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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
4.69K+ 55.35% |
$52.1K - $69.1K
|
13.2K
$148K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.62K+ 781.64% |
$18K - $23.8K
|
1.83K
$20.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 59.63% |
$14.1K - $18.7K
|
861
$9.67K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
5.82K+ 24.95% |
$64.6K - $85.7K
|
29.1K
$327K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
391+ 10.98% |
$4.34K - $5.76K
|
3.95K
$44.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-281K- 63.66% |
$3.12M - $4.14M
|
160K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.02K+ 1.96% |
$11.4K - $15.1K
|
53.3K
$598K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-72- 83.72% |
$800 - $1.06K
|
14
$157
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
39.5K+ 53.89% |
$439K - $581K
|
113K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
48.7K+ 6.19% |
$541K - $717K
|
837K
$9.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
10.9KNew |
$121K - $160K
|
10.9K
$122K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.23% |
$100 - $132
|
743
$8.34K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 0.19% |
$22.2 - $29.4
|
1.07K
$12K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
500+ 100.0% |
$5.56K - $7.36K
|
1K
$11.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.74K+ 32.77% |
$52.6K - $69.7K
|
19.2K
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.5K+ 250.0% |
$16.7K - $22.1K
|
2.1K
$23.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-23.8K- 99.93% |
$264K - $350K
|
16
$180
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.66K+ 356.87% |
$62.9K - $83.3K
|
7.25K
$81.4K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
144+ 1.24% |
$1.6K - $2.12K
|
11.7K
$132K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2.55K- 6.69% |
$28.3K - $37.5K
|
35.5K
$399K
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
525+ 2.02% |
$7.44K - $8.49K
|
26.6K
$298K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-219K- 91.83% |
$3.1M - $3.53M
|
19.4K
$218K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.33K+ 550.78% |
$89.8K - $102K
|
7.48K
$84K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
9.31K+ 18.4% |
$132K - $151K
|
59.9K
$673K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.4K- 46.24% |
$34K - $38.8K
|
2.79K
$31.3K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
154K+ 398.22% |
$2.18M - $2.48M
|
192K
$2.16M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
11.1K+ 1.76% |
$157K - $179K
|
639K
$7.18M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$56.7 - $64.7
|
4
$44.9
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
181New |
$2.56K - $2.93K
|
181
$2.03K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
8.92K+ 67.01% |
$126K - $144K
|
22.2K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-348- 1.88% |
$4.93K - $5.63K
|
18.2K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
6.72K+ 1.88% |
$95.2K - $109K
|
365K
$4.1M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
616+ 0.44% |
$8.73K - $9.96K
|
140K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
26.2KNew |
$372K - $424K
|
26.2K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.19K- 59.23% |
$116K - $132K
|
5.64K
$63.3K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
209K+ 3.84% |
$2.97M - $3.39M
|
5.67M
$63.7M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
52.8K+ 390.04% |
$749K - $854K
|
66.4K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-97K- 55.64% |
$1.37M - $1.57M
|
77.3K
$868K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
57.4KNew |
$813K - $928K
|
57.4K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$14.2 - $16.2
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-62.8K- 74.8% |
$890K - $1.02M
|
21.2K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.24K+ 67.24% |
$103K - $117K
|
18K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-274K- 14.31% |
$3.88M - $4.42M
|
1.64M
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-547K- 45.87% |
$7.75M - $8.84M
|
645K
$7.25M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
15.6KNew |
$220K - $252K
|
15.6K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.29K- 33.39% |
$103K - $118K
|
14.5K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1New |
$14.2 - $16.2
|
1
$11.2
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
21.8K+ 81.16% |
$308K - $352K
|
48.6K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-5.8K- 3.94% |
$82.2K - $93.8K
|
141K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.81K- 13.53% |
$25.6K - $29.2K
|
11.5K
$130K
|
|