Purchases and Sales Made in Q1 2024 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q1 2024. 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 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
351+ 19.76% |
$83.8K - $97.4K
|
2.13K
$660K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
340+ 0.77% |
$81.2K - $94.4K
|
44.7K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
339+ 17.1% |
$81K - $94.1K
|
2.32K
$721K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
338+ 8.23% |
$80.7K - $93.8K
|
4.45K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
326+ 24.6% |
$77.9K - $90.5K
|
1.65K
$513K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
310+ 2.05% |
$74K - $86K
|
15.4K
$4.78M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
305+ 89.97% |
$72.9K - $84.7K
|
644
$200K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
286+ 0.61% |
$68.3K - $79.4K
|
47.5K
$14.7M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
284+ 5.51% |
$67.8K - $78.8K
|
5.44K
$1.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
282+ 32.91% |
$67.4K - $78.3K
|
1.14K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
264+ 561.7% |
$63.1K - $73.3K
|
311
$96.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
259+ 5.04% |
$61.9K - $71.9K
|
5.4K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
259+ 2.15% |
$61.9K - $71.9K
|
12.3K
$3.83M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
255New |
$60.9K - $70.8K
|
255
$79.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
252+ 12.29% |
$60.2K - $69.9K
|
2.3K
$715K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
218+ 13.37% |
$52.1K - $60.5K
|
1.85K
$574K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
211+ 10.65% |
$50.4K - $58.6K
|
2.19K
$681K
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
208+ 0.05% |
$49.7K - $57.7K
|
425K
$132M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
203+ 18.78% |
$48.5K - $56.3K
|
1.28K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
202+ 1.63% |
$48.3K - $56.1K
|
12.6K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
202+ 6.04% |
$48.3K - $56.1K
|
3.55K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
200+ 2.08% |
$47.8K - $55.5K
|
9.83K
$3.05M
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
192+ 3.18% |
$45.9K - $53.3K
|
6.22K
$1.93M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
180+ 14.68% |
$43K - $50K
|
1.41K
$437K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
173+ 6.39% |
$41.3K - $48K
|
2.88K
$895K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
167+ 2.37% |
$39.9K - $46.4K
|
7.2K
$2.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
165+ 27.82% |
$39.4K - $45.8K
|
758
$235K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
156+ 5.94% |
$37.3K - $43.3K
|
2.78K
$864K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
155+ 2.51% |
$37K - $43K
|
6.33K
$1.97M
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
150+ 1.93% |
$35.8K - $41.6K
|
7.92K
$2.46M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
149+ 26.42% |
$35.6K - $41.4K
|
713
$221K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
144+ 0.49% |
$34.4K - $40K
|
29.6K
$9.2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
138+ 8.47% |
$33K - $38.3K
|
1.77K
$549K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
136+ 0.25% |
$32.5K - $37.7K
|
54.3K
$16.9M
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
133+ 14.84% |
$31.8K - $36.9K
|
1.03K
$320K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
122+ 5.05% |
$29.1K - $33.9K
|
2.54K
$787K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
119+ 38.89% |
$28.4K - $33K
|
425
$132K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
119+ 4.82% |
$28.4K - $33K
|
2.59K
$803K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
117+ 0.07% |
$27.9K - $32.5K
|
169K
$52.4M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
101+ 136.49% |
$24.1K - $28K
|
175
$54.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
101+ 7.37% |
$24.1K - $28K
|
1.47K
$457K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
101New |
$24.1K - $28K
|
101
$31.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
100+ 5.81% |
$23.9K - $27.8K
|
1.82K
$565K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
96+ 4.05% |
$22.9K - $26.6K
|
2.47K
$766K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
93+ 1.06% |
$22.2K - $25.8K
|
8.84K
$2.74M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
92+ 0.96% |
$22K - $25.5K
|
9.71K
$3.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
92+ 3.8% |
$22K - $25.5K
|
2.51K
$779K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
74+ 77.08% |
$17.7K - $20.5K
|
170
$52.8K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
74+ 44.31% |
$17.7K - $20.5K
|
241
$74.8K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
73New |
$17.4K - $20.3K
|
73
$22.7K
|