Latest Institutional Purchases of John Wiley & Sons, Inc. (WLY)
This list provides information on the latest institutional transactions involving John Wiley & Sons, Inc. (WLY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
33New |
$1.07K - $1.25K
|
33
$1.74K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17New |
$552 - $644
|
17
$895
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 40.74% |
$357 - $417
|
38
$2K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
6New |
$195 - $227
|
6
$316
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4+ 44.44% |
$130 - $152
|
13
$684
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
30.1K+ 463.31% |
$927K - $1.21M
|
36.6K
$1.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
8.24KNew |
$254K - $330K
|
8.24K
$433K
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
7.48KNew |
$230K - $300K
|
7.48K
$394K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
7.1KNew |
$219K - $285K
|
7.1K
$374K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
5.91KNew |
$182K - $237K
|
5.91K
$311K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.42K+ 92.66% |
$167K - $217K
|
11.3K
$593K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.76KNew |
$146K - $191K
|
4.76K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
716+ 6.35% |
$22K - $28.7K
|
12K
$631K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
566New |
$17.4K - $22.7K
|
566
$29.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
230New |
$7.08K - $9.22K
|
230
$12.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$3.08K - $4.01K
|
100
$5.26K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
31New |
$954 - $1.24K
|
31
$1.63K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
20New |
$616 - $802
|
20
$1.05K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
13New |
$400 - $521
|
13
$684
|
|
| Q1 2023 | |||||||
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
7.6KNew |
$269K - $372K
|
7.6K
$400K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.48KNew |
$265K - $366K
|
7.48K
$394K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.03KNew |
$214K - $296K
|
6.03K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5.52K+ 138.98% |
$196K - $271K
|
9.5K
$500K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.55K+ 19.47% |
$55K - $76K
|
9.53K
$501K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.36K+ 19.94% |
$48.1K - $66.5K
|
8.16K
$429K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.14K+ 17.89% |
$40.2K - $55.6K
|
7.48K
$394K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
409+ 1.34% |
$14.5K - $20K
|
30.9K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
240New |
$8.5K - $11.8K
|
240
$12.6K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
206+ 1.51% |
$7.3K - $10.1K
|
13.8K
$728K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
58+ 1.05% |
$2.05K - $2.84K
|
5.58K
$294K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 9.09% |
$35.4 - $49
|
12
$631
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 10.0% |
$35.4 - $49
|
11
$579
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Gagnon Securities LLC
|
BUY
|
- |
1.42M+ 8548.48% |
$52.8M - $67.6M
|
1.44M
$75.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
883KNew |
$32.8M - $41.9M
|
883K
$46.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearline Capital LP
New York, NY |
BUY
|
- |
47.3KNew |
$1.76M - $2.25M
|
47.3K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
7.13KNew |
$265K - $339K
|
7.13K
$375K
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
6.19K+ 302.15% |
$230K - $294K
|
8.23K
$433K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
352New |
$13.1K - $16.7K
|
352
$18.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
16New |
$594 - $760
|
16
$842
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
15New |
$557 - $713
|
15
$789
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.2% |
$223 - $285
|
3.02K
$159K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
8.16KNew |
$307K - $425K
|
8.16K
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
2.38KNew |
$89.4K - $124K
|
2.38K
$125K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
670New |
$25.2K - $34.9K
|
670
$35.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
410New |
$15.4K - $21.4K
|
410
$21.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
52+ 0.16% |
$1.95K - $2.71K
|
32.7K
$1.72M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
48+ 114.29% |
$1.8K - $2.5K
|
90
$4.74K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20New |
$751 - $1.04K
|
20
$1.05K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
8+ 4.82% |
$300 - $417
|
174
$9.16K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 18.18% |
$75.1 - $104
|
13
$684
|
|