Institutional Ownership Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW). We have compiled data on the 702 institutions that hold shares in the stock, with a total of 89.9 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9
shares
|
$2,359
0.0% of portfolio
|
Q2 2020
Reduced 1.93%
|
|
Dunhill Financial, LLC
London, X0 |
May 13, 2024 Q1 2024 |
9
shares
|
$2,359
0.0% of portfolio
|
Q1 2024
Added 28.57%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
8
shares
|
$2,097
0.0% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
May 07, 2024 Q1 2024 |
8
shares
|
$2,097
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
8
shares
|
$2,097
0.0% of portfolio
|
Q4 2022
New holding
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
8
shares
|
$2,097
0.0% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
8
shares
|
$2,097
0.0% of portfolio
|
Q2 2022
Reduced 89.04%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
8
shares
|
$2,097
0.0% of portfolio
|
Q4 2023
New holding
|
|
Eagle Bay Advisors LLC
New York, NY |
May 08, 2024 Q1 2024 |
8
shares
|
$2,097
0.0% of portfolio
|
Q2 2022
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
7
shares
|
$1,834
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
6
shares
|
$1,572
0.0% of portfolio
|
Q4 2018
Added 500.0%
|
|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
6
shares
|
$1,572
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
Core Alternative Capital
|
May 15, 2024 Q1 2024 |
6
shares
|
$1,572
0.0% of portfolio
|
Q1 2024
Reduced 87.76%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
5
shares
|
$1,310
0.0% of portfolio
|
Q1 2024
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
5
shares
|
$1,310
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
5
shares
|
$1,310
0.0% of portfolio
|
Q4 2022
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
5
shares
|
$1,310
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 16, 2024 Q1 2024 |
3
shares
|
$786
0.0% of portfolio
|
Q3 2023
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
May 13, 2024 Q1 2024 |
3
shares
|
$786
0.0% of portfolio
|
Q1 2024
Reduced 62.5%
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Apr 30, 2024 Q1 2024 |
3
shares
|
$786
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bokf, Na
Tulsa, OK |
May 15, 2024 Q1 2024 |
2
shares
|
$524
0.0% of portfolio
|
Q1 2024
Reduced 95.92%
|
|
Nvwm, LLC
|
May 06, 2024 Q1 2024 |
2
shares
|
$524
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
2
shares
|
$524
0.0% of portfolio
|
Q1 2024
Reduced 99.94%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
2
shares
|
$524
0.0% of portfolio
|
Q1 2022
Reduced 33.33%
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
2
shares
|
$524
0.0% of portfolio
|
Q1 2024
New holding
|