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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.37K- 44.29% |
$22K - $30K
|
1.72K
$24.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
SELL
|
- |
-1KClosed |
$16.1K - $22K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
100New |
$1.61K - $2.2K
|
100
$1.43K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-10- 25.0% |
$161 - $220
|
30
$429
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4.25KClosed |
$68.3K - $93.5K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-86Closed |
$1.38K - $1.89K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
96+ 1600.0% |
$1.54K - $2.11K
|
102
$1.46K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.59% |
$64.3 - $87.9
|
684
$9.78K
|
|
|
Aug 01, 2022
Q2 2022
|
Profund Advisors LLC
|
SELL
|
- |
-10.7KClosed |
$172K - $235K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
425New |
$6.83K - $9.34K
|
425
$6.08K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-9.15KClosed |
$147K - $201K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.7KNew |
$75.6K - $103K
|
4.7K
$67.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-18.4KClosed |
$296K - $404K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-10.6KClosed |
$170K - $232K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-769Closed |
$12.4K - $16.9K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
11.3KNew |
$182K - $248K
|
11.3K
$162K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-478Closed |
$7.68K - $10.5K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-9.3KClosed |
$149K - $204K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
1.5KNew |
$24.1K - $33K
|
1.5K
$21.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.3K- 99.62% |
$21K - $28.7K
|
5
$71.5
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.2KNew |
$148K - $202K
|
9.2K
$132K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-535Closed |
$8.6K - $11.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-74Closed |
$1.55K - $1.78K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.2KNew |
$236K - $271K
|
11.2K
$161K
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-53.4KClosed |
$1.12M - $1.29M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-189KClosed |
$3.96M - $4.56M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5.9KClosed |
$124K - $142K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-11.6KClosed |
$243K - $280K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-23.6KClosed |
$493K - $567K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1KNew |
$20.9K - $24.1K
|
1K
$14.3K
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-16.5KClosed |
$345K - $397K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.7K- 14.29% |
$35.6K - $40.9K
|
10.2K
$146K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.8KClosed |
$79.6K - $91.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-176Closed |
$3.69K - $4.24K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-3.17KClosed |
$66.5K - $76.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
9.37KNew |
$196K - $226K
|
9.37K
$134K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-195Closed |
$4.08K - $4.69K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-801- 81.82% |
$16.8K - $19.3K
|
178
$2.55K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-264KClosed |
$5.52M - $6.34M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.13KNew |
$44.5K - $51.1K
|
2.13K
$30.4K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-414Closed |
$8.67K - $9.96K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
10.6KNew |
$222K - $256K
|
10.6K
$152K
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.2MClosed |
$25.1M - $28.9M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-144Closed |
$3.02K - $3.47K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
200New |
$4.19K - $4.81K
|
200
$2.86K
|
|
|
Apr 28, 2022
Q1 2022
|
Jcp Investment Management, LLC
|
SELL
|
- |
-576KClosed |
$12.1M - $13.9M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-5Closed |
$105 - $120
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-50Closed |
$1.05K - $1.2K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
16New |
$335 - $385
|
16
$229
|
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-36.4KClosed |
$762K - $876K
|
0
$0
|
|