Purchases and Sales Made in Q1 2024 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
153+ 1.36% |
$2.73K - $3.01K
|
11.4K
$189K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
150+ 1.27% |
$2.68K - $2.95K
|
12K
$198K
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
144+ 1.32% |
$2.57K - $2.83K
|
11.1K
$183K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
141+ 4.88% |
$2.52K - $2.77K
|
3.03K
$50K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
129+ 38.28% |
$2.31K - $2.54K
|
466
$7.69K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
124+ 83.78% |
$2.22K - $2.44K
|
272
$4.49K
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
117+ 0.33% |
$2.09K - $2.3K
|
35.1K
$579K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
105+ 4.89% |
$1.88K - $2.07K
|
2.25K
$37.2K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
100+ 3.11% |
$1.79K - $1.97K
|
3.32K
$54.8K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
97+ 0.26% |
$1.73K - $1.91K
|
37.3K
$615K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
92+ 0.25% |
$1.64K - $1.81K
|
37K
$610K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
72+ 10.57% |
$1.29K - $1.42K
|
753
$12.4K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
67+ 22.71% |
$1.2K - $1.32K
|
362
$5.97K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
56+ 0.31% |
$1K - $1.1K
|
18.4K
$303K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
41New |
$733 - $806
|
41
$677
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
38+ 0.24% |
$679 - $747
|
16.1K
$266K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
18+ 13.74% |
$322 - $354
|
149
$2.46K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
15New |
$268 - $295
|
15
$248
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 1.35% |
$161 - $177
|
678
$11.2K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.8% |
$143 - $157
|
1.01K
$16.6K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 1.47% |
$107 - $118
|
415
$6.85K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5New |
$89.4 - $98.4
|
5
$82.5
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
4+ 1.23% |
$71.5 - $78.7
|
329
$5.43K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.01% |
$17.9 - $19.7
|
17.9K
$295K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4- 1.42% |
$71.5 - $78.7
|
277
$4.57K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 14.29% |
$89.4 - $98.4
|
30
$495
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-14- 31.11% |
$250 - $275
|
31
$512
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-31- 16.85% |
$554 - $610
|
153
$2.52K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-32- 47.06% |
$572 - $629
|
36
$594
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-33- 23.57% |
$590 - $649
|
107
$1.77K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-43- 4.06% |
$768 - $846
|
1.02K
$16.8K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-50Closed |
$894 - $984
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-52- 98.11% |
$929 - $1.02K
|
1
$16.5
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-56- 9.96% |
$1K - $1.1K
|
506
$8.35K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-67- 94.37% |
$1.2K - $1.32K
|
4
$66
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-71- 0.4% |
$1.27K - $1.4K
|
17.5K
$288K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-82- 82.0% |
$1.47K - $1.61K
|
18
$297
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-92- 7.13% |
$1.64K - $1.81K
|
1.2K
$19.8K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-103- 0.33% |
$1.84K - $2.03K
|
31.3K
$516K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-199- 7.23% |
$3.56K - $3.91K
|
2.55K
$42.1K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-225- 27.27% |
$4.02K - $4.43K
|
600
$9.9K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-227- 85.34% |
$4.06K - $4.47K
|
39
$644
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-235- 1.52% |
$4.2K - $4.62K
|
15.2K
$251K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-247- 18.47% |
$4.41K - $4.86K
|
1.09K
$18K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-252- 1.42% |
$4.5K - $4.96K
|
17.5K
$289K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-270- 1.33% |
$4.82K - $5.31K
|
20.1K
$331K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-272- 2.33% |
$4.86K - $5.35K
|
11.4K
$189K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-290- 6.23% |
$5.18K - $5.7K
|
4.37K
$72K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-315- 52.5% |
$5.63K - $6.2K
|
285
$4.7K
|