Purchases and Sales Made in Q1 2022 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q1 2022. The information is specifically focused on institutions that hold shares of WILLIS TOWERS WATSON PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
56+ 0.11% |
$12.1K - $13.6K
|
52.8K
$17.2M
|
|
|
May 12, 2022
Q1 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
55+ 0.73% |
$11.9K - $13.4K
|
7.61K
$2.48M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
51New |
$11.1K - $12.4K
|
51
$16.6K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
50New |
$10.8K - $12.2K
|
50
$16.3K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 54.35% |
$10.8K - $12.2K
|
142
$46.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
49+ 0.63% |
$10.6K - $11.9K
|
7.89K
$2.57M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
49+ 2.77% |
$10.6K - $11.9K
|
1.82K
$594K
|
|
|
Apr 11, 2022
Q1 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
49+ 0.69% |
$10.6K - $11.9K
|
7.11K
$2.32M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
46+ 2.93% |
$9.97K - $11.2K
|
1.62K
$527K
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
43+ 3.77% |
$9.32K - $10.5K
|
1.19K
$386K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
43New |
$9.32K - $10.5K
|
43
$14K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
39+ 1.09% |
$8.46K - $9.49K
|
3.6K
$1.17M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
36+ 2.41% |
$7.81K - $8.76K
|
1.53K
$498K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
35+ 6.11% |
$7.59K - $8.52K
|
608
$198K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
34+ 1.18% |
$7.37K - $8.28K
|
2.92K
$952K
|
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
33+ 3.54% |
$7.16K - $8.03K
|
965
$315K
|
|
|
Apr 26, 2022
Q1 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
32+ 4.27% |
$6.94K - $7.79K
|
782
$255K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
32+ 22.86% |
$6.94K - $7.79K
|
172
$56.1K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
26New |
$5.64K - $6.33K
|
26
$8.47K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
24New |
$5.2K - $5.84K
|
24
$7.82K
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
19+ 1.52% |
$4.12K - $4.62K
|
1.27K
$414K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
17+ 0.98% |
$3.69K - $4.14K
|
1.76K
$573K
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14+ 0.35% |
$3.04K - $3.41K
|
3.99K
$1.3M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
14New |
$3.04K - $3.41K
|
14
$4.56K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 70.0% |
$3.04K - $3.41K
|
34
$11.1K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 56.0% |
$3.04K - $3.41K
|
39
$12.7K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
13+ 76.47% |
$2.82K - $3.16K
|
30
$9.78K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13New |
$2.82K - $3.16K
|
13
$4.24K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12New |
$2.6K - $2.92K
|
12
$3.91K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12New |
$2.6K - $2.92K
|
12
$3.91K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
12+ 0.37% |
$2.6K - $2.92K
|
3.25K
$1.06M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
11+ 122.22% |
$2.39K - $2.68K
|
20
$6.52K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
10+ 0.05% |
$2.17K - $2.43K
|
18.7K
$6.1M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
10+ 0.56% |
$2.17K - $2.43K
|
1.81K
$590K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.62% |
$1.73K - $1.95K
|
1.3K
$424K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8New |
$1.73K - $1.95K
|
8
$2.61K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
7New |
$1.52K - $1.7K
|
7
$2.28K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5+ 0.42% |
$1.08K - $1.22K
|
1.21K
$394K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4+ 20.0% |
$867 - $974
|
24
$7.82K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 15.38% |
$867 - $974
|
30
$9.78K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 1.23% |
$867 - $974
|
328
$107K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 200.0% |
$867 - $974
|
6
$1.96K
|
|
|
May 16, 2022
Q1 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4+ 0.0% |
$867 - $974
|
424K
$138M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 0.5% |
$650 - $730
|
600
$196K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$650 - $730
|
3
$978
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$650 - $730
|
3
$978
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3+ 33.33% |
$650 - $730
|
12
$3.91K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3New |
$650 - $730
|
3
$978
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 42.86% |
$650 - $730
|
10
$3.26K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 20.0% |
$434 - $487
|
12
$3.91K
|