Purchases and Sales Made in Q3 2021 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
62+ 140.91% |
$1.34K - $1.49K
|
106
$1.07K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
50+ 0.79% |
$1.08K - $1.2K
|
6.4K
$64.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
49+ 9.8% |
$1.06K - $1.18K
|
549
$5.55K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
46+ 0.58% |
$997 - $1.11K
|
8K
$80.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
41New |
$889 - $986
|
41
$415
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38+ 633.33% |
$824 - $914
|
44
$445
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
25New |
$542 - $601
|
25
$253
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
24New |
$520 - $577
|
24
$243
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 1.32% |
$304 - $337
|
1.08K
$10.9K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8+ 0.06% |
$173 - $192
|
12.4K
$125K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
8+ 0.5% |
$173 - $192
|
1.62K
$16.3K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.38% |
$130 - $144
|
1.57K
$15.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.6% |
$86.7 - $96.2
|
672
$6.79K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3+ 0.07% |
$65 - $72.1
|
4.04K
$40.8K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.57% |
$21.7 - $24
|
175
$1.77K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$21.7 - $24
|
72.5K
$733K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.5% |
$21.7 - $24
|
201
$2.03K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.95% |
$21.7 - $24
|
106
$1.07K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-1- 2.33% |
$21.7 - $24
|
42
$425
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.02% |
$21.7 - $24
|
6K
$60.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
SELL
|
- |
-2- 0.01% |
$43.4 - $48.1
|
31.5K
$319K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-4Closed |
$86.7 - $96.2
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-5Closed |
$108 - $120
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-5- 0.02% |
$108 - $120
|
23K
$233K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-9- 1.83% |
$195 - $216
|
484
$4.89K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-43- 13.4% |
$932 - $1.03K
|
278
$2.81K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 0.96% |
$1.08K - $1.2K
|
5.17K
$52.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-52- 0.18% |
$1.13K - $1.25K
|
29.4K
$298K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-57- 0.55% |
$1.24K - $1.37K
|
10.2K
$103K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-64- 9.65% |
$1.39K - $1.54K
|
599
$6.06K
|
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-71- 0.13% |
$1.54K - $1.71K
|
55.8K
$564K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-76- 24.13% |
$1.65K - $1.83K
|
239
$2.42K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-78Closed |
$1.69K - $1.88K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-112- 0.19% |
$2.43K - $2.69K
|
58.9K
$595K
|
|
|
Oct 28, 2021
Q3 2021
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-127- 0.1% |
$2.75K - $3.05K
|
132K
$1.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-140- 0.14% |
$3.04K - $3.37K
|
101K
$1.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-146Closed |
$3.17K - $3.51K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-196Closed |
$4.25K - $4.71K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-200- 0.84% |
$4.34K - $4.81K
|
23.6K
$238K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-208- 1.42% |
$4.51K - $5K
|
14.4K
$146K
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-235- 0.11% |
$5.09K - $5.65K
|
213K
$2.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-250- 16.01% |
$5.42K - $6.01K
|
1.31K
$13.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-286- 1.48% |
$6.2K - $6.88K
|
19.1K
$193K
|
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-291- 1.79% |
$6.31K - $7K
|
16K
$162K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-345- 3.41% |
$7.48K - $8.29K
|
9.76K
$98.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 0.87% |
$8.67K - $9.62K
|
45.5K
$460K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-423- 0.9% |
$9.17K - $10.2K
|
46.6K
$471K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-437- 0.75% |
$9.47K - $10.5K
|
58.1K
$588K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-489- 97.8% |
$10.6K - $11.8K
|
11
$111
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-502Closed |
$10.9K - $12.1K
|
0
$0
|