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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
2.8KNew |
$44.3K - $51.1K
|
2.8K
$31.4K
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
850New |
$13.5K - $15.5K
|
850
$9.55K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.5KNew |
$213K - $246K
|
13.5K
$151K
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
14.7K+ 100.63% |
$233K - $268K
|
29.3K
$329K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
143New |
$2.26K - $2.61K
|
143
$1.61K
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-113K- 79.44% |
$1.78M - $2.05M
|
29.1K
$327K
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
27.6K+ 12.64% |
$436K - $503K
|
246K
$2.76M
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
10.7KNew |
$169K - $195K
|
10.7K
$120K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.57K- 36.59% |
$104K - $120K
|
11.4K
$128K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.7K+ 1562.94% |
$487K - $561K
|
32.7K
$367K
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
93New |
$1.47K - $1.7K
|
93
$1.04K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
423New |
$6.7K - $7.72K
|
423
$4.75K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
101New |
$1.6K - $1.84K
|
101
$1.13K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.81K+ 17.72% |
$108K - $124K
|
45.2K
$508K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-201- 0.93% |
$3.18K - $3.67K
|
21.4K
$240K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$79.2 - $91.2
|
5
$56.2
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
12.1KNew |
$192K - $221K
|
12.1K
$136K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-100- 4.23% |
$1.58K - $1.82K
|
2.26K
$25.4K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.68K- 87.7% |
$42.3K - $48.8K
|
375
$4.21K
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-150- 42.86% |
$2.37K - $2.74K
|
200
$2.25K
|
|
Q2 2024 | |||||||
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
58.9KNew |
$966K - $1.19M
|
58.9K
$661K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
704New |
$11.5K - $14.2K
|
704
$7.91K
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
16K+ 30.26% |
$263K - $323K
|
69K
$775K
|
|
Aug 14, 2024
Q2 2024
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
650KNew |
$10.7M - $13.1M
|
650K
$7.3M
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5KNew |
$82K - $101K
|
5K
$56.2K
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-193K- 75.61% |
$3.16M - $3.88M
|
62.2K
$699K
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
30.8KNew |
$506K - $621K
|
30.8K
$346K
|
|
Aug 14, 2024
Q2 2024
|
Sandler Capital Management
New York, NY |
SELL
|
PUT |
-378K- 48.59% |
$6.2M - $7.61M
|
400K
$4.49M
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10K+ 36.11% |
$164K - $201K
|
37.7K
$423K
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-8.95K- 85.55% |
$147K - $180K
|
1.51K
$17K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
47.4KNew |
$778K - $955K
|
47.4K
$533K
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
17.6KNew |
$289K - $354K
|
17.6K
$198K
|
|
Aug 13, 2024
Q2 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
17.7KNew |
$290K - $357K
|
17.7K
$199K
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
16.6KNew |
$272K - $334K
|
16.6K
$186K
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.11K+ 12.93% |
$67.5K - $82.8K
|
35.9K
$403K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-147K- 0.75% |
$2.41M - $2.96M
|
19.6M
$220M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.1KNew |
$165K - $203K
|
10.1K
$113K
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
17.1KNew |
$281K - $345K
|
17.1K
$192K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7+ 0.69% |
$115 - $141
|
1.02K
$11.5K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.52KNew |
$156K - $192K
|
9.52K
$107K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
23New |
$377 - $463
|
23
$258
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-30.5K- 11.84% |
$500K - $614K
|
227K
$2.55M
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
173New |
$2.84K - $3.48K
|
173
$1.94K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41New |
$672 - $826
|
41
$460
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-300- 1.6% |
$4.92K - $6.04K
|
18.5K
$208K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.08KNew |
$17.6K - $21.7K
|
1.08K
$12.1K
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
30.6K+ 46.42% |
$501K - $616K
|
96.4K
$1.08M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.06K- 7.92% |
$17.4K - $21.3K
|
12.3K
$138K
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
SELL
|
- |
-136K- 66.93% |
$2.23M - $2.74M
|
67.1K
$754K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
15.8KNew |
$258K - $317K
|
15.8K
$177K
|