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
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
44+ 4.23% |
$489 - $648
|
1.09K
$10.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
43+ 0.09% |
$478 - $633
|
49.7K
$489K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26+ 0.04% |
$289 - $383
|
63.8K
$627K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
18+ 200.0% |
$200 - $265
|
27
$265
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
17New |
$189 - $250
|
17
$167
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 47.83% |
$122 - $162
|
34
$334
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$111 - $147
|
10
$98.3
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.23% |
$100 - $132
|
743
$7.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
9New |
$100 - $132
|
9
$88.5
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.77% |
$88.9 - $118
|
1.05K
$10.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
7+ 175.0% |
$77.8 - $103
|
11
$108
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
6+ 0.02% |
$66.7 - $88.3
|
27.9K
$274K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
5+ 1.43% |
$55.6 - $73.6
|
354
$3.48K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5+ 0.05% |
$55.6 - $73.6
|
10.7K
$105K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 50.0% |
$44.4 - $58.9
|
12
$118
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 1.3% |
$33.3 - $44.2
|
234
$2.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$33.3 - $44.2
|
3
$29.5
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3+ 0.03% |
$33.3 - $44.2
|
10.7K
$105K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$11.1 - $14.7
|
20.5K
$201K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$11.1 - $14.7
|
1
$9.83
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 1.43% |
$11.1 - $14.7
|
71
$698
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 0.19% |
$22.2 - $29.4
|
1.07K
$10.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-27- 9.71% |
$300 - $397
|
251
$2.47K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-58- 4.61% |
$644 - $854
|
1.2K
$11.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-72- 83.72% |
$800 - $1.06K
|
14
$138
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-118- 42.91% |
$1.31K - $1.74K
|
157
$1.54K
|
|
|
Aug 12, 2025
Q2 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-150- 0.25% |
$1.67K - $2.21K
|
58.7K
$577K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-184- 0.07% |
$2.04K - $2.71K
|
275K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-318- 95.21% |
$3.53K - $4.68K
|
16
$157
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-371- 14.76% |
$4.12K - $5.46K
|
2.14K
$21.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-384- 1.44% |
$4.27K - $5.65K
|
26.2K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-440- 3.43% |
$4.89K - $6.48K
|
12.4K
$122K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-466- 0.8% |
$5.18K - $6.86K
|
57.7K
$567K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-500- 3.31% |
$5.56K - $7.36K
|
14.6K
$143K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-500- 1.2% |
$5.56K - $7.36K
|
41.2K
$405K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-502- 4.39% |
$5.58K - $7.39K
|
10.9K
$108K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-660- 5.1% |
$7.33K - $9.72K
|
12.3K
$121K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-690- 4.26% |
$7.67K - $10.2K
|
15.5K
$153K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-713- 24.47% |
$7.92K - $10.5K
|
2.2K
$21.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-874- 0.71% |
$9.71K - $12.9K
|
123K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-964- 55.69% |
$10.7K - $14.2K
|
767
$7.54K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-980- 98.0% |
$10.9K - $14.4K
|
20
$197
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-995- 35.66% |
$11.1K - $14.6K
|
1.8K
$17.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1K- 71.43% |
$11.1K - $14.7K
|
400
$3.93K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1.01K- 76.52% |
$11.2K - $14.9K
|
310
$3.05K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.21K- 50.0% |
$13.5K - $17.9K
|
1.21K
$11.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 59.63% |
$14.1K - $18.7K
|
861
$8.46K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.3K- 18.04% |
$14.5K - $19.2K
|
5.92K
$58.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.31K- 14.63% |
$14.6K - $19.3K
|
7.65K
$75.2K
|