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 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-59- 59.6% |
$934 - $1.08K
|
40
$736
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
62.3KNew |
$986K - $1.14M
|
62.3K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-105K- 2.56% |
$1.66M - $1.91M
|
3.99M
$73.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-11.3K- 72.79% |
$179K - $206K
|
4.22K
$77.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-94.3K- 99.05% |
$1.49M - $1.72M
|
908
$16.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.99K+ 18.61% |
$47.3K - $54.5K
|
19K
$350K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.26K+ 11.86% |
$19.9K - $22.9K
|
11.8K
$218K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-264- 2.18% |
$4.18K - $4.82K
|
11.9K
$218K
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
59KNew |
$934K - $1.08M
|
59K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
442New |
$7K - $8.06K
|
442
$8.13K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
13.7K+ 62.55% |
$218K - $251K
|
35.7K
$657K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.87K- 3.01% |
$45.4K - $52.3K
|
92.3K
$1.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
873+ 224.42% |
$13.8K - $15.9K
|
1.26K
$23.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.7KNew |
$233K - $269K
|
14.7K
$271K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.58K+ 51.88% |
$120K - $138K
|
22.2K
$408K
|
|
|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
2.8KNew |
$44.3K - $51.1K
|
2.8K
$51.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-34.1K- 28.44% |
$540K - $623K
|
85.9K
$1.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
314+ 22.16% |
$4.97K - $5.73K
|
1.73K
$31.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
850New |
$13.5K - $15.5K
|
850
$15.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.5KNew |
$213K - $246K
|
13.5K
$248K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-237- 56.16% |
$3.75K - $4.32K
|
185
$3.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
14.7K+ 100.63% |
$233K - $268K
|
29.3K
$539K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-70.1K- 7.83% |
$1.11M - $1.28M
|
824K
$15.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 54.55% |
$95 - $109
|
17
$313
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-37- 0.26% |
$586 - $675
|
14.4K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
137K+ 1035.63% |
$2.16M - $2.49M
|
150K
$2.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
100+ 0.88% |
$1.58K - $1.82K
|
11.5K
$212K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
7.56K+ 6.9% |
$120K - $138K
|
117K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-44- 12.9% |
$697 - $803
|
297
$5.46K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
78.4KNew |
$1.24M - $1.43M
|
78.4K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.92K+ 423.49% |
$77.9K - $89.8K
|
6.08K
$112K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.6KNew |
$199K - $229K
|
12.6K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
276+ 6.67% |
$4.37K - $5.03K
|
4.42K
$81.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.6K+ 78.68% |
$658K - $759K
|
94.4K
$1.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.41K+ 98.33% |
$22.3K - $25.7K
|
2.84K
$52.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
92+ 153.33% |
$1.46K - $1.68K
|
152
$2.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
143New |
$2.26K - $2.61K
|
143
$2.63K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-157K- 28.38% |
$2.49M - $2.87M
|
397K
$7.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
334+ 1.27% |
$5.29K - $6.09K
|
26.6K
$489K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23- 0.15% |
$364 - $420
|
15.3K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.73K- 13.06% |
$107K - $123K
|
44.8K
$824K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-25.8K- 24.28% |
$408K - $471K
|
80.4K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.88K+ 9.14% |
$141K - $162K
|
106K
$1.95M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-102K- 36.0% |
$1.61M - $1.86M
|
181K
$3.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-113K- 79.44% |
$1.78M - $2.05M
|
29.1K
$535K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
318+ 2.25% |
$5.03K - $5.8K
|
14.5K
$266K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
27.6K+ 12.64% |
$436K - $503K
|
246K
$4.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.58K+ 20.33% |
$88.3K - $102K
|
33K
$607K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.35K- 6.13% |
$21.4K - $24.7K
|
20.7K
$381K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 0.88% |
$142 - $164
|
1.03K
$18.9K
|