Latest Institutional Purchases of Wendy'S CO (WEN)
This list provides information on the latest institutional transactions involving Wendy'S CO (WEN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
800New |
$16.3K - $18.5K
|
800
$10K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
505New |
$10.3K - $11.7K
|
505
$6.32K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
361New |
$7.38K - $8.33K
|
361
$4.52K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
226New |
$4.62K - $5.22K
|
226
$2.83K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
212New |
$4.33K - $4.89K
|
212
$2.65K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
125New |
$2.55K - $2.89K
|
125
$1.57K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100New |
$2.04K - $2.31K
|
100
$1.25K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
75New |
$1.53K - $1.73K
|
75
$939
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
42New |
$858 - $969
|
42
$526
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
10+ 14.49% |
$204 - $231
|
79
$989
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$81.7 - $92.3
|
4
$50.1
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.14MNew |
$40.6M - $50.3M
|
2.14M
$26.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Stormborn Capital Management, LLC
Greenwich, CT |
BUY
|
- |
250KNew |
$4.74M - $5.87M
|
250K
$3.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
240KNew |
$4.55M - $5.64M
|
240K
$3.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
131KNew |
$2.48M - $3.07M
|
131K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
40KNew |
$758K - $939K
|
40K
$501K
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
17.4KNew |
$330K - $409K
|
17.4K
$218K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16.6KNew |
$315K - $390K
|
16.6K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$277K - $343K
|
14.6K
$183K
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
13.6KNew |
$258K - $320K
|
13.6K
$170K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
12.2K+ 108.58% |
$232K - $287K
|
23.5K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
11.5KNew |
$217K - $269K
|
11.5K
$144K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
9.61KNew |
$182K - $226K
|
9.61K
$120K
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
9.55KNew |
$181K - $224K
|
9.55K
$120K
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
9.35KNew |
$177K - $219K
|
9.35K
$117K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.01KNew |
$171K - $212K
|
9.01K
$113K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.13KNew |
$40.3K - $49.9K
|
2.13K
$26.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
650New |
$12.3K - $15.3K
|
650
$8.14K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
127New |
$2.41K - $2.98K
|
127
$1.59K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
57+ 57.0% |
$1.08K - $1.34K
|
157
$1.97K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
29New |
$550 - $681
|
29
$363
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
25New |
$474 - $587
|
25
$313
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15New |
$284 - $352
|
15
$188
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$19 - $23.5
|
1
$12.5
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
138K+ 72.05% |
$2.59M - $2.97M
|
331K
$4.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Symmetry Investments LP
|
BUY
|
CALL |
50KNew |
$935K - $1.07M
|
50K
$626K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
47.6KNew |
$890K - $1.02M
|
47.6K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
25KNew |
$467K - $536K
|
25K
$313K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
17.2KNew |
$321K - $369K
|
17.2K
$215K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
14.2KNew |
$265K - $304K
|
14.2K
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
CALL |
13.5KNew |
$252K - $289K
|
13.5K
$169K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
12KNew |
$224K - $257K
|
12K
$150K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
4.37K+ 29.55% |
$81.7K - $93.7K
|
19.2K
$240K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.05KNew |
$38.3K - $43.9K
|
2.05K
$25.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.65K+ 16.36% |
$30.8K - $35.3K
|
11.7K
$147K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
37New |
$692 - $793
|
37
$463
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.42% |
$56.1 - $64.3
|
709
$8.88K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.93% |
$18.7 - $21.4
|
108
$1.35K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Islet Management, LP
New York, NY |
BUY
|
CALL |
1MNew |
$16.1M - $22M
|
1M
$12.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Cooper Creek Partners Management LLC
New York, NY |
BUY
|
- |
717KNew |
$11.5M - $15.8M
|
717K
$8.98M
|
|