Purchases and Sales Made in Q2 2024 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
10.5KNew |
$173K - $212K
|
10.5K
$174K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$171K - $210K
|
10.4K
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.1K+ 7.85% |
$166K - $204K
|
139K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.1KNew |
$165K - $203K
|
10.1K
$166K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10K+ 36.11% |
$164K - $201K
|
37.7K
$622K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
9.79K+ 7.8% |
$161K - $197K
|
135K
$2.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.7K+ 5.21% |
$159K - $195K
|
196K
$3.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.52KNew |
$156K - $192K
|
9.52K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.96K+ 3.8% |
$147K - $180K
|
244K
$4.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.65K+ 49.42% |
$142K - $174K
|
26.2K
$432K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.61K+ 83.65% |
$141K - $173K
|
18.9K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.97K+ 63.98% |
$131K - $160K
|
20.4K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
6.73K+ 6.7% |
$110K - $136K
|
107K
$1.77M
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
BUY
|
- |
6.73K+ 6.7% |
$110K - $136K
|
107K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.27K+ 31.17% |
$103K - $126K
|
26.4K
$436K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5.17K+ 29.62% |
$84.8K - $104K
|
22.6K
$373K
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
5KNew |
$82K - $101K
|
5K
$82.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5KNew |
$82K - $101K
|
5K
$82.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.31K+ 1.02% |
$70.7K - $86.8K
|
425K
$7.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.27K+ 2.3% |
$70K - $86K
|
190K
$3.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.11K+ 12.93% |
$67.5K - $82.8K
|
35.9K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.48K+ 3.69% |
$57.1K - $70.1K
|
97.8K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.29K+ 17.94% |
$54K - $66.3K
|
21.7K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.25K+ 20.33% |
$53.3K - $65.4K
|
19.2K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.22K+ 3.12% |
$52.8K - $64.8K
|
106K
$1.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.7K+ 8.78% |
$44.3K - $54.4K
|
33.5K
$552K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.68K+ 156.18% |
$44K - $54K
|
4.4K
$72.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.52K+ 12.63% |
$41.2K - $50.7K
|
22.4K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.21K+ 9.86% |
$36.2K - $44.5K
|
24.6K
$406K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.08K+ 1.3% |
$34K - $41.8K
|
161K
$2.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.07K+ 16.19% |
$34K - $41.7K
|
14.9K
$245K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.99K+ 0.55% |
$32.6K - $40K
|
363K
$5.99M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.97KNew |
$32.3K - $39.6K
|
1.97K
$32.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.93K+ 5.36% |
$31.6K - $38.8K
|
37.9K
$625K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.78K+ 5.71% |
$29.3K - $35.9K
|
33K
$545K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.78KNew |
$29.2K - $35.8K
|
1.78K
$29.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.77KNew |
$29K - $35.7K
|
1.77K
$29.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.69K+ 5.04% |
$27.7K - $34.1K
|
35.3K
$582K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.66K+ 2.47% |
$27.1K - $33.3K
|
68.8K
$1.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 94.7% |
$21.1K - $25.9K
|
2.64K
$43.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.25KNew |
$20.5K - $25.2K
|
1.25K
$20.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.08KNew |
$17.6K - $21.7K
|
1.08K
$17.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
953+ 2.07% |
$15.6K - $19.2K
|
46.9K
$775K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
850New |
$13.9K - $17.1K
|
850
$14K
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
810+ 0.02% |
$13.3K - $16.3K
|
5.15M
$85M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
810+ 1.6% |
$13.3K - $16.3K
|
51.5K
$850K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
730+ 168.98% |
$12K - $14.7K
|
1.16K
$19.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
711+ 2.66% |
$11.7K - $14.3K
|
27.5K
$453K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
711+ 1.48% |
$11.7K - $14.3K
|
48.9K
$807K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
704New |
$11.5K - $14.2K
|
704
$11.6K
|