Purchases and Sales Made in Q1 2025 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-180- 1.03% |
$55.2K - $61.3K
|
17.3K
$5.22M
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-182- 0.94% |
$55.8K - $62K
|
19.3K
$5.83M
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-183- 8.52% |
$56.1K - $62.4K
|
1.96K
$594K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-191- 6.86% |
$58.6K - $65.1K
|
2.6K
$785K
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-195- 7.28% |
$59.8K - $66.5K
|
2.48K
$751K
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.73% |
$61.3K - $68.2K
|
27.1K
$8.19M
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-207- 0.68% |
$63.5K - $70.5K
|
30.2K
$9.14M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-207- 15.37% |
$63.5K - $70.5K
|
1.14K
$345K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-217- 15.82% |
$66.5K - $73.9K
|
1.16K
$349K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-220- 1.76% |
$67.5K - $75K
|
12.3K
$3.72M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-220- 8.9% |
$67.5K - $75K
|
2.25K
$681K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-227- 5.09% |
$69.6K - $77.4K
|
4.23K
$1.28M
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-233- 6.32% |
$71.4K - $79.4K
|
3.45K
$1.04M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-237- 45.58% |
$72.7K - $80.8K
|
283
$85.6K
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-237- 1.57% |
$72.7K - $80.8K
|
14.8K
$4.49M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-252- 26.11% |
$77.3K - $85.9K
|
713
$216K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-265- 20.87% |
$81.3K - $90.3K
|
1.01K
$304K
|
|
May 13, 2025
Q1 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-279- 1.77% |
$85.5K - $95.1K
|
15.5K
$4.69M
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-297- 0.91% |
$91.1K - $101K
|
32.5K
$9.83M
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-300- 15.62% |
$92K - $102K
|
1.62K
$490K
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-315- 1.54% |
$96.6K - $107K
|
20.1K
$6.08M
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-323- 1.34% |
$99K - $110K
|
23.9K
$7.21M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-332- 10.25% |
$102K - $113K
|
2.91K
$879K
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-332- 3.92% |
$102K - $113K
|
8.15K
$2.46M
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-354- 1.2% |
$109K - $121K
|
29.1K
$8.81M
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-361- 1.66% |
$111K - $123K
|
21.4K
$6.49M
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-363- 5.89% |
$111K - $124K
|
5.8K
$1.75M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-367- 2.3% |
$113K - $125K
|
15.6K
$4.71M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-379- 62.23% |
$116K - $129K
|
230
$69.5K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-384- 3.43% |
$118K - $131K
|
10.8K
$3.27M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-386- 3.06% |
$118K - $132K
|
12.2K
$3.7M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-388- 7.43% |
$119K - $132K
|
4.84K
$1.46M
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-390- 5.59% |
$120K - $133K
|
6.58K
$1.99M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-393- 22.51% |
$120K - $134K
|
1.35K
$409K
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-394- 1.17% |
$121K - $134K
|
33.3K
$10.1M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-424- 39.89% |
$130K - $144K
|
639
$193K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-448- 15.04% |
$137K - $153K
|
2.53K
$765K
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-459- 3.8% |
$141K - $156K
|
11.6K
$3.51M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-477- 4.94% |
$146K - $163K
|
9.18K
$2.78M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-481- 23.84% |
$147K - $164K
|
1.54K
$465K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-506- 15.8% |
$155K - $172K
|
2.7K
$816K
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-518- 0.98% |
$159K - $177K
|
52.4K
$15.8M
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-521- 2.07% |
$160K - $178K
|
24.6K
$7.44M
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-550- 10.78% |
$169K - $187K
|
4.55K
$1.38M
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-565- 31.69% |
$173K - $193K
|
1.22K
$368K
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-600- 0.96% |
$184K - $204K
|
62.1K
$18.8M
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-611- 14.21% |
$187K - $208K
|
3.69K
$1.12M
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-615- 3.12% |
$189K - $210K
|
19.1K
$5.78M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-629- 4.01% |
$193K - $214K
|
15.1K
$4.56M
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
SELL
|
- |
-661- 0.35% |
$203K - $225K
|
191K
$57.7M
|