Purchases and Sales Made in Q4 2021 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16New |
$3.61K - $3.98K
|
16
$4.97K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
15New |
$3.39K - $3.73K
|
15
$4.66K
|
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
15+ 0.36% |
$3.39K - $3.73K
|
4.24K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10+ 26.32% |
$2.26K - $2.49K
|
48
$14.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
10+ 0.13% |
$2.26K - $2.49K
|
7.62K
$2.37M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7+ 0.16% |
$1.58K - $1.74K
|
4.41K
$1.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
7New |
$1.58K - $1.74K
|
7
$2.17K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6New |
$1.36K - $1.49K
|
6
$1.86K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6+ 0.36% |
$1.36K - $1.49K
|
1.69K
$526K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 9.8% |
$1.13K - $1.24K
|
56
$17.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
5New |
$1.13K - $1.24K
|
5
$1.55K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5+ 0.11% |
$1.13K - $1.24K
|
4.52K
$1.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
4New |
$903 - $994
|
4
$1.24K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4New |
$903 - $994
|
4
$1.24K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$678 - $746
|
3
$932
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3New |
$678 - $746
|
3
$932
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3New |
$678 - $746
|
3
$932
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 22.22% |
$452 - $497
|
11
$3.42K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$452 - $497
|
2
$621
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$452 - $497
|
2
$621
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$226 - $249
|
1
$311
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 50.0% |
$226 - $249
|
3
$932
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1+ 0.06% |
$226 - $249
|
1.75K
$542K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$226 - $249
|
1
$311
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.71% |
$226 - $249
|
140
$43.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2Closed |
$452 - $497
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-2Closed |
$452 - $497
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2- 22.22% |
$452 - $497
|
7
$2.17K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3- 0.16% |
$678 - $746
|
1.92K
$597K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5- 1.23% |
$1.13K - $1.24K
|
400
$124K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-5- 0.31% |
$1.13K - $1.24K
|
1.63K
$507K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7- 0.12% |
$1.58K - $1.74K
|
5.87K
$1.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8- 0.66% |
$1.81K - $1.99K
|
1.2K
$374K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11- 0.84% |
$2.48K - $2.73K
|
1.29K
$402K
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-12Closed |
$2.71K - $2.98K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-15Closed |
$3.39K - $3.73K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$3.39K - $3.73K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-16- 0.32% |
$3.61K - $3.98K
|
4.96K
$1.54M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-17Closed |
$3.84K - $4.22K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-19- 0.23% |
$4.29K - $4.72K
|
8.11K
$2.52M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-20Closed |
$4.52K - $4.97K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-23Closed |
$5.19K - $5.72K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-34- 2.3% |
$7.68K - $8.45K
|
1.44K
$448K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-35- 2.06% |
$7.9K - $8.7K
|
1.67K
$517K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-41- 67.21% |
$9.26K - $10.2K
|
20
$6.21K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-49- 42.98% |
$11.1K - $12.2K
|
65
$20.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-61- 5.81% |
$13.8K - $15.2K
|
989
$307K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-65- 60.19% |
$14.7K - $16.2K
|
43
$13.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-65- 1.91% |
$14.7K - $16.2K
|
3.34K
$1.04M
|