Latest Institutional Transactions on Wendy'S CO (WEN)
This table provides information on the latest institutional transactions involving Wendy'S CO (WEN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4New |
$33.7 - $38.2
|
4
$34.5
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.46M- 7.83% |
$12.3M - $13.9M
|
17.1M
$148M
|
|
|
Jan 28, 2026
Q4 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
29.4K+ 157.24% |
$248K - $281K
|
48.2K
$415K
|
|
|
Jan 28, 2026
Q4 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3K+ 3.02% |
$25.3K - $28.7K
|
103K
$884K
|
|
|
Jan 28, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
42.9K+ 111.2% |
$361K - $409K
|
81.4K
$702K
|
|
|
Jan 28, 2026
Q4 2025
|
Ruffer LLP
|
BUY
|
- |
383KNew |
$3.23M - $3.66M
|
383K
$3.3M
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.5K+ 54.01% |
$88.2K - $99.9K
|
29.8K
$257K
|
|
|
Jan 28, 2026
Q4 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-440- 0.64% |
$3.71K - $4.2K
|
68.4K
$590K
|
|
|
Jan 28, 2026
Q4 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
888+ 5.9% |
$7.49K - $8.48K
|
15.9K
$137K
|
|
|
Jan 28, 2026
Q4 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
8.67K+ 15.04% |
$73.1K - $82.8K
|
66.3K
$571K
|
|
|
Jan 28, 2026
Q4 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.71KNew |
$14.4K - $16.3K
|
1.71K
$14.7K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.1KNew |
$119K - $135K
|
14.1K
$122K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-13K- 37.76% |
$109K - $124K
|
21.4K
$184K
|
|
|
Jan 28, 2026
Q4 2025
|
Arizona State Retirement System
|
SELL
|
- |
-3.13K- 6.47% |
$26.3K - $29.8K
|
45.2K
$389K
|
|
|
Jan 27, 2026
Q4 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
22.5KNew |
$190K - $215K
|
22.5K
$194K
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-2.71K- 10.86% |
$22.9K - $25.9K
|
22.3K
$192K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
38.7K+ 5527.71% |
$326K - $370K
|
39.4K
$340K
|
|
|
Jan 27, 2026
Q4 2025
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
48.5KNew |
$409K - $463K
|
48.5K
$418K
|
|
|
Jan 27, 2026
Q4 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7.93K+ 26.61% |
$66.8K - $75.7K
|
37.7K
$325K
|
|
|
Jan 27, 2026
Q4 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13.5K+ 34.46% |
$114K - $129K
|
52.7K
$455K
|
|
|
Jan 27, 2026
Q4 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-345- 21.56% |
$2.91K - $3.29K
|
1.26K
$10.8K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-7.68K- 3.2% |
$64.7K - $73.3K
|
232K
$2M
|
|
|
Jan 26, 2026
Q4 2025
|
Pds Planning, Inc
|
SELL
|
- |
-961- 7.45% |
$8.1K - $9.18K
|
11.9K
$103K
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.69K- 3.18% |
$39.5K - $44.8K
|
143K
$1.23M
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
2.24KNew |
$18.9K - $21.4K
|
2.24K
$19.3K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.6K+ 33.17% |
$107K - $121K
|
50.8K
$438K
|
|
|
Jan 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
18KNew |
$152K - $172K
|
18K
$155K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-241- 56.71% |
$2.03K - $2.3K
|
184
$1.59K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-1- 11.11% |
$8.43 - $9.55
|
8
$69
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.32K+ 1.46% |
$11.1K - $12.6K
|
91.9K
$792K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.11K+ 7.19% |
$9.37K - $10.6K
|
16.6K
$143K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 10.31% |
$11.4K - $12.9K
|
14.4K
$125K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
209+ 16.05% |
$1.76K - $2K
|
1.51K
$13K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-79- 38.92% |
$666 - $754
|
124
$1.07K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.99K+ 55.41% |
$25.2K - $28.6K
|
8.39K
$72.3K
|
|
|
Jan 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
10KNew |
$84.5K - $95.7K
|
10K
$86.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-27.1K- 3.44% |
$228K - $258K
|
760K
$6.55M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
156+ 7800.0% |
$1.32K - $1.49K
|
158
$1.36K
|
|
|
Jan 21, 2026
Q4 2025
|
Cane Capital Partners, LLC
St Francisville, LA |
BUY
|
- |
10KNew |
$84.3K - $95.5K
|
10K
$86.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
12.3KNew |
$104K - $117K
|
12.3K
$106K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.08K- 15.49% |
$42.8K - $48.5K
|
27.7K
$239K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
276+ 54.65% |
$2.33K - $2.64K
|
781
$6.73K
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
SELL
|
- |
-39K- 21.79% |
$329K - $373K
|
140K
$1.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$2.53K - $2.87K
|
300
$2.59K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15.6K+ 232.09% |
$131K - $149K
|
22.3K
$192K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.3KNew |
$87K - $98.6K
|
10.3K
$89K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
153New |
$1.29K - $1.46K
|
153
$1.32K
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
12.8KNew |
$108K - $122K
|
12.8K
$110K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.01K+ 8.51% |
$8.47K - $9.6K
|
12.8K
$110K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
10KNew |
$84.3K - $95.5K
|
10K
$86.2K
|
|