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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
102New |
$1.87K - $2.08K
|
102
$1.28K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100New |
$1.83K - $2.04K
|
100
$1.25K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$1.83K - $2.04K
|
100
$1.25K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
43New |
$788 - $878
|
43
$538
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
11New |
$202 - $225
|
11
$138
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.24% |
$73.3 - $81.7
|
327
$4.09K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.95M+ 2596.03% |
$38.4M - $42.6M
|
2.02M
$25.3M
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
604KNew |
$11.9M - $13.2M
|
604K
$7.56M
|
|
Nov 14, 2023
Q3 2023
|
Dryden Capital, LLC
Miami, FL |
BUY
|
- |
30KNew |
$591K - $655K
|
30K
$376K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
3.68KNew |
$72.4K - $80.3K
|
3.68K
$46.1K
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.23K+ 8.77% |
$63.6K - $70.5K
|
40.1K
$501K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
541New |
$10.7K - $11.8K
|
541
$6.77K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
489+ 3.54% |
$9.63K - $10.7K
|
14.3K
$179K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
470+ 5.58% |
$9.25K - $10.3K
|
8.89K
$111K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
422+ 24.82% |
$8.31K - $9.21K
|
2.12K
$26.6K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
377New |
$7.42K - $8.23K
|
377
$4.72K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
213New |
$4.19K - $4.65K
|
213
$2.67K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
136+ 1.22% |
$2.68K - $2.97K
|
11.3K
$141K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
127New |
$2.5K - $2.77K
|
127
$1.59K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50+ 200.0% |
$985 - $1.09K
|
75
$939
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
40New |
$788 - $873
|
40
$501
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
40+ 4.27% |
$788 - $873
|
976
$12.2K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22+ 104.76% |
$433 - $480
|
43
$538
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Nine27 Capital Management, LP
Basking Ridge, NJ |
BUY
|
- |
600K+ 300.0% |
$12.8M - $14.3M
|
800K
$10M
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100KNew |
$2.13M - $2.38M
|
100K
$1.25M
|
|
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
$1.93M
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
26.1KNew |
$555K - $622K
|
26.1K
$327K
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
21.4KNew |
$455K - $510K
|
21.4K
$268K
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
13.3KNew |
$282K - $316K
|
13.3K
$166K
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$253K - $284K
|
11.9K
$149K
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11KNew |
$235K - $263K
|
11K
$138K
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9.77KNew |
$208K - $233K
|
9.77K
$122K
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.78KNew |
$102K - $114K
|
4.78K
$59.9K
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.59K+ 47.93% |
$33.9K - $37.9K
|
4.91K
$61.4K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.58K+ 8.14% |
$33.6K - $37.6K
|
21K
$262K
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.07KNew |
$22.7K - $25.4K
|
1.07K
$13.3K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
94New |
$2K - $2.24K
|
94
$1.18K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$468 - $524
|
22
$275
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20New |
$426 - $477
|
20
$250
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
19+ 1.13% |
$405 - $453
|
1.7K
$21.3K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.78% |
$21.3 - $23.8
|
37
$463
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
22.6KNew |
$462K - $522K
|
22.6K
$283K
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
13.2K+ 26.3% |
$269K - $304K
|
63.2K
$791K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12.8KNew |
$261K - $295K
|
12.8K
$160K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$224K - $254K
|
11K
$138K
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
9.43KNew |
$193K - $218K
|
9.43K
$118K
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2K+ 18.18% |
$40.9K - $46.2K
|
13K
$163K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.23KNew |
$25K - $28.3K
|
1.23K
$15.3K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.07KNew |
$21.9K - $24.8K
|
1.07K
$13.4K
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
800New |
$16.3K - $18.5K
|
800
$10K
|