Purchases and Sales Made in Q1 2025 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q1 2025. 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 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
596K+ 84261.81% |
$8.44M - $9.63M
|
596K
$7.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
162K+ 58.18% |
$2.3M - $2.63M
|
441K
$5.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
117K+ 20.12% |
$1.66M - $1.9M
|
700K
$8.77M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
60.2K+ 2694.98% |
$853K - $973K
|
62.4K
$781K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
47.8K+ 168.06% |
$677K - $773K
|
76.2K
$954K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
46.2K+ 75.34% |
$654K - $747K
|
107K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
43.3K+ 263.91% |
$613K - $700K
|
59.7K
$747K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
37.7KNew |
$534K - $610K
|
37.7K
$472K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
37K+ 22.61% |
$524K - $598K
|
200K
$2.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.8K+ 295.43% |
$422K - $481K
|
39.8K
$499K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.2KNew |
$386K - $440K
|
27.2K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
26.8K+ 7.75% |
$379K - $433K
|
372K
$4.66M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
26.5KNew |
$376K - $429K
|
26.5K
$332K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
25KNew |
$355K - $405K
|
25K
$314K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24.7KNew |
$350K - $399K
|
24.7K
$309K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
22.3KNew |
$315K - $360K
|
22.3K
$279K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
22.1K+ 1293.97% |
$313K - $357K
|
23.8K
$298K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
21.7KNew |
$307K - $350K
|
21.7K
$271K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
20.7K+ 110.48% |
$293K - $335K
|
39.4K
$494K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
19.7K+ 36.91% |
$280K - $319K
|
73.3K
$917K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
19.1KNew |
$271K - $309K
|
19.1K
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16K+ 12.92% |
$226K - $258K
|
140K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
15.3KNew |
$217K - $248K
|
15.3K
$192K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
15.3K+ 1.98% |
$217K - $248K
|
788K
$9.86M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
14.7KNew |
$209K - $238K
|
14.7K
$184K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
14.4KNew |
$205K - $234K
|
14.4K
$181K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
12KNew |
$170K - $194K
|
12K
$150K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12KNew |
$170K - $194K
|
12K
$150K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
10.1KNew |
$143K - $163K
|
10.1K
$126K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.17K+ 18.54% |
$116K - $132K
|
52.2K
$654K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.16K+ 49.11% |
$73.2K - $83.5K
|
15.7K
$196K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4.85K+ 21.79% |
$68.7K - $78.4K
|
27.1K
$339K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3.62K+ 38.37% |
$51.3K - $58.5K
|
13.1K
$163K
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
3K+ 60.0% |
$42.5K - $48.5K
|
8K
$100K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
2.56K+ 41.87% |
$36.2K - $41.3K
|
8.66K
$108K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.15K+ 33.91% |
$30.4K - $34.7K
|
8.48K
$106K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.97K+ 7.09% |
$28K - $31.9K
|
29.8K
$373K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.96K+ 1111.93% |
$27.7K - $31.6K
|
2.13K
$26.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.64KNew |
$23.2K - $26.5K
|
1.64K
$20.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.33K+ 6.56% |
$18.8K - $21.5K
|
21.6K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.32KNew |
$18.7K - $21.3K
|
1.32K
$16.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.3K+ 22.01% |
$18.5K - $21.1K
|
7.22K
$90.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1K+ 250.0% |
$14.2K - $16.2K
|
1.4K
$17.5K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
917+ 27.41% |
$13K - $14.8K
|
4.26K
$53.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
899+ 0.23% |
$12.7K - $14.5K
|
396K
$4.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
842+ 5.48% |
$11.9K - $13.6K
|
16.2K
$203K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
715+ 201.41% |
$10.1K - $11.6K
|
1.07K
$13.4K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
624+ 8914.29% |
$8.84K - $10.1K
|
631
$7.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
582+ 1.6% |
$8.25K - $9.41K
|
37K
$464K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 1.05% |
$7.09K - $8.09K
|
48K
$601K
|