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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-112- 24.62% |
$24.5K - $27K
|
343
$108K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
1.85KNew |
$405K - $447K
|
1.85K
$580K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 7.69% |
$219 - $241
|
12
$3.76K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
761+ 2.77% |
$167K - $196K
|
28.2K
$8.86M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
26.4KNew |
$5.79M - $6.78M
|
26.4K
$8.27M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-241- 18.27% |
$53K - $62K
|
1.08K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
781New |
$172K - $201K
|
781
$245K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
731+ 73.69% |
$161K - $188K
|
1.72K
$540K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-100- 86.96% |
$22K - $25.7K
|
15
$4.7K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-123- 0.57% |
$27K - $31.6K
|
21.6K
$6.78M
|
|
|
May 15, 2023
Q1 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
SELL
|
- |
-5.06K- 31.52% |
$1.11M - $1.3M
|
11K
$3.45M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.71KNew |
$377K - $441K
|
1.71K
$538K
|
|
|
May 15, 2023
Q1 2023
|
Glenview Capital Management, LLC
New York, NY |
SELL
|
- |
-97.6K- 67.71% |
$21.4M - $25.1M
|
46.5K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.18KNew |
$479K - $561K
|
2.18K
$684K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
900New |
$198K - $231K
|
900
$282K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.01K+ 51.21% |
$441K - $517K
|
5.93K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-399- 28.08% |
$87.7K - $103K
|
1.02K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
17.5KNew |
$3.85M - $4.5M
|
17.5K
$5.49M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-62- 4.81% |
$13.6K - $15.9K
|
1.23K
$385K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
8.89K+ 15.72% |
$1.95M - $2.29M
|
65.4K
$20.5M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.62KNew |
$796K - $932K
|
3.62K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
50New |
$11K - $12.9K
|
50
$15.7K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
19New |
$4.17K - $4.89K
|
19
$5.96K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
286+ 269.81% |
$62.8K - $73.6K
|
392
$123K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21.8KNew |
$4.79M - $5.61M
|
21.8K
$6.84M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.32K+ 574.82% |
$1.39M - $1.63M
|
7.42K
$2.33M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
103+ 20.93% |
$22.6K - $26.5K
|
595
$187K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$1.1K - $1.29K
|
5
$1.57K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$439 - $514
|
2
$627
|
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
17.5KNew |
$3.85M - $4.5M
|
17.5K
$5.49M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 7.89% |
$659 - $772
|
35
$11K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.35% |
$1.32K - $1.54K
|
1.7K
$534K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1- 0.03% |
$220 - $257
|
2.9K
$909K
|
|
|
Apr 28, 2023
Q1 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
1.01K+ 13.29% |
$222K - $260K
|
8.63K
$2.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
252New |
$55.4K - $64.8K
|
252
$79K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
18New |
$3.95K - $4.63K
|
18
$5.65K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6+ 0.3% |
$1.32K - $1.54K
|
2K
$626K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$4.39K - $5.14K
|
20
$6.27K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$1.1K - $1.29K
|
5
$1.57K
|
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
6KNew |
$1.32M - $1.54M
|
6K
$1.88M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.18KNew |
$258K - $302K
|
1.18K
$369K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.34KNew |
$294K - $344K
|
1.34K
$419K
|
|
|
Apr 13, 2023
Q1 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
6.45KNew |
$1.42M - $1.66M
|
6.45K
$2.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
8New |
$1.76K - $2.06K
|
8
$2.51K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.77KNew |
$390K - $456K
|
1.77K
$556K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.15KNew |
$231K - $285K
|
1.15K
$361K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
85New |
$17.1K - $21K
|
85
$26.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-5.02K- 23.72% |
$1.01M - $1.24M
|
16.1K
$5.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
169+ 2.2% |
$34K - $41.8K
|
7.85K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
20KNew |
$4.02M - $4.95M
|
20K
$6.27M
|
|