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 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
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
93+ 244.74% |
$845 - $1.1K
|
131
$1.13K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
111New |
$1.01K - $1.32K
|
111
$957
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.92K- 2.42% |
$35.6K - $46.6K
|
158K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.57K+ 43.49% |
$77.9K - $102K
|
28.3K
$244K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.4KNew |
$495K - $646K
|
54.4K
$469K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
83+ 3.16% |
$754 - $986
|
2.71K
$23.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-857- 1.5% |
$7.79K - $10.2K
|
56.4K
$487K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-378K- 62.95% |
$3.44M - $4.49M
|
223K
$1.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
738+ 0.5% |
$6.71K - $8.77K
|
148K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20.6KNew |
$187K - $245K
|
20.6K
$178K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
33.5KNew |
$304K - $398K
|
33.5K
$289K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100+ 16.67% |
$909 - $1.19K
|
700
$6.03K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1New |
$9.09 - $11.9
|
1
$8.62
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.44K- 2.89% |
$13.1K - $17.1K
|
48.3K
$416K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
51.5K+ 1716266.62% |
$468K - $612K
|
51.5K
$444K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
53.9K+ 67.64% |
$490K - $640K
|
133K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
11.9KNew |
$108K - $142K
|
11.9K
$103K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-62.5K- 77.91% |
$568K - $742K
|
17.7K
$153K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.2K+ 21.63% |
$47.3K - $61.8K
|
29.2K
$252K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
18.7KNew |
$170K - $222K
|
18.7K
$161K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
125+ 892.86% |
$1.14K - $1.49K
|
139
$1.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
3.03K+ 54.4% |
$27.6K - $36K
|
8.61K
$74.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-82- 2.1% |
$745 - $974
|
3.83K
$33K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-277- 20.19% |
$2.52K - $3.29K
|
1.1K
$9.44K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.26K+ 21.44% |
$47.8K - $62.5K
|
29.8K
$257K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.45K- 17.19% |
$40.5K - $52.9K
|
21.4K
$185K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-24.9K- 32.9% |
$226K - $296K
|
50.8K
$438K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.8K+ 3.61% |
$52.7K - $68.9K
|
166K
$1.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
83New |
$754 - $986
|
83
$715
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.2K+ 70.98% |
$129K - $169K
|
34.3K
$296K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
21.8KNew |
$198K - $259K
|
21.8K
$188K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 1.41% |
$9.09 - $11.9
|
72
$621
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-345- 97.46% |
$3.14K - $4.1K
|
9
$77.6
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.52K- 34.35% |
$13.8K - $18K
|
2.9K
$25K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
39.2KNew |
$357K - $466K
|
39.2K
$338K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30.2KNew |
$275K - $359K
|
30.2K
$261K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
32.6KNew |
$296K - $387K
|
32.6K
$281K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.51K+ 11.72% |
$77.4K - $101K
|
81.2K
$700K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
912New |
$8.29K - $10.8K
|
912
$7.86K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.8K+ 23.57% |
$208K - $271K
|
120K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.15K+ 19693.75% |
$28.6K - $37.4K
|
3.17K
$27.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
203New |
$1.85K - $2.41K
|
203
$1.75K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-110- 70.06% |
$1K - $1.31K
|
47
$405
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
18K+ 9.67% |
$163K - $214K
|
204K
$1.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
12.1KNew |
$110K - $143K
|
12.1K
$104K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.41K+ 27.33% |
$31K - $40.5K
|
15.9K
$137K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.03K+ 11.68% |
$18.4K - $24.1K
|
19.4K
$167K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
268+ 204.58% |
$2.44K - $3.18K
|
399
$3.44K
|
|