Purchases and Sales Made in Q3 2023 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
370+ 2.29% |
$72.7K - $87K
|
16.5K
$5.13M
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
366+ 2.0% |
$71.9K - $86K
|
18.7K
$5.8M
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
360+ 0.84% |
$70.7K - $84.6K
|
43.4K
$13.5M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
350New |
$68.7K - $82.3K
|
350
$109K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
338+ 650.0% |
$66.4K - $79.5K
|
390
$121K
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
300+ 5.77% |
$58.9K - $70.5K
|
5.5K
$1.71M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
292+ 14.92% |
$57.3K - $68.6K
|
2.25K
$698K
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
279+ 1.84% |
$54.8K - $65.6K
|
15.5K
$4.81M
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
269+ 0.05% |
$52.8K - $63.2K
|
566K
$176M
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
247+ 72.86% |
$48.5K - $58.1K
|
586
$182K
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
244+ 28.11% |
$47.9K - $57.4K
|
1.11K
$345K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
219+ 1460.0% |
$43K - $51.5K
|
234
$72.7K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
216+ 213.86% |
$42.4K - $50.8K
|
317
$98.4K
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
203+ 10.52% |
$39.9K - $47.7K
|
2.13K
$662K
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
165+ 2.46% |
$32.4K - $38.8K
|
6.86K
$2.13M
|
|
Nov 13, 2023
Q3 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
159+ 0.04% |
$31.2K - $37.4K
|
425K
$132M
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
157+ 2.66% |
$30.8K - $36.9K
|
6.06K
$1.88M
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
148+ 2.34% |
$29.1K - $34.8K
|
6.49K
$2.01M
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
134New |
$26.3K - $31.5K
|
134
$41.6K
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
133+ 8.98% |
$26.1K - $31.3K
|
1.61K
$501K
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
129+ 1.33% |
$25.3K - $30.3K
|
9.81K
$3.05M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
115+ 8.3% |
$22.6K - $27K
|
1.5K
$466K
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
97+ 1.02% |
$19.1K - $22.8K
|
9.62K
$2.99M
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
96+ 4.8% |
$18.9K - $22.6K
|
2.1K
$651K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
87+ 1.94% |
$17.1K - $20.5K
|
4.58K
$1.42M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
86+ 0.59% |
$16.9K - $20.2K
|
14.8K
$4.59M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
85New |
$16.7K - $20K
|
85
$26.4K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
84+ 0.63% |
$16.5K - $19.7K
|
13.4K
$4.17M
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
83New |
$16.3K - $19.5K
|
83
$25.8K
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
78+ 3.63% |
$15.3K - $18.3K
|
2.23K
$691K
|
|
Dec 18, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
75+ 12.42% |
$14.7K - $17.6K
|
679
$211K
|
|
Oct 10, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
75+ 12.42% |
$14.7K - $17.6K
|
679
$211K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
62+ 3.49% |
$12.2K - $14.6K
|
1.84K
$571K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
60+ 3.57% |
$11.8K - $14.1K
|
1.74K
$541K
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
55+ 0.63% |
$10.8K - $12.9K
|
8.83K
$2.74M
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
53+ 353.33% |
$10.4K - $12.5K
|
68
$21.1K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
52+ 4.33% |
$10.2K - $12.2K
|
1.25K
$389K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
47New |
$9.23K - $11K
|
47
$14.6K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41+ 42.71% |
$8.05K - $9.64K
|
137
$42.5K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37+ 3.17% |
$7.27K - $8.7K
|
1.2K
$374K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37+ 2.86% |
$7.27K - $8.7K
|
1.33K
$414K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
34+ 10.76% |
$6.68K - $7.99K
|
350
$109K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
33+ 366.67% |
$6.48K - $7.76K
|
42
$13K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
33+ 1.34% |
$6.48K - $7.76K
|
2.49K
$774K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 6.52% |
$6.28K - $7.52K
|
523
$162K
|
|
Oct 24, 2023
Q3 2023
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
30+ 0.02% |
$5.89K - $7.05K
|
125K
$38.8M
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
27+ 192.86% |
$5.3K - $6.35K
|
41
$12.7K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23New |
$4.52K - $5.41K
|
23
$7.14K
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
21+ 0.08% |
$4.12K - $4.94K
|
28K
$8.68M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
19+ 0.92% |
$3.73K - $4.47K
|
2.07K
$644K
|