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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
12.5KNew |
$229K - $255K
|
12.5K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-47- 8.94% |
$862 - $960
|
479
$4.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
94.3KNew |
$1.73M - $1.93M
|
94.3K
$813K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
190+ 9.09% |
$3.48K - $3.88K
|
2.28K
$19.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
46.3K+ 1523.95% |
$849K - $946K
|
49.4K
$426K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
39.7KNew |
$728K - $811K
|
39.7K
$342K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
145New |
$2.66K - $2.96K
|
145
$1.25K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
600New |
$11K - $12.3K
|
600
$5.17K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.06MNew |
$19.4M - $21.6M
|
1.06M
$9.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.73K+ 31.55% |
$86.6K - $96.5K
|
19.7K
$170K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
52.7KNew |
$966K - $1.08M
|
52.7K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
256+ 1.5% |
$4.69K - $5.23K
|
17.3K
$149K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
231New |
$4.23K - $4.72K
|
231
$1.99K
|
|
|
Feb 07, 2024
Q4 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-4.35K- 1.02% |
$79.7K - $88.8K
|
420K
$3.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19- 8.88% |
$348 - $388
|
195
$1.68K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.23KNew |
$22.6K - $25.2K
|
1.23K
$10.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
12KNew |
$220K - $246K
|
12K
$104K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-371- 2.39% |
$6.8K - $7.58K
|
15.2K
$131K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
257New |
$4.71K - $5.25K
|
257
$2.22K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.24% |
$73.3 - $81.7
|
327
$2.82K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
10.6KNew |
$195K - $217K
|
10.6K
$91.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100New |
$1.83K - $2.04K
|
100
$862
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-4.14KClosed |
$75.9K - $84.6K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
14KNew |
$257K - $287K
|
14K
$121K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$1.83K - $2.04K
|
100
$862
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$3.67K - $4.09K
|
200
$1.72K
|
|
| Q3 2023 | |||||||
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
566New |
$11.1K - $12.4K
|
566
$4.88K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
40New |
$788 - $873
|
40
$345
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-223- 31.9% |
$4.39K - $4.87K
|
476
$4.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.95M+ 2596.03% |
$38.4M - $42.6M
|
2.02M
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
604KNew |
$11.9M - $13.2M
|
604K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Dryden Capital, LLC
Miami, FL |
BUY
|
- |
30KNew |
$591K - $655K
|
30K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-14.3K- 57.43% |
$282K - $313K
|
10.6K
$91.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22+ 104.76% |
$433 - $480
|
43
$371
|
|
|
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
$1.84K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
489+ 3.54% |
$9.63K - $10.7K
|
14.3K
$123K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50+ 200.0% |
$985 - $1.09K
|
75
$646
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.31K- 3.44% |
$25.8K - $28.6K
|
36.7K
$316K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
377New |
$7.42K - $8.23K
|
377
$3.25K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.23K+ 8.77% |
$63.6K - $70.5K
|
40.1K
$345K
|
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-18.3K- 63.46% |
$360K - $399K
|
10.5K
$90.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-358- 20.0% |
$7.05K - $7.82K
|
1.43K
$12.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
3.68KNew |
$72.4K - $80.3K
|
3.68K
$31.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-100- 0.99% |
$1.97K - $2.18K
|
10K
$86.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
127New |
$2.5K - $2.77K
|
127
$1.09K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
136+ 1.22% |
$2.68K - $2.97K
|
11.3K
$97.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
541New |
$10.7K - $11.8K
|
541
$4.66K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
422+ 24.82% |
$8.31K - $9.21K
|
2.12K
$18.3K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-535- 3.7% |
$11.4K - $12.7K
|
13.9K
$120K
|
|