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 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-601- 4.03% |
$181K - $208K
|
14.3K
$4.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
25.6KNew |
$7.72M - $8.84M
|
25.6K
$8.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6+ 0.18% |
$1.81K - $2.07K
|
3.27K
$1.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
987+ 108.7% |
$298K - $341K
|
1.9K
$610K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
528+ 43.46% |
$159K - $182K
|
1.74K
$561K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3+ 0.53% |
$905 - $1.04K
|
574
$185K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.84K- 4.06% |
$1.46M - $1.67M
|
114K
$36.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.49K+ 454.76% |
$1.05M - $1.2M
|
4.26K
$1.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-345- 3.57% |
$104K - $119K
|
9.31K
$3M
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-4.69K- 67.1% |
$1.42M - $1.62M
|
2.3K
$741K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.67KNew |
$505K - $578K
|
1.67K
$539K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 4.76% |
$302 - $345
|
22
$7.09K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
254+ 6.57% |
$76.7K - $87.7K
|
4.12K
$1.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.28K- 27.07% |
$388K - $444K
|
3.46K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
42New |
$12.7K - $14.5K
|
42
$13.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
87+ 98.86% |
$26.3K - $30.1K
|
175
$56.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6+ 1.1% |
$1.81K - $2.07K
|
553
$178K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
224+ 1.76% |
$67.6K - $77.4K
|
13K
$4.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.84K- 43.74% |
$1.46M - $1.67M
|
6.22K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.6K- 19.5% |
$7.42M - $8.49M
|
101K
$32.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-94- 11.28% |
$28.4K - $32.5K
|
739
$238K
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
250+ 22.36% |
$75.5K - $86.4K
|
1.37K
$441K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
893+ 70.99% |
$270K - $308K
|
2.15K
$693K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-807- 6.99% |
$244K - $279K
|
10.7K
$3.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-31.7K- 30.35% |
$9.56M - $10.9M
|
72.7K
$23.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.82K+ 13.87% |
$549K - $628K
|
14.9K
$4.81M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
7.6K+ 12.29% |
$2.29M - $2.63M
|
69.4K
$22.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 9.7% |
$3.92K - $4.49K
|
121
$39K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
17+ 566.67% |
$5.13K - $5.87K
|
20
$6.44K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.08% |
$302 - $345
|
1.21K
$388K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
27+ 10.07% |
$8.15K - $9.33K
|
295
$95K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
18New |
$5.43K - $6.22K
|
18
$5.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
176+ 0.61% |
$53.1K - $60.8K
|
29.2K
$9.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
18+ 2.62% |
$5.43K - $6.22K
|
704
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
4.17K+ 2.86% |
$1.26M - $1.44M
|
150K
$48.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-2.12K- 3.89% |
$640K - $733K
|
52.4K
$16.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-1.1K- 3.24% |
$333K - $381K
|
32.9K
$10.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
17+ 2.46% |
$5.13K - $5.87K
|
707
$228K
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.45% |
$2.72K - $3.11K
|
2.03K
$654K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
634+ 1.57% |
$191K - $219K
|
41.1K
$13.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-466- 2.19% |
$141K - $161K
|
20.8K
$6.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-12- 18.18% |
$3.62K - $4.15K
|
54
$17.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-796- 7.0% |
$240K - $275K
|
10.6K
$3.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
410+ 2.37% |
$124K - $142K
|
17.7K
$5.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.85K+ 16.72% |
$559K - $640K
|
12.9K
$4.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-73- 0.1% |
$22K - $25.2K
|
72.7K
$23.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
21+ 60.0% |
$6.34K - $7.25K
|
56
$18K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.64% |
$302 - $345
|
60
$19.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
6.85K+ 76.2% |
$2.07M - $2.37M
|
15.8K
$5.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.82% |
$604 - $691
|
247
$79.6K
|
|