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 |
|---|---|---|---|---|---|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
27,586
shares
|
$458,755
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
27,351
shares
|
$454,847
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
26,865
shares
|
$446,764
0.0% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
26,599
shares
|
$442,341
0.0% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
26,525
shares
|
$441,110
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
25,849
shares
|
$429,868
0.19% of portfolio
|
Q3 2024
Reduced 35.29%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
25,749
shares
|
$428,205
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
25,321
shares
|
$421,088
0.0% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
25,026
shares
|
$416,182
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
24,812
shares
|
$412,623
0.0% of portfolio
|
Q3 2024
Reduced 43.36%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
23,644
shares
|
$393,199
0.01% of portfolio
|
Q3 2024
Added 23.0%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
23,543
shares
|
$391,520
0.08% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
23,273
shares
|
$387,029
0.0% of portfolio
|
Q3 2024
Added 27.24%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
23,023
shares
|
$382,872
0.05% of portfolio
|
Q3 2021
Reduced 0.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
22,862
shares
|
$380,195
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
22,752
shares
|
$378,365
0.1% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
22,501
shares
|
$374,191
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Towerview LLC
|
Nov 06, 2024 Q3 2024 |
22,500
shares
|
$374,175
0.28% of portfolio
|
Q2 2024
Reduced 18.18%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
22,460
shares
|
$373,509
0.11% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
22,193
shares
|
$369,069
0.0% of portfolio
|
Q3 2024
Added 51.88%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
22,136
shares
|
$368,121
0.0% of portfolio
|
Q3 2024
Reduced 64.64%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
22,078
shares
|
$367,157
0.0% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,391
shares
|
$355,732
0.0% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
21,126
shares
|
$351,325
0.0% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
20,960
shares
|
$348,564
0.0% of portfolio
|
Q2 2023
Added 8.14%
|