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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
19.1KNew |
$303K - $349K
|
19.1K
$273K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.2K- 0.93% |
$50.7K - $58.4K
|
340K
$4.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-59- 59.6% |
$934 - $1.08K
|
40
$572
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-94.3K- 99.05% |
$1.49M - $1.72M
|
908
$13K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-264- 2.18% |
$4.18K - $4.82K
|
11.9K
$170K
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
59KNew |
$934K - $1.08M
|
59K
$844K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
442New |
$7K - $8.06K
|
442
$6.32K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.58K+ 51.88% |
$120K - $138K
|
22.2K
$317K
|
|
|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
2.8KNew |
$44.3K - $51.1K
|
2.8K
$40K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
850New |
$13.5K - $15.5K
|
850
$12.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.5KNew |
$213K - $246K
|
13.5K
$193K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
14.7K+ 100.63% |
$233K - $268K
|
29.3K
$419K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
143New |
$2.26K - $2.61K
|
143
$2.04K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.88K+ 9.14% |
$141K - $162K
|
106K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-113K- 79.44% |
$1.78M - $2.05M
|
29.1K
$416K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
27.6K+ 12.64% |
$436K - $503K
|
246K
$3.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
10.7KNew |
$169K - $195K
|
10.7K
$153K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.57K- 36.59% |
$104K - $120K
|
11.4K
$163K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.7K+ 1562.94% |
$487K - $561K
|
32.7K
$468K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
93New |
$1.47K - $1.7K
|
93
$1.33K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
423New |
$6.7K - $7.72K
|
423
$6.05K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
101New |
$1.6K - $1.84K
|
101
$1.44K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
111+ 63.79% |
$1.76K - $2.02K
|
285
$4.08K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.81K+ 17.72% |
$108K - $124K
|
45.2K
$647K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-201- 0.93% |
$3.18K - $3.67K
|
21.4K
$306K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$79.2 - $91.2
|
5
$71.5
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 6.25% |
$15.8 - $18.2
|
17
$243
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
12.1KNew |
$192K - $221K
|
12.1K
$173K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
715+ 6.52% |
$11.3K - $13K
|
11.7K
$167K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
8.21KNew |
$130K - $150K
|
8.21K
$117K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-442- 0.67% |
$7K - $8.06K
|
65.2K
$933K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
22New |
$348 - $401
|
22
$315
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-100- 4.23% |
$1.58K - $1.82K
|
2.26K
$32.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.68K- 87.7% |
$42.3K - $48.8K
|
375
$5.36K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-150- 42.86% |
$2.37K - $2.74K
|
200
$2.86K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 3.79% |
$222 - $255
|
355
$5.08K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
58.9KNew |
$966K - $1.19M
|
58.9K
$842K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
704New |
$11.5K - $14.2K
|
704
$10.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
505New |
$8.28K - $10.2K
|
505
$7.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
16K+ 30.26% |
$263K - $323K
|
69K
$987K
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-15K- 45.09% |
$245K - $301K
|
18.2K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
650KNew |
$10.7M - $13.1M
|
650K
$9.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5KNew |
$82K - $101K
|
5K
$71.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
849K+ 9.82% |
$13.9M - $17.1M
|
9.49M
$136M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-193K- 75.61% |
$3.16M - $3.88M
|
62.2K
$890K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
30.8KNew |
$506K - $621K
|
30.8K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Sandler Capital Management
New York, NY |
SELL
|
PUT |
-378K- 48.59% |
$6.2M - $7.61M
|
400K
$5.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10K+ 36.11% |
$164K - $201K
|
37.7K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-8.95K- 85.55% |
$147K - $180K
|
1.51K
$21.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
47.4KNew |
$778K - $955K
|
47.4K
$678K
|
|