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 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 120.0% |
$98.4 - $121
|
11
$182
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
5+ 1.52% |
$82 - $101
|
334
$5.51K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.16% |
$65.6 - $80.6
|
2.56K
$42.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.56% |
$32.8 - $40.3
|
357
$5.89K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.01% |
$16.4 - $20.1
|
17.9K
$295K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.0% |
$16.4 - $20.1
|
32K
$529K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3- 0.51% |
$49.2 - $60.4
|
580
$9.57K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 20.0% |
$98.4 - $121
|
24
$396
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-73- 0.1% |
$1.2K - $1.47K
|
75.1K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-77- 1.78% |
$1.26K - $1.55K
|
4.25K
$70.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-97- 20.82% |
$1.59K - $1.95K
|
369
$6.09K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-100- 0.59% |
$1.64K - $2.01K
|
16.9K
$279K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-105- 4.66% |
$1.72K - $2.11K
|
2.15K
$35.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-105- 0.4% |
$1.72K - $2.11K
|
26.3K
$433K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-127- 27.14% |
$2.08K - $2.56K
|
341
$5.63K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-129- 0.35% |
$2.12K - $2.6K
|
36.8K
$608K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-163- 27.17% |
$2.67K - $3.28K
|
437
$7.21K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-181- 0.81% |
$2.97K - $3.65K
|
22.1K
$365K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-181- 0.49% |
$2.97K - $3.65K
|
37.1K
$612K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-185- 5.59% |
$3.03K - $3.73K
|
3.12K
$51.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-271- 8.94% |
$4.44K - $5.46K
|
2.76K
$45.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-287- 1.21% |
$4.71K - $5.78K
|
23.5K
$388K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-300- 1.6% |
$4.92K - $6.04K
|
18.5K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-345- 6.55% |
$5.66K - $6.95K
|
4.93K
$81.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-348- 85.29% |
$5.71K - $7.01K
|
60
$990
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-414- 3.76% |
$6.79K - $8.34K
|
10.6K
$175K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-446- 88.14% |
$7.31K - $8.98K
|
60
$990
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-487- 3.54% |
$7.99K - $9.81K
|
13.3K
$219K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-488- 11.18% |
$8K - $9.83K
|
3.88K
$64K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-504- 3.99% |
$8.27K - $10.2K
|
12.1K
$200K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-629- 3.9% |
$10.3K - $12.7K
|
15.5K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-677- 4.05% |
$11.1K - $13.6K
|
16K
$265K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-705- 21.23% |
$11.6K - $14.2K
|
2.62K
$43.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-804- 5.29% |
$13.2K - $16.2K
|
14.4K
$238K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-873- 7.47% |
$14.3K - $17.6K
|
10.8K
$178K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-936- 3.94% |
$15.4K - $18.9K
|
22.8K
$377K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-939- 4.17% |
$15.4K - $18.9K
|
21.6K
$356K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-995- 4.04% |
$16.3K - $20K
|
23.7K
$390K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 2.44% |
$16.4K - $20.1K
|
40K
$660K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.04K- 6.84% |
$17K - $20.9K
|
14.1K
$233K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.05K- 80.32% |
$17.1K - $21K
|
256
$4.22K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.06K- 7.92% |
$17.4K - $21.3K
|
12.3K
$203K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 2.29% |
$18K - $22.2K
|
47K
$776K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.26K- 80.23% |
$20.6K - $25.3K
|
310
$5.12K
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.3K- 18.04% |
$21.4K - $26.2K
|
5.92K
$97.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-1.48K- 3.84% |
$24.3K - $29.8K
|
37.1K
$611K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.55K- 4.19% |
$25.4K - $31.2K
|
35.3K
$583K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.63K- 47.28% |
$26.8K - $32.9K
|
1.82K
$30K
|