Purchases and Sales Made in Q1 2025 in John Wiley & Sons, Inc. (WLY)
This table provides information about the institutional ownership of John Wiley & Sons, Inc. (WLY) during Q1 2025. The information is specifically focused on institutions that hold shares of JOHN WILEY & SONS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
86+ 1.17% |
$3.26K - $4.02K
|
7.44K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
78New |
$2.96K - $3.64K
|
78
$3.38K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
62New |
$2.35K - $2.9K
|
62
$2.68K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
59+ 6.13% |
$2.24K - $2.76K
|
1.02K
$44.2K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
55+ 152.78% |
$2.09K - $2.57K
|
91
$3.94K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
47+ 23.38% |
$1.78K - $2.2K
|
248
$10.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
45+ 17.58% |
$1.71K - $2.1K
|
301
$13K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 266.67% |
$1.52K - $1.87K
|
55
$2.38K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
33+ 110.0% |
$1.25K - $1.54K
|
63
$2.73K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32+ 188.24% |
$1.21K - $1.5K
|
49
$2.12K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31+ 387.5% |
$1.18K - $1.45K
|
39
$1.69K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 6.35% |
$758 - $935
|
335
$14.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11New |
$417 - $514
|
11
$476
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$379 - $467
|
10
$433
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 4.83% |
$379 - $467
|
217
$9.39K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 200.0% |
$227 - $280
|
9
$390
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 40.0% |
$152 - $187
|
14
$606
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 27.27% |
$114 - $140
|
14
$606
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$114 - $140
|
3
$130
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 6.06% |
$75.8 - $93.5
|
35
$1.52K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$75.8 - $93.5
|
2
$86.6
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$37.9 - $46.7
|
1
$43.3
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 9.09% |
$37.9 - $46.7
|
12
$519
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$37.9 - $46.7
|
1
$43.3
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 9.09% |
$37.9 - $46.7
|
10
$433
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-2- 66.67% |
$75.8 - $93.5
|
1
$43.3
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2- 7.69% |
$75.8 - $93.5
|
24
$1.04K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 3.4% |
$190 - $234
|
142
$6.15K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-20- 66.67% |
$758 - $935
|
10
$433
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-34- 33.01% |
$1.29K - $1.59K
|
69
$2.99K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-34- 0.98% |
$1.29K - $1.59K
|
3.43K
$148K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-44- 63.77% |
$1.67K - $2.06K
|
25
$1.08K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-68- 1.11% |
$2.58K - $3.18K
|
6.08K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-68- 4.02% |
$2.58K - $3.18K
|
1.62K
$70.3K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-82- 20.4% |
$3.11K - $3.83K
|
320
$13.9K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-89- 0.32% |
$3.37K - $4.16K
|
28K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-113- 70.19% |
$4.28K - $5.28K
|
48
$2.08K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-117- 84.78% |
$4.44K - $5.47K
|
21
$909
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-119- 1.1% |
$4.51K - $5.56K
|
10.7K
$461K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-140- 1.18% |
$5.31K - $6.54K
|
11.8K
$509K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-212- 1.7% |
$8.04K - $9.91K
|
12.3K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-238- 1.03% |
$9.02K - $11.1K
|
22.8K
$986K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-243- 2.04% |
$9.21K - $11.4K
|
11.7K
$505K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-272- 1.55% |
$10.3K - $12.7K
|
17.2K
$746K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-273- 4.37% |
$10.3K - $12.8K
|
5.97K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-276- 44.44% |
$10.5K - $12.9K
|
345
$14.9K
|
|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-277- 0.44% |
$10.5K - $12.9K
|
63.2K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-297- 0.12% |
$11.3K - $13.9K
|
240K
$10.4M
|