Purchases and Sales Made in Q3 2022 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
1K+ 13.33% |
$18.7K - $21.4K
|
8.5K
$140K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
954+ 5.92% |
$17.8K - $20.5K
|
17.1K
$282K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
813+ 0.99% |
$15.2K - $17.4K
|
83.1K
$1.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
630+ 268.09% |
$11.8K - $13.5K
|
865
$14.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
607+ 3.4% |
$11.3K - $13K
|
18.4K
$304K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
591+ 0.35% |
$11K - $12.7K
|
171K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
554New |
$10.4K - $11.9K
|
554
$9.14K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
520+ 13.62% |
$9.72K - $11.1K
|
4.34K
$71.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
500+ 2.7% |
$9.35K - $10.7K
|
19K
$314K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
311+ 317.35% |
$5.81K - $6.67K
|
409
$6.75K
|
|
|
Nov 07, 2022
Q3 2022
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
311+ 0.86% |
$5.81K - $6.67K
|
36.5K
$602K
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.67% |
$5.61K - $6.43K
|
45.3K
$747K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
255+ 1.22% |
$4.77K - $5.47K
|
21.1K
$348K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
237+ 0.21% |
$4.43K - $5.08K
|
112K
$1.84M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
229+ 0.13% |
$4.28K - $4.91K
|
180K
$2.97M
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
224+ 0.49% |
$4.19K - $4.8K
|
45.9K
$757K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
200New |
$3.74K - $4.29K
|
200
$3.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
142+ 18.37% |
$2.65K - $3.04K
|
915
$15.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
91+ 0.2% |
$1.7K - $1.95K
|
45.1K
$743K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
85+ 16.97% |
$1.59K - $1.82K
|
586
$9.67K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
80+ 7.53% |
$1.5K - $1.72K
|
1.14K
$18.8K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
76+ 0.66% |
$1.42K - $1.63K
|
11.6K
$191K
|
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
70+ 0.1% |
$1.31K - $1.5K
|
73.1K
$1.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
69New |
$1.29K - $1.48K
|
69
$1.14K
|
|
|
Nov 01, 2022
Q3 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
66+ 0.23% |
$1.23K - $1.42K
|
28.3K
$468K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
49New |
$916 - $1.05K
|
49
$809
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
48+ 10.21% |
$897 - $1.03K
|
518
$8.55K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41+ 0.36% |
$766 - $879
|
11.5K
$190K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
37New |
$692 - $793
|
37
$611
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35+ 0.29% |
$654 - $750
|
12.2K
$202K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
32+ 39.02% |
$598 - $686
|
114
$1.88K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
26+ 66.67% |
$486 - $557
|
65
$1.07K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
22+ 0.08% |
$411 - $472
|
27.8K
$459K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15+ 250.0% |
$280 - $322
|
21
$347
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11New |
$206 - $236
|
11
$182
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
9+ 0.55% |
$168 - $193
|
1.66K
$27.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 34.78% |
$150 - $172
|
31
$512
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.44% |
$131 - $150
|
1.6K
$26.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.31% |
$56.1 - $64.3
|
982
$16.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.42% |
$56.1 - $64.3
|
709
$11.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.59% |
$56.1 - $64.3
|
509
$8.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.93% |
$18.7 - $21.4
|
108
$1.78K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-6- 8.0% |
$112 - $129
|
69
$1.14K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12- 0.04% |
$224 - $257
|
30.7K
$506K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26- 2.85% |
$486 - $557
|
887
$14.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-36- 0.4% |
$673 - $772
|
9.01K
$149K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-63- 6.8% |
$1.18K - $1.35K
|
863
$14.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-66- 36.87% |
$1.23K - $1.42K
|
113
$1.86K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-68- 0.58% |
$1.27K - $1.46K
|
11.7K
$193K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-82- 47.67% |
$1.53K - $1.76K
|
90
$1.49K
|