Purchases and Sales Made in Q2 2024 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
207New |
$51.7K - $56.6K
|
207
$64.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
206+ 0.6% |
$51.4K - $56.3K
|
34.3K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
196+ 6.38% |
$48.9K - $53.6K
|
3.27K
$1.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
188+ 17.11% |
$46.9K - $51.4K
|
1.29K
$400K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
170+ 68.55% |
$42.4K - $46.5K
|
418
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
166+ 3.26% |
$41.4K - $45.4K
|
5.26K
$1.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
153+ 1.98% |
$38.2K - $41.8K
|
7.88K
$2.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
148New |
$37K - $40.5K
|
148
$46K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
144+ 16.35% |
$36K - $39.4K
|
1.03K
$318K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
137New |
$34.2K - $37.5K
|
137
$42.5K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
133+ 1.2% |
$33.2K - $36.4K
|
11.3K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
131+ 15.8% |
$32.7K - $35.8K
|
960
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
123+ 4.51% |
$30.7K - $33.6K
|
2.85K
$884K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
123+ 6.86% |
$30.7K - $33.6K
|
1.92K
$595K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
120+ 14.12% |
$30K - $32.8K
|
970
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
117+ 6.55% |
$29.2K - $32K
|
1.9K
$591K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
116+ 13.86% |
$29K - $31.7K
|
953
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
110New |
$27.5K - $30.1K
|
110
$34.2K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
110+ 8.23% |
$27.5K - $30.1K
|
1.45K
$449K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
109+ 7.48% |
$27.2K - $29.8K
|
1.57K
$487K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
107+ 10.46% |
$26.7K - $29.3K
|
1.13K
$351K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
107+ 10700.0% |
$26.7K - $29.3K
|
108
$33.5K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
100+ 0.88% |
$25K - $27.3K
|
11.5K
$3.56M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
97+ 0.61% |
$24.2K - $26.5K
|
16.1K
$4.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
93+ 9.49% |
$23.2K - $25.4K
|
1.07K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
92+ 7.0% |
$23K - $25.2K
|
1.41K
$437K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
90New |
$22.5K - $24.6K
|
90
$27.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
89+ 3.84% |
$22.2K - $24.3K
|
2.41K
$748K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
89+ 11.29% |
$22.2K - $24.3K
|
877
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
83+ 7.52% |
$20.7K - $22.7K
|
1.19K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
79+ 125.4% |
$19.7K - $21.6K
|
142
$44.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
76+ 33.63% |
$19K - $20.8K
|
302
$93.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
76+ 0.26% |
$19K - $20.8K
|
29.7K
$9.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
73+ 17.18% |
$18.2K - $20K
|
498
$155K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
72+ 138.46% |
$18K - $19.7K
|
124
$38.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
63+ 29.86% |
$15.7K - $17.2K
|
274
$85.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
62+ 1.87% |
$15.5K - $17K
|
3.37K
$1.05M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
61+ 1.84% |
$15.2K - $16.7K
|
3.37K
$1.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
59+ 15.28% |
$14.7K - $16.1K
|
445
$138K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
58+ 7.13% |
$14.5K - $15.9K
|
871
$270K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 7.65% |
$14.5K - $15.9K
|
816
$253K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
54New |
$13.5K - $14.8K
|
54
$16.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
54+ 6.66% |
$13.5K - $14.8K
|
865
$269K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
50+ 131.58% |
$12.5K - $13.7K
|
88
$27.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
50+ 3.05% |
$12.5K - $13.7K
|
1.69K
$525K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
48+ 0.79% |
$12K - $13.1K
|
6.15K
$1.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
48New |
$12K - $13.1K
|
48
$14.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
47+ 4.12% |
$11.7K - $12.9K
|
1.19K
$369K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46+ 920.0% |
$11.5K - $12.6K
|
51
$15.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
46New |
$11.5K - $12.6K
|
46
$14.3K
|