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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
87+ 89.69% |
$1.41K - $1.78K
|
184
$2.33K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1KNew |
$16.3K - $20.4K
|
1K
$12.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.25K+ 424.49% |
$85.4K - $107K
|
6.49K
$82.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.87KNew |
$30.4K - $38.2K
|
1.87K
$23.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-41.7K- 77.04% |
$678K - $852K
|
12.4K
$158K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.34K+ 54.9% |
$38K - $47.7K
|
6.6K
$83.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-11.9K- 6.77% |
$193K - $242K
|
163K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
39.6KNew |
$643K - $808K
|
39.6K
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.67K+ 2334.5% |
$75.9K - $95.3K
|
4.87K
$61.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.14K+ 4.39% |
$18.5K - $23.2K
|
27K
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.35K+ 2.93% |
$38.3K - $48K
|
82.8K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
300+ 0.87% |
$4.88K - $6.13K
|
34.8K
$442K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
11.7KNew |
$191K - $240K
|
11.7K
$149K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.2K- 9.56% |
$52K - $65.3K
|
30.3K
$384K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-696- 5.54% |
$11.3K - $14.2K
|
11.9K
$150K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
395KNew |
$6.43M - $8.07M
|
395K
$5.01M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-534- 0.46% |
$8.68K - $10.9K
|
116K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-35.3K- 51.62% |
$573K - $720K
|
33.1K
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.6K- 32.56% |
$286K - $360K
|
36.5K
$462K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.67K+ 27.39% |
$27.1K - $34K
|
7.75K
$98.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
231New |
$3.76K - $4.72K
|
231
$2.93K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 0.97% |
$16.3K - $20.4K
|
102K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
410+ 0.86% |
$6.67K - $8.37K
|
47.9K
$607K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 0.84% |
$341 - $429
|
2.51K
$31.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
185K+ 220.51% |
$3M - $3.77M
|
269K
$3.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-160- 0.6% |
$2.6K - $3.27K
|
26.4K
$335K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.17K- 83.31% |
$19K - $23.9K
|
234
$2.97K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-5.4K- 2.42% |
$87.8K - $110K
|
218K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
594+ 38.82% |
$9.66K - $12.1K
|
2.12K
$26.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
505+ 41.19% |
$8.21K - $10.3K
|
1.73K
$21.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 4.81% |
$81.3 - $102
|
109
$1.38K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-146- 78.92% |
$2.37K - $2.98K
|
39
$495
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$305K - $383K
|
18.7K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.42% |
$3.25K - $4.08K
|
47.5K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.03M- 81.78% |
$65.5M - $82.3M
|
898K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-51.1K- 57.03% |
$832K - $1.04M
|
38.5K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
106KNew |
$1.73M - $2.17M
|
106K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
17+ 9.04% |
$276 - $347
|
205
$2.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
21.5KNew |
$349K - $438K
|
21.5K
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 1.47% |
$16.3 - $20.4
|
69
$875
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-5.59K- 15.64% |
$90.9K - $114K
|
30.1K
$382K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.9K+ 7.53% |
$96K - $121K
|
84.3K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.7K- 24.66% |
$125K - $157K
|
23.5K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$16.3 - $20.4
|
1
$12.7
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-72.6K- 48.44% |
$1.18M - $1.48M
|
77.3K
$980K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
811+ 0.11% |
$13.2K - $16.6K
|
712K
$9.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.3K+ 21.96% |
$362K - $454K
|
124K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
227New |
$3.69K - $4.64K
|
227
$2.88K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-305- 1.54% |
$4.96K - $6.23K
|
19.5K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-250- 2.14% |
$4.07K - $5.11K
|
11.4K
$145K
|