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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
525
shares
|
$8,730
0.0% of portfolio
|
Q3 2024
Added 120.59%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
505
shares
|
$8,398
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
500
shares
|
$8,315
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
476
shares
|
$7,915
0.0% of portfolio
|
Q3 2023
Reduced 31.9%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
452
shares
|
$7,516
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
442
shares
|
$7,350
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
425
shares
|
$7,067
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
424
shares
|
$7,051
0.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
423
shares
|
$7,034
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
400
shares
|
$6,652
0.0% of portfolio
|
Q2 2024
Reduced 90.48%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
377
shares
|
$6,269
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
375
shares
|
$6,236
0.0% of portfolio
|
Q3 2024
Reduced 87.7%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
360
shares
|
$5,986
0.0% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
355
shares
|
$5,903
0.0% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
339
shares
|
$5,637
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
327
shares
|
$5,438
0.0% of portfolio
|
Q4 2023
Added 1.24%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$4,989
0.0% of portfolio
|
Q2 2020
Reduced 94.68%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
300
shares
|
$4,989
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
297
shares
|
$4,939
0.0% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
285
shares
|
$4,739
0.0% of portfolio
|
Q1 2024
Reduced 52.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
285
shares
|
$4,739
0.0% of portfolio
|
Q3 2024
Added 63.79%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
268
shares
|
$4,456
0.0% of portfolio
|
Q2 2024
Added 6.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
257
shares
|
$4,273
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
250
shares
|
$4,157
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
226
shares
|
$3,758
0.0% of portfolio
|
Q1 2023
New holding
|