Purchases and Sales Made in Q2 2025 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
48.7K+ 6.19% |
$541K - $717K
|
837K
$9.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
39.5K+ 53.89% |
$439K - $581K
|
113K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
10.9KNew |
$121K - $160K
|
10.9K
$122K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.66K+ 356.87% |
$62.9K - $83.3K
|
7.25K
$81.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.74K+ 32.77% |
$52.6K - $69.7K
|
19.2K
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.5K+ 250.0% |
$16.7K - $22.1K
|
2.1K
$23.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.02K+ 1.96% |
$11.4K - $15.1K
|
53.3K
$598K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
500+ 100.0% |
$5.56K - $7.36K
|
1K
$11.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
391+ 10.98% |
$4.34K - $5.76K
|
3.95K
$44.4K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
144+ 1.24% |
$1.6K - $2.12K
|
11.7K
$132K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.23% |
$100 - $132
|
743
$8.34K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 0.19% |
$22.2 - $29.4
|
1.07K
$12K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-72- 83.72% |
$800 - $1.06K
|
14
$157
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2.55K- 6.69% |
$28.3K - $37.5K
|
35.5K
$399K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-23.8K- 99.93% |
$264K - $350K
|
16
$180
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-281K- 63.66% |
$3.12M - $4.14M
|
160K
$1.8M
|