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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
6.19K+ 302.15% |
$230K - $294K
|
8.23K
$293K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
352New |
$13.1K - $16.7K
|
352
$12.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
16New |
$594 - $760
|
16
$570
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
15New |
$557 - $713
|
15
$534
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
8.16KNew |
$307K - $425K
|
8.16K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
2.38KNew |
$89.4K - $124K
|
2.38K
$84.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
670New |
$25.2K - $34.9K
|
670
$23.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
410New |
$15.4K - $21.4K
|
410
$14.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
52+ 0.16% |
$1.95K - $2.71K
|
32.7K
$1.17M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
48+ 114.29% |
$1.8K - $2.5K
|
90
$3.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20New |
$751 - $1.04K
|
20
$712
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 18.18% |
$75.1 - $104
|
13
$463
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
16.2KNew |
$749K - $871K
|
16.2K
$577K
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
8.3KNew |
$384K - $446K
|
8.3K
$295K
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.6KNew |
$213K - $247K
|
4.6K
$164K
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.5K+ 28.3% |
$69.3K - $80.6K
|
6.8K
$242K
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
905+ 16.48% |
$41.8K - $48.6K
|
6.4K
$228K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.7KNew |
$525K - $620K
|
10.7K
$382K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
7New |
$343 - $405
|
7
$249
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.27KNew |
$275K - $294K
|
5.27K
$188K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
107New |
$5.58K - $5.97K
|
107
$3.81K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
33New |
$1.78K - $1.98K
|
33
$1.17K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14New |
$756 - $840
|
14
$498
|
|
| Q2 2021 | |||||||
|
Dec 01, 2022
Q2 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
6.32KNew |
$349K - $405K
|
6.32K
$225K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
100New |
$4.54K - $5.5K
|
100
$3.56K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
482New |
$15.2K - $18.6K
|
482
$17.2K
|
|
| Q2 2020 | |||||||
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
10New |
$339 - $430
|
10
$356
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
167KNew |
$5.28M - $8.25M
|
167K
$5.95M
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
28.6KNew |
$905K - $1.41M
|
28.6K
$1.02M
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
242New |
$10.9K - $14.9K
|
242
$8.62K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.64K+ 7990.91% |
$163K - $177K
|
2.67K
$95.1K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
6New |
$316 - $396
|
6
$214
|
|