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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
1.4K+ 45.8% |
$404K - $466K
|
4.46K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
45New |
$13K - $15K
|
45
$14.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13+ 26.0% |
$3.74K - $4.32K
|
63
$20.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
114+ 33.43% |
$32.8K - $37.9K
|
455
$148K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
35New |
$10.1K - $11.6K
|
35
$11.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
15+ 2.01% |
$4.32K - $4.99K
|
761
$248K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
119+ 29.68% |
$34.3K - $39.6K
|
520
$169K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.47K- 44.14% |
$1.29M - $1.49M
|
5.66K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$576 - $665
|
2
$652
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-9.04K- 5.93% |
$2.6M - $3.01M
|
143K
$46.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
13.5K+ 86.61% |
$3.89M - $4.49M
|
29.1K
$9.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-12- 2.36% |
$3.46K - $3.99K
|
497
$162K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
149+ 5.06% |
$42.9K - $49.5K
|
3.1K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-2.2K- 8.43% |
$633K - $731K
|
23.9K
$7.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-64- 14.04% |
$18.4K - $21.3K
|
392
$128K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.47K+ 55.84% |
$712K - $822K
|
6.9K
$2.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-395- 1.98% |
$114K - $131K
|
19.6K
$6.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-70- 0.81% |
$20.2K - $23.3K
|
8.61K
$2.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-97- 4.22% |
$27.9K - $32.3K
|
2.2K
$718K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5- 0.56% |
$1.44K - $1.66K
|
886
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-80- 0.53% |
$23K - $26.6K
|
15.1K
$4.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
12New |
$3.46K - $3.99K
|
12
$3.91K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
11.8K+ 60.53% |
$3.39M - $3.92M
|
31.3K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-13- 30.95% |
$3.74K - $4.32K
|
29
$9.45K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
50+ 4.69% |
$14.4K - $16.6K
|
1.12K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-96- 1.36% |
$27.6K - $31.9K
|
6.98K
$2.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-8.48K- 46.43% |
$2.44M - $2.82M
|
9.79K
$3.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3K+ 120.0% |
$864K - $998K
|
5.5K
$1.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-27- 7.76% |
$7.78K - $8.98K
|
321
$105K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-218- 6.97% |
$62.8K - $72.5K
|
2.91K
$949K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.25% |
$1.15K - $1.33K
|
1.59K
$517K
|
|
|
Feb 03, 2025
Q4 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-1.38K- 3.21% |
$398K - $459K
|
41.7K
$13.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
646New |
$186K - $215K
|
646
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
122KNew |
$35.2M - $40.6M
|
122K
$39.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
109+ 2.71% |
$31.4K - $36.2K
|
4.14K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-542- 4.88% |
$156K - $180K
|
10.6K
$3.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
402+ 3.37% |
$116K - $134K
|
12.3K
$4.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
24+ 1.4% |
$6.91K - $7.98K
|
1.74K
$568K
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
- |
12.5KNew |
$3.6M - $4.16M
|
12.5K
$4.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
840New |
$242K - $279K
|
840
$274K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8+ 22.86% |
$2.3K - $2.66K
|
43
$14K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
9New |
$2.59K - $2.99K
|
9
$2.93K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
352+ 2.45% |
$101K - $117K
|
14.7K
$4.81M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.1K- 4.71% |
$893K - $1.03M
|
62.7K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
32+ 0.17% |
$9.22K - $10.6K
|
19.1K
$6.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
340+ 36.44% |
$97.9K - $113K
|
1.27K
$415K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-297- 24.77% |
$85.5K - $98.8K
|
902
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
118+ 2.31% |
$34K - $39.2K
|
5.22K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.35K+ 3.34% |
$390K - $450K
|
41.9K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-170- 37.69% |
$49K - $56.5K
|
281
$91.6K
|