Purchases and Sales Made in Q3 2024 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q3 2024. 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 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
318+ 2.25% |
$5.03K - $5.8K
|
14.5K
$266K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
314+ 22.16% |
$4.97K - $5.73K
|
1.73K
$31.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
310+ 0.41% |
$4.91K - $5.65K
|
75.4K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.64% |
$4.75K - $5.47K
|
47.3K
$870K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
287+ 120.59% |
$4.54K - $5.23K
|
525
$9.65K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
276+ 6.67% |
$4.37K - $5.03K
|
4.42K
$81.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
188New |
$2.98K - $3.43K
|
188
$3.46K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
169+ 0.51% |
$2.68K - $3.08K
|
33.2K
$611K
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
153+ 1.36% |
$2.42K - $2.79K
|
11.4K
$210K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
150+ 21.96% |
$2.37K - $2.74K
|
833
$15.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
143New |
$2.26K - $2.61K
|
143
$2.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
138+ 0.61% |
$2.18K - $2.52K
|
22.8K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
123+ 205.0% |
$1.95K - $2.24K
|
183
$3.37K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
120+ 10.85% |
$1.9K - $2.19K
|
1.23K
$22.5K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
111+ 63.79% |
$1.76K - $2.02K
|
285
$5.24K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
108New |
$1.71K - $1.97K
|
108
$1.99K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
101New |
$1.6K - $1.84K
|
101
$1.86K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
100+ 0.88% |
$1.58K - $1.82K
|
11.5K
$212K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
93New |
$1.47K - $1.7K
|
93
$1.71K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
92+ 153.33% |
$1.46K - $1.68K
|
152
$2.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
82New |
$1.3K - $1.5K
|
82
$1.51K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
81+ 0.01% |
$1.28K - $1.48K
|
1.27M
$23.3M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
78+ 0.22% |
$1.23K - $1.42K
|
35.3K
$649K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
54+ 0.33% |
$855 - $985
|
16.2K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
50+ 0.21% |
$792 - $912
|
23.5K
$433K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
50+ 0.84% |
$792 - $912
|
5.99K
$110K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36+ 0.16% |
$570 - $657
|
22.9K
$420K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31+ 20.53% |
$491 - $565
|
182
$3.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 0.11% |
$396 - $456
|
22.5K
$413K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
22New |
$348 - $401
|
22
$405
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
21+ 1.33% |
$332 - $383
|
1.6K
$29.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 1.43% |
$206 - $237
|
921
$16.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 2.86% |
$158 - $182
|
360
$6.62K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 0.88% |
$142 - $164
|
1.03K
$18.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
8New |
$127 - $146
|
8
$147
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 1.68% |
$111 - $128
|
424
$7.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 54.55% |
$95 - $109
|
17
$313
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
5+ 1.5% |
$79.2 - $91.2
|
339
$6.23K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$79.2 - $91.2
|
5
$92
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.17% |
$15.8 - $18.2
|
25
$460
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 6.25% |
$15.8 - $18.2
|
17
$313
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.39% |
$15.8 - $18.2
|
257
$4.73K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1- 0.01% |
$15.8 - $18.2
|
10.9K
$201K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 2.8% |
$47.5 - $54.7
|
104
$1.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5- 0.04% |
$79.2 - $91.2
|
14.2K
$261K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 3.79% |
$222 - $255
|
355
$6.53K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14- 1.12% |
$222 - $255
|
1.24K
$22.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-20- 17.09% |
$317 - $365
|
97
$1.78K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23- 0.15% |
$364 - $420
|
15.3K
$281K
|