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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Aug 13, 2024 Q2 2024 |
20,267
shares
|
$398,449
0.05% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 12, 2024 Q2 2024 |
19,911
shares
|
$391,450
0.0% of portfolio
|
Q3 2023
Reduced 33.75%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
19,827
shares
|
$389,798
0.0% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
19,222
shares
|
$377,904
0.01% of portfolio
|
Q2 2024
Added 20.33%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
18,894
shares
|
$371,456
0.0% of portfolio
|
Q2 2024
Added 83.65%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 05, 2024 Q2 2024 |
18,500
shares
|
$363,710
0.0% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
18,379
shares
|
$361,331
0.01% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
18,291
shares
|
$359,601
0.0% of portfolio
|
Q2 2024
Added 332.92%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2024 Q2 2024 |
18,210
shares
|
$358,008
0.03% of portfolio
|
Q2 2024
Reduced 45.09%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
17,869
shares
|
$351,304
0.06% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
17,710
shares
|
$348,178
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
17,599
shares
|
$345,996
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
17,471
shares
|
$343,479
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
17,420
shares
|
$342,477
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Hardy Reed LLC
|
Aug 12, 2024 Q2 2024 |
17,110
shares
|
$336,382
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
16,900
shares
|
$332,254
0.01% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
16,600
shares
|
$326,356
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
16,168
shares
|
$317,862
0.01% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
16,047
shares
|
$315,484
0.0% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Bank Of Nova Scotia
|
Aug 14, 2024 Q2 2024 |
15,693
shares
|
$308,524
0.0% of portfolio
|
Q2 2024
Reduced 16.41%
|
|
|
Quest Partners LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
15,496
shares
|
$304,651
0.04% of portfolio
|
Q2 2024
Reduced 82.16%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
15,386
shares
|
$302,488
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
15,307
shares
|
$300,935
0.07% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
15,085
shares
|
$296,571
0.01% of portfolio
|
Q1 2021
Reduced 6.22%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 12, 2024 Q2 2024 |
14,951
shares
|
$293,936
0.13% of portfolio
|
Q2 2024
New holding
|