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 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.03% |
$70.9 - $80.9
|
17.1K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7- 63.64% |
$99.2 - $113
|
4
$44.9
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-18- 0.16% |
$255 - $291
|
11.4K
$128K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-19- 0.17% |
$269 - $307
|
11K
$124K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45- 19.23% |
$638 - $728
|
189
$2.12K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-75- 0.68% |
$1.06K - $1.21K
|
10.9K
$122K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-75- 0.1% |
$1.06K - $1.21K
|
75.6K
$849K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-86- 78.9% |
$1.22K - $1.39K
|
23
$258
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 1.52% |
$1.42K - $1.62K
|
6.5K
$73K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.29% |
$1.42K - $1.62K
|
34.7K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-115- 62.5% |
$1.63K - $1.86K
|
69
$775
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-125- 51.02% |
$1.77K - $2.02K
|
120
$1.35K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-201- 21.5% |
$2.85K - $3.25K
|
734
$8.24K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-217- 76.14% |
$3.07K - $3.51K
|
68
$764
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-218- 1.28% |
$3.09K - $3.53K
|
16.9K
$189K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-296- 11.62% |
$4.19K - $4.79K
|
2.25K
$25.3K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-334- 2.69% |
$4.73K - $5.4K
|
12.1K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-348- 1.88% |
$4.93K - $5.63K
|
18.2K
$204K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-399- 3.54% |
$5.65K - $6.45K
|
10.9K
$122K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-455- 0.91% |
$6.45K - $7.36K
|
49.7K
$558K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-582- 3.31% |
$8.25K - $9.41K
|
17K
$191K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-588- 26.97% |
$8.33K - $9.51K
|
1.59K
$17.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-600- 77.42% |
$8.5K - $9.7K
|
175
$1.97K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-616- 64.84% |
$8.73K - $9.96K
|
334
$3.75K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-696- 1.45% |
$9.86K - $11.3K
|
47.2K
$530K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-743- 34.98% |
$10.5K - $12K
|
1.38K
$15.5K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.21K- 10.19% |
$17.1K - $19.5K
|
10.7K
$120K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.24K- 2.91% |
$17.6K - $20.1K
|
41.5K
$466K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.34K- 10.95% |
$18.9K - $21.6K
|
10.9K
$122K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.4K- 46.96% |
$19.9K - $22.7K
|
1.59K
$17.8K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.45K- 21.83% |
$20.5K - $23.4K
|
5.18K
$58.2K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.49K- 1.49% |
$21.1K - $24.1K
|
98.8K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.62K- 5.48% |
$22.9K - $26.1K
|
27.9K
$313K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.81K- 13.53% |
$25.6K - $29.2K
|
11.5K
$130K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.85K- 2.23% |
$26.2K - $29.8K
|
80.9K
$909K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-2K- 55.56% |
$28.3K - $32.3K
|
1.6K
$18K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.33K- 2.57% |
$33K - $37.6K
|
88.1K
$990K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.37K- 44.86% |
$33.5K - $38.3K
|
2.91K
$32.7K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.4K- 46.24% |
$34K - $38.8K
|
2.79K
$31.3K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-2.57K- 23.4% |
$36.4K - $41.5K
|
8.41K
$94.4K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.88K- 1.78% |
$40.8K - $46.5K
|
159K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.1K- 10.92% |
$44K - $50.2K
|
25.3K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.47K- 15.85% |
$49.1K - $56.1K
|
18.4K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.82K- 20.84% |
$54.1K - $61.7K
|
14.5K
$163K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-4.5K- 4.7% |
$63.8K - $72.8K
|
91.2K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.51K- 15.03% |
$63.9K - $73K
|
25.5K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4.6K- 1.35% |
$65.2K - $74.4K
|
336K
$3.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-4.81K- 18.18% |
$68.1K - $77.7K
|
21.6K
$243K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-4.81K- 11.22% |
$68.2K - $77.8K
|
38.1K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.12K- 28.5% |
$72.5K - $82.8K
|
12.8K
$144K
|