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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
604KNew |
$11.9M - $13.2M
|
604K
$7.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Dryden Capital, LLC
Miami, FL |
BUY
|
- |
30KNew |
$591K - $655K
|
30K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-4.08K- 29.02% |
$80.4K - $89.1K
|
9.99K
$132K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-14.3K- 57.43% |
$282K - $313K
|
10.6K
$140K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22+ 104.76% |
$433 - $480
|
43
$568
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-78Closed |
$1.54K - $1.7K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
213New |
$4.19K - $4.65K
|
213
$2.82K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
489+ 3.54% |
$9.63K - $10.7K
|
14.3K
$189K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
40+ 4.27% |
$788 - $873
|
976
$12.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50+ 200.0% |
$985 - $1.09K
|
75
$992
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.31K- 3.44% |
$25.8K - $28.6K
|
36.7K
$485K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
377New |
$7.42K - $8.23K
|
377
$4.98K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.23K+ 8.77% |
$63.6K - $70.5K
|
40.1K
$529K
|
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-18.3K- 63.46% |
$360K - $399K
|
10.5K
$139K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-358- 20.0% |
$7.05K - $7.82K
|
1.43K
$18.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
3.68KNew |
$72.4K - $80.3K
|
3.68K
$48.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-100- 0.99% |
$1.97K - $2.18K
|
10K
$133K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
470+ 5.58% |
$9.25K - $10.3K
|
8.89K
$118K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
127New |
$2.5K - $2.77K
|
127
$1.68K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
136+ 1.22% |
$2.68K - $2.97K
|
11.3K
$149K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
541New |
$10.7K - $11.8K
|
541
$7.15K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
422+ 24.82% |
$8.31K - $9.21K
|
2.12K
$28.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-535- 3.7% |
$11.4K - $12.7K
|
13.9K
$184K
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-323K- 21.67% |
$6.87M - $7.7M
|
1.17M
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-7.5K- 29.62% |
$160K - $179K
|
17.8K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.78KNew |
$102K - $114K
|
4.78K
$63.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100KNew |
$2.13M - $2.38M
|
100K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-971- 52.04% |
$20.7K - $23.1K
|
895
$11.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.48M- 81.99% |
$31.6M - $35.4M
|
326K
$4.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
51.2K+ 49.9% |
$1.09M - $1.22M
|
154K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Nine27 Capital Management, LP
Basking Ridge, NJ |
BUY
|
- |
600K+ 300.0% |
$12.8M - $14.3M
|
800K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$253K - $284K
|
11.9K
$157K
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
26.1KNew |
$555K - $622K
|
26.1K
$345K
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-250- 2.6% |
$5.32K - $5.96K
|
9.35K
$124K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
94New |
$2K - $2.24K
|
94
$1.24K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11KNew |
$235K - $263K
|
11K
$146K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
21.4KNew |
$455K - $510K
|
21.4K
$283K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.58K+ 8.14% |
$33.6K - $37.6K
|
21K
$277K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-288- 2.84% |
$6.13K - $6.86K
|
9.85K
$130K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.59K+ 47.93% |
$33.9K - $37.9K
|
4.91K
$64.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$468 - $524
|
22
$291
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20New |
$426 - $477
|
20
$264
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9.77KNew |
$208K - $233K
|
9.77K
$129K
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
13.3KNew |
$282K - $316K
|
13.3K
$175K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
19+ 1.13% |
$405 - $453
|
1.7K
$22.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.07KNew |
$22.7K - $25.4K
|
1.07K
$14.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.78% |
$21.3 - $23.8
|
37
$489
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
226New |
$4.62K - $5.22K
|
226
$2.99K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
75New |
$1.53K - $1.73K
|
75
$992
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-39- 60.0% |
$797 - $900
|
26
$344
|
|