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 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.14K+ 17.89% |
$40.2K - $55.6K
|
7.48K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
240New |
$8.5K - $11.8K
|
240
$10.7K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
58+ 1.05% |
$2.05K - $2.84K
|
5.58K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5.52K+ 138.98% |
$196K - $271K
|
9.5K
$425K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.55K+ 19.47% |
$55K - $76K
|
9.53K
$426K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
409+ 1.34% |
$14.5K - $20K
|
30.9K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-373- 5.74% |
$13.2K - $18.3K
|
6.13K
$274K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-731- 3.83% |
$25.9K - $35.8K
|
18.4K
$821K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-100- 98.04% |
$3.54K - $4.9K
|
2
$89.4
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 9.09% |
$35.4 - $49
|
12
$536
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-662- 1.17% |
$23.4K - $32.4K
|
55.9K
$2.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 10.0% |
$35.4 - $49
|
11
$492
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.03KNew |
$214K - $296K
|
6.03K
$270K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-38- 0.57% |
$1.35K - $1.86K
|
6.66K
$298K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
206+ 1.51% |
$7.3K - $10.1K
|
13.8K
$618K
|
|
| Q4 2022 | |||||||
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8Closed |
$297 - $380
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.2% |
$223 - $285
|
3.02K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.8K- 70.89% |
$104K - $133K
|
1.15K
$51.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
883KNew |
$32.8M - $41.9M
|
883K
$39.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearline Capital LP
New York, NY |
BUY
|
- |
47.3KNew |
$1.76M - $2.25M
|
47.3K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.5KClosed |
$130K - $166K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
7.13KNew |
$265K - $339K
|
7.13K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-2.17K- 29.91% |
$80.4K - $103K
|
5.07K
$227K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
352New |
$13.1K - $16.7K
|
352
$15.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
16New |
$594 - $760
|
16
$715
|
|
|
Feb 07, 2023
Q4 2022
|
Gagnon Securities LLC
|
BUY
|
- |
1.42M+ 8548.48% |
$52.8M - $67.6M
|
1.44M
$64.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
6.19K+ 302.15% |
$230K - $294K
|
8.23K
$368K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
15New |
$557 - $713
|
15
$671
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
48+ 114.29% |
$1.8K - $2.5K
|
90
$4.02K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
2.38KNew |
$89.4K - $124K
|
2.38K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
52+ 0.16% |
$1.95K - $2.71K
|
32.7K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-302K- 69.11% |
$11.4M - $15.8M
|
135K
$6.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-81.7K- 79.99% |
$3.07M - $4.26M
|
20.4K
$914K
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
8.16KNew |
$307K - $425K
|
8.16K
$365K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 18.18% |
$75.1 - $104
|
13
$581
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20New |
$751 - $1.04K
|
20
$894
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 2.53% |
$3.76K - $5.21K
|
3.86K
$172K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
410New |
$15.4K - $21.4K
|
410
$18.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
670New |
$25.2K - $34.9K
|
670
$29.9K
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 1.81% |
$7.51K - $10.4K
|
10.9K
$485K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-17Closed |
$786 - $913
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-28Closed |
$1.29K - $1.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.6KNew |
$213K - $247K
|
4.6K
$206K
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.5K+ 28.3% |
$69.3K - $80.6K
|
6.8K
$304K
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-921- 10.78% |
$42.6K - $49.5K
|
7.62K
$341K
|
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-4.57KClosed |
$211K - $246K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.79K- 2.91% |
$82.6K - $96.1K
|
59.6K
$2.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-477- 3.08% |
$22K - $25.6K
|
15K
$672K
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
8.3KNew |
$384K - $446K
|
8.3K
$371K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-44- 0.84% |
$2.03K - $2.36K
|
5.2K
$232K
|
|