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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-2.61K- 21.86% |
$512K - $613K
|
9.33K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$196 - $235
|
1
$322
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10.6KNew |
$2.09M - $2.5M
|
10.6K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.72KNew |
$337K - $403K
|
1.72K
$553K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.17KNew |
$229K - $274K
|
1.17K
$376K
|
|
|
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
$368K
|
|
|
Nov 06, 2023
Q3 2023
|
William Von Mueffling
Cantillon Capital Management LLC
|
SELL
|
- |
-7.32K- 0.39% |
$1.44M - $1.72M
|
1.88M
$604M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3New |
$589 - $705
|
3
$966
|
|
|
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
$9.66K
|
|
|
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
$413K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
34+ 10.76% |
$6.68K - $7.99K
|
350
$113K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
1.95KNew |
$383K - $458K
|
1.95K
$628K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23New |
$4.52K - $5.41K
|
23
$7.41K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10New |
$1.96K - $2.35K
|
10
$3.22K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-154- 7.12% |
$30.2K - $36.2K
|
2.01K
$647K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.1K- 62.26% |
$459K - $506K
|
1.27K
$409K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
27New |
$5.91K - $6.52K
|
27
$8.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-338- 10.52% |
$74K - $81.6K
|
2.88K
$926K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
951New |
$208K - $230K
|
951
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
800New |
$175K - $193K
|
800
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
12.8K+ 9.31% |
$2.8M - $3.09M
|
150K
$48.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-128- 58.72% |
$28K - $30.9K
|
90
$29K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
28.1KNew |
$6.15M - $6.79M
|
28.1K
$9.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-9.25K- 25.24% |
$2.03M - $2.23M
|
27.4K
$8.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Edge Point Investment Group Inc.
Toronto, A6 |
SELL
|
- |
-281K- 20.9% |
$61.4M - $67.8M
|
1.06M
$342M
|
|
|
Aug 11, 2023
Q2 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-1.46K- 60.83% |
$320K - $353K
|
940
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Starboard Value LP
New York, NY |
BUY
|
- |
509KNew |
$111M - $123M
|
509K
$164M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-7.2K- 21.54% |
$1.58M - $1.74M
|
26.2K
$8.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
770+ 1.47% |
$169K - $186K
|
53.1K
$17.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-34- 1.73% |
$7.44K - $8.21K
|
1.94K
$624K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
56New |
$12.3K - $13.5K
|
56
$18K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-22- 1.15% |
$4.81K - $5.31K
|
1.89K
$608K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.54K+ 146.48% |
$337K - $371K
|
2.59K
$834K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-12- 0.96% |
$2.63K - $2.9K
|
1.24K
$401K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
868New |
$190K - $210K
|
868
$280K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.09K- 43.4% |
$237K - $262K
|
1.42K
$456K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.22K+ 31.28% |
$486K - $536K
|
9.32K
$3M
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-101K- 58.4% |
$22.1M - $24.4M
|
71.9K
$23.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
47New |
$10.3K - $11.4K
|
47
$15.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8New |
$1.75K - $1.93K
|
8
$2.58K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-720- 39.65% |
$158K - $174K
|
1.1K
$353K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-42- 4.52% |
$9.19K - $10.1K
|
887
$286K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-112- 24.62% |
$24.5K - $27K
|
343
$110K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
1.85KNew |
$405K - $447K
|
1.85K
$596K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 7.69% |
$219 - $241
|
12
$3.87K
|
|
| Q1 2023 | |||||||
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
26.4KNew |
$5.79M - $6.78M
|
26.4K
$8.49M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-241- 18.27% |
$53K - $62K
|
1.08K
$347K
|
|