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 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
3.38K+ 7180.85% |
$47.8K - $54.6K
|
3.42K
$38.4K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.25K+ 30.6% |
$46.1K - $52.6K
|
13.9K
$156K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.11K+ 8.23% |
$44.1K - $50.3K
|
40.9K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.07K+ 4.05% |
$43.5K - $49.6K
|
78.9K
$886K
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
3K+ 60.0% |
$42.5K - $48.5K
|
8K
$89.8K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.81K+ 15.4% |
$39.8K - $45.4K
|
21K
$236K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
2.56K+ 41.87% |
$36.2K - $41.3K
|
8.66K
$97.2K
|
|
|
May 06, 2025
Q1 2025
|
Towerview LLC
|
BUY
|
- |
2.5K+ 20.83% |
$35.4K - $40.4K
|
14.5K
$163K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.5K+ 89.29% |
$35.4K - $40.4K
|
5.3K
$59.5K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.34K+ 21.25% |
$33.1K - $37.8K
|
13.3K
$150K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.3K+ 14.73% |
$32.6K - $37.2K
|
17.9K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.15K+ 33.91% |
$30.4K - $34.7K
|
8.48K
$95.2K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.02K+ 24.66% |
$28.7K - $32.7K
|
10.2K
$115K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2K+ 62.44% |
$28.3K - $32.3K
|
5.19K
$58.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.97K+ 7.09% |
$28K - $31.9K
|
29.8K
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.96K+ 1111.93% |
$27.7K - $31.6K
|
2.13K
$24K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 278.81% |
$26.5K - $30.2K
|
2.54K
$28.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.64KNew |
$23.2K - $26.5K
|
1.64K
$18.4K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.61K+ 0.93% |
$22.8K - $26K
|
175K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.61K+ 14.29% |
$22.7K - $26K
|
12.8K
$144K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.59K+ 5.87% |
$22.5K - $25.6K
|
28.6K
$321K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.58K+ 94.05% |
$22.4K - $25.6K
|
3.26K
$36.7K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.56K+ 110.02% |
$22.1K - $25.2K
|
2.98K
$33.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.33K+ 6.56% |
$18.8K - $21.5K
|
21.6K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.32KNew |
$18.7K - $21.3K
|
1.32K
$14.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.3K+ 22.01% |
$18.5K - $21.1K
|
7.22K
$81.1K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.2K+ 6.06% |
$17K - $19.4K
|
21.1K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.16K+ 785.71% |
$16.4K - $18.7K
|
1.3K
$14.6K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.08KNew |
$15.2K - $17.4K
|
1.08K
$12.1K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.04K+ 34600.0% |
$14.7K - $16.8K
|
1.04K
$11.7K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.04K+ 25.75% |
$14.7K - $16.8K
|
5.07K
$56.9K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1K+ 7.94% |
$14.2K - $16.2K
|
13.6K
$153K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1KNew |
$14.2K - $16.2K
|
1K
$11.2K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1KNew |
$14.2K - $16.2K
|
1K
$11.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1K+ 250.0% |
$14.2K - $16.2K
|
1.4K
$15.7K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
917+ 27.41% |
$13K - $14.8K
|
4.26K
$47.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
899+ 0.23% |
$12.7K - $14.5K
|
396K
$4.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
842+ 5.48% |
$11.9K - $13.6K
|
16.2K
$182K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
715+ 201.41% |
$10.1K - $11.6K
|
1.07K
$12K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
624+ 8914.29% |
$8.84K - $10.1K
|
631
$7.09K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
616+ 0.44% |
$8.73K - $9.96K
|
140K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
582+ 1.6% |
$8.25K - $9.41K
|
37K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
542+ 1.07% |
$7.68K - $8.76K
|
51.1K
$574K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
525+ 2.02% |
$7.44K - $8.49K
|
26.6K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
510+ 13.49% |
$7.23K - $8.25K
|
4.29K
$48.2K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
505New |
$7.16K - $8.17K
|
505
$5.67K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 1.05% |
$7.09K - $8.09K
|
48K
$539K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.99% |
$5.67K - $6.47K
|
41K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
400New |
$5.67K - $6.47K
|
400
$4.49K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
386+ 20.63% |
$5.47K - $6.24K
|
2.26K
$25.3K
|