Purchases and Sales Made in Q1 2022 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q1 2022. The information is specifically focused on institutions that hold shares of Wendy's Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
62+ 0.05% |
$1.3K - $1.49K
|
132K
$2.19M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
56+ 0.19% |
$1.17K - $1.35K
|
29.3K
$484K
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
34+ 0.11% |
$712 - $818
|
31.6K
$521K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33New |
$691 - $794
|
33
$545
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
32New |
$670 - $770
|
32
$528
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
28+ 0.18% |
$586 - $674
|
15.8K
$261K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 10.7% |
$544 - $626
|
269
$4.44K
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
17+ 0.04% |
$356 - $409
|
44.8K
$739K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
16New |
$335 - $385
|
16
$264
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
10+ 0.62% |
$209 - $241
|
1.63K
$27K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
7+ 0.06% |
$147 - $168
|
11.4K
$188K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
7+ 24.14% |
$147 - $168
|
36
$594
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.44% |
$147 - $168
|
1.58K
$26.1K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6New |
$126 - $144
|
6
$99
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 1.51% |
$105 - $120
|
337
$5.56K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.59% |
$83.8 - $96.3
|
680
$11.2K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 15.38% |
$83.8 - $96.3
|
30
$495
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.31% |
$62.8 - $72.2
|
976
$16.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.4% |
$41.9 - $48.1
|
502
$8.28K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$20.9 - $24.1
|
72.5K
$1.2M
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1- 0.01% |
$20.9 - $24.1
|
10.6K
$175K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-5Closed |
$105 - $120
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9- 4.69% |
$188 - $217
|
183
$3.02K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-10- 27.03% |
$209 - $241
|
27
$446
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 44.83% |
$272 - $313
|
16
$264
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-19- 0.1% |
$398 - $457
|
18.6K
$307K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-20- 0.22% |
$419 - $481
|
9.03K
$149K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-23- 4.79% |
$482 - $554
|
457
$7.54K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-25Closed |
$524 - $602
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-35- 46.67% |
$733 - $842
|
40
$660
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-41Closed |
$859 - $987
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-42Closed |
$879 - $1.01K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-50Closed |
$1.05K - $1.2K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-55- 7.27% |
$1.15K - $1.32K
|
702
$11.6K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-74Closed |
$1.55K - $1.78K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-100- 0.23% |
$2.09K - $2.41K
|
43.1K
$711K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-101- 94.39% |
$2.11K - $2.43K
|
6
$99
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-109- 0.29% |
$2.28K - $2.62K
|
37K
$611K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-144Closed |
$3.02K - $3.47K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-164- 42.93% |
$3.43K - $3.95K
|
218
$3.6K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-176Closed |
$3.69K - $4.24K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-184- 0.7% |
$3.85K - $4.43K
|
25.9K
$428K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-195Closed |
$4.08K - $4.69K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-200- 2.0% |
$4.19K - $4.81K
|
9.78K
$161K
|
|
|
Apr 26, 2022
Q1 2022
|
Delta Capital Management LLC
|
SELL
|
- |
-210- 2.05% |
$4.4K - $5.05K
|
10K
$165K
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-219- 1.45% |
$4.59K - $5.27K
|
14.8K
$245K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-250- 1.67% |
$5.24K - $6.02K
|
14.7K
$243K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-251Closed |
$5.26K - $6.04K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-268- 2.04% |
$5.61K - $6.45K
|
12.9K
$213K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
SELL
|
- |
-273- 0.54% |
$5.72K - $6.57K
|
50.7K
$836K
|