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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
83New |
$754 - $986
|
83
$738
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.2K+ 70.98% |
$129K - $169K
|
34.3K
$305K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
21.8KNew |
$198K - $259K
|
21.8K
$194K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 1.41% |
$9.09 - $11.9
|
72
$640
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-345- 97.46% |
$3.14K - $4.1K
|
9
$80
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.52K- 34.35% |
$13.8K - $18K
|
2.9K
$25.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
39.2KNew |
$357K - $466K
|
39.2K
$349K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30.2KNew |
$275K - $359K
|
30.2K
$269K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
32.6KNew |
$296K - $387K
|
32.6K
$290K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.51K+ 11.72% |
$77.4K - $101K
|
81.2K
$721K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
912New |
$8.29K - $10.8K
|
912
$8.11K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.8K+ 23.57% |
$208K - $271K
|
120K
$1.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.15K+ 19693.75% |
$28.6K - $37.4K
|
3.17K
$28.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
203New |
$1.85K - $2.41K
|
203
$1.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-110- 70.06% |
$1K - $1.31K
|
47
$418
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
18K+ 9.67% |
$163K - $214K
|
204K
$1.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
12.1KNew |
$110K - $143K
|
12.1K
$107K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.41K+ 27.33% |
$31K - $40.5K
|
15.9K
$141K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.03K+ 11.68% |
$18.4K - $24.1K
|
19.4K
$172K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
268+ 204.58% |
$2.44K - $3.18K
|
399
$3.55K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.5K+ 11.81% |
$68.2K - $89.1K
|
71K
$631K
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
57.6KNew |
$524K - $684K
|
57.6K
$512K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
11.1K+ 503.09% |
$101K - $132K
|
13.3K
$118K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-144- 1.17% |
$1.31K - $1.71K
|
12.1K
$108K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
72.4K+ 399.33% |
$658K - $860K
|
90.6K
$805K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
2.57K+ 7.79% |
$23.4K - $30.6K
|
35.6K
$316K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.15K+ 10.79% |
$10.5K - $13.7K
|
11.8K
$105K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.15K- 11.15% |
$65K - $84.9K
|
57K
$506K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
297New |
$2.7K - $3.53K
|
297
$2.64K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-547- 3.1% |
$4.97K - $6.5K
|
17.1K
$152K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.5K- 21.98% |
$40.9K - $53.4K
|
16K
$142K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
27.3K+ 60.13% |
$248K - $324K
|
72.7K
$646K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-250- 20.0% |
$2.27K - $2.97K
|
1K
$8.89K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.19K+ 204.96% |
$19.9K - $26K
|
3.26K
$29K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
805+ 0.17% |
$7.32K - $9.56K
|
484K
$4.3M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
595+ 14.53% |
$5.41K - $7.07K
|
4.69K
$41.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5.26KNew |
$47.8K - $62.5K
|
5.26K
$46.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
44+ 0.34% |
$400 - $523
|
12.9K
$115K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.39K+ 25.96% |
$12.6K - $16.5K
|
6.72K
$59.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
92+ 4.29% |
$836 - $1.09K
|
2.24K
$19.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-14K- 52.3% |
$127K - $167K
|
12.8K
$114K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
311+ 0.82% |
$2.83K - $3.69K
|
38.1K
$339K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.4K- 14.62% |
$21.8K - $28.5K
|
14K
$125K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
4.01K+ 101.47% |
$36.5K - $47.6K
|
7.96K
$70.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.6KNew |
$14.5K - $19K
|
1.6K
$14.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.26KNew |
$20.6K - $26.9K
|
2.26K
$20.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 0.48% |
$682 - $891
|
15.4K
$137K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 0.66% |
$72.7 - $95
|
1.21K
$10.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-249- 99.2% |
$2.26K - $2.96K
|
2
$17.8
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
824+ 0.34% |
$7.49K - $9.79K
|
240K
$2.13M
|