Purchases and Sales Made in Q1 2024 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q1 2024. The information is specifically focused on institutions that hold shares of Wendy's Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.81K+ 20.94% |
$104K - $114K
|
33.6K
$535K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5.33K+ 1252.94% |
$95.2K - $105K
|
5.75K
$91.7K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.83KNew |
$86.3K - $95K
|
4.83K
$77K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.23KNew |
$75.5K - $83.1K
|
4.23K
$67.3K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.16K+ 9.94% |
$74.3K - $81.8K
|
46K
$733K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3.8K+ 950.0% |
$67.9K - $74.7K
|
4.2K
$66.9K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.57KNew |
$63.7K - $70.1K
|
3.57K
$56.8K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
3.56KNew |
$63.6K - $70K
|
3.56K
$56.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.93K+ 12.32% |
$52.4K - $57.7K
|
26.7K
$426K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.8K+ 12.41% |
$49.9K - $55K
|
25.3K
$404K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.63K+ 26.37% |
$47.1K - $51.8K
|
12.6K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.38K+ 6.11% |
$42.4K - $46.7K
|
41.2K
$657K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.36KNew |
$42.2K - $46.4K
|
2.36K
$37.6K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.3K+ 6.61% |
$41.1K - $45.2K
|
37.1K
$591K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.28K+ 1.33% |
$40.7K - $44.8K
|
174K
$2.77M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.26KNew |
$40.4K - $44.5K
|
2.26K
$36.1K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.1K+ 0.77% |
$37.5K - $41.3K
|
274K
$4.36M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.04K+ 1.3% |
$36.5K - $40.1K
|
159K
$2.54M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.69K+ 1.19% |
$30.2K - $33.3K
|
144K
$2.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.62K+ 15.63% |
$29K - $31.9K
|
12K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.58K+ 10.87% |
$28.2K - $31K
|
16.1K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.57K+ 7.5% |
$28.1K - $30.9K
|
22.5K
$359K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.55K+ 483.18% |
$27.7K - $30.5K
|
1.87K
$29.8K
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
1.4K+ 4.89% |
$25K - $27.5K
|
30K
$478K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.35K+ 8.79% |
$24.1K - $26.6K
|
16.7K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.27K+ 23.92% |
$22.7K - $25K
|
6.58K
$105K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.27K+ 44.5% |
$22.6K - $24.9K
|
4.11K
$65.5K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.26KNew |
$22.5K - $24.7K
|
1.26K
$20.1K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.24K+ 378.05% |
$22.2K - $24.4K
|
1.57K
$25K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.2K+ 2.56% |
$21.4K - $23.6K
|
48.1K
$767K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.1K+ 46.77% |
$19.7K - $21.6K
|
3.45K
$55K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
900+ 2.25% |
$16.1K - $17.7K
|
41K
$653K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
895New |
$16K - $17.6K
|
895
$14.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
873+ 2.74% |
$15.6K - $17.2K
|
32.7K
$522K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
801+ 5.57% |
$14.3K - $15.8K
|
15.2K
$242K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
654+ 4.43% |
$11.7K - $12.9K
|
15.4K
$246K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
554New |
$9.9K - $10.9K
|
554
$8.83K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
522+ 0.64% |
$9.33K - $10.3K
|
82.1K
$1.31M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
470+ 4.19% |
$8.4K - $9.24K
|
11.7K
$186K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
432New |
$7.72K - $8.5K
|
432
$6.89K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
379+ 2.21% |
$6.77K - $7.45K
|
17.5K
$279K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
360+ 333.33% |
$6.43K - $7.08K
|
468
$7.46K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
344+ 33.93% |
$6.15K - $6.77K
|
1.36K
$21.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
340New |
$6.08K - $6.69K
|
340
$5.42K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
323+ 0.72% |
$5.77K - $6.35K
|
45.2K
$720K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
261+ 0.81% |
$4.66K - $5.13K
|
32.3K
$515K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
213+ 5.18% |
$3.81K - $4.19K
|
4.32K
$68.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
201+ 130.52% |
$3.59K - $3.95K
|
355
$5.66K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200New |
$3.57K - $3.93K
|
200
$3.19K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
180+ 3.54% |
$3.22K - $3.54K
|
5.27K
$84K
|