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 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-27.2K- 20.9% |
$431K - $496K
|
103K
$1.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
120+ 10.85% |
$1.9K - $2.19K
|
1.23K
$22.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.1KNew |
$160K - $185K
|
10.1K
$186K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 1.68% |
$111 - $128
|
424
$7.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
28K+ 72.04% |
$443K - $511K
|
66.8K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1.8K- 26.47% |
$28.5K - $32.8K
|
5K
$92K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-219- 1.84% |
$3.47K - $3.99K
|
11.7K
$214K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
10.7KNew |
$169K - $195K
|
10.7K
$197K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-40.8K- 56.53% |
$647K - $745K
|
31.4K
$578K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 2.8% |
$47.5 - $54.7
|
104
$1.91K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.57K- 36.59% |
$104K - $120K
|
11.4K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.35K+ 7.28% |
$21.3K - $24.5K
|
19.8K
$365K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-14.1K- 51.8% |
$223K - $257K
|
13.1K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
995+ 3.85% |
$15.8K - $18.1K
|
26.9K
$494K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.4K+ 11.41% |
$164K - $189K
|
101K
$1.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.64% |
$4.75K - $5.47K
|
47.3K
$870K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.35K- 60.55% |
$37.2K - $42.8K
|
1.53K
$28.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
21+ 1.33% |
$332 - $383
|
1.6K
$29.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
110K+ 275.74% |
$1.75M - $2.01M
|
150K
$2.77M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.7K+ 1562.94% |
$487K - $561K
|
32.7K
$602K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
93New |
$1.47K - $1.7K
|
93
$1.71K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.76K- 27.25% |
$75.4K - $86.9K
|
12.7K
$234K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
423New |
$6.7K - $7.72K
|
423
$7.78K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 39.56% |
$16.6K - $19.1K
|
3.69K
$67.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-672- 5.61% |
$10.6K - $12.3K
|
11.3K
$208K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
101New |
$1.6K - $1.84K
|
101
$1.86K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.9K- 18.63% |
$283K - $326K
|
78.1K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
111+ 63.79% |
$1.76K - $2.02K
|
285
$5.24K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.81K+ 17.72% |
$108K - $124K
|
45.2K
$832K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-201- 0.93% |
$3.18K - $3.67K
|
21.4K
$393K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$79.2 - $91.2
|
5
$92
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 6.25% |
$15.8 - $18.2
|
17
$313
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-140K- 2.76% |
$2.22M - $2.56M
|
4.93M
$90.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
393+ 21.59% |
$6.22K - $7.17K
|
2.21K
$40.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-691- 5.68% |
$10.9K - $12.6K
|
11.5K
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31+ 20.53% |
$491 - $565
|
182
$3.35K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
22.5KNew |
$356K - $410K
|
22.5K
$414K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.17% |
$15.8 - $18.2
|
25
$460
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
12.1KNew |
$192K - $221K
|
12.1K
$223K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-63- 2.46% |
$997 - $1.15K
|
2.49K
$45.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
715+ 6.52% |
$11.3K - $13K
|
11.7K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.71K+ 29.2% |
$122K - $141K
|
34.1K
$627K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
2.25K+ 4.98% |
$35.6K - $41.1K
|
47.5K
$873K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
433+ 4.1% |
$6.85K - $7.9K
|
11K
$202K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
123+ 205.0% |
$1.95K - $2.24K
|
183
$3.37K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
692+ 3.91% |
$11K - $12.6K
|
18.4K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-133K- 16.13% |
$2.11M - $2.43M
|
693K
$12.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 1.43% |
$206 - $237
|
921
$16.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.18K+ 3.66% |
$114K - $131K
|
203K
$3.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
8.21KNew |
$130K - $150K
|
8.21K
$151K
|