Purchases and Sales Made in Q1 2023 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
361New |
$7.38K - $8.33K
|
361
$5.16K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
335+ 108.06% |
$6.84K - $7.73K
|
645
$9.22K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
333+ 3.28% |
$6.8K - $7.69K
|
10.5K
$150K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
305+ 66.45% |
$6.23K - $7.04K
|
764
$10.9K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
269+ 1.19% |
$5.5K - $6.21K
|
22.8K
$326K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
256+ 25.99% |
$5.23K - $5.91K
|
1.24K
$17.7K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
226New |
$4.62K - $5.22K
|
226
$3.23K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
223+ 46.85% |
$4.56K - $5.15K
|
699
$10K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
212New |
$4.33K - $4.89K
|
212
$3.03K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
190New |
$3.88K - $4.39K
|
190
$2.72K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
164+ 0.52% |
$3.35K - $3.79K
|
31.6K
$452K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
151+ 38.72% |
$3.08K - $3.49K
|
541
$7.74K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
147New |
$3K - $3.39K
|
147
$2.1K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
125New |
$2.55K - $2.89K
|
125
$1.79K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100New |
$2.04K - $2.31K
|
100
$1.43K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
93+ 0.12% |
$1.9K - $2.15K
|
76.8K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
92+ 0.01% |
$1.88K - $2.12K
|
1.77M
$25.3M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
86+ 0.53% |
$1.76K - $1.98K
|
16.4K
$235K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
85+ 2.79% |
$1.74K - $1.96K
|
3.13K
$44.7K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
78+ 108.33% |
$1.59K - $1.8K
|
150
$2.15K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
75New |
$1.53K - $1.73K
|
75
$1.07K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
71+ 0.33% |
$1.45K - $1.64K
|
21.3K
$304K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
61+ 2.86% |
$1.25K - $1.41K
|
2.2K
$31.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
55+ 0.38% |
$1.12K - $1.27K
|
14.6K
$209K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55+ 157.14% |
$1.12K - $1.27K
|
90
$1.29K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
53+ 12.53% |
$1.08K - $1.22K
|
476
$6.81K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
51+ 0.3% |
$1.04K - $1.18K
|
17.1K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
43+ 0.15% |
$878 - $992
|
27.9K
$398K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
42New |
$858 - $969
|
42
$601
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
40+ 0.01% |
$817 - $923
|
427K
$6.11M
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
40+ 0.01% |
$817 - $923
|
427K
$6.11M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
37+ 0.19% |
$756 - $854
|
19.3K
$276K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30+ 0.71% |
$613 - $692
|
4.24K
$60.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
29+ 1.75% |
$592 - $669
|
1.69K
$24.1K
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
24+ 0.01% |
$490 - $554
|
194K
$2.77M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24+ 26.67% |
$490 - $554
|
114
$1.63K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
10+ 14.49% |
$204 - $231
|
79
$1.13K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$81.7 - $92.3
|
4
$57.2
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 4.44% |
$40.9 - $46.2
|
47
$672
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.01% |
$20.4 - $23.1
|
17.1K
$244K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 8.33% |
$20.4 - $23.1
|
11
$157
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-3- 42.86% |
$61.3 - $69.2
|
4
$57.2
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 6.98% |
$61.3 - $69.2
|
40
$572
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-4- 3.57% |
$81.7 - $92.3
|
108
$1.54K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 14.29% |
$123 - $138
|
36
$515
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 9.24% |
$225 - $254
|
108
$1.54K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 0.4% |
$286 - $323
|
3.52K
$50.3K
|
|
|
May 15, 2023
Q1 2023
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-35- 0.09% |
$715 - $808
|
37.5K
$536K
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-35- 0.09% |
$715 - $808
|
37.5K
$536K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-39- 60.0% |
$797 - $900
|
26
$372
|