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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
68+ 11.18% |
$19.6K - $22.6K
|
676
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
66New |
$19K - $21.9K
|
66
$21.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
65New |
$18.7K - $21.6K
|
65
$21.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
64New |
$18.4K - $21.3K
|
64
$20.9K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
63New |
$18.1K - $20.9K
|
63
$20.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
61+ 4.67% |
$17.6K - $20.3K
|
1.37K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
60+ 8.16% |
$17.3K - $20K
|
795
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
59+ 2.51% |
$17K - $19.6K
|
2.41K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
56+ 94.92% |
$16.1K - $18.6K
|
115
$37.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
54+ 4.18% |
$15.6K - $18K
|
1.35K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
51+ 2.64% |
$14.7K - $17K
|
1.98K
$646K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
50+ 4.69% |
$14.4K - $16.6K
|
1.12K
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
49+ 10.4% |
$14.1K - $16.3K
|
520
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
48+ 228.57% |
$13.8K - $16K
|
69
$22.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
47+ 2.39% |
$13.5K - $15.6K
|
2.01K
$656K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
46New |
$13.2K - $15.3K
|
46
$15K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
45New |
$13K - $15K
|
45
$14.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
44+ 3.82% |
$12.7K - $14.6K
|
1.2K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
40+ 0.09% |
$11.5K - $13.3K
|
45.5K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
38+ 2.78% |
$10.9K - $12.6K
|
1.41K
$458K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 12.71% |
$10.9K - $12.6K
|
337
$110K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
35New |
$10.1K - $11.6K
|
35
$11.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 269.23% |
$10.1K - $11.6K
|
48
$15.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
32+ 0.17% |
$9.22K - $10.6K
|
19.1K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
32+ 0.41% |
$9.22K - $10.6K
|
7.79K
$2.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
32New |
$9.22K - $10.6K
|
32
$10.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
30+ 100.0% |
$8.64K - $9.98K
|
60
$19.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
28+ 0.15% |
$8.06K - $9.31K
|
19.1K
$6.23M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
27+ 50.0% |
$7.78K - $8.98K
|
81
$26.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
26+ 100.0% |
$7.49K - $8.65K
|
52
$16.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
24New |
$6.91K - $7.98K
|
24
$7.82K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
24+ 1.4% |
$6.91K - $7.98K
|
1.74K
$568K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24+ 19.35% |
$6.91K - $7.98K
|
148
$48.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
20+ 1.96% |
$5.76K - $6.65K
|
1.04K
$339K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
20+ 0.52% |
$5.76K - $6.65K
|
3.83K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20+ 19.8% |
$5.76K - $6.65K
|
121
$39.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18+ 1.33% |
$5.18K - $5.99K
|
1.37K
$447K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
17+ 3.37% |
$4.9K - $5.65K
|
522
$170K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
17+ 6.64% |
$4.9K - $5.65K
|
273
$89K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
17+ 2.16% |
$4.9K - $5.65K
|
804
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 20.78% |
$4.61K - $5.32K
|
93
$30.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
16New |
$4.61K - $5.32K
|
16
$5.22K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
15+ 2.01% |
$4.32K - $4.99K
|
761
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
15New |
$4.32K - $4.99K
|
15
$4.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14+ 0.13% |
$4.03K - $4.66K
|
10.4K
$3.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14+ 0.28% |
$4.03K - $4.66K
|
4.93K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13+ 1.16% |
$3.74K - $4.32K
|
1.14K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
13New |
$3.74K - $4.32K
|
13
$4.24K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13+ 26.0% |
$3.74K - $4.32K
|
63
$20.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
12New |
$3.46K - $3.99K
|
12
$3.91K
|