Purchases and Sales Made in Q4 2024 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
819KNew |
$13.3M - $16.7M
|
819K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
767K+ 93.03% |
$12.5M - $15.7M
|
1.59M
$23M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
458K+ 7.84% |
$7.45M - $9.35M
|
6.3M
$91M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
395KNew |
$6.43M - $8.07M
|
395K
$5.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
188K+ 7752.56% |
$3.05M - $3.83M
|
190K
$2.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
185K+ 220.51% |
$3M - $3.77M
|
269K
$3.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
116K+ 2759.33% |
$1.89M - $2.38M
|
121K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
106KNew |
$1.73M - $2.17M
|
106K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
80.1K+ 11.56% |
$1.3M - $1.63M
|
773K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
63.9K+ 255.27% |
$1.04M - $1.3M
|
88.9K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
50.5KNew |
$822K - $1.03M
|
50.5K
$729K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
39.6KNew |
$643K - $808K
|
39.6K
$571K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
31.7KNew |
$515K - $647K
|
31.7K
$457K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
29.9K+ 95.2% |
$486K - $610K
|
61.3K
$885K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
28.4KNew |
$462K - $581K
|
28.4K
$410K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.3K+ 21.96% |
$362K - $454K
|
124K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
21.9KNew |
$356K - $447K
|
21.9K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
21.5KNew |
$349K - $438K
|
21.5K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$305K - $383K
|
18.7K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
16.8KNew |
$273K - $343K
|
16.8K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
14.1KNew |
$229K - $287K
|
14.1K
$203K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
13.4K+ 21.47% |
$217K - $273K
|
75.6K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.1KNew |
$213K - $267K
|
13.1K
$189K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
13KNew |
$211K - $266K
|
13K
$188K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
11.7KNew |
$191K - $240K
|
11.7K
$169K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.9K+ 862.2% |
$177K - $222K
|
12.1K
$175K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.83K+ 77.29% |
$127K - $160K
|
18K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.9K+ 7.53% |
$96K - $121K
|
84.3K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.25K+ 424.49% |
$85.4K - $107K
|
6.49K
$93.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.96K+ 13.08% |
$80.6K - $101K
|
42.8K
$618K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.67K+ 2334.5% |
$75.9K - $95.3K
|
4.87K
$70.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3.12K+ 49.41% |
$50.7K - $63.7K
|
9.44K
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
2.52K+ 70.26% |
$40.9K - $51.4K
|
6.1K
$88.1K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.43K+ 3.64% |
$39.5K - $49.6K
|
69.1K
$998K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.35K+ 2.93% |
$38.3K - $48K
|
82.8K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.34K+ 54.9% |
$38K - $47.7K
|
6.6K
$95.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.29K+ 14.09% |
$37.2K - $46.7K
|
18.5K
$267K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.09K+ 1.39% |
$33.9K - $42.6K
|
153K
$2.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.87KNew |
$30.4K - $38.2K
|
1.87K
$27K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.67K+ 27.39% |
$27.1K - $34K
|
7.75K
$112K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.4K+ 168.07% |
$22.8K - $28.6K
|
2.23K
$32.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.22K+ 670.33% |
$19.8K - $24.9K
|
1.4K
$20.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.14K+ 4.39% |
$18.5K - $23.2K
|
27K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.12K+ 2.6% |
$18.1K - $22.8K
|
44.1K
$636K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1KNew |
$16.3K - $20.4K
|
1K
$14.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
985+ 46.42% |
$16K - $20.1K
|
3.11K
$44.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
811+ 0.11% |
$13.2K - $16.6K
|
712K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
717+ 2.89% |
$11.7K - $14.6K
|
25.5K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 1.5% |
$9.76K - $12.3K
|
40.6K
$586K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
594+ 38.82% |
$9.66K - $12.1K
|
2.12K
$30.6K
|