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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
48+ 0.79% |
$12K - $13.1K
|
6.15K
$1.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
48New |
$12K - $13.1K
|
48
$14.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
47+ 4.12% |
$11.7K - $12.9K
|
1.19K
$360K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
46New |
$11.5K - $12.6K
|
46
$13.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46+ 920.0% |
$11.5K - $12.6K
|
51
$15.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
43New |
$10.7K - $11.8K
|
43
$13K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
43New |
$10.7K - $11.8K
|
43
$13K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
43+ 0.33% |
$10.7K - $11.8K
|
13.1K
$3.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
42+ 1.06% |
$10.5K - $11.5K
|
3.99K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
38+ 126.67% |
$9.49K - $10.4K
|
68
$20.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
38+ 42.22% |
$9.49K - $10.4K
|
128
$38.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
37+ 21.14% |
$9.24K - $10.1K
|
212
$64.1K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37+ 3.85% |
$9.24K - $10.1K
|
997
$301K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
37+ 4.73% |
$9.24K - $10.1K
|
820
$248K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
36+ 7.27% |
$8.99K - $9.84K
|
531
$161K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35+ 1.68% |
$8.74K - $9.57K
|
2.12K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
33+ 0.93% |
$8.24K - $9.02K
|
3.57K
$1.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
31+ 3.21% |
$7.74K - $8.48K
|
996
$301K
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
30+ 3.16% |
$7.49K - $8.2K
|
980
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
30+ 40.0% |
$7.49K - $8.2K
|
105
$31.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
30+ 2.24% |
$7.49K - $8.2K
|
1.37K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29+ 2.48% |
$7.24K - $7.93K
|
1.2K
$362K
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
28+ 0.97% |
$6.99K - $7.66K
|
2.91K
$879K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
27+ 0.38% |
$6.74K - $7.38K
|
7.05K
$2.13M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
27+ 1.17% |
$6.74K - $7.38K
|
2.33K
$704K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
26+ 1.91% |
$6.49K - $7.11K
|
1.39K
$420K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
26New |
$6.49K - $7.11K
|
26
$7.86K
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
26+ 3.28% |
$6.49K - $7.11K
|
818
$247K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25+ 1.37% |
$6.24K - $6.84K
|
1.85K
$558K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 14.12% |
$5.99K - $6.56K
|
194
$58.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
24+ 240.0% |
$5.99K - $6.56K
|
34
$10.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24+ 1.71% |
$5.99K - $6.56K
|
1.43K
$432K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22+ 0.11% |
$5.49K - $6.02K
|
20.2K
$6.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
21+ 0.84% |
$5.24K - $5.74K
|
2.53K
$765K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
21New |
$5.24K - $5.74K
|
21
$6.35K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
21+ 0.85% |
$5.24K - $5.74K
|
2.51K
$758K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
20+ 1.65% |
$4.99K - $5.47K
|
1.23K
$372K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
20+ 0.31% |
$4.99K - $5.47K
|
6.52K
$1.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
19New |
$4.74K - $5.2K
|
19
$5.75K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 118.75% |
$4.74K - $5.2K
|
35
$10.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 125.0% |
$3.75K - $4.1K
|
27
$8.16K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13+ 0.92% |
$3.25K - $3.55K
|
1.43K
$431K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12+ 0.93% |
$3K - $3.28K
|
1.3K
$392K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12+ 100.0% |
$3K - $3.28K
|
24
$7.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12New |
$3K - $3.28K
|
12
$3.63K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12+ 0.28% |
$3K - $3.28K
|
4.37K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11+ 0.68% |
$2.75K - $3.01K
|
1.62K
$491K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 1.24% |
$2.75K - $3.01K
|
895
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
11+ 1.14% |
$2.75K - $3.01K
|
974
$295K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 68.75% |
$2.75K - $3.01K
|
27
$8.16K
|