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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,100
shares
|
$18,293
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,076
shares
|
$17,893
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,026
shares
|
$17,062
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,023
shares
|
$17,012
0.0% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
1,000
shares
|
$16,630
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$16,630
0.01% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$16,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
921
shares
|
$15,316
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
908
shares
|
$15,100
0.01% of portfolio
|
Q3 2024
Reduced 99.05%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
850
shares
|
$14,135
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
833
shares
|
$13,852
0.0% of portfolio
|
Q3 2024
Added 21.96%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
827
shares
|
$13,753
0.0% of portfolio
|
Q2 2024
Added 9.83%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
800
shares
|
$13,304
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
750
shares
|
$12,472
0.0% of portfolio
|
Q1 2021
Reduced 40.0%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
722
shares
|
$12,006
0.0% of portfolio
|
Q3 2024
Added 3338.1%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
706
shares
|
$11,740
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
706
shares
|
$11,740
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
704
shares
|
$11,707
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
702
shares
|
$11,674
0.0% of portfolio
|
Q3 2024
Added 96.64%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
700
shares
|
$11,641
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
678
shares
|
$11,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
670
shares
|
$11,142
0.0% of portfolio
|
Q1 2023
Reduced 21.18%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
600
shares
|
$9,978
0.0% of portfolio
|
Q1 2024
Reduced 62.15%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
580
shares
|
$9,645
0.0% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
541
shares
|
$8,996
0.0% of portfolio
|
Q3 2023
New holding
|