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 |
|---|---|---|---|---|---|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
2,800
shares
|
$40,040
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,647
shares
|
$37,852
0.0% of portfolio
|
Q3 2024
Added 23.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,574
shares
|
$36,808
0.0% of portfolio
|
Q2 2020
Added 0.06%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,493
shares
|
$35,649
0.0% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,420
shares
|
$34,606
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,263
shares
|
$32,360
0.0% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,233
shares
|
$31,931
0.0% of portfolio
|
Q4 2024
Added 168.07%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,180
shares
|
$31,174
0.0% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,125
shares
|
$30,387
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,122
shares
|
$30,344
0.0% of portfolio
|
Q3 2023
Added 24.82%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,110
shares
|
$30,173
0.0% of portfolio
|
Q3 2024
Added 53.23%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,049
shares
|
$29,300
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,835
shares
|
$26,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,771
shares
|
$25,325
0.0% of portfolio
|
Q1 2024
Added 9.26%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
1,731
shares
|
$24,753
0.0% of portfolio
|
Q3 2024
Added 22.16%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,708
shares
|
$24,424
0.01% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,704
shares
|
$24,367
0.01% of portfolio
|
Q2 2023
Added 1.13%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,655
shares
|
$23,666
0.0% of portfolio
|
Q1 2024
Reduced 62.47%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,603
shares
|
$22,922
0.01% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,530
shares
|
$21,879
0.0% of portfolio
|
Q3 2024
Reduced 60.55%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
1,500
shares
|
$21,450
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
1,402
shares
|
$20,048
0.0% of portfolio
|
Q4 2024
Added 670.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,287
shares
|
$18,404
0.0% of portfolio
|
Q3 2024
Added 194.51%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,262
shares
|
$18,046
0.0% of portfolio
|
Q3 2024
Added 224.42%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,258
shares
|
$17,989
0.0% of portfolio
|
Q1 2024
New holding
|