Latest Institutional Transactions on Willis Towers Watson PLC (WTW)
This table provides information on the latest institutional transactions involving Willis Towers Watson PLC (WTW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-9- 11.54% |
$2.82K - $3.15K
|
69
$22.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7New |
$2.19K - $2.45K
|
7
$2.25K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
411+ 27.75% |
$129K - $144K
|
1.89K
$609K
|
|
|
Jan 21, 2026
Q4 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
42+ 2.91% |
$13.2K - $14.7K
|
1.48K
$478K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 114.29% |
$2.5K - $2.8K
|
15
$4.83K
|
|
|
Jan 21, 2026
Q4 2025
|
South Shore Capital Advisors
|
BUY
|
- |
4.45K+ 122.66% |
$1.39M - $1.56M
|
8.08K
$2.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8- 1.13% |
$2.5K - $2.8K
|
699
$225K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7New |
$2.19K - $2.45K
|
7
$2.25K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
192+ 23.56% |
$60.1K - $67.2K
|
1.01K
$324K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-949- 6.53% |
$297K - $332K
|
13.6K
$4.38M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
3.9KNew |
$1.22M - $1.36M
|
3.9K
$1.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2New |
$626 - $700
|
2
$644
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
119New |
$37.3K - $41.6K
|
119
$38.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10- 12.05% |
$3.13K - $3.5K
|
73
$23.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.51K- 16.24% |
$473K - $529K
|
7.8K
$2.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$313 - $350
|
841
$271K
|
|
|
Jan 20, 2026
Q4 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-21- 2.19% |
$6.58K - $7.35K
|
940
$303K
|
|
|
Jan 20, 2026
Q4 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-87.8K- 99.3% |
$27.5M - $30.7M
|
621
$200K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60+ 27.15% |
$18.8K - $21K
|
281
$90.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-5.55K- 4.09% |
$1.74M - $1.94M
|
130K
$41.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-83- 1.46% |
$26K - $29K
|
5.59K
$1.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-105- 5.56% |
$32.9K - $36.7K
|
1.79K
$575K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-14- 12.84% |
$4.38K - $4.9K
|
95
$30.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.33K- 42.1% |
$417K - $466K
|
1.83K
$590K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 3.92% |
$62.6K - $70K
|
4.9K
$1.58M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-200- 0.27% |
$62.6K - $70K
|
72.7K
$23.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
4+ 4.44% |
$1.25K - $1.4K
|
94
$30.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
1.02K+ 5.78% |
$320K - $358K
|
18.7K
$6.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
492+ 1.32% |
$154K - $172K
|
37.9K
$12.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-439- 2.11% |
$137K - $154K
|
20.4K
$6.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-86- 1.92% |
$26.9K - $30.1K
|
4.39K
$1.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-100- 10.0% |
$31.3K - $35K
|
900
$290K
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
1+ 0.12% |
$313 - $350
|
837
$270K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
12+ 0.95% |
$3.76K - $4.2K
|
1.28K
$412K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-21- 1.86% |
$6.58K - $7.35K
|
1.11K
$356K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.17K+ 13.33% |
$367K - $410K
|
9.95K
$3.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.12KNew |
$349K - $390K
|
1.12K
$359K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.7% |
$313 - $350
|
28
$9.02K
|
|
|
Jan 14, 2026
Q4 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
2.54K+ 0.99% |
$795K - $888K
|
260K
$83.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-7- 0.98% |
$2.19K - $2.45K
|
709
$228K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
17K+ 38.87% |
$5.33M - $5.96M
|
60.9K
$19.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-936- 2.8% |
$293K - $328K
|
32.5K
$10.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-100- 4.73% |
$31.3K - $35K
|
2.02K
$649K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
1New |
$313 - $350
|
1
$322
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-15- 15.63% |
$4.7K - $5.25K
|
81
$26.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
473New |
$148K - $166K
|
473
$152K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.09% |
$313 - $350
|
1.12K
$362K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-44- 3.77% |
$13.8K - $15.4K
|
1.12K
$361K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10+ 0.92% |
$3.13K - $3.5K
|
1.1K
$353K
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-672- 3.78% |
$210K - $235K
|
17.1K
$5.51M
|
|