Latest Institutional Purchases of Willis Towers Watson PLC (WTW)
This list provides information on the latest institutional transactions involving Willis Towers Watson PLC (WTW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
252New |
$55.4K - $64.8K
|
252
$80.7K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
103+ 20.93% |
$22.6K - $26.5K
|
595
$191K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
50New |
$11K - $12.9K
|
50
$16K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$4.39K - $5.14K
|
20
$6.41K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
19New |
$4.17K - $4.89K
|
19
$6.09K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
18New |
$3.95K - $4.63K
|
18
$5.77K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
8New |
$1.76K - $2.06K
|
8
$2.56K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.35% |
$1.32K - $1.54K
|
1.7K
$546K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6+ 0.3% |
$1.32K - $1.54K
|
2K
$640K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$1.1K - $1.29K
|
5
$1.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$1.1K - $1.29K
|
5
$1.6K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$439 - $514
|
2
$641
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
782KNew |
$157M - $194M
|
782K
$250M
|
|
|
Feb 03, 2023
Q4 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
38.2K+ 65.3% |
$7.68M - $9.46M
|
96.7K
$31M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
20KNew |
$4.02M - $4.95M
|
20K
$6.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
16.3KNew |
$3.27M - $4.03M
|
16.3K
$5.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
7.85KNew |
$1.58M - $1.94M
|
7.85K
$2.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
6.99KNew |
$1.4M - $1.73M
|
6.99K
$2.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.31KNew |
$867K - $1.07M
|
4.31K
$1.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
2.46K+ 17.13% |
$495K - $609K
|
16.8K
$5.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.42KNew |
$286K - $353K
|
1.42K
$456K
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
1.02KNew |
$205K - $253K
|
1.02K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
897New |
$180K - $222K
|
897
$287K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
881New |
$177K - $218K
|
881
$282K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
845New |
$170K - $209K
|
845
$271K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
832New |
$167K - $206K
|
832
$266K
|
|
|
Jan 18, 2023
Q4 2022
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
826New |
$166K - $204K
|
826
$265K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
819New |
$165K - $203K
|
819
$262K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
731New |
$147K - $181K
|
731
$234K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
584+ 43.81% |
$117K - $145K
|
1.92K
$614K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
270New |
$54.3K - $66.8K
|
270
$86.5K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
263New |
$52.9K - $65.1K
|
263
$84.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
200New |
$40.2K - $49.5K
|
200
$64.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
169+ 2.2% |
$34K - $41.8K
|
7.85K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
111New |
$22.3K - $27.5K
|
111
$35.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
85New |
$17.1K - $21K
|
85
$27.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
BUY
|
- |
68+ 2.26% |
$13.7K - $16.8K
|
3.08K
$987K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
45New |
$9.05K - $11.1K
|
45
$14.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
42New |
$8.44K - $10.4K
|
42
$13.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
18New |
$3.62K - $4.46K
|
18
$5.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
11New |
$2.21K - $2.72K
|
11
$3.52K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
10New |
$2.01K - $2.48K
|
10
$3.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
8New |
$1.61K - $1.98K
|
8
$2.56K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
6New |
$1.21K - $1.49K
|
6
$1.92K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5+ 0.49% |
$1.01K - $1.24K
|
1.03K
$331K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5New |
$1.01K - $1.24K
|
5
$1.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
3New |
$603 - $743
|
3
$961
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3New |
$603 - $743
|
3
$961
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Water Island Capital LLC
New York, NY |
BUY
|
- |
111KNew |
$21.3M - $24.6M
|
111K
$35.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
BUY
|
- |
17.9KNew |
$3.42M - $3.94M
|
17.9K
$5.72M
|
|