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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
20.7K+ 110.48% |
$293K - $335K
|
39.4K
$443K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.32KNew |
$18.7K - $21.3K
|
1.32K
$14.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
842+ 5.48% |
$11.9K - $13.6K
|
16.2K
$182K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25+ 0.22% |
$354 - $404
|
11.4K
$128K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 1.45% |
$14.2 - $16.2
|
70
$786
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1K+ 250.0% |
$14.2K - $16.2K
|
1.4K
$15.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.97K+ 7.09% |
$28K - $31.9K
|
29.8K
$335K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.29% |
$1.42K - $1.62K
|
34.7K
$390K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
899+ 0.23% |
$12.7K - $14.5K
|
396K
$4.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
2.56K+ 41.87% |
$36.2K - $41.3K
|
8.66K
$97.2K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-31.6K- 14.52% |
$448K - $511K
|
186K
$2.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.85K- 2.23% |
$26.2K - $29.8K
|
80.9K
$909K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
12New |
$170 - $194
|
12
$135
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
93New |
$1.32K - $1.5K
|
93
$1.04K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16K+ 12.92% |
$226K - $258K
|
140K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-274K- 30.47% |
$3.88M - $4.43M
|
625K
$7.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-4.81K- 18.18% |
$68.1K - $77.7K
|
21.6K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12KNew |
$170K - $194K
|
12K
$135K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-2K- 55.56% |
$28.3K - $32.3K
|
1.6K
$18K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-600- 77.42% |
$8.5K - $9.7K
|
175
$1.97K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
38New |
$538 - $614
|
38
$427
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.97% |
$142 - $162
|
1.04K
$11.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.64KNew |
$23.2K - $26.5K
|
1.64K
$18.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.62K- 5.48% |
$22.9K - $26.1K
|
27.9K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.93K- 16.72% |
$84K - $95.9K
|
29.5K
$332K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-86- 78.9% |
$1.22K - $1.39K
|
23
$258
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
4+ 1.76% |
$56.7 - $64.7
|
231
$2.59K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
42+ 1.3% |
$595 - $679
|
3.28K
$36.9K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
180+ 0.92% |
$2.55K - $2.91K
|
19.7K
$221K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-18- 0.16% |
$255 - $291
|
11.4K
$128K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45- 19.23% |
$638 - $728
|
189
$2.12K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
195+ 0.03% |
$2.76K - $3.15K
|
712K
$8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
19.1KNew |
$271K - $309K
|
19.1K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
596K+ 84261.81% |
$8.44M - $9.63M
|
596K
$6.7M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-12.2K- 37.33% |
$173K - $197K
|
20.5K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.8K+ 295.43% |
$422K - $481K
|
39.8K
$447K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3.62K+ 38.37% |
$51.3K - $58.5K
|
13.1K
$147K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
5+ 1.45% |
$70.9 - $80.9
|
349
$3.92K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-399- 3.54% |
$5.65K - $6.45K
|
10.9K
$122K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
67+ 5.89% |
$949 - $1.08K
|
1.2K
$13.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
10.1KNew |
$143K - $163K
|
10.1K
$113K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 6.25% |
$28.3 - $32.3
|
30
$337
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
43.3K+ 263.91% |
$613K - $700K
|
59.7K
$670K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-95.2K- 11.61% |
$1.35M - $1.54M
|
724K
$8.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7- 63.64% |
$99.2 - $113
|
4
$44.9
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
207New |
$2.93K - $3.35K
|
207
$2.32K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-334- 2.69% |
$4.73K - $5.4K
|
12.1K
$135K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 1.46% |
$56.7 - $64.7
|
278
$3.12K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
21.7KNew |
$307K - $350K
|
21.7K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-588- 26.97% |
$8.33K - $9.51K
|
1.59K
$17.9K
|