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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.5K- 12.0% |
$65.4K - $79.7K
|
11K
$476K
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.01K+ 18.78% |
$44K - $53.6K
|
6.38K
$276K
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
15.1KNew |
$657K - $801K
|
15.1K
$653K
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
8.2KNew |
$357K - $436K
|
8.2K
$355K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-509- 1.57% |
$22.2K - $27K
|
31.9K
$1.38M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16New |
$697 - $850
|
16
$693
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-75- 1.57% |
$3.27K - $3.98K
|
4.7K
$203K
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-130- 1.08% |
$5.67K - $6.91K
|
11.9K
$517K
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
164KNew |
$7.15M - $8.71M
|
164K
$7.1M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-184- 47.79% |
$8.02K - $9.78K
|
201
$8.7K
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
455+ 0.68% |
$19.8K - $24.2K
|
67.3K
$2.91M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
567+ 9.58% |
$24.7K - $30.1K
|
6.49K
$281K
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.1K+ 19.03% |
$91.5K - $112K
|
13.1K
$569K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 0.77% |
$261 - $319
|
775
$33.5K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
17.6K+ 39.86% |
$768K - $937K
|
61.9K
$2.68M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
350+ 10.45% |
$15.3K - $18.6K
|
3.7K
$160K
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
255+ 5.38% |
$11.1K - $13.5K
|
4.99K
$216K
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
8+ 0.15% |
$349 - $425
|
5.35K
$232K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
400+ 114.61% |
$17.4K - $21.3K
|
749
$32.4K
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-551- 7.22% |
$24K - $29.3K
|
7.08K
$306K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
500New |
$20.3K - $24.2K
|
500
$21.6K
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12.5KNew |
$509K - $605K
|
12.5K
$542K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-944- 16.84% |
$38.4K - $45.6K
|
4.66K
$202K
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-393K- 96.05% |
$16M - $19M
|
16.2K
$700K
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
19KNew |
$771K - $917K
|
19K
$821K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
133+ 63.03% |
$5.41K - $6.43K
|
344
$14.9K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.19KNew |
$170K - $202K
|
4.19K
$181K
|
|
Nov 13, 2024
Q3 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
8.2K+ 146.43% |
$334K - $396K
|
13.8K
$597K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.52K+ 18.52% |
$61.7K - $73.3K
|
9.7K
$420K
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-4.68K- 6.37% |
$190K - $226K
|
68.8K
$2.98M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.37K- 57.04% |
$381K - $453K
|
7.06K
$306K
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
117K+ 40.1% |
$4.75M - $5.64M
|
408K
$17.7M
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
235New |
$9.56K - $11.4K
|
235
$10.2K
|
|
Nov 05, 2024
Q3 2024
|
Ghe, LLC
|
SELL
|
- |
-3.24K- 52.77% |
$132K - $157K
|
2.9K
$126K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
431New |
$17.5K - $20.8K
|
431
$18.7K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
65New |
$2.64K - $3.14K
|
65
$2.81K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$122 - $145
|
3
$130
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28New |
$1.14K - $1.35K
|
28
$1.21K
|
|
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 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-4.23K- 33.24% |
$172K - $204K
|
8.5K
$368K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-300- 37.5% |
$12.2K - $14.5K
|
500
$21.6K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
158+ 14.74% |
$6.43K - $7.64K
|
1.23K
$53.2K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.89KNew |
$199K - $236K
|
4.89K
$212K
|
|
Q2 2024 | |||||||
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.82K+ 4.56% |
$64.8K - $74.6K
|
41.8K
$1.81M
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1K- 62.5% |
$35.5K - $40.9K
|
600
$26K
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.46K- 48.66% |
$194K - $223K
|
5.76K
$249K
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.06KNew |
$180K - $207K
|
5.06K
$219K
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-215- 1.04% |
$7.64K - $8.79K
|
20.4K
$885K
|
|
Aug 14, 2024
Q2 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-56.8K- 14.73% |
$2.02M - $2.32M
|
329K
$14.2M
|