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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
218
shares
|
$3,625
0.0% of portfolio
|
Q4 2021
Reduced 42.93%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
218
shares
|
$3,625
0.0% of portfolio
|
Q1 2022
Reduced 42.93%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
213
shares
|
$3,542
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
212
shares
|
$3,525
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
200
shares
|
$3,326
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$3,326
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
195
shares
|
$3,242
0.0% of portfolio
|
Q2 2024
Added 27.45%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
188
shares
|
$3,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
185
shares
|
$3,076
0.0% of portfolio
|
Q3 2024
Reduced 56.16%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
183
shares
|
$3,043
0.0% of portfolio
|
Q3 2024
Added 205.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
182
shares
|
$3,026
0.0% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
157
shares
|
$2,610
0.0% of portfolio
|
Q4 2022
Added 57.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
152
shares
|
$2,527
0.0% of portfolio
|
Q3 2024
Added 153.33%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
143
shares
|
$2,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
134
shares
|
$2,228
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
127
shares
|
$2,112
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
108
shares
|
$1,796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
104
shares
|
$1,729
0.0% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
101
shares
|
$1,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
97
shares
|
$1,613
0.0% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
93
shares
|
$1,546
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
82
shares
|
$1,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
68
shares
|
$1,130
0.0% of portfolio
|
Q2 2024
Added 88.89%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
62
shares
|
$1,031
0.0% of portfolio
|
Q4 2023
Reduced 11.43%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
40
shares
|
$665
0.0% of portfolio
|
Q3 2024
Reduced 59.6%
|