Latest Institutional Purchases of Willis Towers Watson PLC (WTW)
This list provides information on the latest institutional transactions involving Willis Towers Watson PLC (WTW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
35+ 4.7% |
$10.6K - $12.1K
|
779
$251K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
34+ 3.84% |
$10.3K - $11.7K
|
919
$296K
|
|
|
Oct 23, 2025
Q3 2025
|
Hosking Partners LLP
|
BUY
|
- |
29+ 0.09% |
$8.75K - $10K
|
32.3K
$10.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
28+ 1.38% |
$8.45K - $9.67K
|
2.06K
$662K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
27+ 2.48% |
$8.15K - $9.33K
|
1.12K
$359K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
27+ 10.07% |
$8.15K - $9.33K
|
295
$95K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
25+ 36.23% |
$7.55K - $8.64K
|
94
$30.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 10.13% |
$7.24K - $8.29K
|
261
$84.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
23+ 191.67% |
$6.94K - $7.95K
|
35
$11.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22+ 1.1% |
$6.64K - $7.6K
|
2.03K
$652K
|
|
|
Nov 14, 2025
Q3 2025
|
44 Wealth Management LLC
|
BUY
|
- |
21+ 0.73% |
$6.34K - $7.25K
|
2.9K
$934K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
21+ 60.0% |
$6.34K - $7.25K
|
56
$18K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
21+ 1.48% |
$6.34K - $7.25K
|
1.44K
$465K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20New |
$6.04K - $6.91K
|
20
$6.44K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
20New |
$6.04K - $6.91K
|
20
$6.44K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19+ 2.51% |
$5.73K - $6.56K
|
776
$250K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
18+ 2.62% |
$5.43K - $6.22K
|
704
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
18New |
$5.43K - $6.22K
|
18
$5.8K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 2.32% |
$5.13K - $5.87K
|
751
$242K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
17+ 566.67% |
$5.13K - $5.87K
|
20
$6.44K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
17+ 2.46% |
$5.13K - $5.87K
|
707
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
16New |
$4.83K - $5.53K
|
16
$5.15K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
16New |
$4.83K - $5.53K
|
16
$5.15K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
15New |
$4.53K - $5.18K
|
15
$4.83K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
15+ 18.52% |
$4.53K - $5.18K
|
96
$30.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 9.6% |
$3.62K - $4.15K
|
137
$44.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11New |
$3.32K - $3.8K
|
11
$3.54K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
11New |
$3.32K - $3.8K
|
11
$3.54K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11+ 1.02% |
$3.32K - $3.8K
|
1.09K
$350K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10+ 3.8% |
$3.02K - $3.45K
|
273
$87.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
10+ 0.01% |
$3.02K - $3.45K
|
136K
$43.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10New |
$3.02K - $3.45K
|
10
$3.22K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$2.72K - $3.11K
|
9
$2.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.45% |
$2.72K - $3.11K
|
2.03K
$654K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 1.09% |
$2.72K - $3.11K
|
831
$268K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.71% |
$2.11K - $2.42K
|
996
$321K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7New |
$2.11K - $2.42K
|
7
$2.25K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6+ 0.54% |
$1.81K - $2.07K
|
1.11K
$357K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
6New |
$1.81K - $2.07K
|
6
$1.93K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6+ 0.18% |
$1.81K - $2.07K
|
3.27K
$1.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6+ 1.1% |
$1.81K - $2.07K
|
553
$178K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 28.57% |
$1.81K - $2.07K
|
27
$8.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 150.0% |
$1.81K - $2.07K
|
10
$3.22K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6New |
$1.81K - $2.07K
|
6
$1.93K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 33.33% |
$1.51K - $1.73K
|
20
$6.44K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 17.86% |
$1.51K - $1.73K
|
33
$10.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5+ 0.45% |
$1.51K - $1.73K
|
1.12K
$362K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
5New |
$1.51K - $1.73K
|
5
$1.61K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
5+ 1.95% |
$1.51K - $1.73K
|
261
$84.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 8.51% |
$1.21K - $1.38K
|
51
$16.4K
|
|