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 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
534+ 5.57% |
$167K - $187K
|
10.1K
$3.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
838New |
$262K - $293K
|
838
$270K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-16- 1.74% |
$5.01K - $5.6K
|
903
$291K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
755New |
$236K - $264K
|
755
$243K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36.7K+ 512.74% |
$11.5M - $12.9M
|
43.9K
$14.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
41+ 410.0% |
$12.8K - $14.3K
|
51
$16.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 3.87% |
$2.19K - $2.45K
|
188
$60.6K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-17- 65.38% |
$5.32K - $5.95K
|
9
$2.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12+ 12.9% |
$3.76K - $4.2K
|
105
$33.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-255- 12.76% |
$79.8K - $89.2K
|
1.74K
$561K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.06KNew |
$332K - $371K
|
1.06K
$341K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
5New |
$1.57K - $1.75K
|
5
$1.61K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 1.36% |
$1.88K - $2.1K
|
434
$140K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
675+ 87.1% |
$211K - $236K
|
1.45K
$467K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-357- 21.89% |
$112K - $125K
|
1.27K
$410K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.58K- 73.91% |
$808K - $903K
|
911
$293K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
165+ 5.06% |
$51.7K - $57.7K
|
3.43K
$1.1M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.62K+ 96.41% |
$1.09M - $1.25M
|
7.38K
$2.38M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20New |
$6.04K - $6.91K
|
20
$6.44K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 4.26% |
$60.4K - $69.1K
|
4.5K
$1.45M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 2.32% |
$5.13K - $5.87K
|
751
$242K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
91+ 17.01% |
$27.5K - $31.4K
|
626
$202K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.03KNew |
$312K - $357K
|
1.03K
$333K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.62KNew |
$488K - $559K
|
1.62K
$521K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.7K+ 2932.76% |
$513K - $588K
|
1.76K
$567K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-15.5K- 49.84% |
$4.69M - $5.37M
|
15.6K
$5.04M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.89K- 27.8% |
$569K - $652K
|
4.9K
$1.58M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-284- 98.27% |
$85.7K - $98.1K
|
5
$1.61K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3New |
$905 - $1.04K
|
3
$966
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
226+ 22600.0% |
$68.2K - $78.1K
|
227
$73.1K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
346+ 21.42% |
$104K - $120K
|
1.96K
$632K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5- 0.14% |
$1.51K - $1.73K
|
3.65K
$1.18M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-19.1K- 24.08% |
$5.77M - $6.6M
|
60.2K
$19.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-143- 15.75% |
$43.2K - $49.4K
|
765
$246K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6+ 0.54% |
$1.81K - $2.07K
|
1.11K
$357K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.84K- 2.8% |
$1.16M - $1.33M
|
133K
$43M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
6New |
$1.81K - $2.07K
|
6
$1.93K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
275+ 1.89% |
$83K - $95K
|
14.8K
$4.76M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
608New |
$184K - $210K
|
608
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-71.6K- 78.43% |
$21.6M - $24.7M
|
19.7K
$6.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-260- 1.54% |
$78.5K - $89.8K
|
16.7K
$5.37M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-719- 1.36% |
$217K - $248K
|
52.1K
$16.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-46- 3.22% |
$13.9K - $15.9K
|
1.38K
$446K
|
|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
2.2K+ 89.8% |
$664K - $760K
|
4.65K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
55+ 5.48% |
$16.6K - $19K
|
1.06K
$341K
|
|
|
Nov 14, 2025
Q3 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3.18KNew |
$958K - $1.1M
|
3.18K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
179+ 15.27% |
$54K - $61.8K
|
1.35K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
26.3K+ 63.38% |
$7.94M - $9.09M
|
67.8K
$21.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
451+ 8.9% |
$136K - $156K
|
5.52K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.08K- 21.04% |
$628K - $719K
|
7.81K
$2.52M
|
|