Purchases and Sales Made in Q1 2022 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q1 2022. The information is specifically focused on institutions that hold shares of WILLIS TOWERS WATSON PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
2+ 0.05% |
$434 - $487
|
4.24K
$1.32M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 2.99% |
$434 - $487
|
69
$21.4K
|
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1+ 0.07% |
$217 - $243
|
1.54K
$478K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.79% |
$217 - $243
|
57
$17.7K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1+ 0.06% |
$217 - $243
|
1.75K
$542K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 33.33% |
$217 - $243
|
2
$621
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1Closed |
$217 - $243
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 4.92% |
$650 - $730
|
58
$18K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3Closed |
$650 - $730
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3Closed |
$650 - $730
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4Closed |
$867 - $974
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4Closed |
$867 - $974
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-5Closed |
$1.08K - $1.22K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5- 0.37% |
$1.08K - $1.22K
|
1.34K
$415K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5- 0.11% |
$1.08K - $1.22K
|
4.4K
$1.37M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6- 35.29% |
$1.3K - $1.46K
|
11
$3.42K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-7- 0.29% |
$1.52K - $1.7K
|
2.38K
$738K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9- 31.03% |
$1.95K - $2.19K
|
20
$6.21K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9- 19.15% |
$1.95K - $2.19K
|
38
$11.8K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-10- 20.83% |
$2.17K - $2.43K
|
38
$11.8K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10- 0.59% |
$2.17K - $2.43K
|
1.68K
$523K
|
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-12- 0.73% |
$2.6K - $2.92K
|
1.62K
$504K
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-13Closed |
$2.82K - $3.16K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-17- 2.48% |
$3.69K - $4.14K
|
668
$207K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-20Closed |
$4.34K - $4.87K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-22- 53.66% |
$4.77K - $5.35K
|
19
$5.9K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-24- 6.0% |
$5.2K - $5.84K
|
376
$117K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-25Closed |
$5.42K - $6.08K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-26Closed |
$5.64K - $6.33K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-30- 0.31% |
$6.5K - $7.3K
|
9.78K
$3.04M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-30Closed |
$6.5K - $7.3K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-33- 25.98% |
$7.16K - $8.03K
|
94
$29.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-39Closed |
$8.46K - $9.49K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-39- 2.61% |
$8.46K - $9.49K
|
1.45K
$451K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-41- 29.08% |
$8.89K - $9.98K
|
100
$31.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-46- 45.54% |
$9.97K - $11.2K
|
55
$17.1K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-47- 0.4% |
$10.2K - $11.4K
|
11.8K
$3.66M
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-48- 4.61% |
$10.4K - $11.7K
|
994
$309K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-57- 0.7% |
$12.4K - $13.9K
|
8.06K
$2.5M
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
SELL
|
- |
-57- 3.32% |
$12.4K - $13.9K
|
1.66K
$516K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-57- 2.89% |
$12.4K - $13.9K
|
1.91K
$594K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-58- 4.02% |
$12.6K - $14.1K
|
1.39K
$430K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-61- 0.68% |
$13.2K - $14.8K
|
8.92K
$2.77M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-62- 5.25% |
$13.4K - $15.1K
|
1.12K
$347K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-65Closed |
$14.1K - $15.8K
|
0
$0
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-70- 11.29% |
$15.2K - $17K
|
550
$171K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-76Closed |
$16.5K - $18.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-77- 4.51% |
$16.7K - $18.7K
|
1.63K
$506K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-79- 1.2% |
$17.1K - $19.2K
|
6.49K
$2.02M
|