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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6New |
$1.81K - $2.07K
|
6
$1.93K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 33.33% |
$1.51K - $1.73K
|
20
$6.44K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 17.86% |
$1.51K - $1.73K
|
33
$10.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5+ 0.45% |
$1.51K - $1.73K
|
1.12K
$362K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
5New |
$1.51K - $1.73K
|
5
$1.61K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
5+ 1.95% |
$1.51K - $1.73K
|
261
$84.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.23% |
$1.21K - $1.38K
|
1.74K
$560K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 8.51% |
$1.21K - $1.38K
|
51
$16.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
4New |
$1.21K - $1.38K
|
4
$1.29K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 100.0% |
$1.21K - $1.38K
|
8
$2.58K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 7.14% |
$1.21K - $1.38K
|
60
$19.3K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3New |
$905 - $1.04K
|
3
$966
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 75.0% |
$905 - $1.04K
|
7
$2.25K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 100.0% |
$905 - $1.04K
|
6
$1.93K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3+ 150.0% |
$905 - $1.04K
|
5
$1.61K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
3+ 33.33% |
$905 - $1.04K
|
12
$3.87K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3+ 0.53% |
$905 - $1.04K
|
574
$185K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
3New |
$905 - $1.04K
|
3
$966
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3New |
$905 - $1.04K
|
3
$966
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
2New |
$604 - $691
|
2
$644
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2+ 15.38% |
$604 - $691
|
15
$4.83K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2New |
$604 - $691
|
2
$644
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 66.67% |
$604 - $691
|
5
$1.61K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2+ 0.18% |
$604 - $691
|
1.09K
$352K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.82% |
$604 - $691
|
247
$79.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 5.13% |
$604 - $691
|
41
$13.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1New |
$302 - $345
|
1
$322
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$302 - $345
|
2.15K
$691K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1New |
$302 - $345
|
1
$322
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1+ 0.14% |
$302 - $345
|
716
$231K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$302 - $345
|
1.98K
$638K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 4.76% |
$302 - $345
|
22
$7.09K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.08% |
$302 - $345
|
1.21K
$388K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 50.0% |
$302 - $345
|
3
$966
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.08% |
$302 - $345
|
1.2K
$386K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$302 - $345
|
1
$322
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1New |
$302 - $345
|
1
$322
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
890KNew |
$263M - $300M
|
890K
$287M
|
|
|
Aug 14, 2025
Q2 2025
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
143K+ 77.85% |
$42.4M - $48.4M
|
327K
$105M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
135K+ 14.2% |
$40.1M - $45.7M
|
1.09M
$351M
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
125KNew |
$37M - $42.2M
|
125K
$40.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
110K+ 818.06% |
$32.4M - $37M
|
123K
$39.6M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.2K+ 19.26% |
$13.4M - $15.3M
|
280K
$90.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Tredje Ap Fonden
|
BUY
|
- |
41.5KNew |
$12.3M - $14M
|
41.5K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
24.7KNew |
$7.32M - $8.35M
|
24.7K
$7.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.1KNew |
$3.27M - $3.73M
|
11.1K
$3.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10.9KNew |
$3.23M - $3.68M
|
10.9K
$3.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
10.8KNew |
$3.2M - $3.64M
|
10.8K
$3.48M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
10.1K+ 19.51% |
$3M - $3.42M
|
62.1K
$20M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
9.73KNew |
$2.88M - $3.28M
|
9.73K
$3.14M
|
|