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 |
|---|---|---|---|---|---|---|---|
|
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
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
17+ 9.04% |
$276 - $347
|
205
$3.16K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
21.5KNew |
$349K - $438K
|
21.5K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 1.47% |
$16.3 - $20.4
|
69
$1.06K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-5.59K- 15.64% |
$90.9K - $114K
|
30.1K
$465K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.9K+ 7.53% |
$96K - $121K
|
84.3K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.7K- 24.66% |
$125K - $157K
|
23.5K
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$16.3 - $20.4
|
1
$15.4
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-72.6K- 48.44% |
$1.18M - $1.48M
|
77.3K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.11K- 4.7% |
$34.3K - $43K
|
42.7K
$659K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
811+ 0.11% |
$13.2K - $16.6K
|
712K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.3K+ 21.96% |
$362K - $454K
|
124K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
227New |
$3.69K - $4.64K
|
227
$3.5K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-305- 1.54% |
$4.96K - $6.23K
|
19.5K
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-250- 2.14% |
$4.07K - $5.11K
|
11.4K
$176K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
29.9K+ 95.2% |
$486K - $610K
|
61.3K
$946K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-498- 3.19% |
$8.1K - $10.2K
|
15.1K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.15K- 23.25% |
$18.6K - $23.4K
|
3.78K
$58.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-45- 24.59% |
$732 - $919
|
138
$2.13K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3.12K+ 49.41% |
$50.7K - $63.7K
|
9.44K
$146K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
58+ 0.38% |
$943 - $1.18K
|
15.4K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1.4K- 28.0% |
$22.8K - $28.6K
|
3.6K
$55.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
425New |
$6.91K - $8.68K
|
425
$6.56K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.29K+ 14.09% |
$37.2K - $46.7K
|
18.5K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
531New |
$8.63K - $10.8K
|
531
$8.19K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
425New |
$6.91K - $8.68K
|
425
$6.56K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.83K+ 77.29% |
$127K - $160K
|
18K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
2.52K+ 70.26% |
$40.9K - $51.4K
|
6.1K
$94.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
717+ 2.89% |
$11.7K - $14.6K
|
25.5K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-126- 1.11% |
$2.05K - $2.57K
|
11.2K
$173K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-52- 0.46% |
$846 - $1.06K
|
11.3K
$175K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
16.8KNew |
$273K - $343K
|
16.8K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 0.71% |
$81.3 - $102
|
707
$10.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.12K+ 2.6% |
$18.1K - $22.8K
|
44.1K
$680K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
80.1K+ 11.56% |
$1.3M - $1.63M
|
773K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 1.54% |
$813 - $1.02K
|
3.2K
$49.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-33- 1.49% |
$537 - $674
|
2.18K
$33.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 28.0% |
$114 - $143
|
32
$494
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-14K- 52.11% |
$228K - $286K
|
12.9K
$199K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.37K- 30.27% |
$71.1K - $89.3K
|
10.1K
$155K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
985+ 46.42% |
$16K - $20.1K
|
3.11K
$47.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13.6K- 45.37% |
$221K - $278K
|
16.4K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 2.78% |
$163 - $204
|
350
$5.4K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-325- 2.56% |
$5.28K - $6.64K
|
12.4K
$191K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
336+ 5.61% |
$5.46K - $6.86K
|
6.33K
$97.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-44- 0.31% |
$715 - $898
|
14.3K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
28.4KNew |
$462K - $581K
|
28.4K
$439K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-79- 96.34% |
$1.28K - $1.61K
|
3
$46.3
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-630- 5.73% |
$10.2K - $12.9K
|
10.4K
$160K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
45New |
$732 - $919
|
45
$694
|