Purchases and Sales Made in Q2 2022 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 7.31% |
$257 - $352
|
235
$3.36K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 93.75% |
$241 - $330
|
31
$443
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
14+ 0.16% |
$225 - $308
|
9.04K
$129K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
12+ 0.73% |
$193 - $264
|
1.65K
$23.5K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
9+ 30.0% |
$145 - $198
|
39
$558
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.51% |
$129 - $176
|
1.59K
$22.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 3.61% |
$96.4 - $132
|
172
$2.46K
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5New |
$80.4 - $110
|
5
$71.5
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.8% |
$64.3 - $87.9
|
506
$7.24K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.59% |
$64.3 - $87.9
|
684
$9.78K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.57% |
$64.3 - $87.9
|
706
$10.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.31% |
$48.2 - $65.9
|
979
$14K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.94% |
$16.1 - $22
|
107
$1.53K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$16.1 - $22
|
72.5K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4- 0.08% |
$64.3 - $87.9
|
4.81K
$68.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6Closed |
$96.4 - $132
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9- 0.03% |
$145 - $198
|
30.7K
$439K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9- 28.13% |
$145 - $198
|
23
$329
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-10- 25.0% |
$161 - $220
|
30
$429
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-15Closed |
$241 - $330
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-22- 3.89% |
$354 - $484
|
543
$7.76K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-24Closed |
$386 - $528
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 11.87% |
$643 - $879
|
297
$4.25K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-56- 9.32% |
$900 - $1.23K
|
545
$7.79K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-63Closed |
$1.01K - $1.38K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-82Closed |
$1.32K - $1.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-86Closed |
$1.38K - $1.89K
|
0
$0
|
|
|
Feb 13, 2024
Q2 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-90- 0.02% |
$1.45K - $1.98K
|
422K
$6.04M
|
|
|
Jul 26, 2022
Q2 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-90- 0.02% |
$1.45K - $1.98K
|
422K
$6.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-155Closed |
$2.49K - $3.41K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-200- 0.84% |
$3.21K - $4.4K
|
23.5K
$337K
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-212- 1.34% |
$3.41K - $4.66K
|
15.6K
$223K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-251- 27.89% |
$4.03K - $5.52K
|
649
$9.28K
|
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
SELL
|
- |
-376- 0.99% |
$6.04K - $8.26K
|
37.5K
$537K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-446- 4.0% |
$7.17K - $9.8K
|
10.7K
$153K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-478Closed |
$7.68K - $10.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-485- 48.5% |
$7.79K - $10.7K
|
515
$7.36K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-535Closed |
$8.6K - $11.8K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-555Closed |
$8.92K - $12.2K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-570- 2.26% |
$9.16K - $12.5K
|
24.6K
$352K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-627- 2.14% |
$10.1K - $13.8K
|
28.7K
$410K
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-643- 4.33% |
$10.3K - $14.1K
|
14.2K
$203K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-699- 47.49% |
$11.2K - $15.4K
|
773
$11.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-703- 5.45% |
$11.3K - $15.5K
|
12.2K
$174K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-769Closed |
$12.4K - $16.9K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-785- 0.63% |
$12.6K - $17.3K
|
124K
$1.78M
|
|
|
Jul 25, 2022
Q2 2022
|
Pendal Group LTD
|
SELL
|
- |
-905- 7.92% |
$14.5K - $19.9K
|
10.5K
$150K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-990- 28.3% |
$15.9K - $21.8K
|
2.51K
$35.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
SELL
|
- |
-1KClosed |
$16.1K - $22K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.16K- 2.51% |
$18.6K - $25.4K
|
45K
$643K
|