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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
19.1KNew |
$351K - $391K
|
19.1K
$273K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
14KNew |
$257K - $287K
|
14K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
12.5KNew |
$229K - $255K
|
12.5K
$179K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
12KNew |
$220K - $246K
|
12K
$172K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
10.6KNew |
$195K - $217K
|
10.6K
$152K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.73K+ 31.55% |
$86.6K - $96.5K
|
19.7K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.23KNew |
$22.6K - $25.2K
|
1.23K
$17.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
600New |
$11K - $12.3K
|
600
$8.58K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
257New |
$4.71K - $5.25K
|
257
$3.68K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
256+ 1.5% |
$4.69K - $5.23K
|
17.3K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
231New |
$4.23K - $4.72K
|
231
$3.3K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
210New |
$3.85K - $4.29K
|
210
$3K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$3.67K - $4.09K
|
200
$2.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
190+ 9.09% |
$3.48K - $3.88K
|
2.28K
$32.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
168+ 1.62% |
$3.08K - $3.43K
|
10.6K
$151K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
145New |
$2.66K - $2.96K
|
145
$2.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
102New |
$1.87K - $2.08K
|
102
$1.46K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100New |
$1.83K - $2.04K
|
100
$1.43K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$1.83K - $2.04K
|
100
$1.43K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
43New |
$788 - $878
|
43
$615
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
11New |
$202 - $225
|
11
$157
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.24% |
$73.3 - $81.7
|
327
$4.68K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.95M+ 2596.03% |
$38.4M - $42.6M
|
2.02M
$29M
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
604KNew |
$11.9M - $13.2M
|
604K
$8.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Dryden Capital, LLC
Miami, FL |
BUY
|
- |
30KNew |
$591K - $655K
|
30K
$429K
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7.56K+ 8.62% |
$149K - $165K
|
95.3K
$1.36M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
3.68KNew |
$72.4K - $80.3K
|
3.68K
$52.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.23K+ 8.77% |
$63.6K - $70.5K
|
40.1K
$573K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
541New |
$10.7K - $11.8K
|
541
$7.74K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
489+ 3.54% |
$9.63K - $10.7K
|
14.3K
$204K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
470+ 5.58% |
$9.25K - $10.3K
|
8.89K
$127K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
422+ 24.82% |
$8.31K - $9.21K
|
2.12K
$30.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
377New |
$7.42K - $8.23K
|
377
$5.39K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
213New |
$4.19K - $4.65K
|
213
$3.05K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
136+ 1.22% |
$2.68K - $2.97K
|
11.3K
$161K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
127New |
$2.5K - $2.77K
|
127
$1.82K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50+ 200.0% |
$985 - $1.09K
|
75
$1.07K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
40New |
$788 - $873
|
40
$572
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
40+ 4.27% |
$788 - $873
|
976
$14K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22+ 104.76% |
$433 - $480
|
43
$615
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Nine27 Capital Management, LP
Basking Ridge, NJ |
BUY
|
- |
600K+ 300.0% |
$12.8M - $14.3M
|
800K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100KNew |
$2.13M - $2.38M
|
100K
$1.43M
|
|
|
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
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
26.1KNew |
$555K - $622K
|
26.1K
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
21.4KNew |
$455K - $510K
|
21.4K
$306K
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
13.3KNew |
$282K - $316K
|
13.3K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$253K - $284K
|
11.9K
$170K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11KNew |
$235K - $263K
|
11K
$158K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9.77KNew |
$208K - $233K
|
9.77K
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.78KNew |
$102K - $114K
|
4.78K
$68.4K
|
|