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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-498- 3.19% |
$8.1K - $10.2K
|
15.1K
$191K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.15K- 23.25% |
$18.6K - $23.4K
|
3.78K
$47.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-45- 24.59% |
$732 - $919
|
138
$1.75K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
58+ 0.38% |
$943 - $1.18K
|
15.4K
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1.4K- 28.0% |
$22.8K - $28.6K
|
3.6K
$45.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
425New |
$6.91K - $8.68K
|
425
$5.39K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.29K+ 14.09% |
$37.2K - $46.7K
|
18.5K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
531New |
$8.63K - $10.8K
|
531
$6.73K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
425New |
$6.91K - $8.68K
|
425
$5.39K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.83K+ 77.29% |
$127K - $160K
|
18K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
2.52K+ 70.26% |
$40.9K - $51.4K
|
6.1K
$77.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
717+ 2.89% |
$11.7K - $14.6K
|
25.5K
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-126- 1.11% |
$2.05K - $2.57K
|
11.2K
$142K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
16.8KNew |
$273K - $343K
|
16.8K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 1.54% |
$813 - $1.02K
|
3.2K
$40.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-14K- 52.11% |
$228K - $286K
|
12.9K
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
985+ 46.42% |
$16K - $20.1K
|
3.11K
$39.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 2.78% |
$163 - $204
|
350
$4.44K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-44- 0.31% |
$715 - $898
|
14.3K
$182K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-79- 96.34% |
$1.28K - $1.61K
|
3
$38
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-630- 5.73% |
$10.2K - $12.9K
|
10.4K
$131K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
45New |
$732 - $919
|
45
$571
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
13KNew |
$211K - $266K
|
13K
$165K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
300+ 100.0% |
$4.88K - $6.13K
|
600
$7.61K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.5K- 51.28% |
$188K - $236K
|
11K
$139K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
31.7KNew |
$515K - $647K
|
31.7K
$402K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 1.52% |
$228 - $286
|
935
$11.9K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-7.19K- 2.46% |
$114K - $131K
|
285K
$3.61M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
25.7KNew |
$408K - $470K
|
25.7K
$326K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.84KNew |
$29K - $33.5K
|
1.84K
$23.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
75KNew |
$1.19M - $1.37M
|
75K
$951K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
706New |
$11.2K - $12.9K
|
706
$8.95K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-40.5K- 64.64% |
$641K - $738K
|
22.1K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 0.11% |
$396 - $456
|
22.5K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 35.52% |
$167K - $192K
|
40.2K
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.98K+ 27.24% |
$78.9K - $90.9K
|
23.3K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-6.93K- 4.38% |
$110K - $126K
|
151K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
701+ 3338.1% |
$11.1K - $12.8K
|
722
$9.15K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-14.9K- 58.98% |
$235K - $271K
|
10.3K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
CALL |
-47.5K- 73.87% |
$752K - $866K
|
16.8K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
513KNew |
$8.12M - $9.36M
|
513K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-636- 2.16% |
$10.1K - $11.6K
|
28.8K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
93KNew |
$1.47M - $1.7M
|
93K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.51K+ 5.11% |
$71.4K - $82.3K
|
92.9K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 42.59% |
$70.2K - $80.9K
|
14.9K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-87.1K- 49.44% |
$1.38M - $1.59M
|
89.1K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
1.18MNew |
$18.6M - $21.5M
|
1.18M
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
706New |
$11.2K - $12.9K
|
706
$8.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
50+ 0.21% |
$792 - $912
|
23.5K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$198K - $229K
|
12.5K
$159K
|
|