Institutional Ownership John Wiley & Sons, Inc. (WLY)
This table provides information about the institutional ownership of John Wiley & Sons, Inc. (WLY). We have compiled data on the 247 institutions that hold shares in the stock, with a total of 39.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
39
shares
|
$1,641
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
33
shares
|
$1,389
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
33
shares
|
$1,389
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
28
shares
|
$1,178
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
21
shares
|
$884
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
20
shares
|
$842
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
20
shares
|
$842
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
17
shares
|
$715
0.0% of portfolio
|
Q3 2024
Reduced 90.4%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
16
shares
|
$673
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
11
shares
|
$463
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
10
shares
|
$421
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
10
shares
|
$421
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
9
shares
|
$378
0.0% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
8
shares
|
$336
0.0% of portfolio
|
Q4 2023
Reduced 68.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
5
shares
|
$210
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
4
shares
|
$168
0.0% of portfolio
|
Q4 2023
Added 33.33%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3
shares
|
$126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1
shares
|
$42
0.0% of portfolio
|
Q1 2024
Reduced 88.89%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|