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 482 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $2.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
753
shares
|
$11,302
0.0% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
750
shares
|
$11,257
0.0% of portfolio
|
Q1 2021
Reduced 40.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
707
shares
|
$10,612
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
704
shares
|
$10,567
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
670
shares
|
$10,056
0.0% of portfolio
|
Q4 2024
Added 243.59%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
600
shares
|
$9,006
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
600
shares
|
$9,006
0.0% of portfolio
|
Q1 2024
Reduced 62.15%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
580
shares
|
$8,705
0.0% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
541
shares
|
$8,120
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
531
shares
|
$7,970
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
500
shares
|
$7,505
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
476
shares
|
$7,144
0.0% of portfolio
|
Q3 2023
Reduced 31.9%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
452
shares
|
$6,784
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
442
shares
|
$6,634
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
425
shares
|
$6,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
425
shares
|
$6,379
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
425
shares
|
$6,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
423
shares
|
$6,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
400
shares
|
$6,004
0.0% of portfolio
|
Q2 2024
Reduced 90.48%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
377
shares
|
$5,658
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
375
shares
|
$5,628
0.0% of portfolio
|
Q3 2024
Reduced 87.7%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
355
shares
|
$5,328
0.0% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
350
shares
|
$5,253
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
344
shares
|
$5,163
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
327
shares
|
$4,908
0.0% of portfolio
|
Q4 2023
Added 1.24%
|