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 |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$498
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
27
shares
|
$449
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
26
shares
|
$432
0.0% of portfolio
|
Q1 2023
Reduced 60.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
25
shares
|
$415
0.0% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
22
shares
|
$365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
20
shares
|
$332
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
18
shares
|
$299
0.0% of portfolio
|
Q1 2024
Reduced 82.0%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
17
shares
|
$282
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
17
shares
|
$282
0.0% of portfolio
|
Q3 2024
Added 54.55%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
15
shares
|
$249
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
8
shares
|
$133
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
7
shares
|
$116
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
5
shares
|
$83
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
1
shares
|
$16
0.0% of portfolio
|
Q1 2024
Reduced 98.11%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|