Institutional Ownership Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN). We have compiled data on the 441 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $2.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
15,085
shares
|
$250,863
0.01% of portfolio
|
Q1 2021
Reduced 6.22%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
14,854
shares
|
$247,022
0.02% of portfolio
|
Q3 2024
Added 42.59%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
14,737
shares
|
$245,076
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
14,710
shares
|
$244,627
0.05% of portfolio
|
Q4 2022
Reduced 22.62%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
14,450
shares
|
$240,303
0.0% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
14,367
shares
|
$238,923
0.0% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
14,300
shares
|
$237,809
0.0% of portfolio
|
Q3 2023
Added 3.54%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,185
shares
|
$235,896
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
13,824
shares
|
$229,893
0.0% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,641
shares
|
$226,849
0.0% of portfolio
|
Q3 2024
Reduced 51.76%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
13,465
shares
|
$223,922
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
13,457
shares
|
$223,789
0.01% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
13,252
shares
|
$220,380
0.01% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
13,088
shares
|
$217,653
0.02% of portfolio
|
Q3 2024
Reduced 51.8%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
12,984
shares
|
$215,923
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,968
shares
|
$215,657
0.0% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,719
shares
|
$211,516
0.09% of portfolio
|
Q3 2024
Reduced 27.25%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
12,565
shares
|
$208,955
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
12,530
shares
|
$208,373
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
12,100
shares
|
$201,223
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
11,889
shares
|
$197,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
11,873
shares
|
$197,447
0.03% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
11,844
shares
|
$196,965
0.0% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
11,707
shares
|
$194,687
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
11,689
shares
|
$194,388
0.04% of portfolio
|
Q3 2024
Added 6.52%
|