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
|
Us Bancorp \De\
|
BUY
|
- |
60+ 0.18% |
$1.1K - $1.23K
|
33.5K
$552K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
58+ 0.42% |
$1.06K - $1.18K
|
13.8K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
57+ 5.69% |
$1.04K - $1.16K
|
1.06K
$17.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
55+ 2.04% |
$1.01K - $1.12K
|
2.75K
$45.4K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47+ 0.08% |
$862 - $960
|
59.4K
$979K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
47+ 0.29% |
$862 - $960
|
16.1K
$265K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45+ 51.14% |
$825 - $919
|
133
$2.19K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
44+ 0.17% |
$807 - $899
|
26.5K
$438K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
43New |
$788 - $878
|
43
$710
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32+ 29.63% |
$587 - $654
|
140
$2.31K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 45.16% |
$257 - $286
|
45
$743
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
11New |
$202 - $225
|
11
$182
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
7+ 5.65% |
$128 - $143
|
131
$2.16K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.7% |
$128 - $143
|
1K
$16.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 1.24% |
$91.6 - $102
|
409
$6.75K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.24% |
$73.3 - $81.7
|
327
$5.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3+ 0.03% |
$55 - $61.3
|
11.7K
$193K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.04% |
$18.3 - $20.4
|
50
$825
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 1.6% |
$55 - $61.3
|
184
$3.04K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 14.63% |
$110 - $123
|
35
$578
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 11.43% |
$147 - $163
|
62
$1.02K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19- 8.88% |
$348 - $388
|
195
$3.22K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-21- 0.04% |
$385 - $429
|
51.1K
$843K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-22- 0.07% |
$403 - $449
|
33K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-47- 8.94% |
$862 - $960
|
479
$7.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-71- 2.3% |
$1.3K - $1.45K
|
3.02K
$49.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-145- 3.41% |
$2.66K - $2.96K
|
4.11K
$67.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 25.0% |
$3.67K - $4.09K
|
600
$9.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-200- 1.05% |
$3.67K - $4.09K
|
18.8K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-200- 0.72% |
$3.67K - $4.09K
|
27.7K
$457K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-247- 0.54% |
$4.53K - $5.05K
|
45.2K
$746K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-250- 0.33% |
$4.58K - $5.11K
|
75.7K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-259- 1.8% |
$4.75K - $5.29K
|
14.1K
$233K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-371- 2.39% |
$6.8K - $7.58K
|
15.2K
$250K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-375- 97.66% |
$6.87K - $7.66K
|
9
$149
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.99% |
$7.33K - $8.17K
|
40.1K
$661K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-429- 1.14% |
$7.86K - $8.76K
|
37.2K
$613K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-430- 29.78% |
$7.88K - $8.78K
|
1.01K
$16.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-475- 3.05% |
$8.71K - $9.7K
|
15.1K
$249K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-512- 2.88% |
$9.38K - $10.5K
|
17.2K
$284K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-596- 1.84% |
$10.9K - $12.2K
|
31.9K
$526K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-600- 1.26% |
$11K - $12.3K
|
47K
$775K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-668- 4.15% |
$12.2K - $13.6K
|
15.4K
$255K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-700- 9.33% |
$12.8K - $14.3K
|
6.8K
$112K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-908- 6.65% |
$16.6K - $18.6K
|
12.7K
$210K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-936- 1.56% |
$17.2K - $19.1K
|
59.2K
$976K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-954- 62.93% |
$17.5K - $19.5K
|
562
$9.27K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-991- 2.58% |
$18.2K - $20.2K
|
37.4K
$616K
|