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 |
---|---|---|---|---|---|---|---|
Feb 08, 2021
Q4 2020
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3KClosed |
$539K - $651K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5Closed |
$898 - $1.09K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.9KClosed |
$701K - $847K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-70Closed |
$12.6K - $15.2K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-10Closed |
$1.8K - $2.17K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-17.2KClosed |
$3.08M - $3.73M
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.53KClosed |
$275K - $333K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.62KClosed |
$471K - $569K
|
0
$0
|
|
Q3 2020 | |||||||
Mar 12, 2021
Q3 2020
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.3KClosed |
$253K - $281K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Mount Yale Investment Advisors, LLC
|
SELL
|
PUT |
-3.3KClosed |
$642K - $713K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-20KClosed |
$3.88M - $4.31M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-88.4KClosed |
$17.2M - $19.1M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-110Closed |
$21.4K - $23.8K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-380KClosed |
$74M - $82.2M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.18KNew |
$1.4M - $1.55M
|
7.18K
$2.4M
|
|
Nov 13, 2020
Q3 2020
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-8KClosed |
$1.56M - $1.73M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-65- 5.18% |
$12.6K - $14.1K
|
1.19K
$398K
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-197Closed |
$38.3K - $42.6K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.63KClosed |
$512K - $568K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Times Square Capital Management, LLC
|
SELL
|
- |
-215KClosed |
$41.8M - $46.5M
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.06KClosed |
$207K - $230K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.99KClosed |
$387K - $430K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-11Closed |
$2.14K - $2.38K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
1.56KNew |
$304K - $337K
|
1.56K
$522K
|
|
Oct 14, 2020
Q3 2020
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-3.3KClosed |
$642K - $713K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Gyroscope Capital Management Group, LLC
|
SELL
|
PUT |
-3.3KClosed |
$642K - $713K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-48- 1.93% |
$7.5K - $9.93K
|
2.44K
$816K
|
|
Aug 14, 2020
Q2 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-10.7KClosed |
$1.67M - $2.21M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-6- 21.43% |
$937 - $1.24K
|
22
$7.37K
|
|
Aug 14, 2020
Q2 2020
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-21.7KClosed |
$3.38M - $4.48M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-834- 96.98% |
$130K - $172K
|
26
$8.71K
|
|
Aug 11, 2020
Q2 2020
|
Silvant Capital Management LLC
|
SELL
|
- |
-8.47KClosed |
$1.32M - $1.75M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-4.17KClosed |
$651K - $862K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-13Closed |
$2.03K - $2.69K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4Closed |
$625 - $827
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Banco Santander, S.A.
|
SELL
|
- |
-3.01KClosed |
$471K - $623K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Tealwood Asset Management Inc
|
SELL
|
- |
-10.3KClosed |
$1.61M - $2.14M
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-46.5KClosed |
$7.26M - $9.61M
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Avitas Wealth Management LLC
|
SELL
|
- |
-8.4KClosed |
$1.31M - $1.74M
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Hallmark Capital Management Inc
|
SELL
|
- |
-89.1KClosed |
$13.9M - $18.4M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Clean Yield Group
|
SELL
|
- |
-145Closed |
$22.6K - $30K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-14Closed |
$2.19K - $2.9K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.06KNew |
$165K - $218K
|
1.06K
$353K
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-700- 70.0% |
$103K - $154K
|
300
$100K
|
|
May 15, 2020
Q1 2020
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.09KClosed |
$160K - $239K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-7KClosed |
$1.03M - $1.54M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-7.55KClosed |
$1.11M - $1.66M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.75MClosed |
$259M - $386M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.07KClosed |
$157K - $234K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
2.2KNew |
$325K - $484K
|
2.2K
$737K
|