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 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-354- 46.46% |
$6.33K - $6.96K
|
408
$6.73K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-360- 2.55% |
$6.43K - $7.08K
|
13.7K
$227K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-364- 2.08% |
$6.5K - $7.16K
|
17.1K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-367- 12.14% |
$6.56K - $7.22K
|
2.66K
$43.8K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-373- 0.73% |
$6.67K - $7.34K
|
50.7K
$837K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-400- 28.57% |
$7.15K - $7.87K
|
1K
$16.5K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-400- 18.9% |
$7.15K - $7.87K
|
1.72K
$28.3K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-418- 0.12% |
$7.47K - $8.22K
|
353K
$5.83M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-468- 0.16% |
$8.36K - $9.21K
|
288K
$4.75M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-523- 28.67% |
$9.35K - $10.3K
|
1.3K
$21.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-535- 1.18% |
$9.56K - $10.5K
|
44.7K
$737K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-580- 0.77% |
$10.4K - $11.4K
|
75.1K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-634- 3.28% |
$11.3K - $12.5K
|
18.7K
$308K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-640- 12.43% |
$11.4K - $12.6K
|
4.51K
$74.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-659- 4.26% |
$11.8K - $13K
|
14.8K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-727- 4.31% |
$13K - $14.3K
|
16.1K
$266K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-978- 6.82% |
$17.5K - $19.2K
|
13.4K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-985- 62.15% |
$17.6K - $19.4K
|
600
$9.9K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-999- 3.02% |
$17.9K - $19.7K
|
32K
$529K
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.02K- 3.73% |
$18.3K - $20.1K
|
26.4K
$435K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.04K- 7.91% |
$18.6K - $20.5K
|
12.1K
$200K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.08K- 24.58% |
$19.3K - $21.2K
|
3.31K
$54.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.25K- 4.82% |
$22.3K - $24.6K
|
24.7K
$407K
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.46K- 10.89% |
$26.1K - $28.7K
|
11.9K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.53K- 11.12% |
$27.3K - $30.1K
|
12.2K
$202K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.55K- 3.11% |
$27.6K - $30.4K
|
48.2K
$795K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.56K- 11.27% |
$27.8K - $30.6K
|
12.2K
$202K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.61K- 2.72% |
$28.8K - $31.7K
|
57.5K
$949K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.62K- 3.48% |
$28.9K - $31.9K
|
45K
$742K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.79K- 8.69% |
$31.9K - $35.2K
|
18.8K
$310K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.87K- 14.7% |
$33.5K - $36.8K
|
10.9K
$179K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-2.04K- 5.46% |
$36.5K - $40.1K
|
35.3K
$583K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.24K- 1.19% |
$40K - $44.1K
|
186K
$3.07M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.3K- 6.2% |
$41.1K - $45.2K
|
34.8K
$574K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.52K- 16.13% |
$45K - $49.5K
|
13.1K
$216K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-2.6K- 1.27% |
$46.5K - $51.1K
|
203K
$3.35M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-2.75K- 10.37% |
$49.2K - $54.1K
|
23.8K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.76K- 62.47% |
$49.2K - $54.2K
|
1.66K
$27.3K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.98K- 3.27% |
$53.3K - $58.7K
|
88.1K
$1.45M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.69K- 4.42% |
$65.9K - $72.6K
|
79.8K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.73K- 22.57% |
$66.7K - $73.4K
|
12.8K
$211K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.77K- 3.65% |
$67.4K - $74.2K
|
99.5K
$1.64M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.08K- 27.07% |
$73K - $80.3K
|
11K
$182K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.09K- 13.43% |
$73K - $80.4K
|
26.3K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-4.2K- 4.8% |
$75K - $82.6K
|
83.2K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-4.31K- 17.68% |
$76.9K - $84.7K
|
20.1K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.31K- 7.96% |
$77K - $84.8K
|
49.9K
$823K
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4.4K- 1.25% |
$78.6K - $86.5K
|
346K
$5.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-4.56K- 34.17% |
$81.5K - $89.7K
|
8.78K
$145K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.61K- 2.03% |
$82.3K - $90.6K
|
223K
$3.67M
|