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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
61New |
$1.78K - $2.24K
|
61
$2.73K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.71K+ 5897.83% |
$79.1K - $99.8K
|
2.76K
$123K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.53KNew |
$44.5K - $56.2K
|
1.53K
$68.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-4.51K- 30.6% |
$131K - $166K
|
10.2K
$457K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 68.0% |
$495 - $625
|
8
$358
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1K- 61.72% |
$32.6K - $38K
|
622
$27.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.09KNew |
$198K - $231K
|
6.09K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4+ 44.44% |
$130 - $152
|
13
$581
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
2.2KNew |
$71.5K - $83.4K
|
2.2K
$98.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.44KNew |
$112K - $130K
|
3.44K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.13K+ 8.88% |
$36.6K - $42.7K
|
13.8K
$617K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.38K+ 21.13% |
$44.9K - $52.4K
|
7.92K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-2.22K- 0.11% |
$72K - $83.9K
|
2M
$89.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
23.9KNew |
$777K - $906K
|
23.9K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.9KNew |
$353K - $411K
|
10.9K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.05K- 15.87% |
$34.2K - $39.9K
|
5.58K
$249K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.51KNew |
$212K - $247K
|
6.51K
$291K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-27.3K- 14.09% |
$886K - $1.03M
|
166K
$7.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
7.57KNew |
$246K - $287K
|
7.57K
$338K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-790- 2.45% |
$25.7K - $29.9K
|
31.4K
$1.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 40.74% |
$357 - $417
|
38
$1.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
8.21KNew |
$267K - $311K
|
8.21K
$367K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
6New |
$195 - $227
|
6
$268
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$328K - $382K
|
10.1K
$451K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
33New |
$1.07K - $1.25K
|
33
$1.48K
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.58K+ 15.78% |
$51.3K - $59.9K
|
11.6K
$518K
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
7.18KNew |
$233K - $272K
|
7.18K
$321K
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
9.29KNew |
$302K - $352K
|
9.29K
$415K
|
|
| Q2 2023 | |||||||
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-105K- 58.45% |
$3.22M - $4.2M
|
74.4K
$3.33M
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
7.48KNew |
$230K - $300K
|
7.48K
$335K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
566New |
$17.4K - $22.7K
|
566
$25.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.42K+ 92.66% |
$167K - $217K
|
11.3K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
230New |
$7.08K - $9.22K
|
230
$10.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-497- 6.56% |
$15.3K - $19.9K
|
7.08K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
31New |
$954 - $1.24K
|
31
$1.39K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
30.1K+ 463.31% |
$927K - $1.21M
|
36.6K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-5.73K- 46.93% |
$176K - $230K
|
6.48K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
716+ 6.35% |
$22K - $28.7K
|
12K
$536K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-40- 0.57% |
$1.23K - $1.6K
|
6.94K
$310K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
13New |
$400 - $521
|
13
$581
|
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
SELL
|
- |
-35.5K- 60.26% |
$1.09M - $1.42M
|
23.4K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
7.1KNew |
$219K - $285K
|
7.1K
$317K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
5.91KNew |
$182K - $237K
|
5.91K
$264K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.76KNew |
$146K - $191K
|
4.76K
$213K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
8.24KNew |
$254K - $330K
|
8.24K
$368K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$3.08K - $4.01K
|
100
$4.47K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 20.0% |
$61.6 - $80.2
|
8
$358
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-182K- 96.13% |
$6.43M - $8.9M
|
7.32K
$327K
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
7.6KNew |
$269K - $372K
|
7.6K
$340K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.36K+ 19.94% |
$48.1K - $66.5K
|
8.16K
$365K
|
|