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 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
47.8K+ 168.06% |
$677K - $773K
|
76.2K
$856K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
46.2K+ 75.34% |
$654K - $747K
|
107K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
45.4K+ 444.97% |
$643K - $733K
|
55.6K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
44.3KNew |
$627K - $716K
|
44.3K
$497K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
43.3K+ 263.91% |
$613K - $700K
|
59.7K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42K+ 345.41% |
$595K - $680K
|
54.2K
$609K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
37.7KNew |
$534K - $610K
|
37.7K
$424K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
37K+ 22.61% |
$524K - $598K
|
200K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
36.4K+ 114.92% |
$516K - $589K
|
68.1K
$764K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
35.3K+ 229.29% |
$500K - $571K
|
50.7K
$570K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.6K+ 28.91% |
$476K - $544K
|
150K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
32.7KNew |
$464K - $529K
|
32.7K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
32K+ 3.12% |
$453K - $517K
|
1.06M
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.2K+ 100.28% |
$441K - $504K
|
62.2K
$699K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
30.2K+ 21.44% |
$427K - $488K
|
171K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.9K+ 31.81% |
$424K - $484K
|
124K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.8K+ 295.43% |
$422K - $481K
|
39.8K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
28.9K+ 10.64% |
$409K - $467K
|
300K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
27.6K+ 35.65% |
$391K - $446K
|
105K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.2KNew |
$386K - $440K
|
27.2K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
26.9KNew |
$381K - $434K
|
26.9K
$302K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
26.8K+ 7.75% |
$379K - $433K
|
372K
$4.18M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
26.5KNew |
$376K - $429K
|
26.5K
$298K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
26.2KNew |
$372K - $424K
|
26.2K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
25.7K+ 49.09% |
$365K - $416K
|
78.2K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
25.5KNew |
$361K - $412K
|
25.5K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
25KNew |
$355K - $405K
|
25K
$281K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24.7KNew |
$350K - $399K
|
24.7K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
24.2KNew |
$343K - $391K
|
24.2K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
24.1KNew |
$341K - $389K
|
24.1K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.6K+ 23.6% |
$334K - $381K
|
124K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
23.4KNew |
$332K - $379K
|
23.4K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
23.3KNew |
$330K - $377K
|
23.3K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
22.4KNew |
$318K - $363K
|
22.4K
$252K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
22.3KNew |
$315K - $360K
|
22.3K
$250K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
22.1K+ 1293.97% |
$313K - $357K
|
23.8K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
21.8K+ 30.22% |
$309K - $353K
|
94K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
21.8K+ 81.16% |
$308K - $352K
|
48.6K
$546K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
21.7KNew |
$307K - $350K
|
21.7K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
21.2KNew |
$301K - $343K
|
21.2K
$238K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
20.7K+ 110.48% |
$293K - $335K
|
39.4K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
20KNew |
$284K - $324K
|
20K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
19.7K+ 36.91% |
$280K - $319K
|
73.3K
$823K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
19.1KNew |
$271K - $309K
|
19.1K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
17.3KNew |
$244K - $279K
|
17.3K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
17.1KNew |
$242K - $276K
|
17.1K
$192K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
16.2K+ 12.39% |
$229K - $261K
|
146K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16K+ 12.92% |
$226K - $258K
|
140K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
15.6KNew |
$220K - $252K
|
15.6K
$175K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$218K - $249K
|
15.4K
$173K
|