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 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
186K+ 369.58% |
$2.07M - $2.74M
|
237K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.98K- 8.69% |
$33.1K - $43.9K
|
31.3K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
194K+ 4.71% |
$2.16M - $2.86M
|
4.31M
$36.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-502- 4.39% |
$5.58K - $7.39K
|
10.9K
$92.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
157+ 1046.67% |
$1.74K - $2.31K
|
172
$1.45K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
275K+ 370.72% |
$3.05M - $4.04M
|
349K
$2.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.07K+ 35.0% |
$45.2K - $59.9K
|
15.7K
$132K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
14.7K+ 4.79% |
$163K - $216K
|
321K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.19K- 98.04% |
$35.5K - $47K
|
64
$540
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
34.8K+ 173.68% |
$386K - $512K
|
54.8K
$462K
|
|
|
Aug 12, 2025
Q2 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-150- 0.25% |
$1.67K - $2.21K
|
58.7K
$495K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-444K- 42.98% |
$4.93M - $6.54M
|
589K
$4.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.17KNew |
$24.1K - $31.9K
|
2.17K
$18.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-384- 1.44% |
$4.27K - $5.65K
|
26.2K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
76.6KNew |
$851K - $1.13M
|
76.6K
$646K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
19.4K+ 4.33% |
$216K - $286K
|
468K
$3.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$111 - $147
|
10
$84.3
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
44.1KNew |
$490K - $649K
|
44.1K
$372K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26+ 0.04% |
$289 - $383
|
63.8K
$538K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$11.1 - $14.7
|
1
$8.43
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
9.8KNew |
$109K - $144K
|
9.8K
$82.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.63K- 0.71% |
$29.2K - $38.7K
|
369K
$3.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.18K- 10.94% |
$24.2K - $32.1K
|
17.7K
$149K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-964- 55.69% |
$10.7K - $14.2K
|
767
$6.47K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
16.1KNew |
$178K - $236K
|
16.1K
$135K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-500- 1.2% |
$5.56K - $7.36K
|
41.2K
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
65KNew |
$722K - $957K
|
65K
$548K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11KNew |
$122K - $162K
|
11K
$92.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-377K- 1.74% |
$4.18M - $5.54M
|
21.3M
$179M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-5.31K- 61.33% |
$59K - $78.1K
|
3.35K
$28.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
198K+ 366.74% |
$2.2M - $2.92M
|
252K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.31K- 14.63% |
$14.6K - $19.3K
|
7.65K
$64.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-137K- 4.12% |
$1.53M - $2.02M
|
3.2M
$26.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50New |
$556 - $736
|
50
$422
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.09K+ 1.75% |
$12.2K - $16.1K
|
63.6K
$536K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.11K+ 175.59% |
$12.3K - $16.3K
|
1.74K
$14.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
164+ 61.89% |
$1.82K - $2.41K
|
429
$3.62K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
77+ 1925.0% |
$855 - $1.13K
|
81
$683
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5K- 96.21% |
$55.5K - $73.5K
|
197
$1.66K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-29.5K- 7.46% |
$328K - $435K
|
367K
$3.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-11.6K- 1.11% |
$129K - $171K
|
1.03M
$8.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
440+ 3.05% |
$4.89K - $6.48K
|
14.8K
$125K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
80+ 0.71% |
$889 - $1.18K
|
11.3K
$95.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
514+ 1.26% |
$5.71K - $7.57K
|
41.4K
$349K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.41K- 7.8% |
$49K - $64.9K
|
52.2K
$440K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
87.7K+ 40.47% |
$975K - $1.29M
|
304K
$2.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
156K+ 81.21% |
$1.73M - $2.3M
|
348K
$2.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
82New |
$911 - $1.21K
|
82
$691
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.12M+ 6474.87% |
$12.4M - $16.4M
|
1.13M
$9.56M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-500- 3.31% |
$5.56K - $7.36K
|
14.6K
$123K
|