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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-50- 18.66% |
$2.03K - $2.42K
|
218
$9.41K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.83K+ 39.61% |
$156K - $185K
|
13.5K
$583K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
417+ 5.79% |
$17K - $20.2K
|
7.62K
$329K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.6K+ 0.77% |
$65.1K - $77.3K
|
209K
$9.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
14.1KNew |
$575K - $684K
|
14.1K
$610K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$122 - $145
|
3
$129
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5.5K+ 21.26% |
$224K - $266K
|
31.4K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-691- 5.48% |
$28.1K - $33.4K
|
11.9K
$514K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-920- 5.48% |
$37.4K - $44.5K
|
15.9K
$685K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$47.9K - $56.9K
|
1.18K
$50.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-700- 0.32% |
$28.5K - $33.8K
|
218K
$9.39M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.7K- 1.67% |
$191K - $227K
|
277K
$12M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-160- 90.4% |
$6.51K - $7.73K
|
17
$734
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-500- 4.88% |
$20.3K - $24.2K
|
9.74K
$420K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28New |
$1.14K - $1.35K
|
28
$1.21K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-350- 3.12% |
$14.2K - $16.9K
|
10.9K
$470K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.5K- 2.45% |
$61K - $72.5K
|
59.6K
$2.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-651- 11.69% |
$26.5K - $31.5K
|
4.92K
$212K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$40.7 - $48.3
|
33
$1.42K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
37+ 40.66% |
$1.51K - $1.79K
|
128
$5.52K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.17K- 1.58% |
$47.5K - $56.5K
|
72.7K
$3.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.35KNew |
$136K - $162K
|
3.35K
$145K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 6.13% |
$52.9K - $62.8K
|
19.9K
$859K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
4.74KNew |
$193K - $229K
|
4.74K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 300.0% |
$1.22K - $1.45K
|
40
$1.73K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.12K- 15.29% |
$45.7K - $54.3K
|
6.23K
$269K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-115K- 22.97% |
$4.69M - $5.57M
|
387K
$16.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.55KNew |
$226K - $268K
|
5.55K
$240K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
89+ 34.23% |
$3.62K - $4.3K
|
349
$15.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
33+ 11.62% |
$1.34K - $1.6K
|
317
$13.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-440- 1.16% |
$17.9K - $21.3K
|
37.5K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-4.23K- 33.24% |
$172K - $204K
|
8.5K
$367K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
3.68K+ 12.42% |
$150K - $178K
|
33.3K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
53+ 7.28% |
$2.16K - $2.56K
|
781
$33.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 18.18% |
$81.4 - $96.7
|
9
$388
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-300- 37.5% |
$12.2K - $14.5K
|
500
$21.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
830+ 2.72% |
$33.8K - $40.1K
|
31.3K
$1.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
158+ 14.74% |
$6.43K - $7.64K
|
1.23K
$53.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
7.63KNew |
$310K - $369K
|
7.63K
$329K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.89KNew |
$199K - $236K
|
4.89K
$211K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
58+ 128.89% |
$2.36K - $2.8K
|
103
$4.44K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.05K- 4.44% |
$42.7K - $50.7K
|
22.6K
$974K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
334+ 39.16% |
$13.6K - $16.1K
|
1.19K
$51.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.6K+ 16.95% |
$65.1K - $77.3K
|
11K
$476K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.12K- 60.98% |
$168K - $199K
|
2.63K
$114K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1K- 62.5% |
$35.5K - $40.9K
|
600
$25.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
19.1KNew |
$678K - $780K
|
19.1K
$823K
|
|
|
Aug 14, 2024
Q2 2024
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
10KNew |
$355K - $409K
|
10K
$432K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.3K- 55.69% |
$259K - $299K
|
5.81K
$251K
|
|