Purchases and Sales Made in Q4 2023 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
762New |
$14K - $15.6K
|
762
$12.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
680+ 3.65% |
$12.5K - $13.9K
|
19.3K
$319K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
669New |
$12.3K - $13.7K
|
669
$11K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
660+ 3.86% |
$12.1K - $13.5K
|
17.8K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
600New |
$11K - $12.3K
|
600
$9.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
586+ 22.25% |
$10.7K - $12K
|
3.22K
$53.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
495+ 0.29% |
$9.07K - $10.1K
|
171K
$2.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
492+ 2.96% |
$9.02K - $10.1K
|
17.1K
$283K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
384New |
$7.04K - $7.85K
|
384
$6.34K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
350New |
$6.42K - $7.15K
|
350
$5.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
325New |
$5.96K - $6.64K
|
325
$5.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
307+ 29.81% |
$5.63K - $6.27K
|
1.34K
$22.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
295New |
$5.41K - $6.03K
|
295
$4.87K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
293+ 2.03% |
$5.37K - $5.99K
|
14.8K
$243K
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
290+ 2.72% |
$5.32K - $5.92K
|
10.9K
$180K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
281New |
$5.15K - $5.74K
|
281
$4.64K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
260+ 16.62% |
$4.77K - $5.31K
|
1.82K
$30.1K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
259New |
$4.75K - $5.29K
|
259
$4.27K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
257New |
$4.71K - $5.25K
|
257
$4.24K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
256+ 1.5% |
$4.69K - $5.23K
|
17.3K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
251+ 4.97% |
$4.6K - $5.13K
|
5.31K
$87.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
245+ 1.6% |
$4.49K - $5.01K
|
15.6K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
238+ 661.11% |
$4.36K - $4.86K
|
274
$4.52K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
231New |
$4.23K - $4.72K
|
231
$3.81K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
216+ 432.0% |
$3.96K - $4.41K
|
266
$4.39K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
210New |
$3.85K - $4.29K
|
210
$3.47K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
200New |
$3.67K - $4.09K
|
200
$3.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$3.67K - $4.09K
|
200
$3.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
200New |
$3.67K - $4.09K
|
200
$3.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
190+ 9.09% |
$3.48K - $3.88K
|
2.28K
$37.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
168+ 1.62% |
$3.08K - $3.43K
|
10.6K
$174K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
159+ 89.33% |
$2.91K - $3.25K
|
337
$5.56K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
154New |
$2.82K - $3.15K
|
154
$2.54K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
145New |
$2.66K - $2.96K
|
145
$2.39K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
139+ 1.25% |
$2.55K - $2.84K
|
11.3K
$186K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
136+ 24.95% |
$2.49K - $2.78K
|
681
$11.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
136+ 24.95% |
$2.49K - $2.78K
|
681
$11.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
135+ 1.15% |
$2.47K - $2.76K
|
11.8K
$195K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
130+ 68.06% |
$2.38K - $2.66K
|
321
$5.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
114+ 2.51% |
$2.09K - $2.33K
|
4.66K
$76.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
109New |
$2K - $2.23K
|
109
$1.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
108New |
$1.98K - $2.21K
|
108
$1.78K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
102New |
$1.87K - $2.08K
|
102
$1.68K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
101New |
$1.85K - $2.06K
|
101
$1.67K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100New |
$1.83K - $2.04K
|
100
$1.65K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$1.83K - $2.04K
|
100
$1.65K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
87+ 7.23% |
$1.59K - $1.78K
|
1.29K
$21.3K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
68New |
$1.25K - $1.39K
|
68
$1.12K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
67+ 1675.0% |
$1.23K - $1.37K
|
71
$1.17K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
64New |
$1.17K - $1.31K
|
64
$1.06K
|