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 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.78KNew |
$102K - $114K
|
4.78K
$41.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100KNew |
$2.13M - $2.38M
|
100K
$862K
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-971- 52.04% |
$20.7K - $23.1K
|
895
$7.71K
|
|
|
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
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Nine27 Capital Management, LP
Basking Ridge, NJ |
BUY
|
- |
600K+ 300.0% |
$12.8M - $14.3M
|
800K
$6.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$253K - $284K
|
11.9K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
26.1KNew |
$555K - $622K
|
26.1K
$225K
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-250- 2.6% |
$5.32K - $5.96K
|
9.35K
$80.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
94New |
$2K - $2.24K
|
94
$810
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11KNew |
$235K - $263K
|
11K
$95.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
21.4KNew |
$455K - $510K
|
21.4K
$184K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.58K+ 8.14% |
$33.6K - $37.6K
|
21K
$181K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-288- 2.84% |
$6.13K - $6.86K
|
9.85K
$84.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$468 - $524
|
22
$190
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9.77KNew |
$208K - $233K
|
9.77K
$84.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
13.3KNew |
$282K - $316K
|
13.3K
$114K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
19+ 1.13% |
$405 - $453
|
1.7K
$14.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.07KNew |
$22.7K - $25.4K
|
1.07K
$9.18K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.78% |
$21.3 - $23.8
|
37
$319
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
226New |
$4.62K - $5.22K
|
226
$1.95K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
75New |
$1.53K - $1.73K
|
75
$646
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-39- 60.0% |
$797 - $900
|
26
$224
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
212New |
$4.33K - $4.89K
|
212
$1.83K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.07KNew |
$21.9K - $24.8K
|
1.07K
$9.25K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2K+ 18.18% |
$40.9K - $46.2K
|
13K
$112K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-8.12K- 11.45% |
$166K - $188K
|
62.8K
$541K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
42New |
$858 - $969
|
42
$362
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12.8KNew |
$261K - $295K
|
12.8K
$110K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
505New |
$10.3K - $11.7K
|
505
$4.35K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-155- 84.24% |
$3.17K - $3.58K
|
29
$250
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$224K - $254K
|
11K
$94.7K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
125New |
$2.55K - $2.89K
|
125
$1.08K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-21.8K- 69.84% |
$445K - $502K
|
9.4K
$81K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
9.43KNew |
$193K - $218K
|
9.43K
$81.3K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
10+ 14.49% |
$204 - $231
|
79
$681
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$81.7 - $92.3
|
4
$34.5
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 8.33% |
$20.4 - $23.1
|
11
$94.8
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-180- 21.18% |
$3.68K - $4.15K
|
670
$5.78K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
22.6KNew |
$462K - $522K
|
22.6K
$195K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-4- 3.57% |
$81.7 - $92.3
|
108
$931
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100New |
$2.04K - $2.31K
|
100
$862
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
13.2K+ 26.3% |
$269K - $304K
|
63.2K
$544K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
800New |
$16.3K - $18.5K
|
800
$6.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.23KNew |
$25K - $28.3K
|
1.23K
$10.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-80- 90.91% |
$1.63K - $1.85K
|
8
$69
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
240KNew |
$4.55M - $5.64M
|
240K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$277K - $343K
|
14.6K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-4.1K- 22.04% |
$77.7K - $96.3K
|
14.5K
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-392K- 91.45% |
$7.43M - $9.21M
|
36.7K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.14MNew |
$40.6M - $50.3M
|
2.14M
$18.4M
|
|