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 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
700New |
$11.5K - $14.1K
|
700
$11.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
546+ 1.22% |
$8.95K - $11K
|
45.2K
$746K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
545+ 2.15% |
$8.94K - $11K
|
25.9K
$427K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
541+ 1745.16% |
$8.87K - $10.9K
|
572
$9.44K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
505New |
$8.28K - $10.2K
|
505
$8.33K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
500New |
$8.2K - $10.1K
|
500
$8.25K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
406+ 146.57% |
$6.66K - $8.18K
|
683
$11.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
375+ 9.13% |
$6.15K - $7.55K
|
4.48K
$74K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
350+ 897.44% |
$5.74K - $7.05K
|
389
$6.42K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
329+ 0.73% |
$5.4K - $6.63K
|
45.5K
$751K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$4.92K - $6.04K
|
300
$4.95K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
287+ 26.33% |
$4.71K - $5.78K
|
1.38K
$22.7K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
244+ 1.42% |
$4K - $4.91K
|
17.5K
$288K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
236+ 19.7% |
$3.87K - $4.75K
|
1.43K
$23.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
217+ 1.08% |
$3.56K - $4.37K
|
20.3K
$334K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
200New |
$3.28K - $4.03K
|
200
$3.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
193+ 3.36% |
$3.17K - $3.89K
|
5.94K
$98.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
192New |
$3.15K - $3.87K
|
192
$3.17K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
173New |
$2.84K - $3.48K
|
173
$2.85K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
167+ 1.39% |
$2.74K - $3.36K
|
12.2K
$201K
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
161+ 1.45% |
$2.64K - $3.24K
|
11.2K
$185K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
159+ 0.91% |
$2.61K - $3.2K
|
17.7K
$292K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
151New |
$2.48K - $3.04K
|
151
$2.49K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
145+ 53.31% |
$2.38K - $2.92K
|
417
$6.88K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
142+ 9.86% |
$2.33K - $2.86K
|
1.58K
$26.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
134New |
$2.2K - $2.7K
|
134
$2.21K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
117+ 0.33% |
$1.92K - $2.36K
|
35.2K
$581K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
117New |
$1.92K - $2.36K
|
117
$1.93K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
100+ 4.42% |
$1.64K - $2.01K
|
2.36K
$39K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
99New |
$1.62K - $1.99K
|
99
$1.63K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
87New |
$1.43K - $1.75K
|
87
$1.44K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
84New |
$1.38K - $1.69K
|
84
$1.39K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
74+ 9.83% |
$1.21K - $1.49K
|
827
$13.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
50+ 1.03% |
$820 - $1.01K
|
4.88K
$80.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45+ 0.05% |
$738 - $906
|
96K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
42+ 27.45% |
$689 - $846
|
195
$3.22K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41New |
$672 - $826
|
41
$677
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 3.85% |
$672 - $826
|
1.11K
$18.2K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
32+ 88.89% |
$525 - $644
|
68
$1.12K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.2% |
$492 - $604
|
15.3K
$253K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
23New |
$377 - $463
|
23
$380
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
21New |
$344 - $423
|
21
$347
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 6.77% |
$279 - $342
|
268
$4.42K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16New |
$262 - $322
|
16
$264
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 1.45% |
$213 - $262
|
908
$15K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 1.62% |
$180 - $222
|
689
$11.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.79% |
$131 - $161
|
1.02K
$16.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
7+ 0.02% |
$115 - $141
|
30K
$495K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 1.69% |
$115 - $141
|
422
$6.96K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7+ 0.69% |
$115 - $141
|
1.02K
$16.9K
|