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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.01% |
$16.4 - $20.1
|
17.9K
$201K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-271- 8.94% |
$4.44K - $5.46K
|
2.76K
$31K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
134New |
$2.2K - $2.7K
|
134
$1.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35.1KNew |
$576K - $707K
|
35.1K
$394K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-45.9K- 73.8% |
$752K - $924K
|
16.3K
$183K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
84New |
$1.38K - $1.69K
|
84
$943
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.26K- 80.23% |
$20.6K - $25.3K
|
310
$3.48K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
200New |
$3.28K - $4.03K
|
200
$2.25K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
850New |
$13.9K - $17.1K
|
850
$9.55K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
87New |
$1.43K - $1.75K
|
87
$977
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 1.62% |
$180 - $222
|
689
$7.74K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3- 0.51% |
$49.2 - $60.4
|
580
$6.51K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-100- 0.59% |
$1.64K - $2.01K
|
16.9K
$190K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
94.5KNew |
$1.55M - $1.9M
|
94.5K
$1.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
192New |
$3.15K - $3.87K
|
192
$2.16K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.23MNew |
$21.9M - $24.1M
|
1.23M
$13.8M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-52- 98.11% |
$929 - $1.02K
|
1
$11.2
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.36KNew |
$42.2K - $46.4K
|
2.36K
$26.5K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-400- 28.57% |
$7.15K - $7.87K
|
1K
$11.2K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
3.56KNew |
$63.6K - $70K
|
3.56K
$40K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.53K- 11.12% |
$27.3K - $30.1K
|
12.2K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
39.7K+ 256.48% |
$710K - $782K
|
55.2K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
9.27K+ 79.92% |
$166K - $182K
|
20.9K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
13KNew |
$232K - $256K
|
13K
$146K
|
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
80.7K+ 104.47% |
$1.44M - $1.59M
|
158K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-4.2K- 4.8% |
$75K - $82.6K
|
83.2K
$935K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
57.2K+ 19.83% |
$1.02M - $1.13M
|
346K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.76K- 62.47% |
$49.2K - $54.2K
|
1.66K
$18.6K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.26KNew |
$22.5K - $24.7K
|
1.26K
$14.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-634- 3.28% |
$11.3K - $12.5K
|
18.7K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-225K- 77.59% |
$4.02M - $4.43M
|
65K
$730K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.7KNew |
$191K - $211K
|
10.7K
$120K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
67+ 22.71% |
$1.2K - $1.32K
|
362
$4.07K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.61K- 2.03% |
$82.3K - $90.6K
|
223K
$2.5M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-67- 94.37% |
$1.2K - $1.32K
|
4
$44.9
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10.7K- 3.36% |
$192K - $211K
|
309K
$3.47M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-985- 62.15% |
$17.6K - $19.4K
|
600
$6.74K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
12KNew |
$214K - $236K
|
12K
$135K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
269KNew |
$4.8M - $5.29M
|
269K
$3.02M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
153+ 1.36% |
$2.73K - $3.01K
|
11.4K
$128K
|
|
|
May 08, 2024
Q1 2024
|
Savoir Faire Capital Management, L.P.
Norwalk, CT |
SELL
|
- |
-136K- 62.25% |
$2.42M - $2.67M
|
82.2K
$923K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
554New |
$9.9K - $10.9K
|
554
$6.22K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
37.5KNew |
$670K - $737K
|
37.5K
$421K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
18+ 13.74% |
$322 - $354
|
149
$1.67K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-640- 12.43% |
$11.4K - $12.6K
|
4.51K
$50.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
11.1KNew |
$199K - $219K
|
11.1K
$125K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-315- 52.5% |
$5.63K - $6.2K
|
285
$3.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
873+ 2.74% |
$15.6K - $17.2K
|
32.7K
$368K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
42.9KNew |
$767K - $844K
|
42.9K
$482K
|
|