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 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.34K+ 4.69% |
$14.9K - $19.7K
|
29.9K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.31K+ 5.15% |
$14.6K - $19.3K
|
26.8K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
1.31K+ 8.36% |
$14.6K - $19.3K
|
17K
$167K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.28K+ 5.61% |
$14.2K - $18.8K
|
24K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.22K+ 814.67% |
$13.6K - $18K
|
1.37K
$13.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.14K+ 17.61% |
$12.7K - $16.8K
|
7.64K
$75.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.14K+ 99.04% |
$12.7K - $16.8K
|
2.29K
$22.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.12K+ 8.23% |
$12.5K - $16.5K
|
14.7K
$145K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.11K+ 175.59% |
$12.3K - $16.3K
|
1.74K
$17.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.09K+ 1.75% |
$12.2K - $16.1K
|
63.6K
$625K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.07K+ 25.2% |
$11.9K - $15.8K
|
5.34K
$52.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 34.98% |
$11.6K - $15.3K
|
4.02K
$39.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.04K+ 5.55% |
$11.5K - $15.2K
|
19.7K
$194K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.02K+ 1.96% |
$11.4K - $15.1K
|
53.3K
$523K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
885+ 17.09% |
$9.83K - $13K
|
6.06K
$59.6K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
830+ 25.43% |
$9.22K - $12.2K
|
4.09K
$40.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
817+ 3.01% |
$9.08K - $12K
|
27.9K
$274K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
665+ 3.13% |
$7.39K - $9.79K
|
21.9K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
600New |
$6.67K - $8.83K
|
600
$5.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
577+ 7.38% |
$6.41K - $8.49K
|
8.4K
$82.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
514+ 1.26% |
$5.71K - $7.57K
|
41.4K
$407K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
508+ 10.02% |
$5.64K - $7.48K
|
5.58K
$54.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
500+ 100.0% |
$5.56K - $7.36K
|
1K
$9.83K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
448+ 0.28% |
$4.98K - $6.59K
|
159K
$1.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
440+ 3.05% |
$4.89K - $6.48K
|
14.8K
$146K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
427+ 2.52% |
$4.74K - $6.29K
|
17.3K
$171K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
391+ 10.98% |
$4.34K - $5.76K
|
3.95K
$38.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
370+ 16.39% |
$4.11K - $5.45K
|
2.63K
$25.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
365New |
$4.06K - $5.37K
|
365
$3.59K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
361New |
$4.01K - $5.31K
|
361
$3.55K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
254+ 2.2% |
$2.82K - $3.74K
|
11.8K
$116K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
217+ 319.12% |
$2.41K - $3.19K
|
285
$2.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
191+ 12.0% |
$2.12K - $2.81K
|
1.78K
$17.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
164+ 61.89% |
$1.82K - $2.41K
|
429
$4.22K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
160+ 12.29% |
$1.78K - $2.36K
|
1.46K
$14.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
157+ 1046.67% |
$1.74K - $2.31K
|
172
$1.69K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
144+ 1.24% |
$1.6K - $2.12K
|
11.7K
$115K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
131New |
$1.46K - $1.93K
|
131
$1.29K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
123+ 1.08% |
$1.37K - $1.81K
|
11.5K
$114K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
120+ 2.8% |
$1.33K - $1.77K
|
4.41K
$43.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
113New |
$1.26K - $1.66K
|
113
$1.11K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
109New |
$1.21K - $1.6K
|
109
$1.07K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
82New |
$911 - $1.21K
|
82
$806
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
80+ 0.71% |
$889 - $1.18K
|
11.3K
$111K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
77+ 1925.0% |
$855 - $1.13K
|
81
$796
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
69New |
$767 - $1.02K
|
69
$678
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
61+ 0.6% |
$678 - $898
|
10.2K
$99.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55+ 0.32% |
$611 - $810
|
17.1K
$168K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50New |
$556 - $736
|
50
$492
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
46New |
$511 - $677
|
46
$452
|