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
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1New |
$307 - $341
|
1
$302
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 6.67% |
$307 - $341
|
16
$4.84K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$307 - $341
|
1
$302
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$307 - $341
|
1
$302
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.76% |
$307 - $341
|
133
$40.2K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 1.67% |
$307 - $341
|
61
$18.4K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1New |
$307 - $341
|
1
$302
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$307 - $341
|
1
$302
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.47% |
$307 - $341
|
213
$64.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$307 - $341
|
1
$302
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.67% |
$307 - $341
|
61
$18.4K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.08% |
$307 - $341
|
1.2K
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 3.45% |
$307 - $341
|
28
$8.47K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 9.52% |
$613 - $682
|
19
$5.75K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 1.32% |
$613 - $682
|
149
$45.1K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3- 2.14% |
$920 - $1.02K
|
137
$41.4K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3- 3.41% |
$920 - $1.02K
|
85
$25.7K
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.5% |
$1.23K - $1.36K
|
795
$240K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-4- 0.03% |
$1.23K - $1.36K
|
13K
$3.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 71.43% |
$1.53K - $1.7K
|
2
$605
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-5- 8.2% |
$1.53K - $1.7K
|
56
$16.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 16.13% |
$1.53K - $1.7K
|
26
$7.86K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6- 40.0% |
$1.84K - $2.04K
|
9
$2.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-6- 0.03% |
$1.84K - $2.04K
|
19.1K
$5.78M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 2.64% |
$1.84K - $2.04K
|
221
$66.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-7- 7.22% |
$2.15K - $2.39K
|
90
$27.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-8- 0.35% |
$2.45K - $2.73K
|
2.25K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 1.54% |
$2.76K - $3.07K
|
576
$174K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10- 2.2% |
$3.07K - $3.41K
|
445
$135K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-11- 0.68% |
$3.37K - $3.75K
|
1.62K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-11- 0.55% |
$3.37K - $3.75K
|
2K
$605K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11- 1.4% |
$3.37K - $3.75K
|
773
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-11- 1.29% |
$3.37K - $3.75K
|
843
$255K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.03% |
$3.68K - $4.09K
|
35.8K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-12- 0.69% |
$3.68K - $4.09K
|
1.73K
$523K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-12- 2.67% |
$3.68K - $4.09K
|
438
$132K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-12- 80.0% |
$3.68K - $4.09K
|
3
$907
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13- 20.63% |
$3.99K - $4.43K
|
50
$15.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 1.16% |
$3.99K - $4.43K
|
1.1K
$334K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-14- 1.73% |
$4.29K - $4.77K
|
793
$240K
|
|
|
Jun 12, 2025
Q1 2025
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-15- 0.36% |
$4.6K - $5.11K
|
4.19K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-15- 0.52% |
$4.6K - $5.11K
|
2.9K
$876K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-15- 2.71% |
$4.6K - $5.11K
|
539
$163K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17- 36.96% |
$5.21K - $5.79K
|
29
$8.77K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-17- 1.21% |
$5.21K - $5.79K
|
1.39K
$421K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-17- 80.95% |
$5.21K - $5.79K
|
4
$1.21K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-18- 11.25% |
$5.52K - $6.13K
|
142
$42.9K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-19- 0.58% |
$5.83K - $6.47K
|
3.25K
$984K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-24- 0.35% |
$7.36K - $8.18K
|
6.79K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-26- 50.0% |
$7.97K - $8.86K
|
26
$7.86K
|