Purchases and Sales Made in Q4 2023 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
42New |
$8.55K - $10.4K
|
42
$13K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
41+ 19.71% |
$8.34K - $10.2K
|
249
$77.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
39+ 0.3% |
$7.94K - $9.66K
|
13K
$4.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
38+ 2.61% |
$7.73K - $9.41K
|
1.49K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
36+ 276.92% |
$7.33K - $8.91K
|
49
$15.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
35New |
$7.12K - $8.67K
|
35
$10.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34+ 6.5% |
$6.92K - $8.42K
|
557
$173K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
32New |
$6.51K - $7.92K
|
32
$9.94K
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
32+ 0.52% |
$6.51K - $7.92K
|
6.13K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31+ 1.77% |
$6.31K - $7.68K
|
1.78K
$553K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
30New |
$6.11K - $7.43K
|
30
$9.32K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
30New |
$6.11K - $7.43K
|
30
$9.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
29New |
$5.9K - $7.18K
|
29
$9.01K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
29New |
$5.9K - $7.18K
|
29
$9.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
27+ 1.52% |
$5.5K - $6.69K
|
1.81K
$562K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
24New |
$4.88K - $5.94K
|
24
$7.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
24New |
$4.88K - $5.94K
|
24
$7.45K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
23+ 2.16% |
$4.68K - $5.69K
|
1.09K
$338K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22+ 1.83% |
$4.48K - $5.45K
|
1.23K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
22+ 1.6% |
$4.48K - $5.45K
|
1.4K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
21+ 116.67% |
$4.27K - $5.2K
|
39
$12.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
19New |
$3.87K - $4.7K
|
19
$5.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19New |
$3.87K - $4.7K
|
19
$5.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
17+ 0.28% |
$3.46K - $4.21K
|
6.08K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16+ 0.99% |
$3.26K - $3.96K
|
1.63K
$506K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
16+ 0.26% |
$3.26K - $3.96K
|
6.21K
$1.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
16New |
$3.26K - $3.96K
|
16
$4.97K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
16New |
$3.26K - $3.96K
|
16
$4.97K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
15+ 0.37% |
$3.05K - $3.71K
|
4.09K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15+ 1.05% |
$3.05K - $3.71K
|
1.45K
$450K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14+ 0.27% |
$2.85K - $3.47K
|
5.14K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
13+ 8.44% |
$2.65K - $3.22K
|
167
$51.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 27.66% |
$2.65K - $3.22K
|
60
$18.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 15.79% |
$2.44K - $2.97K
|
88
$27.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 0.71% |
$2.44K - $2.97K
|
1.71K
$531K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12New |
$2.44K - $2.97K
|
12
$3.73K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 0.78% |
$2.44K - $2.97K
|
1.56K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 8.03% |
$2.24K - $2.72K
|
148
$46K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 21.28% |
$2.04K - $2.48K
|
57
$17.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 1000.0% |
$2.04K - $2.48K
|
11
$3.42K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9New |
$1.83K - $2.23K
|
9
$2.79K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 6.43% |
$1.83K - $2.23K
|
149
$46.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
8New |
$1.63K - $1.98K
|
8
$2.48K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7New |
$1.42K - $1.73K
|
7
$2.17K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6+ 0.06% |
$1.22K - $1.49K
|
9.63K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6New |
$1.22K - $1.49K
|
6
$1.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 150.0% |
$1.22K - $1.49K
|
10
$3.11K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 15.63% |
$1.02K - $1.24K
|
37
$11.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 15.63% |
$1.02K - $1.24K
|
37
$11.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 36.36% |
$814 - $990
|
15
$4.66K
|