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 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
15.3KNew |
$217K - $248K
|
15.3K
$172K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
15.3K+ 1.98% |
$217K - $248K
|
788K
$8.85M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 36.28% |
$213K - $244K
|
56.6K
$635K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
15K+ 42.21% |
$212K - $242K
|
50.4K
$566K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
14.7KNew |
$209K - $238K
|
14.7K
$165K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
14.4KNew |
$205K - $234K
|
14.4K
$162K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
14K+ 4.78% |
$198K - $226K
|
306K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
13.6KNew |
$193K - $220K
|
13.6K
$153K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.4K+ 45.87% |
$189K - $216K
|
42.5K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
12.6K+ 123.75% |
$178K - $204K
|
22.8K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.5KNew |
$178K - $203K
|
12.5K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$177K - $202K
|
12.5K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
12.3KNew |
$174K - $199K
|
12.3K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3K+ 6.0% |
$174K - $198K
|
217K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
12.1K+ 72.15% |
$172K - $196K
|
28.9K
$324K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
12KNew |
$170K - $194K
|
12K
$135K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12KNew |
$170K - $194K
|
12K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11.9K+ 66.24% |
$168K - $192K
|
29.8K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.7KNew |
$166K - $190K
|
11.7K
$132K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.6KNew |
$165K - $188K
|
11.6K
$130K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.1KNew |
$158K - $180K
|
11.1K
$125K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
11.1K+ 1.76% |
$157K - $179K
|
639K
$7.18M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
11KNew |
$156K - $178K
|
11K
$124K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10.6K+ 305.43% |
$151K - $172K
|
14.1K
$158K
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
10.3KNew |
$146K - $167K
|
10.3K
$116K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3K+ 14.24% |
$146K - $167K
|
82.9K
$931K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$144K - $164K
|
10.2K
$114K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
10.1KNew |
$143K - $163K
|
10.1K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
10K+ 22.73% |
$142K - $162K
|
54K
$606K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.56K+ 12.88% |
$136K - $155K
|
83.8K
$941K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
9.31K+ 18.4% |
$132K - $151K
|
59.9K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.99K+ 62.02% |
$127K - $145K
|
23.5K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
8.92K+ 67.01% |
$126K - $144K
|
22.2K
$250K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.17K+ 18.54% |
$116K - $132K
|
52.2K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
7.48K+ 19.6% |
$106K - $121K
|
45.6K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.24K+ 67.24% |
$103K - $117K
|
18K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
6.95K+ 20.91% |
$98.5K - $112K
|
40.2K
$451K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.81K+ 58.29% |
$96.5K - $110K
|
18.5K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
6.72K+ 1.88% |
$95.2K - $109K
|
365K
$4.1M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.56K+ 63.26% |
$92.9K - $106K
|
16.9K
$190K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.46K+ 12.5% |
$91.6K - $105K
|
58.2K
$653K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.33K+ 550.78% |
$89.8K - $102K
|
7.48K
$84K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.19K+ 39.12% |
$73.6K - $84K
|
18.5K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.17K+ 25860.0% |
$73.3K - $83.6K
|
5.19K
$58.3K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.16K+ 49.11% |
$73.2K - $83.5K
|
15.7K
$176K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.87K+ 4.18% |
$69K - $78.8K
|
121K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4.85K+ 21.79% |
$68.7K - $78.4K
|
27.1K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.83K+ 161.83% |
$68.5K - $78.2K
|
7.82K
$87.8K
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
4.71K+ 5.6% |
$66.8K - $76.2K
|
89K
$999K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3.62K+ 38.37% |
$51.3K - $58.5K
|
13.1K
$147K
|