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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
11.3KNew |
$182K - $248K
|
11.3K
$163K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.2KNew |
$148K - $202K
|
9.2K
$133K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.7KNew |
$75.6K - $103K
|
4.7K
$67.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
1.5KNew |
$24.1K - $33K
|
1.5K
$21.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.11KNew |
$17.8K - $24.4K
|
1.11K
$16K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
853New |
$13.7K - $18.7K
|
853
$12.3K
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
729New |
$11.7K - $16K
|
729
$10.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
425New |
$6.83K - $9.34K
|
425
$6.13K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
100New |
$1.61K - $2.2K
|
100
$1.44K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
96+ 1600.0% |
$1.54K - $2.11K
|
102
$1.47K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.59% |
$64.3 - $87.9
|
684
$9.87K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.2KNew |
$236K - $271K
|
11.2K
$162K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
10.6KNew |
$222K - $256K
|
10.6K
$153K
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
9.37KNew |
$196K - $226K
|
9.37K
$135K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.13KNew |
$44.5K - $51.1K
|
2.13K
$30.7K
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1KNew |
$20.9K - $24.1K
|
1K
$14.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
200New |
$4.19K - $4.81K
|
200
$2.89K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
16New |
$335 - $385
|
16
$231
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
472New |
$9.62K - $11.3K
|
472
$6.81K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4New |
$81.5 - $95.5
|
4
$57.7
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
350New |
$7.59K - $8.41K
|
350
$5.05K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
236New |
$5.12K - $5.67K
|
236
$3.41K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
25New |
$542 - $601
|
25
$361
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
26.4KNew |
$547K - $762K
|
26.4K
$381K
|
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
300+ 100.0% |
$6.22K - $8.66K
|
600
$8.66K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
200New |
$4.15K - $5.77K
|
200
$2.89K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
330New |
$6.4K - $7.19K
|
330
$4.76K
|
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
212New |
$4.11K - $4.62K
|
212
$3.06K
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.1KNew |
$23.9K - $27.2K
|
1.1K
$15.9K
|
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
BUY
|
- |
7New |
$152 - $173
|
7
$101
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
75KNew |
$1.55M - $1.79M
|
75K
$1.08M
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$2.07K - $2.38K
|
100
$1.44K
|
|
|
Oct 29, 2020
Q3 2020
|
Eukles Asset Management
|
BUY
|
- |
6New |
$124 - $143
|
6
$86.6
|
|
| Q2 2020 | |||||||
|
Jul 17, 2020
Q2 2020
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
43.7K+ 303.11% |
$571K - $1.01M
|
58.2K
$840K
|
|
|
Aug 12, 2020
Q2 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
452New |
$5.9K - $10.4K
|
452
$6.52K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.06% |
$13.1 - $23
|
1.79K
$25.9K
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
2KNew |
$14.9K - $47.9K
|
2K
$28.9K
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
99K+ 206.16% |
$1.97M - $2.22M
|
147K
$2.12M
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
654New |
$13K - $14.6K
|
654
$9.44K
|
|
|
Feb 11, 2021
Q4 2019
|
Iag Wealth Partners, LLC
|
BUY
|
- |
27New |
$538 - $604
|
27
$390
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
75KNew |
$1.33M - $1.71M
|
75K
$1.08M
|
|
| Q1 2019 | |||||||
|
May 01, 2019
Q1 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$156K - $180K
|
10K
$144K
|
|
|
May 03, 2019
Q1 2019
|
Optimum Investment Advisors
|
BUY
|
CALL |
500New |
$7.78K - $9K
|
500
$7.22K
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
134New |
$2.01K - $2.42K
|
134
$1.93K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
63.4KNew |
$1.05M - $1.17M
|
63.4K
$915K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
62.8KNew |
$1.04M - $1.16M
|
62.8K
$907K
|
|
| Q1 2018 | |||||||
|
May 09, 2018
Q1 2018
|
Optimum Investment Advisors
|
BUY
|
- |
800New |
$12.2K - $14K
|
800
$11.5K
|
|
|
May 07, 2018
Q1 2018
|
Red Cedar Capital, LLC
|
BUY
|
- |
250New |
$3.83K - $4.39K
|
250
$3.61K
|
|
|
May 01, 2018
Q1 2018
|
Center Star Asset Management, LLC
|
BUY
|
- |
72New |
$1.1K - $1.26K
|
72
$1.04K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
500KNew |
$6.85M - $8.29M
|
500K
$7.22M
|
|