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Get Institutions for : 
John Wiley & Sons Inc Class B (JW.B)  
$38.85 0.72 (1.89%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    0
Total shares held : 
269,188  
% of shares held : 
2.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
2,670  
% of shares held change : 
  0.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$37.43  
Last Quarter's Ending Price : 
$32.16  
Last Quarter's Average Price
$31.60  
Change from last quarter's     
avg. price to the last closing  : 
7.25 (22.94%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 8,147
 3.03%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
8
 226,993
 84.33%
 
Decreased Positions :
4
-5,348
-1.99%
 
Closed Positions :
1
-129
-0.05%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 3886 - 2023-12-31 145,704 $4,686,000 0
   PFG Investments LLC 186 *New 2024-03-31 53,477 $2,033,000 53,477
   ROYAL BANK OF CANADA 2949 - 2023-12-31 37,700 $1,213,000 0
   CALDWELL SUTTER CAPITAL INC. 87 - 2024-03-31 17,104 $650,000 0
   CANNELL PETER B & CO INC 189 - 2023-12-31 20,000 $643,000 0
   DIMENSIONAL FUND ADVISORS INC 3014 - 2023-12-31 18,324 $589,000 -2,670
   GEODE CAPITAL MANAGEMENT LLC 3838 *New 2023-12-31 8,147 $262,000 8,147
   UBS Group AG 4410 - 2023-12-31 7,900 $254,000 -24
   NEUBERGER BERMAN GROUP LLC 1686 - 2023-12-31 7,760 $250,000 -2,500
   VANGUARD GROUP INC 4216 - 2023-12-31 6,415 $206,000 0
   BLACKROCK INC. 4899 - 2023-12-31 62 $2,000 0
   TOWER RESEARCH CAPITAL LLC 5326 - 2023-12-31 64 $2,000 -154
   WELLS FARGO & CO/MN 6014 - 2023-12-31 8 $0 0
   BANK OF MONTREAL /CAN/ 3644 *Closed 2023-12-31 0 $0 -129
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  15 Records found
  1    
  Page 1 of 1
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