Institutional Ownership Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN). We have compiled data on the 447 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
8,211
shares
|
$117,417
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
7,341
shares
|
$104,976
0.0% of portfolio
|
Q3 2024
Reduced 85.61%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
6,329
shares
|
$90,504
0.0% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
6,102
shares
|
$87,258
0.0% of portfolio
|
Q4 2024
Added 70.26%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
6,083
shares
|
$86,986
0.01% of portfolio
|
Q3 2024
Added 423.49%
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
5,920
shares
|
$84,656
0.0% of portfolio
|
Q2 2024
Reduced 18.04%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
5,791
shares
|
$82,811
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,432
shares
|
$77,677
0.02% of portfolio
|
Q3 2024
Added 21.17%
|
|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$71,500
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
4,883
shares
|
$69,826
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,797
shares
|
$68,597
0.01% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,510
shares
|
$64,493
0.01% of portfolio
|
Q1 2024
Reduced 12.43%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
4,415
shares
|
$63,134
0.05% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
4,327
shares
|
$61,876
0.01% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,247
shares
|
$60,732
0.0% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,217
shares
|
$60,303
0.01% of portfolio
|
Q3 2024
Reduced 72.79%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
3,891
shares
|
$55,641
0.0% of portfolio
|
Q3 2024
Added 48.8%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
3,780
shares
|
$54,054
0.04% of portfolio
|
Q4 2024
Reduced 23.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,690
shares
|
$52,767
0.0% of portfolio
|
Q3 2024
Added 39.56%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
3,679
shares
|
$52,609
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
3,600
shares
|
$51,480
0.03% of portfolio
|
Q4 2024
Reduced 28.0%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,195
shares
|
$45,688
0.0% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,107
shares
|
$44,430
0.0% of portfolio
|
Q4 2024
Added 46.42%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,844
shares
|
$40,669
0.0% of portfolio
|
Q3 2024
Added 98.33%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
2,805
shares
|
$40,111
0.0% of portfolio
|
Q4 2022
Reduced 23.3%
|