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 |
|---|---|---|---|---|---|---|---|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
7.48KNew |
$230K - $300K
|
7.48K
$306K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
20New |
$616 - $802
|
20
$819
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
566New |
$17.4K - $22.7K
|
566
$23.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.42K+ 92.66% |
$167K - $217K
|
11.3K
$461K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
230New |
$7.08K - $9.22K
|
230
$9.41K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
30.1K+ 463.31% |
$927K - $1.21M
|
36.6K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
31New |
$954 - $1.24K
|
31
$1.27K
|
|
|
Aug 14, 2023
Q2 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-5.73K- 46.93% |
$176K - $230K
|
6.48K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-497- 6.56% |
$15.3K - $19.9K
|
7.08K
$290K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
716+ 6.35% |
$22K - $28.7K
|
12K
$491K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-40- 0.57% |
$1.23K - $1.6K
|
6.94K
$284K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.76KNew |
$146K - $191K
|
4.76K
$195K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
5.91KNew |
$182K - $237K
|
5.91K
$242K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
7.1KNew |
$219K - $285K
|
7.1K
$291K
|
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
SELL
|
- |
-35.5K- 60.26% |
$1.09M - $1.42M
|
23.4K
$958K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
13New |
$400 - $521
|
13
$532
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
8.24KNew |
$254K - $330K
|
8.24K
$337K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$3.08K - $4.01K
|
100
$4.09K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 20.0% |
$61.6 - $80.2
|
8
$327
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-182K- 96.13% |
$6.43M - $8.9M
|
7.32K
$300K
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
7.6KNew |
$269K - $372K
|
7.6K
$311K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.36K+ 19.94% |
$48.1K - $66.5K
|
8.16K
$334K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.14K+ 17.89% |
$40.2K - $55.6K
|
7.48K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
240New |
$8.5K - $11.8K
|
240
$9.82K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5.52K+ 138.98% |
$196K - $271K
|
9.5K
$389K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
58+ 1.05% |
$2.05K - $2.84K
|
5.58K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-373- 5.74% |
$13.2K - $18.3K
|
6.13K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
409+ 1.34% |
$14.5K - $20K
|
30.9K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.55K+ 19.47% |
$55K - $76K
|
9.53K
$390K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-731- 3.83% |
$25.9K - $35.8K
|
18.4K
$752K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.48KNew |
$265K - $366K
|
7.48K
$306K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-100- 98.04% |
$3.54K - $4.9K
|
2
$81.9
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 9.09% |
$35.4 - $49
|
12
$491
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-662- 1.17% |
$23.4K - $32.4K
|
55.9K
$2.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 10.0% |
$35.4 - $49
|
11
$450
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.03KNew |
$214K - $296K
|
6.03K
$247K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-123- 17.72% |
$4.36K - $6.03K
|
571
$23.4K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
206+ 1.51% |
$7.3K - $10.1K
|
13.8K
$566K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-38- 0.57% |
$1.35K - $1.86K
|
6.66K
$273K
|
|
| Q4 2022 | |||||||
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8Closed |
$297 - $380
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.2% |
$223 - $285
|
3.02K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.8K- 70.89% |
$104K - $133K
|
1.15K
$47.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
883KNew |
$32.8M - $41.9M
|
883K
$36.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearline Capital LP
New York, NY |
BUY
|
- |
47.3KNew |
$1.76M - $2.25M
|
47.3K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.5KClosed |
$130K - $166K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
7.13KNew |
$265K - $339K
|
7.13K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-2.17K- 29.91% |
$80.4K - $103K
|
5.07K
$208K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
352New |
$13.1K - $16.7K
|
352
$14.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
16New |
$594 - $760
|
16
$655
|
|
|
Feb 07, 2023
Q4 2022
|
Gagnon Securities LLC
|
BUY
|
- |
1.42M+ 8548.48% |
$52.8M - $67.6M
|
1.44M
$58.9M
|
|