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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
87+ 6.06% |
$26.3K - $30.1K
|
1.52K
$490K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
87+ 98.86% |
$26.3K - $30.1K
|
175
$56.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 3.04% |
$25.7K - $29.4K
|
2.88K
$927K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
82+ 8200.0% |
$24.8K - $28.3K
|
83
$26.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
78New |
$23.5K - $26.9K
|
78
$25.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
76+ 2.62% |
$22.9K - $26.3K
|
2.98K
$959K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
72New |
$21.7K - $24.9K
|
72
$23.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
69+ 4.88% |
$20.8K - $23.8K
|
1.48K
$478K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
65+ 3.08% |
$19.6K - $22.5K
|
2.17K
$700K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
65+ 1.54% |
$19.6K - $22.5K
|
4.28K
$1.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
64+ 1.39% |
$19.3K - $22.1K
|
4.66K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
64New |
$19.3K - $22.1K
|
64
$20.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
63+ 0.7% |
$19K - $21.8K
|
9.05K
$2.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
59+ 8.59% |
$17.8K - $20.4K
|
746
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
55+ 5.48% |
$16.6K - $19K
|
1.06K
$341K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
49+ 5.25% |
$14.8K - $16.9K
|
982
$316K
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
43+ 0.08% |
$13K - $14.9K
|
52.4K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
42New |
$12.7K - $14.5K
|
42
$13.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
42New |
$12.7K - $14.5K
|
42
$13.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
38+ 1.69% |
$11.5K - $13.1K
|
2.28K
$736K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
36+ 0.26% |
$10.9K - $12.4K
|
14.1K
$4.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
35+ 4.7% |
$10.6K - $12.1K
|
779
$251K
|
|
|
Oct 23, 2025
Q3 2025
|
Hosking Partners LLP
|
BUY
|
- |
29+ 0.09% |
$8.75K - $10K
|
32.3K
$10.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
27+ 2.48% |
$8.15K - $9.33K
|
1.12K
$359K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
27+ 10.07% |
$8.15K - $9.33K
|
295
$95K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
25+ 36.23% |
$7.55K - $8.64K
|
94
$30.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 10.13% |
$7.24K - $8.29K
|
261
$84.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
23+ 191.67% |
$6.94K - $7.95K
|
35
$11.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22+ 1.1% |
$6.64K - $7.6K
|
2.03K
$652K
|
|
|
Nov 14, 2025
Q3 2025
|
44 Wealth Management LLC
|
BUY
|
- |
21+ 0.73% |
$6.34K - $7.25K
|
2.9K
$934K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
21+ 1.48% |
$6.34K - $7.25K
|
1.44K
$465K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20New |
$6.04K - $6.91K
|
20
$6.44K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
20New |
$6.04K - $6.91K
|
20
$6.44K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19+ 2.51% |
$5.73K - $6.56K
|
776
$250K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
18New |
$5.43K - $6.22K
|
18
$5.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
18+ 2.62% |
$5.43K - $6.22K
|
704
$227K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 2.32% |
$5.13K - $5.87K
|
751
$242K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
17+ 566.67% |
$5.13K - $5.87K
|
20
$6.44K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
17+ 2.46% |
$5.13K - $5.87K
|
707
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
16New |
$4.83K - $5.53K
|
16
$5.15K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
16New |
$4.83K - $5.53K
|
16
$5.15K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
15New |
$4.53K - $5.18K
|
15
$4.83K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 9.6% |
$3.62K - $4.15K
|
137
$44.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11New |
$3.32K - $3.8K
|
11
$3.54K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
11New |
$3.32K - $3.8K
|
11
$3.54K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10+ 3.8% |
$3.02K - $3.45K
|
273
$87.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
10+ 0.01% |
$3.02K - $3.45K
|
136K
$43.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10New |
$3.02K - $3.45K
|
10
$3.22K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$2.72K - $3.11K
|
9
$2.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.45% |
$2.72K - $3.11K
|
2.03K
$654K
|
|