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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
350New |
$7.59K - $8.41K
|
350
$5.34K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
236New |
$5.12K - $5.67K
|
236
$3.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
25New |
$542 - $601
|
25
$382
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
26.4KNew |
$547K - $762K
|
26.4K
$403K
|
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
300+ 100.0% |
$6.22K - $8.66K
|
600
$9.16K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
200New |
$4.15K - $5.77K
|
200
$3.05K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
330New |
$6.4K - $7.19K
|
330
$5.04K
|
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
212New |
$4.11K - $4.62K
|
212
$3.24K
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.1KNew |
$23.9K - $27.2K
|
1.1K
$16.8K
|
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
BUY
|
- |
7New |
$152 - $173
|
7
$107
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
75KNew |
$1.55M - $1.79M
|
75K
$1.14M
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$2.07K - $2.38K
|
100
$1.53K
|
|
|
Oct 29, 2020
Q3 2020
|
Eukles Asset Management
|
BUY
|
- |
6New |
$124 - $143
|
6
$91.6
|
|
| Q2 2020 | |||||||
|
Jul 17, 2020
Q2 2020
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
43.7K+ 303.11% |
$571K - $1.01M
|
58.2K
$888K
|
|
|
Aug 12, 2020
Q2 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
452New |
$5.9K - $10.4K
|
452
$6.9K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.06% |
$13.1 - $23
|
1.79K
$27.4K
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
2KNew |
$14.9K - $47.9K
|
2K
$30.5K
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
99K+ 206.16% |
$1.97M - $2.22M
|
147K
$2.24M
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
654New |
$13K - $14.6K
|
654
$9.98K
|
|
|
Feb 11, 2021
Q4 2019
|
Iag Wealth Partners, LLC
|
BUY
|
- |
27New |
$538 - $604
|
27
$412
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
75KNew |
$1.33M - $1.71M
|
75K
$1.14M
|
|
| Q1 2019 | |||||||
|
May 01, 2019
Q1 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$156K - $180K
|
10K
$153K
|
|
|
May 03, 2019
Q1 2019
|
Optimum Investment Advisors
|
BUY
|
CALL |
500New |
$7.78K - $9K
|
500
$7.63K
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
134New |
$2.01K - $2.42K
|
134
$2.04K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
63.4KNew |
$1.05M - $1.17M
|
63.4K
$967K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
62.8KNew |
$1.04M - $1.16M
|
62.8K
$959K
|
|
| Q1 2018 | |||||||
|
May 09, 2018
Q1 2018
|
Optimum Investment Advisors
|
BUY
|
- |
800New |
$12.2K - $14K
|
800
$12.2K
|
|
|
May 07, 2018
Q1 2018
|
Red Cedar Capital, LLC
|
BUY
|
- |
250New |
$3.83K - $4.39K
|
250
$3.82K
|
|
|
May 01, 2018
Q1 2018
|
Center Star Asset Management, LLC
|
BUY
|
- |
72New |
$1.1K - $1.26K
|
72
$1.1K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
500KNew |
$6.85M - $8.29M
|
500K
$7.63M
|
|
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
25.6KNew |
$351K - $424K
|
25.6K
$390K
|
|
|
Feb 14, 2018
Q4 2017
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
2.9KNew |
$39.7K - $48.1K
|
2.9K
$44.3K
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
45New |
$617 - $746
|
45
$687
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
629KNew |
$8.98M - $9.94M
|
629K
$9.6M
|
|
|
Oct 19, 2017
Q3 2017
|
Financial Management Professionals, Inc.
|
BUY
|
- |
425New |
$6.07K - $6.72K
|
425
$6.49K
|
|
| Q2 2017 | |||||||
|
Aug 29, 2017
Q2 2017
|
Caxton Associates LP
New York, NY |
BUY
|
CALL |
400KNew |
N/A
|
400K
$6.1M
|
|
|
Aug 14, 2017
Q2 2017
|
Barings LLC
|
BUY
|
- |
52.9KNew |
N/A
|
52.9K
$807K
|
|