Latest Institutional Purchases of Willis Towers Watson PLC (WTW)
This list provides information on the latest institutional transactions involving Willis Towers Watson PLC (WTW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.54K+ 146.48% |
$337K - $371K
|
2.59K
$844K
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
951New |
$208K - $230K
|
951
$310K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
868New |
$190K - $210K
|
868
$283K
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
800New |
$175K - $193K
|
800
$261K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
770+ 1.47% |
$169K - $186K
|
53.1K
$17.3M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
98New |
$21.4K - $23.7K
|
98
$31.9K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
56New |
$12.3K - $13.5K
|
56
$18.3K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
47New |
$10.3K - $11.4K
|
47
$15.3K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
27New |
$5.91K - $6.52K
|
27
$8.8K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
13New |
$2.85K - $3.14K
|
13
$4.24K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8New |
$1.75K - $1.93K
|
8
$2.61K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5New |
$1.09K - $1.21K
|
5
$1.63K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3New |
$657 - $724
|
3
$978
|
|
Q1 2023 | |||||||
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
26.4KNew |
$5.79M - $6.78M
|
26.4K
$8.59M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21.8KNew |
$4.79M - $5.61M
|
21.8K
$7.1M
|
|
May 12, 2023
Q1 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
17.5KNew |
$3.85M - $4.5M
|
17.5K
$5.7M
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
17.5KNew |
$3.85M - $4.5M
|
17.5K
$5.7M
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
8.89K+ 15.72% |
$1.95M - $2.29M
|
65.4K
$21.3M
|
|
Apr 13, 2023
Q1 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
6.45KNew |
$1.42M - $1.66M
|
6.45K
$2.1M
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.32K+ 574.82% |
$1.39M - $1.63M
|
7.42K
$2.42M
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
6KNew |
$1.32M - $1.54M
|
6K
$1.96M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.62KNew |
$796K - $932K
|
3.62K
$1.18M
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.18KNew |
$479K - $561K
|
2.18K
$711K
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.01K+ 51.21% |
$441K - $517K
|
5.93K
$1.93M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.77KNew |
$390K - $456K
|
1.77K
$578K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.71KNew |
$377K - $441K
|
1.71K
$559K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.34KNew |
$294K - $344K
|
1.34K
$435K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.18KNew |
$258K - $302K
|
1.18K
$383K
|
|
Apr 28, 2023
Q1 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
1.01K+ 13.29% |
$222K - $260K
|
8.63K
$2.81M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
781New |
$172K - $201K
|
781
$255K
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
731+ 73.69% |
$161K - $188K
|
1.72K
$562K
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
286+ 269.81% |
$62.8K - $73.6K
|
392
$128K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
252New |
$55.4K - $64.8K
|
252
$82.1K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
103+ 20.93% |
$22.6K - $26.5K
|
595
$194K
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
50New |
$11K - $12.9K
|
50
$16.3K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$4.39K - $5.14K
|
20
$6.52K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
19New |
$4.17K - $4.89K
|
19
$6.19K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
18New |
$3.95K - $4.63K
|
18
$5.87K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
8New |
$1.76K - $2.06K
|
8
$2.61K
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6+ 0.3% |
$1.32K - $1.54K
|
2K
$651K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$1.1K - $1.29K
|
5
$1.63K
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$1.1K - $1.29K
|
5
$1.63K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$439 - $514
|
2
$652
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
782KNew |
$157M - $194M
|
782K
$255M
|
|
Feb 03, 2023
Q4 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
38.2K+ 65.3% |
$7.68M - $9.46M
|
96.7K
$31.5M
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
20KNew |
$4.02M - $4.95M
|
20K
$6.52M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
16.3KNew |
$3.27M - $4.03M
|
16.3K
$5.3M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
7.85KNew |
$1.58M - $1.94M
|
7.85K
$2.56M
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
6.99KNew |
$1.4M - $1.73M
|
6.99K
$2.28M
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.31KNew |
$867K - $1.07M
|
4.31K
$1.41M
|