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 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
107+ 0.92% |
$2.11K - $2.34K
|
11.7K
$167K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
106+ 155.88% |
$2.09K - $2.31K
|
174
$2.49K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
88+ 0.07% |
$1.73K - $1.92K
|
120K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
77+ 1.72% |
$1.52K - $1.68K
|
4.55K
$65K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
65+ 1.12% |
$1.28K - $1.42K
|
5.85K
$83.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
58+ 0.42% |
$1.14K - $1.27K
|
13.7K
$197K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50+ 200.0% |
$985 - $1.09K
|
75
$1.07K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
50New |
$985 - $1.09K
|
50
$715
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
46+ 0.29% |
$906 - $1K
|
16K
$229K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
40+ 4.27% |
$788 - $873
|
976
$14K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
40New |
$788 - $873
|
40
$572
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
40New |
$788 - $873
|
40
$572
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 2.21% |
$512 - $568
|
1.2K
$17.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22+ 104.76% |
$433 - $480
|
43
$615
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 28.13% |
$177 - $196
|
41
$586
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.71% |
$138 - $153
|
994
$14.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 0.6% |
$118 - $131
|
1K
$14.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.25% |
$78.8 - $87.3
|
323
$4.62K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.72% |
$59.1 - $65.5
|
420
$6.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3+ 0.03% |
$59.1 - $65.5
|
11.7K
$167K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.19% |
$19.7 - $21.8
|
526
$7.52K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$19.7 - $21.8
|
14.7K
$210K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 2.22% |
$39.4 - $43.7
|
88
$1.26K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.44% |
$98.5 - $109
|
1.14K
$16.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 7.69% |
$177 - $196
|
108
$1.54K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 8.25% |
$315 - $349
|
178
$2.55K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-43- 38.05% |
$847 - $939
|
70
$1K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-63- 0.6% |
$1.24K - $1.38K
|
10.4K
$149K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-78Closed |
$1.54K - $1.7K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-89- 0.63% |
$1.75K - $1.94K
|
14.1K
$201K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-100- 0.99% |
$1.97K - $2.18K
|
10K
$144K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-103- 1.55% |
$2.03K - $2.25K
|
6.54K
$93.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-112- 75.68% |
$2.21K - $2.44K
|
36
$515
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-141- 0.9% |
$2.78K - $3.08K
|
15.6K
$223K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-145- 43.15% |
$2.86K - $3.17K
|
191
$2.73K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-177- 7.62% |
$3.49K - $3.86K
|
2.15K
$30.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-185- 0.48% |
$3.64K - $4.04K
|
38.3K
$548K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-223- 31.9% |
$4.39K - $4.87K
|
476
$6.81K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-262- 0.94% |
$5.16K - $5.72K
|
27.8K
$397K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-273- 0.46% |
$5.38K - $5.96K
|
59.3K
$848K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-358- 20.0% |
$7.05K - $7.82K
|
1.43K
$20.5K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-360- 0.19% |
$7.09K - $7.86K
|
185K
$2.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-490- 0.54% |
$9.65K - $10.7K
|
90.5K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-522- 2.35% |
$10.3K - $11.4K
|
21.6K
$310K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-650- 3.11% |
$12.8K - $14.2K
|
20.2K
$290K
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-660- 4.39% |
$13K - $14.4K
|
14.4K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-739- 46.19% |
$14.6K - $16.1K
|
861
$12.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-817- 2.46% |
$16.1K - $17.8K
|
32.5K
$464K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-941- 6.57% |
$18.5K - $20.5K
|
13.4K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-973- 1.87% |
$19.2K - $21.2K
|
51.1K
$731K
|