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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
375
shares
|
$7,395
0.0% of portfolio
|
Q3 2024
Reduced 87.7%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2024 Q2 2024 |
362
shares
|
$7,138
0.0% of portfolio
|
Q1 2024
Added 22.71%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
355
shares
|
$7,000
0.0% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
350
shares
|
$6,902
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
334
shares
|
$6,586
0.0% of portfolio
|
Q2 2024
Added 1.52%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
327
shares
|
$6,448
0.0% of portfolio
|
Q4 2023
Added 1.24%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
300
shares
|
$5,916
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$5,916
0.0% of portfolio
|
Q2 2020
Reduced 94.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
297
shares
|
$5,856
0.0% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
285
shares
|
$5,620
0.0% of portfolio
|
Q1 2024
Reduced 52.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
285
shares
|
$5,620
0.0% of portfolio
|
Q3 2024
Added 63.79%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
268
shares
|
$5,284
0.0% of portfolio
|
Q2 2024
Added 6.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
256
shares
|
$5,048
0.0% of portfolio
|
Q2 2024
Reduced 80.32%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
250
shares
|
$4,930
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
238
shares
|
$4,693
0.0% of portfolio
|
Q2 2024
Reduced 87.29%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
226
shares
|
$4,456
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
218
shares
|
$4,298
0.0% of portfolio
|
Q4 2021
Reduced 42.93%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
218
shares
|
$4,298
0.0% of portfolio
|
Q1 2022
Reduced 42.93%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 12, 2024 Q2 2024 |
213
shares
|
$4,200
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
212
shares
|
$4,180
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
200
shares
|
$3,944
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$3,944
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
195
shares
|
$3,845
0.0% of portfolio
|
Q2 2024
Added 27.45%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
183
shares
|
$3,608
0.0% of portfolio
|
Q3 2024
Added 205.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
182
shares
|
$3,589
0.0% of portfolio
|
Q3 2024
Added 20.53%
|