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 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-537- 9.73% |
$162K - $186K
|
4.98K
$1.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-202- 0.82% |
$61K - $69.8K
|
24.3K
$7.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.4K- 0.88% |
$1.63M - $1.86M
|
604K
$195M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11- 3.27% |
$3.32K - $3.8K
|
325
$105K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 3.04% |
$25.7K - $29.4K
|
2.88K
$927K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-165- 3.41% |
$49.8K - $57K
|
4.67K
$1.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
23+ 191.67% |
$6.94K - $7.95K
|
35
$11.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.71% |
$2.11K - $2.42K
|
996
$321K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
329+ 11.16% |
$99.3K - $114K
|
3.28K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
272+ 33.21% |
$82.1K - $94K
|
1.09K
$351K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
27+ 2.48% |
$8.15K - $9.33K
|
1.12K
$359K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-508- 5.5% |
$153K - $175K
|
8.72K
$2.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-581- 2.42% |
$175K - $201K
|
23.4K
$7.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
59+ 8.59% |
$17.8K - $20.4K
|
746
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
434+ 19.75% |
$131K - $150K
|
2.63K
$848K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$302 - $345
|
2.15K
$691K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-695- 1.52% |
$210K - $240K
|
45K
$14.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
65+ 1.54% |
$19.6K - $22.5K
|
4.28K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-36- 0.29% |
$10.9K - $12.4K
|
12.4K
$4M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.17K- 4.48% |
$354K - $405K
|
25K
$8.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
3.45K+ 1.79% |
$1.04M - $1.19M
|
197K
$63.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-35.8K- 68.7% |
$10.8M - $12.4M
|
16.3K
$5.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-19- 0.8% |
$5.73K - $6.56K
|
2.34K
$754K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
622New |
$188K - $215K
|
622
$200K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-15- 88.24% |
$4.53K - $5.18K
|
2
$644
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1New |
$302 - $345
|
1
$322
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
677+ 5.13% |
$204K - $234K
|
13.9K
$4.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1+ 0.14% |
$302 - $345
|
716
$231K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 100.0% |
$905 - $1.04K
|
6
$1.93K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
544+ 1.62% |
$164K - $188K
|
34.2K
$11M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
85.2K+ 41.15% |
$25.7M - $29.4M
|
292K
$94.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
64+ 1.39% |
$19.3K - $22.1K
|
4.66K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-174- 18.83% |
$52.5K - $60.1K
|
750
$242K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
104K+ 0.92% |
$31.3M - $35.9M
|
11.4M
$3.66B
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.7K+ 43.69% |
$1.12M - $1.28M
|
12.2K
$3.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
97+ 1.47% |
$29.3K - $33.5K
|
6.68K
$2.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-9.93K- 29.3% |
$3M - $3.43M
|
24K
$7.72M
|
|
|
Nov 07, 2025
Q3 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-6.08K- 14.42% |
$1.84M - $2.1M
|
36.1K
$11.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$302 - $345
|
1.98K
$638K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
368+ 46.12% |
$111K - $127K
|
1.17K
$376K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
584New |
$176K - $202K
|
584
$188K
|
|
|
Nov 07, 2025
Q3 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-84- 0.44% |
$25.4K - $29K
|
19K
$6.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
308+ 7.49% |
$93K - $106K
|
4.42K
$1.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
190+ 12.96% |
$57.3K - $65.6K
|
1.66K
$533K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
5.19K+ 9.62% |
$1.57M - $1.79M
|
59.1K
$19M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.82K- 16.4% |
$549K - $628K
|
9.27K
$2.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-213- 15.4% |
$64.3K - $73.6K
|
1.17K
$377K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-51- 24.52% |
$15.4K - $17.6K
|
157
$50.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.62K- 33.29% |
$489K - $560K
|
3.25K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-9.58K- 3.72% |
$2.89M - $3.31M
|
248K
$79.7M
|
|