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 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
69+ 13.27% |
$21.2K - $23.5K
|
589
$179K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
16+ 2.22% |
$4.91K - $5.45K
|
737
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
32+ 355.56% |
$9.81K - $10.9K
|
41
$12.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
343+ 40.98% |
$105K - $117K
|
1.18K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167+ 51.54% |
$51.2K - $56.9K
|
491
$150K
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-3K- 14.63% |
$920K - $1.02M
|
17.5K
$5.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-367- 2.3% |
$113K - $125K
|
15.6K
$4.75M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4New |
$1.23K - $1.36K
|
4
$1.22K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1M- 99.7% |
$308M - $342M
|
2.98K
$908K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
83+ 9.87% |
$25.4K - $28.3K
|
924
$281K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-8- 0.35% |
$2.45K - $2.73K
|
2.25K
$685K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$613 - $682
|
2
$609
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$613 - $682
|
2
$609
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 9.52% |
$613 - $682
|
19
$5.79K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
819+ 4.67% |
$251K - $279K
|
18.4K
$5.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 7.38% |
$5.52K - $6.13K
|
262
$79.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-48- 0.14% |
$14.7K - $16.4K
|
33.6K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-95- 2.8% |
$29.1K - $32.4K
|
3.3K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.08K+ 4.96% |
$332K - $369K
|
22.9K
$6.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
650New |
$199K - $222K
|
650
$198K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.09KNew |
$333K - $370K
|
1.09K
$331K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-90- 22.96% |
$27.6K - $30.7K
|
302
$92K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
11.3K+ 94041.67% |
$3.46M - $3.85M
|
11.3K
$3.44M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-64- 2.6% |
$19.6K - $21.8K
|
2.4K
$730K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-14- 1.73% |
$4.29K - $4.77K
|
793
$241K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
69New |
$21.2K - $23.5K
|
69
$21K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
113+ 9.25% |
$34.6K - $38.5K
|
1.33K
$406K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$920 - $1.02K
|
3
$914
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.57% |
$920 - $1.02K
|
525
$160K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 200.0% |
$1.84K - $2.04K
|
9
$2.74K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-136- 4.46% |
$41.7K - $46.3K
|
2.91K
$887K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
100+ 57.47% |
$30.7K - $34.1K
|
274
$83.4K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 5.64% |
$5.83K - $6.47K
|
356
$108K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
15+ 0.45% |
$4.6K - $5.11K
|
3.32K
$1.01M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.78K+ 639.22% |
$2.82M - $3.25M
|
11.3K
$3.44M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.44K- 4.6% |
$2.43M - $2.8M
|
175K
$53.3M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$576 - $665
|
2
$609
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
5New |
$1.44K - $1.66K
|
5
$1.52K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
5New |
$1.44K - $1.66K
|
5
$1.52K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3New |
$864 - $998
|
3
$914
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$288 - $333
|
1
$305
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
67New |
$19.3K - $22.3K
|
67
$20.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-13- 1.2% |
$3.74K - $4.32K
|
1.07K
$326K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
206+ 20.32% |
$59.3K - $68.5K
|
1.22K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-51.1K- 7.98% |
$14.7M - $17M
|
589K
$179M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.33K+ 1.5% |
$958K - $1.11M
|
226K
$68.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-39- 3.82% |
$11.2K - $13K
|
981
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5New |
$1.44K - $1.66K
|
5
$1.52K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9- 64.29% |
$2.59K - $2.99K
|
5
$1.52K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-17.3K- 53.16% |
$4.98M - $5.74M
|
15.2K
$4.64M
|
|