Latest Institutional Purchases of Wendy'S CO (WEN)

WEN Quotes by TradingView

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
Oct 30, 2023 Q3 2023
Peoples Bank/Ks

Pratt, KS
BUY
 -
3.68K
New
$72.4K - $80.3K
3.68K $41.3K
Nov 01, 2023 Q3 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
3.23K
+ 8.77%
$63.6K - $70.5K
40.1K $450K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
541
New
$10.7K - $11.8K
541 $6.08K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
489
+ 3.54%
$9.63K - $10.7K
14.3K $161K
Oct 20, 2023 Q3 2023
Pds Planning, Inc

BUY
 -
470
+ 5.58%
$9.25K - $10.3K
8.89K $99.8K
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
422
+ 24.82%
$8.31K - $9.21K
2.12K $23.8K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
377
New
$7.42K - $8.23K
377 $4.23K
Nov 07, 2023 Q3 2023
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

BUY
 -
213
New
$4.19K - $4.65K
213 $2.39K
Oct 10, 2023 Q3 2023
Contravisory Investment Management, Inc.

BUY
 -
136
+ 1.22%
$2.68K - $2.97K
11.3K $127K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
127
New
$2.5K - $2.77K
127 $1.43K
Feb 14, 2024 Q3 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
40
New
$788 - $873
40 $449
Nov 06, 2023 Q3 2023
Advisor Shares Investments LLC

Bethesda, MD
BUY
 -
40
+ 4.27%
$788 - $873
976 $11K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
22
+ 104.76%
$433 - $480
43 $483
Q2 2023
Aug 14, 2023 Q2 2023
Nine27 Capital Management, LP

Basking Ridge, NJ
BUY
 -
600K
+ 300.0%
$12.8M - $14.3M
800K $8.98M
Aug 14, 2023 Q2 2023
Lighthouse Investment Partners, LLC

Palm Beach Gardens, FL
BUY
 -
100K
New
$2.13M - $2.38M
100K $1.12M
Aug 14, 2023 Q2 2023
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
BUY
 -
51.2K
+ 49.9%
$1.09M - $1.22M
154K $1.73M
Aug 14, 2023 Q2 2023
Caxton Associates LP

New York, NY
BUY
 -
26.1K
New
$555K - $622K
26.1K $293K
Aug 11, 2023 Q2 2023
Echo Street Capital Management LLC

New York, NY
BUY
 -
21.4K
New
$455K - $510K
21.4K $240K
Jul 27, 2023 Q2 2023
Moody Lynn & Lieberson, LLC

BUY
 -
13.3K
New
$282K - $316K
13.3K $149K
Aug 14, 2023 Q2 2023
Cullen Capital Management, LLC

New York, NY
BUY
 -
11.9K
New
$253K - $284K
11.9K $134K
Aug 11, 2023 Q2 2023
Wescott Financial Advisory Group, LLC

BUY
 -
11K
New
$235K - $263K
11K $124K
Aug 04, 2023 Q2 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
9.77K
New
$208K - $233K
9.77K $110K
Aug 14, 2023 Q2 2023
Uni Super Management Pty LTD

Melbourne, Victoria, C3
BUY
 -
4.78K
New
$102K - $114K
4.78K $53.7K
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
1.58K
+ 8.14%
$33.6K - $37.6K
21K $235K
Jul 17, 2023 Q2 2023
Carolina Wealth Advisors, LLC

BUY
 -
1.07K
New
$22.7K - $25.4K
1.07K $12K
Aug 11, 2023 Q2 2023
Loomis Sayles & CO L P

BUY
 -
94
New
$2K - $2.24K
94 $1.06K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
22
New
$468 - $524
22 $247
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
19
+ 1.13%
$405 - $453
1.7K $19.1K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
1
+ 2.78%
$21.3 - $23.8
37 $416
Q1 2023
May 03, 2023 Q1 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
22.6K
New
$462K - $522K
22.6K $254K
Apr 24, 2023 Q1 2023
K.J. Harrison & Partners Inc

BUY
 -
13.2K
+ 26.3%
$269K - $304K
63.2K $709K
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
12.8K
New
$261K - $295K
12.8K $144K
May 15, 2023 Q1 2023
Kula Investments, LLC

Chicago, IL
BUY
 -
11K
New
$224K - $254K
11K $123K
May 08, 2023 Q1 2023
Perpetual LTD

Sydney, New South Wales, C3
BUY
 -
9.43K
New
$193K - $218K
9.43K $106K
Jun 20, 2023 Q1 2023
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
2K
+ 18.18%
$40.9K - $46.2K
13K $146K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
1.23K
New
$25K - $28.3K
1.23K $13.8K
Sep 01, 2023 Q1 2023
Jag Capital Management, LLC

BUY
 -
1.07K
New
$21.9K - $24.8K
1.07K $12K
Apr 24, 2023 Q1 2023
Machina Capital S.A.S.

Paris, I0
BUY
 -
800
New
$16.3K - $18.5K
800 $8.98K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
505
New
$10.3K - $11.7K
505 $5.67K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
361
New
$7.38K - $8.33K
361 $4.05K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
226
New
$4.62K - $5.22K
226 $2.54K
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
212
New
$4.33K - $4.89K
212 $2.38K
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
125
New
$2.55K - $2.89K
125 $1.4K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
100
New
$2.04K - $2.31K
100 $1.12K
Apr 22, 2024 Q1 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
75
New
$1.53K - $1.73K
75 $842
May 16, 2023 Q1 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
42
New
$858 - $969
42 $472
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
10
+ 14.49%
$204 - $231
79 $887
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
4
New
$81.7 - $92.3
4 $44.9
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
2.14M
New
$40.6M - $50.3M
2.14M $24M

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