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 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.74% |
$5.83K - $6.47K
|
2.59K
$784K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
18+ 0.15% |
$5.52K - $6.13K
|
12.4K
$3.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 7.38% |
$5.52K - $6.13K
|
262
$79.2K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
17+ 13.49% |
$5.21K - $5.79K
|
143
$43.2K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16+ 1.01% |
$4.91K - $5.45K
|
1.6K
$484K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
16+ 2.22% |
$4.91K - $5.45K
|
737
$223K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
16New |
$4.91K - $5.45K
|
16
$4.84K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
15+ 0.57% |
$4.6K - $5.11K
|
2.63K
$796K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
15+ 0.45% |
$4.6K - $5.11K
|
3.32K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
14New |
$4.29K - $4.77K
|
14
$4.23K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
13+ 1.87% |
$3.99K - $4.43K
|
710
$215K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
12New |
$3.68K - $4.09K
|
12
$3.63K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
12+ 0.62% |
$3.68K - $4.09K
|
1.93K
$585K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
11+ 0.79% |
$3.37K - $3.75K
|
1.4K
$422K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10+ 0.23% |
$3.07K - $3.41K
|
4.3K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 15.0% |
$2.76K - $3.07K
|
69
$20.9K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
9New |
$2.76K - $3.07K
|
9
$2.72K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 3.27% |
$2.45K - $2.73K
|
253
$76.5K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
8New |
$2.45K - $2.73K
|
8
$2.42K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
8+ 800.0% |
$2.45K - $2.73K
|
9
$2.72K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7New |
$2.15K - $2.39K
|
7
$2.12K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
$2.15K - $2.39K
|
7
$2.12K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7New |
$2.15K - $2.39K
|
7
$2.12K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
6New |
$1.84K - $2.04K
|
6
$1.81K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 7.23% |
$1.84K - $2.04K
|
89
$26.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6+ 0.49% |
$1.84K - $2.04K
|
1.23K
$373K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6+ 0.68% |
$1.84K - $2.04K
|
892
$270K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 200.0% |
$1.84K - $2.04K
|
9
$2.72K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 0.63% |
$1.53K - $1.7K
|
801
$242K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5+ 2.13% |
$1.53K - $1.7K
|
240
$72.6K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
5+ 6.17% |
$1.53K - $1.7K
|
86
$26K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4New |
$1.23K - $1.36K
|
4
$1.21K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
4New |
$1.23K - $1.36K
|
4
$1.21K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.8% |
$1.23K - $1.36K
|
501
$151K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4+ 2.6% |
$1.23K - $1.36K
|
158
$47.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 30.77% |
$1.23K - $1.36K
|
17
$5.14K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$920 - $1.02K
|
3
$907
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
3New |
$920 - $1.02K
|
3
$907
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$920 - $1.02K
|
3
$907
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.57% |
$920 - $1.02K
|
525
$159K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 4.55% |
$613 - $682
|
46
$13.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2+ 0.73% |
$613 - $682
|
275
$83.2K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
2+ 200.0% |
$613 - $682
|
3
$907
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$613 - $682
|
2
$605
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$613 - $682
|
2
$605
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$613 - $682
|
2
$605
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.0% |
$613 - $682
|
103K
$31.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.23% |
$613 - $682
|
890
$269K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.83% |
$307 - $341
|
121
$36.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 1.11% |
$307 - $341
|
91
$27.5K
|