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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.7KNew |
$191K - $211K
|
10.7K
$92.3K
|
|
|
May 15, 2024
Q1 2024
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
9.27K+ 79.92% |
$166K - $182K
|
20.9K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
3.56KNew |
$63.6K - $70K
|
3.56K
$30.7K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.36KNew |
$42.2K - $46.4K
|
2.36K
$20.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
873+ 2.74% |
$15.6K - $17.2K
|
32.7K
$282K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
554New |
$9.9K - $10.9K
|
554
$4.78K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
153+ 1.36% |
$2.73K - $3.01K
|
11.4K
$98.5K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
67+ 22.71% |
$1.2K - $1.32K
|
362
$3.12K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
41New |
$733 - $806
|
41
$353
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
18+ 13.74% |
$322 - $354
|
149
$1.28K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
15New |
$268 - $295
|
15
$129
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.06MNew |
$19.4M - $21.6M
|
1.06M
$9.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
237KNew |
$4.35M - $4.85M
|
237K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
94.3KNew |
$1.73M - $1.93M
|
94.3K
$813K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
52.7KNew |
$966K - $1.08M
|
52.7K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
46.3K+ 1523.95% |
$849K - $946K
|
49.4K
$426K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
39.7KNew |
$728K - $811K
|
39.7K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
22.9KNew |
$420K - $468K
|
22.9K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
12.5KNew |
$229K - $255K
|
12.5K
$108K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
12KNew |
$220K - $246K
|
12K
$104K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
10.6KNew |
$195K - $217K
|
10.6K
$91.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.73K+ 31.55% |
$86.6K - $96.5K
|
19.7K
$170K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.23KNew |
$22.6K - $25.2K
|
1.23K
$10.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
600New |
$11K - $12.3K
|
600
$5.17K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
257New |
$4.71K - $5.25K
|
257
$2.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
256+ 1.5% |
$4.69K - $5.23K
|
17.3K
$149K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
231New |
$4.23K - $4.72K
|
231
$1.99K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
210New |
$3.85K - $4.29K
|
210
$1.81K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$3.67K - $4.09K
|
200
$1.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
190+ 9.09% |
$3.48K - $3.88K
|
2.28K
$19.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
145New |
$2.66K - $2.96K
|
145
$1.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
102New |
$1.87K - $2.08K
|
102
$879
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100New |
$1.83K - $2.04K
|
100
$862
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$1.83K - $2.04K
|
100
$862
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
43New |
$788 - $878
|
43
$371
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
11New |
$202 - $225
|
11
$94.8
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.24% |
$73.3 - $81.7
|
327
$2.82K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.95M+ 2596.03% |
$38.4M - $42.6M
|
2.02M
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
604KNew |
$11.9M - $13.2M
|
604K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Dryden Capital, LLC
Miami, FL |
BUY
|
- |
30KNew |
$591K - $655K
|
30K
$259K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
3.68KNew |
$72.4K - $80.3K
|
3.68K
$31.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.23K+ 8.77% |
$63.6K - $70.5K
|
40.1K
$345K
|
|
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
566New |
$11.1K - $12.4K
|
566
$4.88K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
541New |
$10.7K - $11.8K
|
541
$4.66K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
489+ 3.54% |
$9.63K - $10.7K
|
14.3K
$123K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
422+ 24.82% |
$8.31K - $9.21K
|
2.12K
$18.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
377New |
$7.42K - $8.23K
|
377
$3.25K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
213New |
$4.19K - $4.65K
|
213
$1.84K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
136+ 1.22% |
$2.68K - $2.97K
|
11.3K
$97.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
127New |
$2.5K - $2.77K
|
127
$1.09K
|
|