Latest Institutional Transactions on John Wiley & Sons, Inc. (WLY)
This table provides information on the latest institutional transactions involving John Wiley & Sons, Inc. (WLY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-3.09KClosed |
$151K - $179K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-3.62KClosed |
$177K - $209K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-1.97KClosed |
$96.5K - $114K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-10Closed |
$490 - $578
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
7New |
$343 - $405
|
7
$297
|
|
Q4 2021 | |||||||
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.27KNew |
$275K - $294K
|
5.27K
$224K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-14Closed |
$730 - $782
|
0
$0
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
107New |
$5.58K - $5.97K
|
107
$4.54K
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1Closed |
$52.2 - $55.8
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-31.1KClosed |
$1.62M - $1.73M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-24.3KClosed |
$1.27M - $1.36M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-147Closed |
$7.67K - $8.21K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-15.6KClosed |
$814K - $871K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6Closed |
$313 - $335
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-315Closed |
$16.4K - $17.6K
|
0
$0
|
|
Q3 2021 | |||||||
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14New |
$756 - $840
|
14
$595
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 75.0% |
$324 - $360
|
2
$84.9
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-462Closed |
$25K - $27.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-116Closed |
$6.27K - $6.96K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-4.6KClosed |
$248K - $276K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-18.8KClosed |
$1.02M - $1.13M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-26.2KClosed |
$1.42M - $1.57M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.8KClosed |
$151K - $168K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2KClosed |
$108K - $120K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
33New |
$1.78K - $1.98K
|
33
$1.4K
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.16KClosed |
$62.6K - $69.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
SELL
|
- |
-3.7KClosed |
$200K - $222K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-4.04KClosed |
$218K - $242K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-5.39KClosed |
$291K - $323K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-7.13KClosed |
$385K - $428K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-134Closed |
$7.24K - $8.04K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-7.19KClosed |
$389K - $432K
|
0
$0
|
|
Q2 2021 | |||||||
Dec 01, 2022
Q2 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
6.32KNew |
$349K - $405K
|
6.32K
$269K
|
|
Aug 16, 2021
Q2 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-9.15KClosed |
$505K - $586K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-251KClosed |
$13.9M - $16.1M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.85KClosed |
$102K - $119K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-4.3KClosed |
$237K - $276K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.33KClosed |
$239K - $277K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-82KClosed |
$4.53M - $5.26M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-15.8KClosed |
$874K - $1.01M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1Closed |
$55.2 - $64.1
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-6.05KClosed |
$334K - $388K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.68KClosed |
$258K - $300K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-414Closed |
$22.8K - $26.5K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.59KClosed |
$143K - $166K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-95.6KClosed |
$5.28M - $6.13M
|
0
$0
|
|
Q1 2021 | |||||||
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-40.4KClosed |
$1.83M - $2.22M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-6.32KClosed |
$287K - $347K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.05KClosed |
$47.5K - $57.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-268Closed |
$12.2K - $14.7K
|
0
$0
|