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 |
|---|---|---|---|---|---|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,420
shares
|
$40,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,263
shares
|
$37,633
0.0% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
2,213
shares
|
$36,802
0.0% of portfolio
|
Q3 2024
Added 21.59%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,125
shares
|
$35,338
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,122
shares
|
$35,288
0.0% of portfolio
|
Q3 2023
Added 24.82%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,122
shares
|
$35,288
0.0% of portfolio
|
Q3 2023
Added 24.82%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,110
shares
|
$35,089
0.0% of portfolio
|
Q3 2024
Added 53.23%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,049
shares
|
$34,074
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,835
shares
|
$30,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,771
shares
|
$29,451
0.0% of portfolio
|
Q1 2024
Added 9.26%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
1,731
shares
|
$28,786
0.0% of portfolio
|
Q3 2024
Added 22.16%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,704
shares
|
$28,337
0.01% of portfolio
|
Q2 2023
Added 1.13%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,655
shares
|
$27,522
0.0% of portfolio
|
Q1 2024
Reduced 62.47%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,603
shares
|
$26,657
0.01% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,555
shares
|
$25,859
0.01% of portfolio
|
Q3 2024
Added 171.85%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,530
shares
|
$25,443
0.0% of portfolio
|
Q3 2024
Reduced 60.55%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
1,500
shares
|
$24,945
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,287
shares
|
$21,402
0.0% of portfolio
|
Q3 2024
Added 194.51%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,262
shares
|
$20,987
0.0% of portfolio
|
Q3 2024
Added 224.42%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,258
shares
|
$20,920
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,237
shares
|
$20,571
0.0% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
1,233
shares
|
$20,504
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,226
shares
|
$20,388
0.0% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,225
shares
|
$20,371
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
1,137
shares
|
$18,908
0.0% of portfolio
|
Q3 2023
Reduced 0.44%
|