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 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.43KNew |
$39.5K - $49.6K
|
2.43K
$27.3K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.9KNew |
$30.9K - $38.8K
|
1.9K
$21.3K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.67K+ 27.39% |
$27.1K - $34K
|
7.75K
$87K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1KNew |
$16.3K - $20.4K
|
1K
$11.2K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
985+ 46.42% |
$16K - $20.1K
|
3.11K
$34.9K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
717+ 2.89% |
$11.7K - $14.6K
|
25.5K
$287K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
531New |
$8.63K - $10.8K
|
531
$5.96K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
505+ 41.19% |
$8.21K - $10.3K
|
1.73K
$19.4K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
425New |
$6.91K - $8.68K
|
425
$4.77K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
425New |
$6.91K - $8.68K
|
425
$4.77K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
251New |
$4.08K - $5.13K
|
251
$2.82K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
231New |
$3.76K - $4.72K
|
231
$2.59K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
111New |
$1.8K - $2.27K
|
111
$1.25K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
100New |
$1.63K - $2.04K
|
100
$1.12K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
50New |
$813 - $1.02K
|
50
$562
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
45New |
$732 - $919
|
45
$505
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
38New |
$618 - $776
|
38
$427
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 0.84% |
$341 - $429
|
2.51K
$28.2K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
9New |
$146 - $184
|
9
$101
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
1.18MNew |
$18.6M - $21.5M
|
1.18M
$13.2M
|
|
Nov 14, 2024
Q3 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
513KNew |
$8.12M - $9.36M
|
513K
$5.76M
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
94.7KNew |
$1.5M - $1.73M
|
94.7K
$1.06M
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
75.3KNew |
$1.19M - $1.37M
|
75.3K
$846K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
75KNew |
$1.19M - $1.37M
|
75K
$842K
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
73.2KNew |
$1.16M - $1.34M
|
73.2K
$822K
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
59KNew |
$934K - $1.08M
|
59K
$663K
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
36.2KNew |
$573K - $660K
|
36.2K
$407K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30.7K+ 1562.94% |
$487K - $561K
|
32.7K
$367K
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
27.6KNew |
$437K - $503K
|
27.6K
$310K
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
27.6K+ 12.64% |
$436K - $503K
|
246K
$2.76M
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
19.1KNew |
$303K - $349K
|
19.1K
$215K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$299K - $344K
|
18.9K
$212K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.5KNew |
$261K - $301K
|
16.5K
$185K
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
14.7K+ 100.63% |
$233K - $268K
|
29.3K
$329K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.5KNew |
$213K - $246K
|
13.5K
$151K
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$198K - $229K
|
12.5K
$141K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
12.1KNew |
$192K - $221K
|
12.1K
$136K
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
10.7KNew |
$169K - $195K
|
10.7K
$120K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
10K+ 25.0% |
$158K - $182K
|
50K
$562K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.58K+ 51.88% |
$120K - $138K
|
22.2K
$249K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.81K+ 17.72% |
$108K - $124K
|
45.2K
$508K
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.98K+ 27.24% |
$78.9K - $90.9K
|
23.3K
$261K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.51K+ 5.11% |
$71.4K - $82.3K
|
92.9K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 42.59% |
$70.2K - $80.9K
|
14.9K
$167K
|
|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
2.8KNew |
$44.3K - $51.1K
|
2.8K
$31.4K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.84KNew |
$29K - $33.5K
|
1.84K
$20.6K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1KNew |
$15.8K - $18.2K
|
1K
$11.2K
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
855+ 7.06% |
$13.5K - $15.6K
|
13K
$146K
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
850New |
$13.5K - $15.5K
|
850
$9.55K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
706New |
$11.2K - $12.9K
|
706
$7.93K
|