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 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-65.6K- 6.56% |
$596K - $779K
|
934K
$8.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.99K- 13.38% |
$18.1K - $23.6K
|
12.9K
$111K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
10.8KNew |
$98.6K - $129K
|
10.8K
$93.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
273+ 3.77% |
$2.48K - $3.24K
|
7.52K
$64.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-4.2K- 79.25% |
$38.2K - $49.9K
|
1.1K
$9.48K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-200K- 42.65% |
$1.81M - $2.37M
|
268K
$2.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
PUT |
500KNew |
$4.55M - $5.94M
|
500K
$4.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Barnett & Company, Inc.
|
BUY
|
- |
15KNew |
$136K - $178K
|
15K
$129K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
254K+ 60.13% |
$2.3M - $3.01M
|
675K
$5.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
292K+ 4.44% |
$2.65M - $3.46M
|
6.86M
$59.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-177- 89.85% |
$1.61K - $2.1K
|
20
$172
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
286+ 2.22% |
$2.6K - $3.4K
|
13.2K
$113K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
150+ 1.63% |
$1.36K - $1.78K
|
9.33K
$80.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
324New |
$2.95K - $3.85K
|
324
$2.79K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-32- 94.12% |
$291 - $380
|
2
$17.2
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
507+ 2.97% |
$4.61K - $6.02K
|
17.6K
$151K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-10.4K- 41.75% |
$94.4K - $123K
|
14.5K
$125K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-337K- 96.81% |
$3.06M - $4.01M
|
11.1K
$95.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-41.3K- 71.08% |
$375K - $490K
|
16.8K
$145K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-60- 55.05% |
$545 - $713
|
49
$422
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-967- 12.64% |
$8.79K - $11.5K
|
6.68K
$57.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.24M- 94.86% |
$38.5M - $50.4M
|
230K
$1.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-316- 17.72% |
$2.87K - $3.75K
|
1.47K
$12.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.67M- 12.55% |
$24.3M - $31.7M
|
18.6M
$160M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
20.2KNew |
$183K - $240K
|
20.2K
$174K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
14.7KNew |
$134K - $175K
|
14.7K
$127K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
426+ 3.69% |
$3.87K - $5.06K
|
12K
$103K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
74.4K+ 17.0% |
$677K - $884K
|
512K
$4.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-176K- 25.17% |
$1.6M - $2.09M
|
523K
$4.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
25KNew |
$227K - $297K
|
25K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-160- 10.94% |
$1.45K - $1.9K
|
1.3K
$11.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
617KNew |
$5.61M - $7.33M
|
617K
$5.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
600+ 100.0% |
$5.45K - $7.13K
|
1.2K
$10.3K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.7K+ 52.86% |
$307K - $401K
|
97.5K
$841K
|
|
|
Nov 06, 2025
Q3 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
10KNew |
$90.9K - $119K
|
10K
$86.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.84KNew |
$16.7K - $21.9K
|
1.84K
$15.9K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
40+ 200.0% |
$364 - $475
|
60
$517
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
265K+ 71.71% |
$2.41M - $3.15M
|
634K
$5.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10New |
$90.9 - $119
|
10
$86.2
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-17- 24.64% |
$155 - $202
|
52
$448
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.69K+ 36.33% |
$33.6K - $43.9K
|
13.9K
$119K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-106- 0.8% |
$964 - $1.26K
|
13.1K
$113K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
76.1K+ 200.45% |
$692K - $904K
|
114K
$984K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
170+ 1.29% |
$1.55K - $2.02K
|
13.3K
$115K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
393K+ 107.25% |
$3.57M - $4.67M
|
760K
$6.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.1K+ 121.78% |
$101K - $132K
|
20.3K
$175K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-7.09K- 41.21% |
$64.4K - $84.2K
|
10.1K
$87.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
104K+ 59.76% |
$947K - $1.24M
|
279K
$2.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
47.6K+ 17.56% |
$433K - $566K
|
319K
$2.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
600New |
$5.45K - $7.13K
|
600
$5.17K
|
|