Latest Institutional Transactions on Wendy'S CO (WEN)
This table provides information on the latest institutional transactions involving Wendy'S CO (WEN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.56K+ 63.26% |
$92.9K - $106K
|
16.9K
$212K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
69+ 0.62% |
$978 - $1.12K
|
11.2K
$141K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.6K+ 28.91% |
$476K - $544K
|
150K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-218- 1.28% |
$3.09K - $3.53K
|
16.9K
$211K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
288New |
$4.08K - $4.66K
|
288
$3.61K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
25KNew |
$355K - $405K
|
25K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-4.5K- 4.7% |
$63.8K - $72.8K
|
91.2K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
510+ 13.49% |
$7.23K - $8.25K
|
4.29K
$53.7K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
36.4K+ 114.92% |
$516K - $589K
|
68.1K
$852K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 36.28% |
$213K - $244K
|
56.6K
$708K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.16K+ 785.71% |
$16.4K - $18.7K
|
1.3K
$16.3K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-95K- 41.57% |
$1.35M - $1.54M
|
133K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Towerview LLC
|
BUY
|
- |
2.5K+ 20.83% |
$35.4K - $40.4K
|
14.5K
$182K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4.85K+ 21.79% |
$68.7K - $78.4K
|
27.1K
$339K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-75- 0.1% |
$1.06K - $1.21K
|
75.6K
$946K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
133+ 0.57% |
$1.88K - $2.15K
|
23.7K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 1.52% |
$1.42K - $1.62K
|
6.5K
$81.3K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-296- 11.62% |
$4.19K - $4.79K
|
2.25K
$28.2K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
37.7KNew |
$534K - $610K
|
37.7K
$472K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
14.7KNew |
$209K - $238K
|
14.7K
$184K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-8.94K- 0.85% |
$127K - $145K
|
1.04M
$13.1M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
624+ 8914.29% |
$8.84K - $10.1K
|
631
$7.9K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-1.32M- 82.69% |
$18.6M - $21.3M
|
275K
$3.45M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24.7KNew |
$350K - $399K
|
24.7K
$309K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
26.5KNew |
$376K - $429K
|
26.5K
$332K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-13.5K- 13.24% |
$191K - $218K
|
88.4K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.33K- 2.57% |
$33K - $37.6K
|
88.1K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-455- 0.91% |
$6.45K - $7.36K
|
49.7K
$622K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 1.05% |
$7.09K - $8.09K
|
48K
$601K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
15.3KNew |
$217K - $248K
|
15.3K
$192K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
37K+ 22.61% |
$524K - $598K
|
200K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
917+ 27.41% |
$13K - $14.8K
|
4.26K
$53.4K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-41K- 46.16% |
$582K - $664K
|
47.9K
$599K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
386+ 20.63% |
$5.47K - $6.24K
|
2.26K
$28.3K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.16K+ 49.11% |
$73.2K - $83.5K
|
15.7K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.3K+ 22.01% |
$18.5K - $21.1K
|
7.22K
$90.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
14.4KNew |
$205K - $234K
|
14.4K
$181K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.95K- 77.35% |
$141K - $161K
|
2.91K
$36.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.56% |
$14.2 - $16.2
|
40
$501
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-743- 34.98% |
$10.5K - $12K
|
1.38K
$17.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
26.8K+ 7.75% |
$379K - $433K
|
372K
$4.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-29.8K- 15.25% |
$422K - $482K
|
165K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.99% |
$5.67K - $6.47K
|
41K
$513K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
340+ 1.24% |
$4.82K - $5.5K
|
27.7K
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-125- 51.02% |
$1.77K - $2.02K
|
120
$1.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.2KNew |
$386K - $440K
|
27.2K
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
582+ 1.6% |
$8.25K - $9.41K
|
37K
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.37K- 44.86% |
$33.5K - $38.3K
|
2.91K
$36.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
83+ 0.58% |
$1.18K - $1.34K
|
14.4K
$180K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
20.7K+ 110.48% |
$293K - $335K
|
39.4K
$494K
|