Latest Institutional Transactions on Willis Towers Watson PLC (WTW)
This table provides information on the latest institutional transactions involving Willis Towers Watson PLC (WTW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-315- 14.96% |
$95.1K - $109K
|
1.79K
$577K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-150- 3.24% |
$45.3K - $51.8K
|
4.48K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
64New |
$19.3K - $22.1K
|
64
$20.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
626New |
$189K - $216K
|
626
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
755New |
$228K - $261K
|
755
$243K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
137+ 2.13% |
$41.4K - $47.3K
|
6.58K
$2.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
36+ 0.26% |
$10.9K - $12.4K
|
14.1K
$4.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.21KNew |
$366K - $419K
|
1.21K
$391K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 5.13% |
$604 - $691
|
41
$13.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
85+ 4.71% |
$25.7K - $29.4K
|
1.89K
$609K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-4- 26.67% |
$1.21K - $1.38K
|
11
$3.54K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10New |
$3.02K - $3.45K
|
10
$3.22K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-25- 0.98% |
$7.55K - $8.64K
|
2.52K
$813K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
5+ 1.95% |
$1.51K - $1.73K
|
261
$84.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
35+ 4.7% |
$10.6K - $12.1K
|
779
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-75- 1.58% |
$22.6K - $25.9K
|
4.67K
$1.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-5.64K- 41.83% |
$1.7M - $1.95M
|
7.85K
$2.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-209- 4.07% |
$63.1K - $72.2K
|
4.93K
$1.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-347- 21.45% |
$105K - $120K
|
1.27K
$409K
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
22.2K+ 9.45% |
$6.72M - $7.69M
|
258K
$83M
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-100- 9.09% |
$30.2K - $34.5K
|
1K
$322K
|
|
|
Oct 15, 2025
Q3 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-51.7K- 76.1% |
$15.6M - $17.9M
|
16.2K
$5.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
88+ 4.09% |
$26.6K - $30.4K
|
2.24K
$721K
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-33- 1.39% |
$9.96K - $11.4K
|
2.33K
$752K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
17.2K+ 64.57% |
$5.19M - $5.94M
|
43.8K
$14.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
502+ 109.13% |
$152K - $173K
|
962
$310K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.12K- 7.13% |
$337K - $386K
|
14.5K
$4.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.57% |
$302 - $345
|
27
$8.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
904New |
$273K - $312K
|
904
$291K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-14.4K- 13.98% |
$4.34M - $4.96M
|
88.4K
$28.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
6.5KNew |
$1.96M - $2.25M
|
6.5K
$2.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 100.0% |
$1.21K - $1.38K
|
8
$2.58K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.73K- 24.49% |
$2.03M - $2.33M
|
20.8K
$6.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3- 8.57% |
$905 - $1.04K
|
32
$10.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-35- 68.63% |
$10.6K - $12.1K
|
16
$5.15K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 7.14% |
$1.21K - $1.38K
|
60
$19.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
583New |
$176K - $201K
|
583
$188K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-47- 0.14% |
$14.2K - $16.2K
|
33.4K
$10.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3New |
$905 - $1.04K
|
3
$966
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
607New |
$183K - $210K
|
607
$196K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
794+ 115.57% |
$240K - $274K
|
1.48K
$477K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
25+ 36.23% |
$7.55K - $8.64K
|
94
$30.3K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
10.1K+ 19.51% |
$3M - $3.42M
|
62.1K
$20M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.2K+ 19.26% |
$13.4M - $15.3M
|
280K
$90.2M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
109New |
$32.3K - $36.8K
|
109
$35.1K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-3.95K- 36.13% |
$1.17M - $1.33M
|
6.98K
$2.25M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
643+ 9.97% |
$190K - $217K
|
7.09K
$2.28M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
18New |
$5.33K - $6.07K
|
18
$5.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$592 - $675
|
2
$644
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
21New |
$6.22K - $7.09K
|
21
$6.76K
|
|