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 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-79- 40.1% |
$24.2K - $26.9K
|
118
$39.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 1.16% |
$3.99K - $4.43K
|
1.1K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
75New |
$23K - $25.6K
|
75
$25.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
62+ 41.89% |
$19K - $21.1K
|
210
$70.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-90- 1.04% |
$27.6K - $30.7K
|
8.52K
$2.85M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
39New |
$12K - $13.3K
|
39
$13.1K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-15- 0.52% |
$4.6K - $5.11K
|
2.9K
$970K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
177New |
$54.3K - $60.3K
|
177
$59.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-125- 25.0% |
$38.3K - $42.6K
|
375
$126K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
42+ 6.21% |
$12.9K - $14.3K
|
718
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.81K- 48.51% |
$861K - $957K
|
2.98K
$998K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$307 - $341
|
1
$335
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 3.45% |
$307 - $341
|
28
$9.37K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
8.68K+ 39.99% |
$2.66M - $2.96M
|
30.4K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
2+ 200.0% |
$613 - $682
|
3
$1K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 71.43% |
$1.53K - $1.7K
|
2
$670
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
12+ 0.62% |
$3.68K - $4.09K
|
1.93K
$648K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-104- 1.49% |
$31.9K - $35.4K
|
6.88K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.93KNew |
$898K - $998K
|
2.93K
$980K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
14New |
$4.29K - $4.77K
|
14
$4.69K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.08KNew |
$331K - $367K
|
1.08K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17- 36.96% |
$5.21K - $5.79K
|
29
$9.71K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7New |
$2.15K - $2.39K
|
7
$2.34K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6- 40.0% |
$1.84K - $2.04K
|
9
$3.01K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.47% |
$307 - $341
|
213
$71.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23New |
$7.05K - $7.84K
|
23
$7.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.9K- 7.2% |
$889K - $988K
|
37.4K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 16.13% |
$1.53K - $1.7K
|
26
$8.71K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
2.18K+ 14.07% |
$668K - $743K
|
17.7K
$5.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$307 - $341
|
1
$335
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
19New |
$5.83K - $6.47K
|
19
$6.36K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
6.52KNew |
$2M - $2.22M
|
6.52K
$2.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.88K+ 15.61% |
$1.5M - $1.66M
|
36.1K
$12.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-113- 8.97% |
$34.6K - $38.5K
|
1.15K
$384K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.37KNew |
$1.03M - $1.15M
|
3.37K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
16+ 2.22% |
$4.91K - $5.45K
|
737
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4New |
$1.23K - $1.36K
|
4
$1.34K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
83+ 9.87% |
$25.4K - $28.3K
|
924
$309K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$613 - $682
|
2
$670
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 9.52% |
$613 - $682
|
19
$6.36K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-90- 22.96% |
$27.6K - $30.7K
|
302
$101K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
69New |
$21.2K - $23.5K
|
69
$23.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$920 - $1.02K
|
3
$1K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 200.0% |
$1.84K - $2.04K
|
9
$3.01K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-136- 4.46% |
$41.7K - $46.3K
|
2.91K
$976K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-88- 5.41% |
$25.3K - $29.3K
|
1.54K
$515K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
3New |
$864 - $998
|
3
$1K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
5New |
$1.44K - $1.66K
|
5
$1.67K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3New |
$864 - $998
|
3
$1K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$288 - $333
|
1
$335
|
|