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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
5,993
shares
|
$99,363
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
5,920
shares
|
$98,153
0.0% of portfolio
|
Q2 2024
Reduced 18.04%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
5,791
shares
|
$96,014
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,432
shares
|
$90,062
0.02% of portfolio
|
Q3 2024
Added 21.17%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
5,000
shares
|
$82,899
0.05% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Viking Fund Management LLC
|
Oct 11, 2024 Q3 2024 |
5,000
shares
|
$82,899
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
4,925
shares
|
$81,656
0.05% of portfolio
|
Q2 2024
Reduced 6.55%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
4,883
shares
|
$80,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,797
shares
|
$79,534
0.01% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,510
shares
|
$74,775
0.01% of portfolio
|
Q1 2024
Reduced 12.43%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
4,415
shares
|
$73,200
0.05% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
4,327
shares
|
$71,741
0.01% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,247
shares
|
$70,415
0.0% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,217
shares
|
$69,917
0.01% of portfolio
|
Q3 2024
Reduced 72.79%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
3,891
shares
|
$64,512
0.0% of portfolio
|
Q3 2024
Added 48.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,690
shares
|
$61,180
0.0% of portfolio
|
Q3 2024
Added 39.56%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
3,679
shares
|
$60,997
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
3,584
shares
|
$59,422
0.0% of portfolio
|
Q1 2024
Reduced 68.1%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,245
shares
|
$53,802
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,844
shares
|
$47,153
0.0% of portfolio
|
Q3 2024
Added 98.33%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
2,805
shares
|
$46,506
0.0% of portfolio
|
Q4 2022
Reduced 23.3%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
2,800
shares
|
$46,423
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,647
shares
|
$43,887
0.0% of portfolio
|
Q3 2024
Added 23.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,574
shares
|
$42,676
0.0% of portfolio
|
Q2 2020
Added 0.06%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,493
shares
|
$41,333
0.0% of portfolio
|
Q3 2024
Reduced 2.46%
|