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 429 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 $3.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
157
shares
|
$3,086
0.0% of portfolio
|
Q4 2022
Added 57.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
152
shares
|
$2,988
0.0% of portfolio
|
Q3 2024
Added 153.33%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
143
shares
|
$2,811
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
134
shares
|
$2,634
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
127
shares
|
$2,496
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
117
shares
|
$2,300
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
104
shares
|
$2,044
0.0% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
101
shares
|
$1,985
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
99
shares
|
$1,946
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
93
shares
|
$1,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
68
shares
|
$1,336
0.0% of portfolio
|
Q2 2024
Added 88.89%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
62
shares
|
$1,218
0.0% of portfolio
|
Q4 2023
Reduced 11.43%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
41
shares
|
$806
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$589
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
27
shares
|
$530
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
26
shares
|
$511
0.0% of portfolio
|
Q1 2023
Reduced 60.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
25
shares
|
$491
0.0% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
22
shares
|
$432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2024 Q2 2024 |
21
shares
|
$412
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
20
shares
|
$393
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
18
shares
|
$353
0.0% of portfolio
|
Q1 2024
Reduced 82.0%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
17
shares
|
$334
0.0% of portfolio
|
Q3 2024
Added 54.55%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
17
shares
|
$334
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
15
shares
|
$294
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
11
shares
|
$216
0.0% of portfolio
|
Q4 2023
New holding
|