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 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
100+ 57.47% |
$30.7K - $34.1K
|
274
$82.9K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
98+ 5.16% |
$30K - $33.4K
|
2K
$604K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
98+ 1633.33% |
$30K - $33.4K
|
104
$31.4K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
94+ 4.47% |
$28.8K - $32K
|
2.2K
$665K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
94+ 3.54% |
$28.8K - $32K
|
2.75K
$831K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
94+ 3.04% |
$28.8K - $32K
|
3.19K
$965K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
94New |
$28.8K - $32K
|
94
$28.4K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
84+ 7.65% |
$25.8K - $28.6K
|
1.18K
$357K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
83+ 9.87% |
$25.4K - $28.3K
|
924
$279K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
81+ 7.51% |
$24.8K - $27.6K
|
1.16K
$351K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
80+ 1.99% |
$24.5K - $27.3K
|
4.1K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
75New |
$23K - $25.6K
|
75
$22.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
75+ 750.0% |
$23K - $25.6K
|
85
$25.7K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
75+ 136.36% |
$23K - $25.6K
|
130
$39.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
72+ 7.64% |
$22.1K - $24.5K
|
1.01K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
70+ 5.88% |
$21.5K - $23.9K
|
1.26K
$381K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
69New |
$21.2K - $23.5K
|
69
$20.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
69+ 13.27% |
$21.2K - $23.5K
|
589
$178K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
67+ 9.34% |
$20.5K - $22.8K
|
784
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
62+ 41.89% |
$19K - $21.1K
|
210
$63.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
59+ 122.92% |
$18.1K - $20.1K
|
107
$32.4K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
55+ 0.44% |
$16.9K - $18.7K
|
12.6K
$3.81M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
54+ 1.61% |
$16.6K - $18.4K
|
3.41K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
54+ 2.17% |
$16.6K - $18.4K
|
2.54K
$768K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
45+ 0.04% |
$13.8K - $15.3K
|
124K
$37.5M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
45+ 3.24% |
$13.8K - $15.3K
|
1.43K
$433K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
42+ 6.21% |
$12.9K - $14.3K
|
718
$217K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
40New |
$12.3K - $13.6K
|
40
$12.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
40+ 2.92% |
$12.3K - $13.6K
|
1.41K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
39New |
$12K - $13.3K
|
39
$11.8K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
37New |
$11.3K - $12.6K
|
37
$11.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
35+ 1.77% |
$10.7K - $11.9K
|
2.02K
$610K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
33+ 89.19% |
$10.1K - $11.2K
|
70
$21.2K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
32+ 355.56% |
$9.81K - $10.9K
|
41
$12.4K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 0.15% |
$9.2K - $10.2K
|
20.5K
$6.19M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
29+ 2.18% |
$8.89K - $9.88K
|
1.36K
$411K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
26+ 2.5% |
$7.97K - $8.86K
|
1.07K
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
26+ 1.69% |
$7.97K - $8.86K
|
1.57K
$473K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
26New |
$7.97K - $8.86K
|
26
$7.86K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
25+ 0.13% |
$7.67K - $8.52K
|
19.1K
$5.79M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
25New |
$7.67K - $8.52K
|
25
$7.56K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23New |
$7.05K - $7.84K
|
23
$6.95K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23+ 1.57% |
$7.05K - $7.84K
|
1.49K
$449K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
23+ 50.0% |
$7.05K - $7.84K
|
69
$20.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23+ 2.86% |
$7.05K - $7.84K
|
827
$250K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
21+ 22.58% |
$6.44K - $7.16K
|
114
$34.5K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
20+ 0.0% |
$6.13K - $6.82K
|
4.36M
$1.32B
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20+ 125.0% |
$6.13K - $6.82K
|
36
$10.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
19New |
$5.83K - $6.47K
|
19
$5.75K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 5.64% |
$5.83K - $6.47K
|
356
$108K
|