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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
34+ 0.33% |
$693 - $812
|
10.2K
$169K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
32+ 0.1% |
$652 - $764
|
31.5K
$520K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
29New |
$591 - $692
|
29
$479
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
26New |
$530 - $621
|
26
$429
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
25New |
$510 - $597
|
25
$413
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
20+ 1.74% |
$408 - $477
|
1.17K
$19.3K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 81.25% |
$265 - $310
|
29
$479
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
9+ 0.56% |
$183 - $215
|
1.62K
$26.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.38% |
$122 - $143
|
1.58K
$26K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
5New |
$102 - $119
|
5
$82.5
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.6% |
$81.5 - $95.5
|
676
$11.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
4+ 10.81% |
$81.5 - $95.5
|
41
$677
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4New |
$81.5 - $95.5
|
4
$66
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.18% |
$20.4 - $23.9
|
86
$1.42K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.17% |
$20.4 - $23.9
|
47
$776
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.94% |
$20.4 - $23.9
|
107
$1.77K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.57% |
$20.4 - $23.9
|
176
$2.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-4- 9.76% |
$81.5 - $95.5
|
37
$611
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-5- 11.9% |
$102 - $119
|
37
$611
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-14- 1.3% |
$285 - $334
|
1.06K
$17.5K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-24Closed |
$489 - $573
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-44- 20.95% |
$897 - $1.05K
|
166
$2.74K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47- 0.1% |
$958 - $1.12K
|
46.5K
$768K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-55- 9.18% |
$1.12K - $1.31K
|
544
$8.98K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55- 1.05% |
$1.12K - $1.31K
|
5.18K
$85.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-69- 12.57% |
$1.41K - $1.65K
|
480
$7.92K
|
|
|
Feb 11, 2022
Q4 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-70- 0.02% |
$1.43K - $1.67K
|
421K
$6.94M
|
|
|
Feb 15, 2022
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-86- 0.1% |
$1.75K - $2.05K
|
85.5K
$1.41M
|
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-86- 0.1% |
$1.75K - $2.05K
|
85.5K
$1.41M
|
|
|
Mar 22, 2023
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-86- 0.1% |
$1.75K - $2.05K
|
85.5K
$1.41M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.22% |
$2.04K - $2.39K
|
45.4K
$749K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-139- 1.37% |
$2.83K - $3.32K
|
9.98K
$165K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-164- 42.93% |
$3.34K - $3.91K
|
218
$3.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-175- 1.09% |
$3.57K - $4.18K
|
15.8K
$261K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-181- 0.61% |
$3.69K - $4.32K
|
29.3K
$483K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-182- 20.63% |
$3.71K - $4.34K
|
700
$11.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-200Closed |
$4.08K - $4.77K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-201Closed |
$4.1K - $4.8K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-212Closed |
$4.32K - $5.06K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-250Closed |
$5.1K - $5.97K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-261- 51.79% |
$5.32K - $6.23K
|
243
$4.01K
|
|
|
Feb 14, 2022
Q4 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-264- 0.07% |
$5.38K - $6.3K
|
400K
$6.6M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-278Closed |
$5.67K - $6.64K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-280- 78.87% |
$5.71K - $6.68K
|
75
$1.24K
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-284- 0.55% |
$5.79K - $6.78K
|
51K
$841K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-320- 11.85% |
$6.52K - $7.64K
|
2.38K
$39.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-325- 0.88% |
$6.62K - $7.76K
|
36.7K
$606K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-362- 0.61% |
$7.38K - $8.64K
|
58.5K
$966K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-398- 0.19% |
$8.11K - $9.5K
|
212K
$3.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-439Closed |
$8.95K - $10.5K
|
0
$0
|