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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
59.3K+ 95.24% |
$658K - $872K
|
121K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
59K+ 16.28% |
$656K - $869K
|
422K
$4.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
57K+ 54.31% |
$633K - $838K
|
162K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
50.2K+ 198.45% |
$558K - $739K
|
75.5K
$742K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
49.8KNew |
$554K - $734K
|
49.8K
$490K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
49.4KNew |
$549K - $727K
|
49.4K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
49.2K+ 5.56% |
$546K - $724K
|
933K
$9.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
48.7K+ 6.19% |
$541K - $717K
|
837K
$8.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
47.4K+ 26.22% |
$526K - $698K
|
228K
$2.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
44.1KNew |
$490K - $649K
|
44.1K
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
42.3K+ 157.61% |
$470K - $623K
|
69.2K
$680K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
40.1KNew |
$446K - $590K
|
40.1K
$394K
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
40.1K+ 326.02% |
$446K - $590K
|
52.4K
$515K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
39.5K+ 53.89% |
$439K - $581K
|
113K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
39.3KNew |
$436K - $578K
|
39.3K
$386K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
38.9K+ 19.43% |
$432K - $573K
|
239K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
37.1K+ 73.12% |
$412K - $546K
|
87.8K
$863K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.6K+ 23.76% |
$396K - $524K
|
186K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
34.8K+ 173.68% |
$386K - $512K
|
54.8K
$539K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.8K+ 82.3% |
$364K - $483K
|
72.6K
$714K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
31KNew |
$344K - $456K
|
31K
$305K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30.2K+ 71.05% |
$336K - $445K
|
72.7K
$715K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
30.2K+ 35.99% |
$335K - $444K
|
114K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29.3KNew |
$325K - $431K
|
29.3K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
28.3KNew |
$314K - $416K
|
28.3K
$278K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
26.1KNew |
$290K - $384K
|
26.1K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
25.9KNew |
$287K - $381K
|
25.9K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
25.4KNew |
$283K - $374K
|
25.4K
$250K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.4KNew |
$260K - $344K
|
23.4K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
21.9K+ 38.03% |
$244K - $323K
|
79.6K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20.5K+ 10.15% |
$228K - $302K
|
223K
$2.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
20.2K+ 54.66% |
$225K - $298K
|
57.3K
$563K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
20.2K+ 104.04% |
$225K - $298K
|
39.7K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
20KNew |
$222K - $294K
|
20K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.7K+ 11.21% |
$219K - $290K
|
195K
$1.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
19.4K+ 4.33% |
$216K - $286K
|
468K
$4.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
18.4KNew |
$205K - $271K
|
18.4K
$181K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18KNew |
$200K - $265K
|
18K
$177K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.6KNew |
$196K - $260K
|
17.6K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
17.5KNew |
$194K - $258K
|
17.5K
$172K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
17.3K+ 124.79% |
$192K - $255K
|
31.2K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
16.6KNew |
$184K - $244K
|
16.6K
$163K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
16.1KNew |
$178K - $236K
|
16.1K
$158K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
16.1K+ 136.94% |
$178K - $236K
|
27.8K
$273K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
15KNew |
$167K - $221K
|
15K
$148K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
14.9KNew |
$165K - $219K
|
14.9K
$146K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
14.7K+ 4.79% |
$163K - $216K
|
321K
$3.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
14.1KNew |
$157K - $208K
|
14.1K
$139K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
13.3KNew |
$148K - $196K
|
13.3K
$131K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13.2KNew |
$147K - $194K
|
13.2K
$130K
|