Purchases and Sales Made in Q4 2021 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.87K+ 1.06% |
$38.2K - $44.7K
|
179K
$2.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.7KNew |
$34.6K - $40.6K
|
1.7K
$28.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.44K+ 0.48% |
$29.4K - $34.4K
|
301K
$4.97M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.41KNew |
$28.8K - $33.7K
|
1.41K
$23.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.23KNew |
$25K - $29.2K
|
1.23K
$20.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.17K+ 4.98% |
$23.9K - $28K
|
24.8K
$408K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.12K+ 7.77% |
$22.8K - $26.7K
|
15.5K
$256K
|
|
|
Feb 08, 2022
Q4 2021
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1K+ 0.24% |
$20.4K - $23.9K
|
417K
$6.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
979New |
$20K - $23.4K
|
979
$16.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
936New |
$19.1K - $22.3K
|
936
$15.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
934+ 2.04% |
$19K - $22.3K
|
46.8K
$772K
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
930+ 0.02% |
$19K - $22.2K
|
4.67M
$77.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
753+ 0.48% |
$15.3K - $18K
|
158K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
664+ 14.76% |
$13.5K - $15.8K
|
5.16K
$85.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
664+ 0.84% |
$13.5K - $15.8K
|
80.1K
$1.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
575+ 2.43% |
$11.7K - $13.7K
|
24.3K
$400K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
565New |
$11.5K - $13.5K
|
565
$9.32K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
490+ 4900.0% |
$9.99K - $11.7K
|
500
$8.25K
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
478New |
$9.74K - $11.4K
|
478
$7.89K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
475+ 3.83% |
$9.68K - $11.3K
|
12.9K
$212K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
474+ 1.85% |
$9.66K - $11.3K
|
26.1K
$431K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
472New |
$9.62K - $11.3K
|
472
$7.79K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
454+ 90.8% |
$9.25K - $10.8K
|
954
$15.7K
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
450+ 2.44% |
$9.17K - $10.7K
|
18.9K
$312K
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
430+ 0.67% |
$8.76K - $10.3K
|
64.6K
$1.07M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
425New |
$8.66K - $10.1K
|
425
$7.01K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
417+ 3.27% |
$8.5K - $9.95K
|
13.2K
$217K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
393New |
$8.01K - $9.38K
|
393
$6.48K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Systems Of Alabama
|
BUY
|
- |
357+ 0.15% |
$7.28K - $8.52K
|
231K
$3.81M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
350New |
$7.13K - $8.35K
|
350
$5.78K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
347+ 1.9% |
$7.07K - $8.28K
|
18.6K
$307K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
332+ 404.88% |
$6.77K - $7.92K
|
414
$6.83K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
251New |
$5.12K - $5.99K
|
251
$4.14K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
195New |
$3.97K - $4.65K
|
195
$3.22K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
192New |
$3.91K - $4.58K
|
192
$3.17K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
171New |
$3.48K - $4.08K
|
171
$2.82K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
155+ 3.84% |
$3.16K - $3.7K
|
4.19K
$69.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
144New |
$2.93K - $3.44K
|
144
$2.38K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
137+ 0.01% |
$2.79K - $3.27K
|
1.14M
$18.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
108+ 0.46% |
$2.2K - $2.58K
|
23.8K
$393K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
105+ 0.35% |
$2.14K - $2.51K
|
30.4K
$502K
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.22% |
$2.04K - $2.39K
|
44.8K
$739K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100New |
$2.04K - $2.39K
|
100
$1.65K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.31% |
$2.04K - $2.39K
|
32.4K
$534K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
93+ 38.91% |
$1.9K - $2.22K
|
332
$5.48K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
91+ 1.05% |
$1.85K - $2.17K
|
8.72K
$144K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
50New |
$1.02K - $1.19K
|
50
$825
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
49+ 0.54% |
$999 - $1.17K
|
9.05K
$149K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
43New |
$876 - $1.03K
|
43
$710
|
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
42New |
$856 - $1K
|
42
$693
|