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 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
379+ 0.22% |
$5.37K - $6.13K
|
176K
$1.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
340+ 1.24% |
$4.82K - $5.5K
|
27.7K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
334New |
$4.73K - $5.4K
|
334
$3.75K
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
304+ 1.18% |
$4.31K - $4.92K
|
26.1K
$293K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
288New |
$4.08K - $4.66K
|
288
$3.23K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
284New |
$4.02K - $4.59K
|
284
$3.19K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
265New |
$3.76K - $4.29K
|
265
$2.98K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
263+ 2.32% |
$3.73K - $4.25K
|
11.6K
$130K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
214+ 28.42% |
$3.03K - $3.46K
|
967
$10.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
207New |
$2.93K - $3.35K
|
207
$2.32K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
195+ 0.03% |
$2.76K - $3.15K
|
712K
$8M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
190+ 1.59% |
$2.69K - $3.07K
|
12.1K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
181New |
$2.56K - $2.93K
|
181
$2.03K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
180+ 0.92% |
$2.55K - $2.91K
|
19.7K
$221K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
154+ 0.83% |
$2.18K - $2.49K
|
18.7K
$210K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
138+ 4.03% |
$1.96K - $2.23K
|
3.56K
$40K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
133+ 0.57% |
$1.88K - $2.15K
|
23.7K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
110+ 275.0% |
$1.56K - $1.78K
|
150
$1.68K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
110+ 7.14% |
$1.56K - $1.78K
|
1.65K
$18.5K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
93New |
$1.32K - $1.5K
|
93
$1.04K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
83+ 0.58% |
$1.18K - $1.34K
|
14.4K
$162K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
70+ 34.15% |
$992 - $1.13K
|
275
$3.09K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
69+ 0.62% |
$978 - $1.12K
|
11.2K
$126K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
67+ 5.89% |
$949 - $1.08K
|
1.2K
$13.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
64+ 290.91% |
$907 - $1.03K
|
86
$966
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
46+ 0.5% |
$652 - $744
|
9.18K
$103K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
42+ 1.3% |
$595 - $679
|
3.28K
$36.9K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
41New |
$581 - $663
|
41
$460
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
38New |
$538 - $614
|
38
$427
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25+ 0.22% |
$354 - $404
|
11.4K
$128K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23+ 255.56% |
$326 - $372
|
32
$359
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
22New |
$312 - $356
|
22
$247
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.04% |
$213 - $243
|
38.1K
$428K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14New |
$198 - $226
|
14
$157
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
12New |
$170 - $194
|
12
$135
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12New |
$170 - $194
|
12
$135
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.97% |
$142 - $162
|
1.04K
$11.7K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8New |
$113 - $129
|
8
$89.8
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
5+ 1.45% |
$70.9 - $80.9
|
349
$3.92K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5New |
$70.9 - $80.9
|
5
$56.2
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
4+ 1.76% |
$56.7 - $64.7
|
231
$2.59K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$56.7 - $64.7
|
4
$44.9
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 1.46% |
$56.7 - $64.7
|
278
$3.12K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1+ 0.0% |
$14.2 - $16.2
|
36.5K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 1.45% |
$14.2 - $16.2
|
70
$786
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.56% |
$14.2 - $16.2
|
40
$449
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1New |
$14.2 - $16.2
|
1
$11.2
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$14.2 - $16.2
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 6.25% |
$28.3 - $32.3
|
30
$337
|