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 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 3.79% |
$222 - $255
|
355
$5.08K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-20- 17.09% |
$317 - $365
|
97
$1.39K
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23- 0.15% |
$364 - $420
|
15.3K
$219K
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-37- 0.26% |
$586 - $675
|
14.4K
$205K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-44- 12.9% |
$697 - $803
|
297
$4.25K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-59- 59.6% |
$934 - $1.08K
|
40
$572
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-63- 2.46% |
$997 - $1.15K
|
2.49K
$35.6K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-69- 1.57% |
$1.09K - $1.26K
|
4.33K
$61.9K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-85- 1.74% |
$1.35K - $1.55K
|
4.8K
$68.6K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-100- 4.23% |
$1.58K - $1.82K
|
2.26K
$32.4K
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-146- 0.57% |
$2.31K - $2.66K
|
25.3K
$362K
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-150- 42.86% |
$2.37K - $2.74K
|
200
$2.86K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-201- 0.93% |
$3.18K - $3.67K
|
21.4K
$306K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-219- 1.84% |
$3.47K - $3.99K
|
11.7K
$167K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-237- 56.16% |
$3.75K - $4.32K
|
185
$2.65K
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-264- 2.18% |
$4.18K - $4.82K
|
11.9K
$170K
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-442- 0.67% |
$7K - $8.06K
|
65.2K
$933K
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-541- 1.8% |
$8.56K - $9.87K
|
29.5K
$422K
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-636- 2.16% |
$10.1K - $11.6K
|
28.8K
$412K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-672- 5.61% |
$10.6K - $12.3K
|
11.3K
$162K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-691- 5.68% |
$10.9K - $12.6K
|
11.5K
$164K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-781- 7.22% |
$12.4K - $14.2K
|
10K
$143K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-809- 2.53% |
$12.8K - $14.8K
|
31.2K
$447K
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.04K- 6.97% |
$16.4K - $18.9K
|
13.8K
$198K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.35K- 6.13% |
$21.4K - $24.7K
|
20.7K
$297K
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.4K- 3.8% |
$22.2K - $25.6K
|
35.6K
$508K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.58K- 6.69% |
$25.1K - $28.9K
|
22.1K
$316K
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.73K- 3.8% |
$27.4K - $31.6K
|
43.8K
$626K
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1.8K- 26.47% |
$28.5K - $32.8K
|
5K
$71.5K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.05K- 13.21% |
$32.4K - $37.4K
|
13.5K
$192K
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-2.09K- 9.27% |
$33.1K - $38.1K
|
20.4K
$292K
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.2K- 10.85% |
$34.8K - $40.1K
|
18.1K
$258K
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-2.31K- 0.36% |
$36.6K - $42.1K
|
642K
$9.18M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.35K- 60.55% |
$37.2K - $42.8K
|
1.53K
$21.9K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.5K- 11.53% |
$39.5K - $45.5K
|
19.2K
$274K
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.63K- 8.27% |
$41.6K - $47.9K
|
29.2K
$417K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.68K- 87.7% |
$42.3K - $48.8K
|
375
$5.36K
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.87K- 3.01% |
$45.4K - $52.3K
|
92.3K
$1.32M
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.9K- 4.22% |
$45.9K - $52.9K
|
65.9K
$942K
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.2K- 0.93% |
$50.7K - $58.4K
|
340K
$4.87M
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.26K- 2.66% |
$51.7K - $59.5K
|
119K
$1.71M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.43K- 2.72% |
$54.3K - $62.6K
|
123K
$1.75M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.48K- 14.15% |
$55.1K - $63.5K
|
21.1K
$302K
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.73K- 26.92% |
$59.1K - $68.1K
|
10.1K
$145K
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-4.44K- 1.22% |
$70.2K - $80.9K
|
359K
$5.13M
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.76K- 27.25% |
$75.4K - $86.9K
|
12.7K
$182K
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.39K- 3.17% |
$85.4K - $98.4K
|
165K
$2.36M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.99K- 22.91% |
$94.9K - $109K
|
20.2K
$288K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.57K- 36.59% |
$104K - $120K
|
11.4K
$163K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-6.67K- 14.7% |
$106K - $122K
|
38.7K
$554K
|