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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
385
shares
|
$16,208
0.0% of portfolio
|
Q3 2024
Added 91.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
357
shares
|
$15,029
0.0% of portfolio
|
Q3 2024
Reduced 39.59%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
349
shares
|
$14,692
0.0% of portfolio
|
Q3 2024
Added 34.23%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
344
shares
|
$14,482
0.0% of portfolio
|
Q3 2024
Added 63.03%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
317
shares
|
$13,345
0.0% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
268
shares
|
$11,282
0.0% of portfolio
|
Q2 2024
Added 2580.0%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
235
shares
|
$9,893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
218
shares
|
$9,177
0.01% of portfolio
|
Q3 2024
Reduced 18.66%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
213
shares
|
$8,967
0.0% of portfolio
|
Q3 2024
Added 73.17%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
201
shares
|
$8,462
0.0% of portfolio
|
Q4 2024
Added 229.51%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
184
shares
|
$7,746
0.0% of portfolio
|
Q3 2024
Reduced 98.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
172
shares
|
$7,241
0.0% of portfolio
|
Q2 2020
Reduced 88.66%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
155
shares
|
$6,525
0.0% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
138
shares
|
$5,809
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
128
shares
|
$5,388
0.0% of portfolio
|
Q3 2024
Added 40.66%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
107
shares
|
$4,504
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
103
shares
|
$4,336
0.0% of portfolio
|
Q3 2024
Added 128.89%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
90
shares
|
$3,789
0.0% of portfolio
|
Q3 2022
Added 114.29%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
79
shares
|
$3,325
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
65
shares
|
$2,736
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
61
shares
|
$2,568
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
60
shares
|
$2,526
0.0% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
55
shares
|
$2,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
43
shares
|
$1,810
0.0% of portfolio
|
Q2 2022
Reduced 81.3%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
40
shares
|
$1,684
0.0% of portfolio
|
Q3 2024
Added 300.0%
|