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 713 institutions that hold shares in the stock, with a total of 85.8 Million shares, which have been reported (via 13F filing form) to have a value of $27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
19
shares
|
$5,976
0.0% of portfolio
|
Q1 2022
Reduced 53.66%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
17
shares
|
$5,347
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
17
shares
|
$5,347
0.0% of portfolio
|
Q3 2023
Reduced 43.33%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
17
shares
|
$5,347
0.0% of portfolio
|
Q4 2023
Reduced 10.53%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
16
shares
|
$5,032
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
15
shares
|
$4,718
0.0% of portfolio
|
Q3 2024
Reduced 65.91%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
14
shares
|
$4,403
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
14
shares
|
$4,403
0.0% of portfolio
|
Q3 2024
Reduced 70.83%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
13
shares
|
$4,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
13
shares
|
$4,089
0.0% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
12
shares
|
$3,774
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
11
shares
|
$3,460
0.0% of portfolio
|
Q3 2024
Reduced 54.17%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
11
shares
|
$3,460
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
10
shares
|
$3,145
0.0% of portfolio
|
Q2 2023
Reduced 30.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
10
shares
|
$3,145
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
10
shares
|
$3,145
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
10
shares
|
$3,145
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
9
shares
|
$2,830
0.0% of portfolio
|
Q3 2021
Reduced 55.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
9
shares
|
$2,830
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
9
shares
|
$2,830
0.0% of portfolio
|
Q1 2024
Added 28.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9
shares
|
$2,830
0.0% of portfolio
|
Q2 2020
Reduced 1.93%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
8
shares
|
$2,516
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
8
shares
|
$2,516
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
8
shares
|
$2,516
0.0% of portfolio
|
Q3 2024
Reduced 46.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
8
shares
|
$2,516
0.0% of portfolio
|
Q2 2022
Reduced 89.04%
|