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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
509+ 0.91% |
$156K - $173K
|
56.6K
$17.1M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
470New |
$144K - $160K
|
470
$142K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
461+ 7.56% |
$141K - $157K
|
6.56K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
432+ 5.4% |
$132K - $147K
|
8.43K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
422+ 50.24% |
$129K - $144K
|
1.26K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
411+ 21.07% |
$126K - $140K
|
2.36K
$714K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
398+ 3.93% |
$122K - $136K
|
10.5K
$3.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
379+ 164.78% |
$116K - $129K
|
609
$184K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
373+ 16.64% |
$114K - $127K
|
2.62K
$791K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
366+ 13.94% |
$112K - $125K
|
2.99K
$905K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
347+ 16.9% |
$106K - $118K
|
2.4K
$726K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
344+ 51.42% |
$105K - $117K
|
1.01K
$306K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
343+ 40.98% |
$105K - $117K
|
1.18K
$357K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
342+ 49.78% |
$105K - $117K
|
1.03K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
342+ 10.62% |
$105K - $117K
|
3.56K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
326New |
$100K - $111K
|
326
$98.6K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
321+ 29.08% |
$98.4K - $109K
|
1.43K
$431K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
317+ 35.58% |
$97.2K - $108K
|
1.21K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
302+ 3.13% |
$92.6K - $103K
|
9.96K
$3.01M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
300+ 106.01% |
$92K - $102K
|
583
$176K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
299+ 0.85% |
$91.7K - $102K
|
35.5K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
298+ 3.83% |
$91.4K - $102K
|
8.09K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
280+ 18.83% |
$85.9K - $95.4K
|
1.77K
$534K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
266New |
$81.6K - $90.6K
|
266
$80.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
255+ 5.84% |
$78.2K - $86.9K
|
4.63K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
229+ 32.21% |
$70.2K - $78K
|
940
$284K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
222+ 7.3% |
$68.1K - $75.7K
|
3.27K
$987K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
210+ 1.83% |
$64.4K - $71.6K
|
11.7K
$3.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
198+ 1.75% |
$60.7K - $67.5K
|
11.5K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
197+ 20.63% |
$60.4K - $67.1K
|
1.15K
$348K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
189+ 11.37% |
$57.9K - $64.4K
|
1.85K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
187+ 12.77% |
$57.3K - $63.7K
|
1.65K
$499K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
187+ 67.27% |
$57.3K - $63.7K
|
465
$141K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
182+ 7.56% |
$55.8K - $62K
|
2.59K
$783K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
177New |
$54.3K - $60.3K
|
177
$53.5K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
167+ 2.22% |
$51.2K - $56.9K
|
7.68K
$2.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167+ 51.54% |
$51.2K - $56.9K
|
491
$148K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
161New |
$49.4K - $54.9K
|
161
$48.7K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
159+ 2.2% |
$48.8K - $54.2K
|
7.4K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
147+ 8.91% |
$45.1K - $50.1K
|
1.8K
$543K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
145+ 6.58% |
$44.5K - $49.4K
|
2.35K
$710K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
144+ 142.57% |
$44.2K - $49.1K
|
245
$74.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
133+ 16.73% |
$40.8K - $45.3K
|
928
$281K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
133+ 0.68% |
$40.8K - $45.3K
|
19.7K
$5.97M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
129+ 1.99% |
$39.6K - $44K
|
6.62K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
123+ 18.87% |
$37.7K - $41.9K
|
775
$234K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
116+ 25.11% |
$35.6K - $39.5K
|
578
$175K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
113+ 9.25% |
$34.6K - $38.5K
|
1.33K
$403K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
110+ 0.04% |
$33.7K - $37.5K
|
274K
$83M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
106+ 11.71% |
$32.5K - $36.1K
|
1.01K
$306K
|