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 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
92+ 0.96% |
$22K - $25.5K
|
9.71K
$2.94M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
74+ 44.31% |
$17.7K - $20.5K
|
241
$72.9K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
74+ 77.08% |
$17.7K - $20.5K
|
170
$51.4K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
73New |
$17.4K - $20.3K
|
73
$22.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
67+ 1.43% |
$16K - $18.6K
|
4.76K
$1.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
66New |
$15.8K - $18.3K
|
66
$20K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
60New |
$14.3K - $16.7K
|
60
$18.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
57+ 5.99% |
$13.6K - $15.8K
|
1.01K
$305K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
56New |
$13.4K - $15.5K
|
56
$16.9K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
54+ 3.48% |
$12.9K - $15K
|
1.61K
$486K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
51+ 0.66% |
$12.2K - $14.2K
|
7.72K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50+ 5.49% |
$11.9K - $13.9K
|
960
$290K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50New |
$11.9K - $13.9K
|
50
$15.1K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
49+ 0.39% |
$11.7K - $13.6K
|
12.5K
$3.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
47+ 5.62% |
$11.2K - $13K
|
884
$267K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
45New |
$10.7K - $12.5K
|
45
$13.6K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
44+ 231.58% |
$10.5K - $12.2K
|
63
$19K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
43+ 0.67% |
$10.3K - $11.9K
|
6.5K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
42+ 0.21% |
$10K - $11.7K
|
20.2K
$6.12M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
42+ 420.0% |
$10K - $11.7K
|
52
$15.7K
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
35New |
$8.36K - $9.71K
|
35
$10.6K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34+ 4.36% |
$8.12K - $9.44K
|
813
$246K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
34+ 2.28% |
$8.12K - $9.44K
|
1.53K
$461K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
33+ 2.68% |
$7.88K - $9.16K
|
1.27K
$383K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
32New |
$7.64K - $8.88K
|
32
$9.68K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
28+ 1.65% |
$6.69K - $7.77K
|
1.73K
$523K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28+ 2.45% |
$6.69K - $7.77K
|
1.17K
$353K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
27+ 900.0% |
$6.45K - $7.49K
|
30
$9.07K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 13.0% |
$6.21K - $7.22K
|
226
$68.3K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 4.67% |
$6.21K - $7.22K
|
583
$176K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
24+ 2.02% |
$5.73K - $6.66K
|
1.21K
$366K
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
24+ 0.06% |
$5.73K - $6.66K
|
42.7K
$12.9M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 54.76% |
$5.49K - $6.38K
|
65
$19.7K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
22+ 0.36% |
$5.26K - $6.11K
|
6.1K
$1.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22+ 0.64% |
$5.26K - $6.11K
|
3.47K
$1.05M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20New |
$4.78K - $5.55K
|
20
$6.05K
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
16+ 0.92% |
$3.82K - $4.44K
|
1.76K
$533K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15New |
$3.58K - $4.16K
|
15
$4.54K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15+ 1.33% |
$3.58K - $4.16K
|
1.14K
$345K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
15New |
$3.58K - $4.16K
|
15
$4.54K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14+ 1.0% |
$3.34K - $3.89K
|
1.41K
$427K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
13New |
$3.11K - $3.61K
|
13
$3.93K
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
12+ 1.29% |
$2.87K - $3.33K
|
943
$285K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12+ 171.43% |
$2.87K - $3.33K
|
19
$5.75K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 0.71% |
$2.63K - $3.05K
|
1.57K
$475K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10+ 0.92% |
$2.39K - $2.78K
|
1.1K
$332K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10New |
$2.39K - $2.78K
|
10
$3.02K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9New |
$2.15K - $2.5K
|
9
$2.72K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9+ 0.13% |
$2.15K - $2.5K
|
7.02K
$2.12M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
8+ 0.61% |
$1.91K - $2.22K
|
1.32K
$399K
|