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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
510+ 13.49% |
$7.23K - $8.25K
|
4.29K
$53.7K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 1.05% |
$7.09K - $8.09K
|
48K
$601K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.99% |
$5.67K - $6.47K
|
41K
$513K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
386+ 20.63% |
$5.47K - $6.24K
|
2.26K
$28.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
340+ 1.24% |
$4.82K - $5.5K
|
27.7K
$346K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
263+ 2.32% |
$3.73K - $4.25K
|
11.6K
$145K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
214+ 28.42% |
$3.03K - $3.46K
|
967
$12.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
207New |
$2.93K - $3.35K
|
207
$2.59K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
195+ 0.03% |
$2.76K - $3.15K
|
712K
$8.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
190+ 1.59% |
$2.69K - $3.07K
|
12.1K
$152K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
180+ 0.92% |
$2.55K - $2.91K
|
19.7K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
138+ 4.03% |
$1.96K - $2.23K
|
3.56K
$44.6K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
133+ 0.57% |
$1.88K - $2.15K
|
23.7K
$296K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
93New |
$1.32K - $1.5K
|
93
$1.16K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
83+ 0.58% |
$1.18K - $1.34K
|
14.4K
$180K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
67+ 5.89% |
$949 - $1.08K
|
1.2K
$15.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
64+ 290.91% |
$907 - $1.03K
|
86
$1.08K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
42+ 1.3% |
$595 - $679
|
3.28K
$41.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
38New |
$538 - $614
|
38
$476
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25+ 0.22% |
$354 - $404
|
11.4K
$143K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23+ 255.56% |
$326 - $372
|
32
$401
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
12New |
$170 - $194
|
12
$150
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12New |
$170 - $194
|
12
$150
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.97% |
$142 - $162
|
1.04K
$13.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
5+ 1.45% |
$70.9 - $80.9
|
349
$4.37K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
4+ 1.76% |
$56.7 - $64.7
|
231
$2.89K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 1.46% |
$56.7 - $64.7
|
278
$3.48K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 1.45% |
$14.2 - $16.2
|
70
$876
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.56% |
$14.2 - $16.2
|
40
$501
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 6.25% |
$28.3 - $32.3
|
30
$376
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7- 63.64% |
$99.2 - $113
|
4
$50.1
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-18- 0.16% |
$255 - $291
|
11.4K
$143K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45- 19.23% |
$638 - $728
|
189
$2.37K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-75- 0.1% |
$1.06K - $1.21K
|
75.6K
$946K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-86- 78.9% |
$1.22K - $1.39K
|
23
$288
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 1.52% |
$1.42K - $1.62K
|
6.5K
$81.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.29% |
$1.42K - $1.62K
|
34.7K
$435K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-125- 51.02% |
$1.77K - $2.02K
|
120
$1.5K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-217- 76.14% |
$3.07K - $3.51K
|
68
$851
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-296- 11.62% |
$4.19K - $4.79K
|
2.25K
$28.2K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-334- 2.69% |
$4.73K - $5.4K
|
12.1K
$151K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-399- 3.54% |
$5.65K - $6.45K
|
10.9K
$136K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-455- 0.91% |
$6.45K - $7.36K
|
49.7K
$622K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-588- 26.97% |
$8.33K - $9.51K
|
1.59K
$19.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-600- 77.42% |
$8.5K - $9.7K
|
175
$2.19K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-743- 34.98% |
$10.5K - $12K
|
1.38K
$17.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.24K- 2.91% |
$17.6K - $20.1K
|
41.5K
$519K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.4K- 46.96% |
$19.9K - $22.7K
|
1.59K
$19.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.62K- 5.48% |
$22.9K - $26.1K
|
27.9K
$349K
|