Latest Institutional Purchases of Wendy'S CO (WEN)
This list provides information on the latest institutional transactions involving Wendy'S CO (WEN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
819KNew |
$13.3M - $16.7M
|
819K
$12.2M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
395KNew |
$6.43M - $8.07M
|
395K
$5.86M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
185K+ 220.51% |
$3M - $3.77M
|
269K
$3.98M
|
|
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
$1.58M
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
80.1K+ 11.56% |
$1.3M - $1.63M
|
773K
$11.5M
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
31.7KNew |
$515K - $647K
|
31.7K
$470K
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
29.9K+ 95.2% |
$486K - $610K
|
61.3K
$909K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
28.4KNew |
$462K - $581K
|
28.4K
$422K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.3K+ 21.96% |
$362K - $454K
|
124K
$1.83M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
21.9KNew |
$356K - $447K
|
21.9K
$324K
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
21.5KNew |
$349K - $438K
|
21.5K
$318K
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$305K - $383K
|
18.7K
$278K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
16.8KNew |
$273K - $343K
|
16.8K
$249K
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
13KNew |
$211K - $266K
|
13K
$193K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.83K+ 77.29% |
$127K - $160K
|
18K
$266K
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.9K+ 7.53% |
$96K - $121K
|
84.3K
$1.25M
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3.12K+ 49.41% |
$50.7K - $63.7K
|
9.44K
$140K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
2.52K+ 70.26% |
$40.9K - $51.4K
|
6.1K
$90.5K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.29K+ 14.09% |
$37.2K - $46.7K
|
18.5K
$274K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.09K+ 1.39% |
$33.9K - $42.6K
|
153K
$2.26M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.67K+ 27.39% |
$27.1K - $34K
|
7.75K
$115K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.4K+ 168.07% |
$22.8K - $28.6K
|
2.23K
$33.1K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.12K+ 2.6% |
$18.1K - $22.8K
|
44.1K
$653K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
985+ 46.42% |
$16K - $20.1K
|
3.11K
$46.1K
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
811+ 0.11% |
$13.2K - $16.6K
|
712K
$10.6M
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
717+ 2.89% |
$11.7K - $14.6K
|
25.5K
$379K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
594+ 38.82% |
$9.66K - $12.1K
|
2.12K
$31.5K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
531New |
$8.63K - $10.8K
|
531
$7.87K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
505+ 41.19% |
$8.21K - $10.3K
|
1.73K
$25.7K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
485+ 4.23% |
$7.89K - $9.9K
|
12K
$177K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
425New |
$6.91K - $8.68K
|
425
$6.3K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
425New |
$6.91K - $8.68K
|
425
$6.3K
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
410+ 0.86% |
$6.67K - $8.37K
|
47.9K
$710K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
336+ 5.61% |
$5.46K - $6.86K
|
6.33K
$93.9K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
300+ 100.0% |
$4.88K - $6.13K
|
600
$8.9K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
231New |
$3.76K - $4.72K
|
231
$3.43K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
227New |
$3.69K - $4.64K
|
227
$3.37K
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.42% |
$3.25K - $4.08K
|
47.5K
$704K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
153+ 9.84% |
$2.49K - $3.12K
|
1.71K
$25.3K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
58+ 0.38% |
$943 - $1.18K
|
15.4K
$228K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
45New |
$732 - $919
|
45
$667
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 0.84% |
$341 - $429
|
2.51K
$37.3K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
17+ 9.04% |
$276 - $347
|
205
$3.04K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 1.52% |
$228 - $286
|
935
$13.9K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9New |
$146 - $184
|
9
$133
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 28.0% |
$114 - $143
|
32
$475
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 4.81% |
$81.3 - $102
|
109
$1.62K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 0.71% |
$81.3 - $102
|
707
$10.5K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$16.3 - $20.4
|
1
$14.8
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 1.47% |
$16.3 - $20.4
|
69
$1.02K
|