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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
706New |
$11.2K - $12.9K
|
706
$7.93K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
600New |
$9.5K - $10.9K
|
600
$6.74K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
555+ 3.61% |
$8.79K - $10.1K
|
15.9K
$179K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
442New |
$7K - $8.06K
|
442
$4.96K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
423New |
$6.7K - $7.72K
|
423
$4.75K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
143New |
$2.26K - $2.61K
|
143
$1.61K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
138+ 0.61% |
$2.18K - $2.52K
|
22.8K
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
101New |
$1.6K - $1.84K
|
101
$1.13K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
93New |
$1.47K - $1.7K
|
93
$1.04K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
50+ 0.21% |
$792 - $912
|
23.5K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 0.11% |
$396 - $456
|
22.5K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
8New |
$127 - $146
|
8
$89.8
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$79.2 - $91.2
|
5
$56.2
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
650KNew |
$10.7M - $13.1M
|
650K
$7.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
94.5KNew |
$1.55M - $1.9M
|
94.5K
$1.06M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
58.9KNew |
$966K - $1.19M
|
58.9K
$661K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
47.4KNew |
$778K - $955K
|
47.4K
$533K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35.1KNew |
$576K - $707K
|
35.1K
$394K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
30.8KNew |
$506K - $621K
|
30.8K
$346K
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
30.6K+ 46.42% |
$501K - $616K
|
96.4K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
17.7KNew |
$290K - $357K
|
17.7K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
17.6KNew |
$289K - $354K
|
17.6K
$198K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
17.1KNew |
$281K - $345K
|
17.1K
$192K
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
16.6KNew |
$272K - $334K
|
16.6K
$186K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
16K+ 30.26% |
$263K - $323K
|
69K
$775K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
15.8KNew |
$258K - $317K
|
15.8K
$177K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.1KNew |
$165K - $203K
|
10.1K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10K+ 36.11% |
$164K - $201K
|
37.7K
$423K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.52KNew |
$156K - $192K
|
9.52K
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5KNew |
$82K - $101K
|
5K
$56.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.11K+ 12.93% |
$67.5K - $82.8K
|
35.9K
$403K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.08KNew |
$17.6K - $21.7K
|
1.08K
$12.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
850New |
$13.9K - $17.1K
|
850
$9.55K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
704New |
$11.5K - $14.2K
|
704
$7.91K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
200New |
$3.28K - $4.03K
|
200
$2.25K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
192New |
$3.15K - $3.87K
|
192
$2.16K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
173New |
$2.84K - $3.48K
|
173
$1.94K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
134New |
$2.2K - $2.7K
|
134
$1.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
87New |
$1.43K - $1.75K
|
87
$977
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
84New |
$1.38K - $1.69K
|
84
$943
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41New |
$672 - $826
|
41
$460
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
23New |
$377 - $463
|
23
$258
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 1.62% |
$180 - $222
|
689
$7.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7+ 0.69% |
$115 - $141
|
1.02K
$11.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.01% |
$16.4 - $20.1
|
17.9K
$201K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.23MNew |
$21.9M - $24.1M
|
1.23M
$13.8M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
269KNew |
$4.8M - $5.29M
|
269K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
80.7K+ 104.47% |
$1.44M - $1.59M
|
158K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
57.2K+ 19.83% |
$1.02M - $1.13M
|
346K
$3.89M
|
|