Institutional Ownership Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN). We have compiled data on the 425 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $3.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
921
shares
|
$18,162
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
833
shares
|
$16,426
0.0% of portfolio
|
Q3 2024
Added 21.96%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
827
shares
|
$16,308
0.0% of portfolio
|
Q2 2024
Added 9.83%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
800
shares
|
$15,776
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
750
shares
|
$14,790
0.0% of portfolio
|
Q1 2021
Reduced 40.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
704
shares
|
$13,882
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
702
shares
|
$13,843
0.0% of portfolio
|
Q3 2024
Added 96.64%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2024 Q2 2024 |
700
shares
|
$13,804
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
670
shares
|
$13,212
0.0% of portfolio
|
Q1 2023
Reduced 21.18%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
600
shares
|
$11,832
0.0% of portfolio
|
Q1 2024
Reduced 62.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
600
shares
|
$11,832
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
580
shares
|
$11,437
0.0% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
541
shares
|
$10,668
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
505
shares
|
$9,958
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
500
shares
|
$9,860
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
476
shares
|
$9,386
0.0% of portfolio
|
Q3 2023
Reduced 31.9%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
452
shares
|
$8,913
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
437
shares
|
$8,617
0.0% of portfolio
|
Q2 2024
Reduced 27.17%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
425
shares
|
$8,381
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
424
shares
|
$8,361
0.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
423
shares
|
$8,341
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
422
shares
|
$8,321
0.0% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
400
shares
|
$7,888
0.0% of portfolio
|
Q2 2024
Reduced 90.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
389
shares
|
$7,671
0.0% of portfolio
|
Q2 2024
Added 897.44%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
377
shares
|
$7,434
0.02% of portfolio
|
Q3 2023
New holding
|