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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
795New |
$190K - $221K
|
795
$256K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
13New |
$3.11K - $3.61K
|
13
$4.19K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.33KNew |
$317K - $369K
|
1.33K
$428K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
29New |
$5.9K - $7.18K
|
29
$9.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.05KNew |
$417K - $507K
|
2.05K
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
62.7KNew |
$12.8M - $15.5M
|
62.7K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.09KNew |
$222K - $270K
|
1.09K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
29New |
$5.9K - $7.18K
|
29
$9.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.9KNew |
$794K - $966K
|
3.9K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
27+ 1.52% |
$5.5K - $6.69K
|
1.81K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Clearline Capital LP
New York, NY |
SELL
|
- |
-108K- 69.27% |
$22M - $26.8M
|
47.9K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-2.6K- 78.79% |
$529K - $644K
|
700
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-46.9K- 96.43% |
$9.54M - $11.6M
|
1.74K
$559K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
12KNew |
$2.45M - $2.98M
|
12K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
200+ 66.67% |
$40.7K - $49.5K
|
500
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
24New |
$4.88K - $5.94K
|
24
$7.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
2.7KNew |
$550K - $669K
|
2.7K
$870K
|
|
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
369New |
$75.1K - $91.4K
|
369
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-17- 12.69% |
$3.46K - $4.21K
|
117
$37.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-400- 14.81% |
$81.4K - $99K
|
2.3K
$741K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.38KNew |
$688K - $836K
|
3.38K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-64- 3.01% |
$13K - $15.8K
|
2.07K
$665K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.21KNew |
$245K - $298K
|
1.21K
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
203New |
$41.3K - $50.3K
|
203
$65.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1New |
$204 - $248
|
1
$322
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.42KNew |
$288K - $350K
|
1.42K
$456K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.14KNew |
$638K - $776K
|
3.14K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
16New |
$3.26K - $3.96K
|
16
$5.15K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
8New |
$1.63K - $1.98K
|
8
$2.58K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.06K- 11.0% |
$216K - $263K
|
8.58K
$2.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
30New |
$6.11K - $7.43K
|
30
$9.66K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
173+ 7.87% |
$35.2K - $42.8K
|
2.37K
$764K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
86New |
$17.5K - $21.3K
|
86
$27.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-106- 45.3% |
$21.6K - $26.2K
|
128
$41.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-333- 95.14% |
$67.8K - $82.5K
|
17
$5.48K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
15+ 0.37% |
$3.05K - $3.71K
|
4.09K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
1.83KNew |
$373K - $453K
|
1.83K
$590K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7- 25.0% |
$1.42K - $1.73K
|
21
$6.76K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.53KNew |
$514K - $625K
|
2.53K
$813K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
35New |
$7.12K - $8.67K
|
35
$11.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
19New |
$3.87K - $4.7K
|
19
$6.12K
|
|
| Q3 2023 | |||||||
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
17New |
$3.34K - $4K
|
17
$5.48K
|
|
|
Dec 18, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
75+ 12.42% |
$14.7K - $17.6K
|
679
$219K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
4+ 0.2% |
$786 - $940
|
1.97K
$634K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-96- 38.71% |
$18.9K - $22.6K
|
152
$49K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9New |
$1.77K - $2.12K
|
9
$2.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
115+ 8.3% |
$22.6K - $27K
|
1.5K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
96+ 4.8% |
$18.9K - $22.6K
|
2.1K
$675K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6- 7.41% |
$1.18K - $1.41K
|
75
$24.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.39% |
$196 - $235
|
253
$81.5K
|
|