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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-399- 3.54% |
$5.65K - $6.45K
|
10.9K
$144K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
162K+ 58.18% |
$2.3M - $2.63M
|
441K
$5.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
67+ 5.89% |
$949 - $1.08K
|
1.2K
$15.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 6.25% |
$28.3 - $32.3
|
30
$397
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
43.3K+ 263.91% |
$613K - $700K
|
59.7K
$789K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-95.2K- 11.61% |
$1.35M - $1.54M
|
724K
$9.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7- 63.64% |
$99.2 - $113
|
4
$52.9
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
207New |
$2.93K - $3.35K
|
207
$2.74K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-334- 2.69% |
$4.73K - $5.4K
|
12.1K
$159K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 1.46% |
$56.7 - $64.7
|
278
$3.68K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
21.7KNew |
$307K - $350K
|
21.7K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-588- 26.97% |
$8.33K - $9.51K
|
1.59K
$21K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.47K- 15.85% |
$49.1K - $56.1K
|
18.4K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.15K+ 33.91% |
$30.4K - $34.7K
|
8.48K
$112K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12New |
$170 - $194
|
12
$159
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.33K+ 6.56% |
$18.8K - $21.5K
|
21.6K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
190+ 1.59% |
$2.69K - $3.07K
|
12.1K
$161K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
19.7K+ 36.91% |
$280K - $319K
|
73.3K
$969K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.96K+ 1111.93% |
$27.7K - $31.6K
|
2.13K
$28.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
46.2K+ 75.34% |
$654K - $747K
|
107K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.24K- 2.91% |
$17.6K - $20.1K
|
41.5K
$548K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
64+ 290.91% |
$907 - $1.03K
|
86
$1.14K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-58.1K- 93.16% |
$824K - $940K
|
4.27K
$56.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
22.3KNew |
$315K - $360K
|
22.3K
$294K
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
3K+ 60.0% |
$42.5K - $48.5K
|
8K
$106K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
12KNew |
$170K - $194K
|
12K
$159K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
15.3K+ 1.98% |
$217K - $248K
|
788K
$10.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
47.8K+ 168.06% |
$677K - $773K
|
76.2K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-217- 76.14% |
$3.07K - $3.51K
|
68
$899
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
263+ 2.32% |
$3.73K - $4.25K
|
11.6K
$153K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
117K+ 20.12% |
$1.66M - $1.9M
|
700K
$9.26M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.4K- 46.96% |
$19.9K - $22.7K
|
1.59K
$21K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23+ 255.56% |
$326 - $372
|
32
$423
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
214+ 28.42% |
$3.03K - $3.46K
|
967
$12.8K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
22.1K+ 1293.97% |
$313K - $357K
|
23.8K
$315K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
715+ 201.41% |
$10.1K - $11.6K
|
1.07K
$14.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-4.81K- 11.22% |
$68.2K - $77.8K
|
38.1K
$503K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.43KNew |
$39.5K - $49.6K
|
2.43K
$32.1K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
251New |
$4.08K - $5.13K
|
251
$3.32K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-14.6K- 22.42% |
$238K - $299K
|
50.6K
$669K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
16.1KNew |
$262K - $329K
|
16.1K
$213K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
16.1KNew |
$262K - $329K
|
16.1K
$213K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
245New |
$3.98K - $5K
|
245
$3.24K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-19.1K- 26.56% |
$311K - $390K
|
52.8K
$698K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-151- 0.5% |
$2.46K - $3.08K
|
30K
$397K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$170K - $214K
|
10.5K
$138K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
228KNew |
$3.71M - $4.66M
|
228K
$3.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.24K- 4.92% |
$52.7K - $66.2K
|
62.6K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-906- 0.25% |
$14.7K - $18.5K
|
358K
$4.73M
|
|