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 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.2K- 9.56% |
$52K - $65.3K
|
30.3K
$400K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-696- 5.54% |
$11.3K - $14.2K
|
11.9K
$157K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
395KNew |
$6.43M - $8.07M
|
395K
$5.22M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-534- 0.46% |
$8.68K - $10.9K
|
116K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-35.3K- 51.62% |
$573K - $720K
|
33.1K
$437K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.6K- 32.56% |
$286K - $360K
|
36.5K
$482K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.67K+ 27.39% |
$27.1K - $34K
|
7.75K
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
231New |
$3.76K - $4.72K
|
231
$3.05K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 0.97% |
$16.3K - $20.4K
|
102K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
410+ 0.86% |
$6.67K - $8.37K
|
47.9K
$633K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 0.84% |
$341 - $429
|
2.51K
$33.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
185K+ 220.51% |
$3M - $3.77M
|
269K
$3.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-160- 0.6% |
$2.6K - $3.27K
|
26.4K
$350K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.17K- 83.31% |
$19K - $23.9K
|
234
$3.09K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-5.4K- 2.42% |
$87.8K - $110K
|
218K
$2.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
594+ 38.82% |
$9.66K - $12.1K
|
2.12K
$28.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
505+ 41.19% |
$8.21K - $10.3K
|
1.73K
$22.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 4.81% |
$81.3 - $102
|
109
$1.44K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-146- 78.92% |
$2.37K - $2.98K
|
39
$516
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$305K - $383K
|
18.7K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.42% |
$3.25K - $4.08K
|
47.5K
$628K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.03M- 81.78% |
$65.5M - $82.3M
|
898K
$11.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-51.1K- 57.03% |
$832K - $1.04M
|
38.5K
$509K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
106KNew |
$1.73M - $2.17M
|
106K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
17+ 9.04% |
$276 - $347
|
205
$2.71K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
21.5KNew |
$349K - $438K
|
21.5K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 1.47% |
$16.3 - $20.4
|
69
$912
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-5.59K- 15.64% |
$90.9K - $114K
|
30.1K
$398K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.9K+ 7.53% |
$96K - $121K
|
84.3K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.7K- 24.66% |
$125K - $157K
|
23.5K
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$16.3 - $20.4
|
1
$13.2
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-72.6K- 48.44% |
$1.18M - $1.48M
|
77.3K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
811+ 0.11% |
$13.2K - $16.6K
|
712K
$9.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.3K+ 21.96% |
$362K - $454K
|
124K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
227New |
$3.69K - $4.64K
|
227
$3K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-305- 1.54% |
$4.96K - $6.23K
|
19.5K
$258K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-250- 2.14% |
$4.07K - $5.11K
|
11.4K
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-498- 3.19% |
$8.1K - $10.2K
|
15.1K
$200K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.15K- 23.25% |
$18.6K - $23.4K
|
3.78K
$50K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-45- 24.59% |
$732 - $919
|
138
$1.82K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3.12K+ 49.41% |
$50.7K - $63.7K
|
9.44K
$125K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
58+ 0.38% |
$943 - $1.18K
|
15.4K
$203K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1.4K- 28.0% |
$22.8K - $28.6K
|
3.6K
$47.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
425New |
$6.91K - $8.68K
|
425
$5.62K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.29K+ 14.09% |
$37.2K - $46.7K
|
18.5K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
531New |
$8.63K - $10.8K
|
531
$7.02K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
425New |
$6.91K - $8.68K
|
425
$5.62K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.83K+ 77.29% |
$127K - $160K
|
18K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
2.52K+ 70.26% |
$40.9K - $51.4K
|
6.1K
$80.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
717+ 2.89% |
$11.7K - $14.6K
|
25.5K
$337K
|