Purchases and Sales Made in Q4 2023 in John Wiley & Sons, Inc. (WLY)
This table provides information about the institutional ownership of John Wiley & Sons, Inc. (WLY) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
120+ 1.8% |
$3.5K - $4.41K
|
6.79K
$301K
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
119+ 10.84% |
$3.47K - $4.38K
|
1.22K
$54K
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
99+ 0.98% |
$2.88K - $3.64K
|
10.2K
$453K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
66New |
$1.92K - $2.43K
|
66
$2.93K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
62+ 0.31% |
$1.81K - $2.28K
|
19.8K
$876K
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
61New |
$1.78K - $2.24K
|
61
$2.7K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
61+ 105.17% |
$1.78K - $2.24K
|
119
$5.28K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
52New |
$1.52K - $1.91K
|
52
$2.31K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
39New |
$1.14K - $1.43K
|
39
$1.73K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30New |
$874 - $1.1K
|
30
$1.33K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 46.67% |
$204 - $258
|
22
$975
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7New |
$204 - $258
|
7
$310
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 33.33% |
$29.1 - $36.8
|
4
$177
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 14.29% |
$87.4 - $110
|
18
$798
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-7- 0.03% |
$204 - $258
|
21K
$931K
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-10- 58.82% |
$291 - $368
|
7
$310
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-12- -0.0% |
$350 - $441
|
5.47M
$242M
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13- 0.81% |
$379 - $478
|
1.6K
$70.9K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 68.0% |
$495 - $625
|
8
$355
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-22- 0.29% |
$641 - $809
|
7.44K
$330K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 4.8% |
$699 - $883
|
476
$21.1K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-24- 70.59% |
$699 - $883
|
10
$443
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-36- 0.17% |
$1.05K - $1.32K
|
20.7K
$916K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-38- 79.17% |
$1.11K - $1.4K
|
10
$443
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-50- 0.24% |
$1.46K - $1.84K
|
21K
$931K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-81- 26.64% |
$2.36K - $2.98K
|
223
$9.89K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-106- 33.65% |
$3.09K - $3.9K
|
209
$9.27K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-150- 15.79% |
$4.37K - $5.52K
|
800
$35.5K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-170- 18.22% |
$4.95K - $6.25K
|
763
$33.8K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-212- 33.39% |
$6.18K - $7.8K
|
423
$18.8K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-229- 19.18% |
$6.67K - $8.42K
|
965
$42.8K
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-231- 1.47% |
$6.73K - $8.5K
|
15.4K
$685K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-239- 96.37% |
$6.96K - $8.79K
|
9
$399
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-245- 1.96% |
$7.14K - $9.01K
|
12.3K
$544K
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-257- 2.02% |
$7.49K - $9.46K
|
12.4K
$552K
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-354- 0.47% |
$10.3K - $13K
|
75.3K
$3.34M
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.84% |
$11.7K - $14.7K
|
21.3K
$944K
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-452- 0.74% |
$13.2K - $16.6K
|
60.7K
$2.69M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-468- 11.03% |
$13.6K - $17.2K
|
3.78K
$167K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-480- 19.06% |
$14K - $17.7K
|
2.04K
$90.4K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-500- 1.62% |
$14.6K - $18.4K
|
30.3K
$1.34M
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-502- 19.47% |
$14.6K - $18.5K
|
2.08K
$92K
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-552- 22.38% |
$16.1K - $20.3K
|
1.91K
$84.9K
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-562- 3.77% |
$16.4K - $20.7K
|
14.3K
$636K
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-568- 2.19% |
$16.6K - $20.9K
|
25.4K
$1.13M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-759- 4.84% |
$22.1K - $27.9K
|
14.9K
$661K
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-780- 80.16% |
$22.7K - $28.7K
|
193
$8.56K
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-787- 3.66% |
$22.9K - $29K
|
20.7K
$919K
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-824- 8.74% |
$24K - $30.3K
|
8.61K
$382K
|