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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
11,663
shares
|
$193,955
0.01% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
11,525
shares
|
$191,660
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
11,467
shares
|
$190,696
0.0% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 02, 2024 Q3 2024 |
11,393
shares
|
$189,465
0.06% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
11,378
shares
|
$189,216
0.01% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,306
shares
|
$188,018
0.0% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,995
shares
|
$182,846
0.0% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
10,984
shares
|
$182,663
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
10,915
shares
|
$181,516
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
10,698
shares
|
$177,907
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
10,625
shares
|
$176,693
0.21% of portfolio
|
Q3 2023
Reduced 57.43%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,336
shares
|
$171,887
0.0% of portfolio
|
Q3 2024
Reduced 58.98%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
10,224
shares
|
$170,025
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
10,133
shares
|
$168,511
0.0% of portfolio
|
Q3 2024
Reduced 26.92%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
10,132
shares
|
$168,495
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
10,089
shares
|
$167,780
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
10,040
shares
|
$166,965
0.0% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
10,030
shares
|
$166,798
0.01% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
9,607
shares
|
$159,764
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
9,515
shares
|
$158,234
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
8,780
shares
|
$146,011
0.08% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
8,211
shares
|
$136,548
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
7,341
shares
|
$122,080
0.0% of portfolio
|
Q3 2024
Reduced 85.61%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
6,315
shares
|
$105,018
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
6,083
shares
|
$101,160
0.01% of portfolio
|
Q3 2024
Added 423.49%
|