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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
33New |
$1.78K - $1.98K
|
33
$1.47K
|
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.16KClosed |
$62.6K - $69.5K
|
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
$281K
|
|
|
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 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 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 13, 2021
Q2 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.33KClosed |
$239K - $277K
|
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
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.05KClosed |
$47.5K - $57.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-6.32KClosed |
$287K - $347K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-23.3KClosed |
$1.06M - $1.28M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-268Closed |
$12.2K - $14.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-65.6KClosed |
$2.98M - $3.61M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
100New |
$4.54K - $5.5K
|
100
$4.44K
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-500Closed |
$22.7K - $27.5K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.03KClosed |
$274K - $331K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Aigen Investment Management, LP
|
SELL
|
- |
-12.5KClosed |
$565K - $684K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-94Closed |
$4.27K - $5.17K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-293Closed |
$13.3K - $16.1K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$454 - $550
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-13Closed |
$590 - $714
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.67KClosed |
$75.8K - $91.7K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
SELL
|
- |
-700- 29.79% |
$31.8K - $38.5K
|
1.65K
$73.3K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-946Closed |
$29.1K - $43.7K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-495Closed |
$15.2K - $22.9K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-59.5KClosed |
$1.83M - $2.75M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-44Closed |
$1.35K - $2.03K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-12.7KClosed |
$392K - $589K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-49Closed |
$1.51K - $2.26K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-632Closed |
$19.5K - $29.2K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Emerald Advisers, LLC
|
SELL
|
- |
-444Closed |
$13.7K - $20.5K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-133Closed |
$4.1K - $6.15K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Bonness Enterprises Inc
|
SELL
|
- |
-9.6K- 16.55% |
$296K - $444K
|
48.4K
$2.15M
|
|
| Q3 2020 | |||||||
|
Dec 21, 2020
Q3 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.5K- 71.83% |
$142K - $173K
|
1.77K
$78.4K
|
|
|
Nov 16, 2020
Q3 2020
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-14.1KClosed |
$443K - $541K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-140Closed |
$4.42K - $5.39K
|
0
$0
|
|