A detailed history of Captrust Financial Advisors transactions in John Wiley & Sons, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 10,883 shares of WLY stock, worth $495,285. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,883
Previous 10,894 0.1%
Holding current value
$495,285
Previous $443,000 18.51%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$40.69 - $48.34 $447 - $531
-11 Reduced 0.1%
10,883 $525,000
Q2 2024

Aug 14, 2024

BUY
$35.53 - $40.9 $39,047 - $44,949
1,099 Added 11.22%
10,894 $443,000
Q1 2024

May 15, 2024

SELL
$30.67 - $38.13 $156,999 - $195,187
-5,119 Reduced 34.32%
9,795 $373,000
Q4 2023

Feb 14, 2024

SELL
$29.14 - $36.79 $22,117 - $27,923
-759 Reduced 4.84%
14,914 $473,000
Q3 2023

Nov 14, 2023

BUY
$32.49 - $37.9 $242,082 - $282,392
7,451 Added 90.62%
15,673 $582,000
Q2 2023

Aug 14, 2023

SELL
$30.79 - $40.1 $708 - $922
-23 Reduced 0.28%
8,222 $279,000
Q1 2023

May 15, 2023

BUY
$35.42 - $48.99 $7,190 - $9,944
203 Added 2.52%
8,245 $319,000
Q4 2022

Feb 15, 2023

SELL
$37.14 - $47.52 $61,763 - $79,025
-1,663 Reduced 17.14%
8,042 $322,000
Q3 2022

Nov 16, 2022

BUY
$37.56 - $52.11 $205,227 - $284,729
5,464 Added 128.84%
9,705 $365,000
Q2 2022

Aug 23, 2022

SELL
$46.21 - $53.73 $282,897 - $328,935
-6,122 Reduced 59.08%
4,241 $203,000
Q2 2022

Aug 16, 2022

BUY
$46.21 - $53.73 $314,412 - $365,578
6,804 Added 191.18%
10,363 $495,000
Q1 2022

May 16, 2022

SELL
$48.95 - $57.81 $24,572 - $29,020
-502 Reduced 12.36%
3,559 $189,000
Q4 2021

Feb 14, 2022

BUY
$52.15 - $55.83 $1,147 - $1,228
22 Added 0.54%
4,061 $234,000
Q3 2021

Nov 16, 2021

BUY
$54.02 - $60.0 $756 - $840
14 Added 0.35%
4,039 $211,000
Q2 2021

Aug 16, 2021

SELL
$55.19 - $64.12 $4,801 - $5,578
-87 Reduced 2.12%
4,025 $242,000
Q1 2021

May 17, 2021

BUY
$45.41 - $54.95 $21,478 - $25,991
473 Added 13.0%
4,112 $223,000
Q4 2020

Feb 16, 2021

BUY
$30.79 - $46.21 $24,693 - $37,060
802 Added 28.27%
3,639 $167,000
Q3 2020

Nov 17, 2020

BUY
$31.55 - $38.52 $1,262 - $1,540
40 Added 1.43%
2,837 $92,000
Q1 2020

May 15, 2020

BUY
$31.6 - $49.41 $88,385 - $138,199
2,797 New
2,797 $106,000
Q4 2019

Feb 14, 2020

SELL
$42.87 - $49.3 $108,332 - $124,581
-2,527 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
$41.75 - $46.36 $24,465 - $27,166
586 Added 30.19%
2,527 $111,000
Q2 2019

Aug 13, 2019

SELL
$41.18 - $48.2 $370 - $433
-9 Reduced 0.46%
1,941 $89,000
Q1 2019

May 15, 2019

BUY
$43.4 - $52.77 $13,106 - $15,936
302 Added 18.33%
1,950 $86,000
Q4 2018

Feb 13, 2019

BUY
$45.22 - $61.47 $11,531 - $15,674
255 Added 18.31%
1,648 $78,000
Q3 2018

Nov 15, 2018

SELL
$54.79 - $68.42 $876 - $1,094
-16 Reduced 1.14%
1,393 $84,000
Q2 2018

Aug 13, 2018

SELL
$62.42 - $70.75 $3,745 - $4,245
-60 Reduced 4.08%
1,409 $88,000
Q1 2018

May 15, 2018

BUY
$61.9 - $67.0 $20,241 - $21,909
327 Added 28.63%
1,469 $92,000
Q4 2017

Feb 14, 2018

BUY
$52.74 - $65.99 $60,229 - $75,360
1,142
1,142 $75,000

Others Institutions Holding WLY

About JOHN WILEY & SONS, INC.


  • Ticker WLY
  • Exchange NYSE
  • Sector Communication Services
  • Industry Publishing
  • Shares Outstandng 46,673,500
  • Market Cap $2.12B
  • Description
  • John Wiley & Sons, Inc. operates as a research and education company worldwide. The company operates through three segments: Research Publishing & Platforms, Academic & Professional Learning, and Education Services. The Research Publishing & Platforms segment offers scientific, technical, medical, and scholarly journals, as well ...
More about WLY
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