Purchases and Sales Made in Q2 2023 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 2.47% |
$1.31K - $1.45K
|
249
$77.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 600.0% |
$1.31K - $1.45K
|
7
$2.17K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6+ 50.0% |
$1.31K - $1.45K
|
18
$5.59K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.53% |
$1.09K - $1.21K
|
946
$294K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5New |
$1.09K - $1.21K
|
5
$1.55K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 100.0% |
$1.09K - $1.21K
|
10
$3.11K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 22.73% |
$1.09K - $1.21K
|
27
$8.38K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 5.62% |
$1.09K - $1.21K
|
94
$29.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 50.0% |
$1.09K - $1.21K
|
15
$4.66K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4New |
$875 - $966
|
4
$1.24K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4New |
$875 - $966
|
4
$1.24K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.4% |
$875 - $966
|
994
$309K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 80.0% |
$875 - $966
|
9
$2.79K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 0.11% |
$657 - $724
|
2.71K
$842K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3New |
$657 - $724
|
3
$932
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 2.15% |
$438 - $483
|
95
$29.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.07% |
$438 - $483
|
2.7K
$837K
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1+ 0.06% |
$219 - $241
|
1.54K
$479K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.35% |
$219 - $241
|
288
$89.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1+ 0.01% |
$219 - $241
|
9.52K
$2.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.05% |
$219 - $241
|
1.85K
$575K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.25% |
$219 - $241
|
404
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1+ 0.06% |
$219 - $241
|
1.77K
$551K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 1.96% |
$219 - $241
|
52
$16.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 16.67% |
$219 - $241
|
7
$2.17K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 7.69% |
$219 - $241
|
12
$3.73K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-2- 10.53% |
$438 - $483
|
17
$5.28K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 11.76% |
$438 - $483
|
15
$4.66K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 7.14% |
$438 - $483
|
26
$8.07K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.41% |
$438 - $483
|
491
$152K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 7.14% |
$438 - $483
|
26
$8.07K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 1.36% |
$657 - $724
|
218
$67.7K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 30.0% |
$657 - $724
|
7
$2.17K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 7.55% |
$875 - $966
|
49
$15.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5- 0.47% |
$1.09K - $1.21K
|
1.07K
$331K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-5- 1.87% |
$1.09K - $1.21K
|
263
$81.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-5- 0.11% |
$1.09K - $1.21K
|
4.71K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-5- 0.2% |
$1.09K - $1.21K
|
2.53K
$785K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9- 10.0% |
$1.97K - $2.17K
|
81
$25.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 5.85% |
$2.19K - $2.41K
|
161
$50K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-10- -0.0% |
$2.19K - $2.41K
|
288K
$89.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11- 0.56% |
$2.41K - $2.66K
|
1.96K
$609K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 0.51% |
$2.63K - $2.9K
|
2.34K
$727K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-12- 0.96% |
$2.63K - $2.9K
|
1.24K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-12- 0.45% |
$2.63K - $2.9K
|
2.64K
$820K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13- 30.95% |
$2.85K - $3.14K
|
29
$9.01K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-14- 0.77% |
$3.06K - $3.38K
|
1.82K
$564K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14- 0.31% |
$3.06K - $3.38K
|
4.44K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-16- 1.32% |
$3.5K - $3.86K
|
1.19K
$370K
|