Purchases and Sales Made in Q3 2024 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
65+ 4.15% |
$16.7K - $19.1K
|
1.63K
$546K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
61+ 6.4% |
$15.7K - $18K
|
1.01K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59New |
$15.2K - $17.4K
|
59
$19.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
55+ 4.38% |
$14.2K - $16.2K
|
1.31K
$439K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
54New |
$13.9K - $15.9K
|
54
$18.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
54+ 2.25% |
$13.9K - $15.9K
|
2.45K
$822K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
54+ 2.15% |
$13.9K - $15.9K
|
2.56K
$857K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
51+ 2.66% |
$13.1K - $15K
|
1.97K
$658K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50New |
$12.9K - $14.7K
|
50
$16.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
50+ 0.25% |
$12.9K - $14.7K
|
20.3K
$6.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
47+ 1.94% |
$12.1K - $13.8K
|
2.48K
$829K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43+ 22.16% |
$11.1K - $12.7K
|
237
$79.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
42+ 3.05% |
$10.8K - $12.4K
|
1.42K
$475K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
37+ 3.12% |
$9.52K - $10.9K
|
1.22K
$409K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
37+ 4.22% |
$9.52K - $10.9K
|
914
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34+ 2.04% |
$8.75K - $10K
|
1.7K
$569K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33+ 220.0% |
$8.49K - $9.72K
|
48
$16.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
33+ 7.89% |
$8.49K - $9.72K
|
451
$151K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
31+ 0.25% |
$7.98K - $9.13K
|
12.6K
$4.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
27+ 2.82% |
$6.95K - $7.95K
|
983
$329K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
26+ 5.84% |
$6.69K - $7.66K
|
471
$158K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
24+ 0.12% |
$6.18K - $7.07K
|
19.5K
$6.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
23+ 2.64% |
$5.92K - $6.77K
|
894
$299K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
20+ 22.47% |
$5.15K - $5.89K
|
109
$36.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
20+ 2.05% |
$5.15K - $5.89K
|
994
$333K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
19+ 0.29% |
$4.89K - $5.6K
|
6.54K
$2.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
17New |
$4.37K - $5.01K
|
17
$5.69K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
13New |
$3.35K - $3.83K
|
13
$4.35K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 50.0% |
$3.09K - $3.53K
|
36
$12.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
12New |
$3.09K - $3.53K
|
12
$4.02K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
11+ 8.59% |
$2.83K - $3.24K
|
139
$46.5K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10+ 0.64% |
$2.57K - $2.95K
|
1.58K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 2.02% |
$2.57K - $2.95K
|
505
$169K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 29.41% |
$2.57K - $2.95K
|
44
$14.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10New |
$2.57K - $2.95K
|
10
$3.35K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.34% |
$2.32K - $2.65K
|
2.69K
$900K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7+ 0.11% |
$1.8K - $2.06K
|
6.66K
$2.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7New |
$1.8K - $2.06K
|
7
$2.34K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
7+ 20.0% |
$1.8K - $2.06K
|
42
$14.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
7+ 0.55% |
$1.8K - $2.06K
|
1.29K
$430K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 5.98% |
$1.8K - $2.06K
|
124
$41.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 11.76% |
$1.54K - $1.77K
|
57
$19.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6+ 4.05% |
$1.54K - $1.77K
|
154
$51.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$1.29K - $1.47K
|
5
$1.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5+ 1.03% |
$1.29K - $1.47K
|
489
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.19% |
$1.29K - $1.47K
|
2.58K
$864K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
4+ 0.06% |
$1.03K - $1.18K
|
6.72K
$2.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 3.81% |
$1.03K - $1.18K
|
109
$36.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 21.05% |
$1.03K - $1.18K
|
23
$7.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.37% |
$1.03K - $1.18K
|
1.08K
$361K
|