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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-2- 3.45% |
$604 - $691
|
56
$18K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-2.1K- 13.94% |
$635K - $727K
|
13K
$4.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
16New |
$4.83K - $5.53K
|
16
$5.15K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-48- 14.95% |
$14.5K - $16.6K
|
273
$87.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
629New |
$190K - $217K
|
629
$203K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
836New |
$252K - $289K
|
836
$269K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
49+ 5.25% |
$14.8K - $16.9K
|
982
$316K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
20New |
$6.04K - $6.91K
|
20
$6.44K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-54.6K- 0.88% |
$16.5M - $18.9M
|
6.18M
$1.99B
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-616- 3.22% |
$186K - $213K
|
18.5K
$5.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-288- 8.34% |
$86.9K - $99.5K
|
3.16K
$1.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.84KNew |
$1.16M - $1.32M
|
3.84K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
196New |
$59.2K - $67.7K
|
196
$63.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
541+ 61.83% |
$163K - $187K
|
1.42K
$456K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6- 0.3% |
$1.81K - $2.07K
|
2K
$645K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
1.3K+ 3.49% |
$392K - $449K
|
38.6K
$12.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-988- 1.14% |
$298K - $341K
|
85.5K
$27.5M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 50.0% |
$302 - $345
|
3
$966
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
88+ 7.27% |
$26.6K - $30.4K
|
1.3K
$418K
|
|
|
Oct 28, 2025
Q3 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
5.67KNew |
$1.71M - $1.96M
|
5.67K
$1.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-12- 0.13% |
$3.62K - $4.15K
|
9.37K
$3.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.2K- 65.18% |
$1.27M - $1.45M
|
2.24K
$723K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.64KNew |
$495K - $566K
|
1.64K
$528K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-116- 4.04% |
$35K - $40.1K
|
2.76K
$887K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.06K+ 0.42% |
$318K - $364K
|
251K
$80.7M
|
|
|
Oct 27, 2025
Q3 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-21- 1.29% |
$6.34K - $7.25K
|
1.61K
$518K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-567- 14.68% |
$171K - $196K
|
3.3K
$1.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.85KNew |
$860K - $985K
|
2.85K
$918K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
97New |
$29.3K - $33.5K
|
97
$31.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7New |
$2.11K - $2.42K
|
7
$2.25K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
155+ 5.65% |
$46.8K - $53.5K
|
2.9K
$934K
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
7.5KNew |
$2.26M - $2.59M
|
7.5K
$2.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
581New |
$175K - $201K
|
581
$187K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-330- 0.94% |
$99.6K - $114K
|
34.6K
$11.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
223+ 13.63% |
$67.3K - $77K
|
1.86K
$599K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1- 0.06% |
$302 - $345
|
1.55K
$501K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
21+ 1.48% |
$6.34K - $7.25K
|
1.44K
$465K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
988+ 8.52% |
$298K - $341K
|
12.6K
$4.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
BUY
|
- |
11K+ 3.21% |
$3.31M - $3.79M
|
352K
$114M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 28.57% |
$1.81K - $2.07K
|
27
$8.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5+ 0.45% |
$1.51K - $1.73K
|
1.12K
$362K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 9.6% |
$3.62K - $4.15K
|
137
$44.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.08% |
$302 - $345
|
1.2K
$386K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.49K- 2.07% |
$448K - $513K
|
70.4K
$22.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
1.34KNew |
$403K - $462K
|
1.34K
$430K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
11New |
$3.32K - $3.8K
|
11
$3.54K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
134+ 17.49% |
$40.4K - $46.3K
|
900
$290K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-54- 65.85% |
$16.3K - $18.7K
|
28
$9.02K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.85K+ 4612.5% |
$557K - $637K
|
1.89K
$607K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.68K+ 90.67% |
$1.11M - $1.27M
|
7.74K
$2.49M
|
|