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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
20,740
shares
|
$344,906
0.0% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
20,445
shares
|
$340,000
0.0% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
20,291
shares
|
$337,439
0.0% of portfolio
|
Q3 2024
Added 29.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
20,162
shares
|
$335,294
0.0% of portfolio
|
Q3 2024
Reduced 22.91%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
19,939
shares
|
$331,585
0.0% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
19,911
shares
|
$331,119
0.0% of portfolio
|
Q3 2023
Reduced 33.75%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
19,827
shares
|
$329,723
0.0% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,154
shares
|
$318,531
0.0% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
19,113
shares
|
$317,849
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
19,033
shares
|
$316,518
0.0% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
18,883
shares
|
$314,024
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,500
shares
|
$307,655
0.0% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
18,379
shares
|
$305,642
0.01% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
18,069
shares
|
$300,487
0.04% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
17,869
shares
|
$297,161
0.06% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
17,471
shares
|
$290,542
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
17,420
shares
|
$289,694
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
17,037
shares
|
$283,325
0.01% of portfolio
|
Q3 2024
Reduced 60.92%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
16,491
shares
|
$274,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
16,222
shares
|
$269,771
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
15,973
shares
|
$265,630
0.04% of portfolio
|
Q3 2024
Added 411.63%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
15,941
shares
|
$265,098
0.0% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
15,589
shares
|
$259,245
0.04% of portfolio
|
Q3 2024
Added 13.83%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
15,307
shares
|
$254,555
0.07% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
15,192
shares
|
$252,642
0.0% of portfolio
|
Q3 2024
New holding
|