Purchases and Sales Made in Q1 2023 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q1 2023. 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 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
202+ 18.21% |
$44.4K - $52K
|
1.31K
$410K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
194+ 1.69% |
$42.6K - $49.9K
|
11.7K
$3.65M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
191+ 4.11% |
$42K - $49.1K
|
4.84K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
190+ 1.96% |
$41.7K - $48.9K
|
9.87K
$3.09M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
165+ 3.3% |
$36.3K - $42.4K
|
5.16K
$1.61M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
133+ 2.23% |
$29.2K - $34.2K
|
6.1K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
130+ 6.5% |
$28.6K - $33.4K
|
2.13K
$666K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
118+ 2.27% |
$25.9K - $30.3K
|
5.31K
$1.66M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
117+ 5.76% |
$25.7K - $30.1K
|
2.15K
$672K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
115+ 10.74% |
$25.3K - $29.6K
|
1.19K
$371K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
109+ 9.31% |
$23.9K - $28K
|
1.28K
$400K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
103+ 20.93% |
$22.6K - $26.5K
|
595
$186K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
103+ 8.64% |
$22.6K - $26.5K
|
1.3K
$405K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
102+ 93.58% |
$22.4K - $26.2K
|
211
$66K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
96+ 3.8% |
$21.1K - $24.7K
|
2.62K
$820K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
93+ 4.95% |
$20.4K - $23.9K
|
1.97K
$616K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
91+ 9.16% |
$20K - $23.4K
|
1.08K
$339K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
87+ 8.18% |
$19.1K - $22.4K
|
1.15K
$360K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
78+ 0.41% |
$17.1K - $20.1K
|
19K
$5.93M
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
72+ 1.26% |
$15.8K - $18.5K
|
5.77K
$1.8M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
70New |
$15.4K - $18K
|
70
$21.9K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
69+ 2.84% |
$15.2K - $17.7K
|
2.5K
$782K
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
65+ 0.23% |
$14.3K - $16.7K
|
27.9K
$8.72M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
61+ 3.41% |
$13.4K - $15.7K
|
1.85K
$579K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
57+ 1.46% |
$12.5K - $14.7K
|
3.95K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
50New |
$11K - $12.9K
|
50
$15.6K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
48+ 0.25% |
$10.5K - $12.3K
|
19.2K
$6M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45+ 0.22% |
$9.89K - $11.6K
|
20.1K
$6.28M
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
37+ 6.89% |
$8.13K - $9.52K
|
574
$179K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
36+ 1.86% |
$7.91K - $9.26K
|
1.97K
$616K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
35+ 3.83% |
$7.69K - $9K
|
948
$296K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34+ 77.27% |
$7.47K - $8.74K
|
78
$24.4K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
28+ 0.79% |
$6.15K - $7.2K
|
3.59K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
27+ 2.86% |
$5.93K - $6.94K
|
972
$304K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
23+ 1.11% |
$5.05K - $5.92K
|
2.09K
$652K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
23+ 2300.0% |
$5.05K - $5.92K
|
24
$7.5K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
22+ 0.16% |
$4.83K - $5.66K
|
13.4K
$4.19M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
22New |
$4.83K - $5.66K
|
22
$6.88K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
22+ 146.67% |
$4.83K - $5.66K
|
37
$11.6K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$4.39K - $5.14K
|
20
$6.25K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
19+ 34.55% |
$4.17K - $4.89K
|
74
$23.1K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
19New |
$4.17K - $4.89K
|
19
$5.94K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
19+ 1.66% |
$4.17K - $4.89K
|
1.16K
$363K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
18New |
$3.95K - $4.63K
|
18
$5.63K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
18New |
$3.95K - $4.63K
|
18
$5.63K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
15+ 40.54% |
$3.3K - $3.86K
|
52
$16.3K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
14New |
$3.08K - $3.6K
|
14
$4.38K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 100.0% |
$3.08K - $3.6K
|
28
$8.75K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
13+ 76.47% |
$2.86K - $3.34K
|
30
$9.38K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
13+ 0.32% |
$2.86K - $3.34K
|
4.04K
$1.26M
|