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 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9New |
$146 - $184
|
9
$133
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
9New |
$146 - $184
|
9
$133
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.78% |
$130 - $163
|
1.03K
$15.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 28.0% |
$114 - $143
|
32
$472
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 2.24% |
$97.6 - $123
|
274
$4.04K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 0.71% |
$81.3 - $102
|
707
$10.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 4.81% |
$81.3 - $102
|
109
$1.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
5+ 1.47% |
$81.3 - $102
|
344
$5.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$16.3 - $20.4
|
1
$14.8
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 1.47% |
$16.3 - $20.4
|
69
$1.02K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-5- 3.29% |
$81.3 - $102
|
147
$2.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 35.29% |
$97.6 - $123
|
11
$162
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 2.78% |
$163 - $204
|
350
$5.17K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-33- 1.49% |
$537 - $674
|
2.18K
$32.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-44- 0.31% |
$715 - $898
|
14.3K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-45- 24.59% |
$732 - $919
|
138
$2.04K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 1.54% |
$813 - $1.02K
|
3.2K
$47.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-52- 0.46% |
$846 - $1.06K
|
11.3K
$167K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-56- 0.02% |
$911 - $1.14K
|
232K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-63- 3.93% |
$1.02K - $1.29K
|
1.54K
$22.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-74- 8.95% |
$1.2K - $1.51K
|
753
$11.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-79- 96.34% |
$1.28K - $1.61K
|
3
$44.3
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-82- 0.71% |
$1.33K - $1.67K
|
11.4K
$169K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-83- 0.17% |
$1.35K - $1.69K
|
50.1K
$740K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-126- 1.11% |
$2.05K - $2.57K
|
11.2K
$165K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-146- 78.92% |
$2.37K - $2.98K
|
39
$576
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-155- 2.85% |
$2.52K - $3.17K
|
5.28K
$77.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-160- 0.6% |
$2.6K - $3.27K
|
26.4K
$390K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-248- 58.49% |
$4.03K - $5.06K
|
176
$2.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-250- 2.14% |
$4.07K - $5.11K
|
11.4K
$168K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-289- 97.31% |
$4.7K - $5.9K
|
8
$118
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-296- 10.41% |
$4.81K - $6.04K
|
2.55K
$37.6K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-305- 1.54% |
$4.96K - $6.23K
|
19.5K
$288K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-308- 2.32% |
$5.01K - $6.29K
|
12.9K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-314- 1.56% |
$5.11K - $6.41K
|
19.8K
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-314- 18.14% |
$5.11K - $6.41K
|
1.42K
$20.9K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-325- 2.56% |
$5.28K - $6.64K
|
12.4K
$183K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-345- 9.35% |
$5.61K - $7.04K
|
3.35K
$49.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-384- 8.7% |
$6.24K - $7.84K
|
4.03K
$59.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-498- 3.19% |
$8.1K - $10.2K
|
15.1K
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-534- 0.46% |
$8.68K - $10.9K
|
116K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-627- 1.2% |
$10.2K - $12.8K
|
51.7K
$763K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-630- 5.73% |
$10.2K - $12.9K
|
10.4K
$153K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-696- 5.54% |
$11.3K - $14.2K
|
11.9K
$175K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-831- 6.18% |
$13.5K - $17K
|
12.6K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-849- 19.62% |
$13.8K - $17.3K
|
3.48K
$51.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-856- 7.23% |
$13.9K - $17.5K
|
11K
$162K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-895- 2.05% |
$14.6K - $18.3K
|
42.9K
$633K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-904- 23.23% |
$14.7K - $18.5K
|
2.99K
$44.1K
|