Purchases and Sales Made in Q4 2024 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
365New |
$105K - $121K
|
365
$119K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
352+ 2.45% |
$101K - $117K
|
14.7K
$4.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
340+ 36.44% |
$97.9K - $113K
|
1.27K
$415K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
315+ 11.82% |
$90.7K - $105K
|
2.98K
$971K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
295+ 13.56% |
$85K - $98.1K
|
2.47K
$805K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
287+ 29.2% |
$82.7K - $95.4K
|
1.27K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
284+ 94.35% |
$81.8K - $94.4K
|
585
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
278New |
$80.1K - $92.4K
|
278
$90.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
266+ 4.28% |
$76.6K - $88.5K
|
6.49K
$2.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
254+ 2.3% |
$73.1K - $84.5K
|
11.3K
$3.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
244New |
$70.3K - $81.1K
|
244
$79.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
243+ 49.69% |
$70K - $80.8K
|
732
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
241+ 0.91% |
$69.4K - $80.1K
|
26.7K
$8.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
230New |
$66.2K - $76.5K
|
230
$75K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
226+ 5.55% |
$65.1K - $75.2K
|
4.3K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
225+ 3.74% |
$64.8K - $74.8K
|
6.25K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
217+ 0.2% |
$62.5K - $72.2K
|
107K
$34.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
206+ 16.38% |
$59.3K - $68.5K
|
1.46K
$477K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
206+ 20.32% |
$59.3K - $68.5K
|
1.22K
$398K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
200New |
$57.6K - $66.5K
|
200
$65.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
199+ 11.71% |
$57.3K - $66.2K
|
1.9K
$619K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
194+ 0.66% |
$55.9K - $64.5K
|
29.5K
$9.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
189+ 26.4% |
$54.4K - $62.8K
|
905
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
175+ 1.59% |
$50.4K - $58.2K
|
11.2K
$3.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
171+ 2.96% |
$49.2K - $56.9K
|
5.94K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
165+ 6.72% |
$47.5K - $54.9K
|
2.62K
$854K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
149+ 5.06% |
$42.9K - $49.5K
|
3.1K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
142+ 4.59% |
$40.9K - $47.2K
|
3.24K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
140New |
$40.3K - $46.6K
|
140
$45.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
135+ 0.67% |
$38.9K - $44.9K
|
20.4K
$6.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
133+ 16.44% |
$38.3K - $44.2K
|
942
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
130+ 4.46% |
$37.4K - $43.2K
|
3.04K
$992K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
130+ 14.22% |
$37.4K - $43.2K
|
1.04K
$340K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
119+ 29.68% |
$34.3K - $39.6K
|
520
$169K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
118+ 2.31% |
$34K - $39.2K
|
5.22K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
114+ 4.61% |
$32.8K - $37.9K
|
2.59K
$844K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
114+ 6.99% |
$32.8K - $37.9K
|
1.75K
$569K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
114+ 33.43% |
$32.8K - $37.9K
|
455
$148K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
109+ 2.71% |
$31.4K - $36.2K
|
4.14K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105+ 0.92% |
$30.2K - $34.9K
|
11.5K
$3.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
100+ 4.98% |
$28.8K - $33.3K
|
2.11K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
96New |
$27.6K - $31.9K
|
96
$31.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
91+ 8.98% |
$26.2K - $30.3K
|
1.1K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
87+ 36.71% |
$25.1K - $28.9K
|
324
$106K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
85+ 95.51% |
$24.5K - $28.3K
|
174
$56.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
85+ 8.55% |
$24.5K - $28.3K
|
1.08K
$352K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
83+ 22.62% |
$23.9K - $27.6K
|
450
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
72+ 5.13% |
$20.7K - $23.9K
|
1.48K
$481K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70+ 2.9% |
$20.2K - $23.3K
|
2.49K
$811K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
69+ 121.05% |
$19.9K - $22.9K
|
126
$41.1K
|