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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-83Closed |
$1.61K - $1.81K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.1KNew |
$23.9K - $27.2K
|
1.1K
$15.7K
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-853Closed |
$18.5K - $21.1K
|
0
$0
|
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1KClosed |
$21.7K - $24.7K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.14KClosed |
$24.8K - $28.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-444KClosed |
$9.65M - $11M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
SELL
|
- |
-1.17MClosed |
$25.4M - $28.9M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
First City Capital Management, Inc.
|
SELL
|
- |
-8.35KClosed |
$181K - $206K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-1.13KClosed |
$24.4K - $27.8K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-223Closed |
$4.84K - $5.51K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-690Closed |
$15K - $17K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Foundry Partners, LLC
|
SELL
|
- |
-102KClosed |
$2.21M - $2.51M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5.1KClosed |
$111K - $126K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Braun Stacey Associates Inc
|
SELL
|
- |
-410KClosed |
$8.91M - $10.1M
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
BUY
|
- |
7New |
$152 - $173
|
7
$100
|
|
|
Jan 13, 2021
Q4 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.24KClosed |
$201K - $228K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
City Holding CO
|
SELL
|
- |
-300Closed |
$6.52K - $7.41K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 14, 2020
Q3 2020
|
Strs Ohio
|
SELL
|
- |
-33.3KClosed |
$688K - $793K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Cardinal Capital Management LLC
Greenwich, CT |
SELL
|
- |
-454KClosed |
$9.38M - $10.8M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Leonard Green & Partners, L.P.
Los Angeles, CA |
SELL
|
- |
-400KClosed |
$8.26M - $9.53M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Leonard Green & Partners, L.P.
Los Angeles, CA |
SELL
|
CALL |
-550KClosed |
$11.4M - $13.1M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-55.2KClosed |
$1.14M - $1.31M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
75KNew |
$1.55M - $1.79M
|
75K
$1.07M
|
|
|
Nov 16, 2020
Q3 2020
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-752KClosed |
$15.5M - $17.9M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Gabriel Plotkin
Melvin Capital Management LP | New York, Ny
|
SELL
|
- |
-7.5MClosed |
$155M - $179M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-79Closed |
$1.63K - $1.88K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-438Closed |
$9.05K - $10.4K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-12.7KClosed |
$263K - $304K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Clearfield Capital Management LP
New York, NY |
SELL
|
- |
-1.11MClosed |
$23M - $26.5M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
North Fourth Asset Management, LP
New York, NY |
SELL
|
- |
-235KClosed |
$4.86M - $5.6M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-58.2KClosed |
$1.2M - $1.39M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-127Closed |
$2.62K - $3.03K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-17.2KClosed |
$356K - $411K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-44Closed |
$909 - $1.05K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-25.4KClosed |
$525K - $605K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-33.1KClosed |
$683K - $788K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.44KClosed |
$50.3K - $58K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-4.58KClosed |
$94.7K - $109K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-1.01KClosed |
$20.8K - $24K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.72KClosed |
$201K - $231K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Eukles Asset Management
|
BUY
|
- |
6New |
$124 - $143
|
6
$85.8
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-170Closed |
$3.51K - $4.05K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$2.07K - $2.38K
|
100
$1.43K
|
|
|
Oct 26, 2020
Q3 2020
|
Calamos Advisors LLC
|
SELL
|
- |
-40KClosed |
$827K - $953K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-148Closed |
$3.06K - $3.53K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1KClosed |
$20.7K - $23.8K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.06% |
$13.1 - $23
|
1.79K
$25.7K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-200Closed |
$2.61K - $4.61K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Luminus Management LLC
Houston, TX |
SELL
|
- |
-68.2KClosed |
$891K - $1.57M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
J. Goldman & CO LP
New York, NY |
SELL
|
CALL |
-165KClosed |
$2.15M - $3.8M
|
0
$0
|
|