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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
2K+ 7.91% |
$32.6K - $40.9K
|
27.3K
$361K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
38.6KNew |
$627K - $788K
|
38.6K
$510K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.34K- 14.61% |
$54.3K - $68.2K
|
19.5K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
188K+ 7752.56% |
$3.05M - $3.83M
|
190K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.96K+ 13.08% |
$80.6K - $101K
|
42.8K
$566K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-10.1K- 11.81% |
$165K - $207K
|
75.8K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.6K- 10.51% |
$140K - $176K
|
73.2K
$968K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
116K+ 2759.33% |
$1.89M - $2.38M
|
121K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
5+ 1.47% |
$81.3 - $102
|
344
$4.55K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-155- 2.85% |
$2.52K - $3.17K
|
5.28K
$69.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-82- 0.71% |
$1.33K - $1.67K
|
11.4K
$151K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
123+ 1.13% |
$2K - $2.51K
|
11K
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
14.1KNew |
$229K - $287K
|
14.1K
$186K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-42.8K- 23.31% |
$696K - $873K
|
141K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.43K+ 3.64% |
$39.5K - $49.6K
|
69.1K
$914K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
100New |
$1.63K - $2.04K
|
100
$1.32K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
475+ 243.59% |
$7.72K - $9.7K
|
670
$8.86K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
9New |
$146 - $184
|
9
$119
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.38K- 11.57% |
$22.4K - $28.1K
|
10.5K
$139K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
130+ 10.1% |
$2.11K - $2.65K
|
1.42K
$18.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
458K+ 7.84% |
$7.45M - $9.35M
|
6.3M
$83.3M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 1.5% |
$9.76K - $12.3K
|
40.6K
$537K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
767K+ 93.03% |
$12.5M - $15.7M
|
1.59M
$21M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-5- 3.29% |
$81.3 - $102
|
147
$1.94K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.9K- 11.54% |
$177K - $223K
|
83.5K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-83- 0.17% |
$1.35K - $1.69K
|
50.1K
$663K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
50.5KNew |
$822K - $1.03M
|
50.5K
$668K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-296- 10.41% |
$4.81K - $6.04K
|
2.55K
$33.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
13.4K+ 21.47% |
$217K - $273K
|
75.6K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
63.9K+ 255.27% |
$1.04M - $1.3M
|
88.9K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.1KNew |
$213K - $267K
|
13.1K
$173K
|
|
|
Feb 05, 2025
Q4 2024
|
Towerview LLC
|
SELL
|
- |
-10.5K- 46.67% |
$171K - $214K
|
12K
$159K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-314- 18.14% |
$5.11K - $6.41K
|
1.42K
$18.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.82K- 1.97% |
$29.5K - $37.1K
|
90.5K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.42K- 11.68% |
$39.4K - $49.5K
|
18.3K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.9K+ 862.2% |
$177K - $222K
|
12.1K
$161K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
87+ 89.69% |
$1.41K - $1.78K
|
184
$2.43K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1KNew |
$16.3K - $20.4K
|
1K
$13.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.25K+ 424.49% |
$85.4K - $107K
|
6.49K
$85.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.87KNew |
$30.4K - $38.2K
|
1.87K
$24.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 2.24% |
$97.6 - $123
|
274
$3.62K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-41.7K- 77.04% |
$678K - $852K
|
12.4K
$164K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.34K+ 54.9% |
$38K - $47.7K
|
6.6K
$87.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-11.9K- 6.77% |
$193K - $242K
|
163K
$2.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
39.6KNew |
$643K - $808K
|
39.6K
$523K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.67K+ 2334.5% |
$75.9K - $95.3K
|
4.87K
$64.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.14K+ 4.39% |
$18.5K - $23.2K
|
27K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.35K+ 2.93% |
$38.3K - $48K
|
82.8K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
300+ 0.87% |
$4.88K - $6.13K
|
34.8K
$460K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
11.7KNew |
$191K - $240K
|
11.7K
$155K
|