Purchases and Sales Made in Q2 2025 in John Wiley & Sons, Inc. (WLY)
This table provides information about the institutional ownership of John Wiley & Sons, Inc. (WLY) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
67+ 0.63% |
$2.48K - $3.05K
|
10.7K
$423K
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
49+ 0.62% |
$1.81K - $2.23K
|
7.9K
$311K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
44+ 209.52% |
$1.63K - $2K
|
65
$2.56K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
36+ 360.0% |
$1.33K - $1.64K
|
46
$1.81K
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
35+ 0.09% |
$1.3K - $1.59K
|
38.2K
$1.51M
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
33+ 15.21% |
$1.22K - $1.5K
|
250
$9.85K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
31+ 10.3% |
$1.15K - $1.41K
|
332
$13.1K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
20New |
$741 - $910
|
20
$788
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
15+ 0.04% |
$555 - $683
|
35.1K
$1.38M
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14New |
$518 - $637
|
14
$552
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12New |
$444 - $546
|
12
$473
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 400.0% |
$148 - $182
|
5
$197
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4New |
$148 - $182
|
4
$158
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$148 - $182
|
4
$158
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4New |
$148 - $182
|
4
$158
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 4.76% |
$111 - $137
|
66
$2.6K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 8.57% |
$111 - $137
|
38
$1.5K
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 100.0% |
$74.1 - $91
|
4
$158
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$37 - $45.5
|
1
$39.4
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 100.0% |
$37 - $45.5
|
2
$78.8
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 8.33% |
$37 - $45.5
|
11
$434
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3- 0.29% |
$111 - $137
|
1.02K
$40.1K
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-7- 7.78% |
$259 - $319
|
83
$3.27K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 57.14% |
$296 - $364
|
6
$236
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12- 2.55% |
$444 - $546
|
459
$18.1K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13- 0.1% |
$481 - $592
|
13.5K
$533K
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-25- 22.73% |
$926 - $1.14K
|
85
$3.35K
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-25- 0.05% |
$926 - $1.14K
|
48.6K
$1.92M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-29- 15.1% |
$1.07K - $1.32K
|
163
$6.42K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-47- 18.95% |
$1.74K - $2.14K
|
201
$7.92K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-52- 0.86% |
$1.93K - $2.37K
|
6.03K
$238K
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-68- 0.58% |
$2.52K - $3.09K
|
11.6K
$457K
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-82- 0.54% |
$3.04K - $3.73K
|
15.1K
$594K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-90- 11.61% |
$3.33K - $4.1K
|
685
$27K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-92- 1.48% |
$3.41K - $4.19K
|
6.11K
$241K
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 1.06% |
$3.7K - $4.55K
|
9.34K
$368K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-104- 3.08% |
$3.85K - $4.73K
|
3.27K
$129K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-107- 3.12% |
$3.96K - $4.87K
|
3.32K
$131K
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-126- 0.37% |
$4.67K - $5.73K
|
33.8K
$1.33M
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-143- 1.13% |
$5.3K - $6.51K
|
12.5K
$492K
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-156- 9.61% |
$5.78K - $7.1K
|
1.47K
$57.9K
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-170- 86.29% |
$6.3K - $7.74K
|
27
$1.06K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-179- 32.72% |
$6.63K - $8.14K
|
368
$14.5K
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-186- 53.91% |
$6.89K - $8.46K
|
159
$6.27K
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.04% |
$7.41K - $9.1K
|
19.1K
$753K
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-232- 4.6% |
$8.59K - $10.6K
|
4.81K
$190K
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-267- 56.45% |
$9.89K - $12.1K
|
206
$8.12K
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-280- 0.78% |
$10.4K - $12.7K
|
35.6K
$1.4M
|