Latest Institutional Transactions on John Wiley & Sons, Inc. (WLY)
This table provides information on the latest institutional transactions involving John Wiley & Sons, Inc. (WLY) 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.03KClosed |
$274K - $331K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Aigen Investment Management, LP
|
SELL
|
- |
-12.5KClosed |
$565K - $684K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-94Closed |
$4.27K - $5.17K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-293Closed |
$13.3K - $16.1K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$454 - $550
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-13Closed |
$590 - $714
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.67KClosed |
$75.8K - $91.7K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
SELL
|
- |
-700- 29.79% |
$31.8K - $38.5K
|
1.65K
$71.4K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-495Closed |
$15.2K - $22.9K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-946Closed |
$29.1K - $43.7K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-44Closed |
$1.35K - $2.03K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-59.5KClosed |
$1.83M - $2.75M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-12.7KClosed |
$392K - $589K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-49Closed |
$1.51K - $2.26K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Emerald Advisers, LLC
|
SELL
|
- |
-444Closed |
$13.7K - $20.5K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-632Closed |
$19.5K - $29.2K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-133Closed |
$4.1K - $6.15K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Bonness Enterprises Inc
|
SELL
|
- |
-9.6K- 16.55% |
$296K - $444K
|
48.4K
$2.1M
|
|
| Q3 2020 | |||||||
|
Dec 21, 2020
Q3 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.5K- 71.83% |
$142K - $173K
|
1.77K
$76.4K
|
|
|
Nov 16, 2020
Q3 2020
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-14.1KClosed |
$443K - $541K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
482New |
$15.2K - $18.6K
|
482
$20.9K
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-101Closed |
$3.19K - $3.89K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-140Closed |
$4.42K - $5.39K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.72KClosed |
$244K - $297K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.5KClosed |
$205K - $250K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.23KClosed |
$70.4K - $85.9K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.5KClosed |
$47.3K - $57.8K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-6.16KClosed |
$194K - $237K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-39.8KClosed |
$1.26M - $1.53M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.63KClosed |
$209K - $255K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-333Closed |
$10.5K - $12.8K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-22.4KClosed |
$707K - $864K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-55Closed |
$1.74K - $2.12K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Welch & Forbes LLC
|
SELL
|
- |
-7.3KClosed |
$230K - $281K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-44Closed |
$1.39K - $1.69K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-65Closed |
$2.05K - $2.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-743- 88.66% |
$25.2K - $31.9K
|
95
$4.11K
|
|
|
Aug 14, 2020
Q2 2020
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-24.7KClosed |
$838K - $1.06M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-223KClosed |
$7.56M - $9.58M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.06KClosed |
$36K - $45.6K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-33.6KClosed |
$1.14M - $1.44M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-214Closed |
$7.26K - $9.2K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-169Closed |
$5.73K - $7.27K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Roubaix Capital, LLC
|
SELL
|
- |
-26.6KClosed |
$904K - $1.15M
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
10New |
$339 - $430
|
10
$433
|
|
|
Jul 22, 2020
Q2 2020
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-558Closed |
$18.9K - $24K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-8.1KClosed |
$275K - $348K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-6.45KClosed |
$204K - $318K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-94.5KClosed |
$2.99M - $4.67M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-11.6KClosed |
$366K - $572K
|
0
$0
|
|