% |
$613 - $682
|
3
$914
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.57K+ 3.73% |
$480K - $534K
|
43.5K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-518- 0.98% |
$159K - $177K
|
52.4K
$15.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
25+ 0.13% |
$7.67K - $8.52K
|
19.1K
$5.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
680+ 45.48% |
$208K - $232K
|
2.18K
$662K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-7- 7.22% |
$2.15K - $2.39K
|
90
$27.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
317+ 35.58% |
$97.2K - $108K
|
1.21K
$368K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 71.43% |
$1.53K - $1.7K
|
2
$609
|
|
|
Apr 23, 2025
Q1 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
1.71K+ 3.95% |
$525K - $583K
|
45K
$13.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
26+ 1.69% |
$7.97K - $8.86K
|
1.57K
$477K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.29K- 18.14% |
$396K - $440K
|
5.83K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-790- 24.92% |
$242K - $269K
|
2.38K
$725K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-88- 12.17% |
$27K - $30K
|
635
$193K
|