Purchases and Sales Made in Q3 2023 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q3 2023. 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 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.95K+ 14.32% |
$38.4K - $42.6K
|
15.6K
$234K
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.9K+ 10.13% |
$37.4K - $41.5K
|
20.7K
$310K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.81K+ 10.76% |
$35.6K - $39.5K
|
18.6K
$280K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 6.0% |
$34.3K - $38K
|
30.8K
$463K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.72K+ 2.02% |
$33.9K - $37.6K
|
87K
$1.31M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.6K+ 1.43% |
$31.6K - $35K
|
114K
$1.71M
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.4K+ 0.36% |
$27.6K - $30.6K
|
394K
$5.92M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.27K+ 38.6% |
$24.9K - $27.6K
|
4.54K
$68.3K
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.13K+ 5.04% |
$22.2K - $24.7K
|
23.5K
$354K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.12K+ 3.47% |
$22.1K - $24.5K
|
33.4K
$502K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.02K+ 203.2% |
$20K - $22.2K
|
1.52K
$22.8K
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
848+ 27.12% |
$16.7K - $18.5K
|
3.98K
$59.7K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
813New |
$16K - $17.7K
|
813
$12.2K
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
BUY
|
- |
784+ 8.17% |
$15.4K - $17.1K
|
10.4K
$156K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
763+ 112.04% |
$15K - $16.7K
|
1.44K
$21.7K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
707+ 2.48% |
$13.9K - $15.4K
|
29.2K
$439K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
653+ 6530.0% |
$12.9K - $14.3K
|
663
$9.96K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
541New |
$10.7K - $11.8K
|
541
$8.13K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
507+ 47.97% |
$9.98K - $11.1K
|
1.56K
$23.5K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
499+ 22.71% |
$9.83K - $10.9K
|
2.7K
$40.5K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
498+ 3.79% |
$9.81K - $10.9K
|
13.7K
$205K
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
495+ 3.42% |
$9.75K - $10.8K
|
15K
$225K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
489+ 3.54% |
$9.63K - $10.7K
|
14.3K
$215K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
470+ 5.58% |
$9.25K - $10.3K
|
8.89K
$134K
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
444+ 0.99% |
$8.74K - $9.69K
|
45.4K
$683K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
422+ 24.82% |
$8.31K - $9.21K
|
2.12K
$31.9K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
422+ 24.82% |
$8.31K - $9.21K
|
2.12K
$31.9K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
410+ 1.69% |
$8.07K - $8.95K
|
24.7K
$372K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
400New |
$7.88K - $8.73K
|
400
$6.01K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
385+ 59.69% |
$7.58K - $8.4K
|
1.03K
$15.5K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
385+ 59.69% |
$7.58K - $8.4K
|
1.03K
$15.5K
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
380+ 0.5% |
$7.48K - $8.3K
|
76K
$1.14M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
377New |
$7.42K - $8.23K
|
377
$5.67K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
375+ 0.74% |
$7.38K - $8.19K
|
51K
$767K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
328New |
$6.46K - $7.16K
|
328
$4.93K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
270+ 0.53% |
$5.32K - $5.89K
|
51.1K
$768K
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
260+ 0.09% |
$5.12K - $5.68K
|
277K
$4.16M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
245+ 1.62% |
$4.82K - $5.35K
|
15.4K
$231K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
227+ 1.59% |
$4.47K - $4.96K
|
14.5K
$217K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
220+ 5.45% |
$4.33K - $4.8K
|
4.26K
$64K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
214New |
$4.21K - $4.67K
|
214
$3.22K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
213New |
$4.19K - $4.65K
|
213
$3.2K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
168+ 12.72% |
$3.31K - $3.67K
|
1.49K
$22.4K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
136+ 1.22% |
$2.68K - $2.97K
|
11.3K
$170K
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
135+ 1.23% |
$2.66K - $2.95K
|
11.1K
$167K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
130+ 0.35% |
$2.56K - $2.84K
|
37.6K
$565K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
127New |
$2.5K - $2.77K
|
127
$1.91K
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
126+ 1.2% |
$2.48K - $2.75K
|
10.6K
$160K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
124New |
$2.44K - $2.71K
|
124
$1.86K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
115+ 159.72% |
$2.26K - $2.51K
|
187
$2.81K
|