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 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-333- 95.14% |
$67.8K - $82.5K
|
17
$5.45K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
15+ 0.37% |
$3.05K - $3.71K
|
4.09K
$1.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
1.83KNew |
$373K - $453K
|
1.83K
$586K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7- 25.0% |
$1.42K - $1.73K
|
21
$6.73K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
841New |
$171K - $208K
|
841
$269K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.53KNew |
$514K - $625K
|
2.53K
$809K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
35New |
$7.12K - $8.67K
|
35
$11.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 2.21% |
$10.2K - $12.4K
|
2.22K
$709K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
19New |
$3.87K - $4.7K
|
19
$6.09K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.28MNew |
$252M - $302M
|
1.28M
$411M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
17New |
$3.34K - $4K
|
17
$5.45K
|
|
|
Dec 18, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
75+ 12.42% |
$14.7K - $17.6K
|
679
$217K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 0.06% |
$393 - $470
|
3.33K
$1.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
4+ 0.2% |
$786 - $940
|
1.97K
$631K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-96- 38.71% |
$18.9K - $22.6K
|
152
$48.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9New |
$1.77K - $2.12K
|
9
$2.88K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
115+ 8.3% |
$22.6K - $27K
|
1.5K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
96+ 4.8% |
$18.9K - $22.6K
|
2.1K
$671K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-884- 36.33% |
$174K - $208K
|
1.55K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6- 7.41% |
$1.18K - $1.41K
|
75
$24K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.39% |
$196 - $235
|
253
$81K
|
|
|
Nov 13, 2023
Q3 2023
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-2.61K- 21.86% |
$512K - $613K
|
9.33K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$196 - $235
|
1
$320
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10.6KNew |
$2.09M - $2.5M
|
10.6K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.72KNew |
$337K - $403K
|
1.72K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
129KNew |
$25.3M - $30.3M
|
129K
$41.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.17KNew |
$229K - $274K
|
1.17K
$373K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
33+ 366.67% |
$6.48K - $7.76K
|
42
$13.5K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.85K- 77.14% |
$756K - $905K
|
1.14K
$365K
|
|
|
Nov 06, 2023
Q3 2023
|
William Von Mueffling
Cantillon Capital Management LLC
|
SELL
|
- |
-7.32K- 0.39% |
$1.44M - $1.72M
|
1.88M
$601M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3New |
$589 - $705
|
3
$961
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-14- 8.54% |
$2.75K - $3.29K
|
150
$48K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
9New |
$1.77K - $2.12K
|
9
$2.88K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
47New |
$9.23K - $11K
|
47
$15.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-70- 70.0% |
$13.7K - $16.5K
|
30
$9.61K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-255- 7.29% |
$50.1K - $59.9K
|
3.24K
$1.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-795- 38.26% |
$156K - $187K
|
1.28K
$411K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
34+ 10.76% |
$6.68K - $7.99K
|
350
$112K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
1.95KNew |
$383K - $458K
|
1.95K
$625K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23New |
$4.52K - $5.41K
|
23
$7.37K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10New |
$1.96K - $2.35K
|
10
$3.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-144- 8.49% |
$28.3K - $33.9K
|
1.55K
$497K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$589 - $705
|
3
$961
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-154- 7.12% |
$30.2K - $36.2K
|
2.01K
$643K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.1K- 62.26% |
$459K - $506K
|
1.27K
$407K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
27New |
$5.91K - $6.52K
|
27
$8.65K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-338- 10.52% |
$74K - $81.6K
|
2.88K
$921K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
951New |
$208K - $230K
|
951
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
800New |
$175K - $193K
|
800
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
12.8K+ 9.31% |
$2.8M - $3.09M
|
150K
$48.2M
|
|