Purchases and Sales Made in Q2 2022 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
1.5KNew |
$24.1K - $33K
|
1.5K
$23.9K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.42K+ 9.41% |
$22.7K - $31.1K
|
16.5K
$262K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.38K+ 53.54% |
$22.1K - $30.3K
|
3.95K
$63K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.33K+ 0.75% |
$21.4K - $29.3K
|
180K
$2.87M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.31K+ 13.5% |
$21.1K - $28.8K
|
11K
$176K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.31K+ 8.99% |
$21.1K - $28.8K
|
15.9K
$253K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.15K+ 1.41% |
$18.4K - $25.2K
|
82.3K
$1.31M
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.11KNew |
$17.8K - $24.4K
|
1.11K
$17.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
916+ 2.12% |
$14.7K - $20.1K
|
44.1K
$703K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
853New |
$13.7K - $18.7K
|
853
$13.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
850New |
$13.7K - $18.7K
|
850
$13.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
836+ 59.25% |
$13.4K - $18.4K
|
2.25K
$35.8K
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
729New |
$11.7K - $16K
|
729
$11.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
608+ 2.34% |
$9.77K - $13.4K
|
26.6K
$423K
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
572+ 5.73% |
$9.19K - $12.6K
|
10.6K
$168K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
568+ 5.32% |
$9.13K - $12.5K
|
11.2K
$179K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
555+ 4.4% |
$8.92K - $12.2K
|
13.2K
$210K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
501New |
$8.05K - $11K
|
501
$7.99K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
499+ 139.39% |
$8.02K - $11K
|
857
$13.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
445+ 0.21% |
$7.15K - $9.78K
|
213K
$3.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
434+ 33.46% |
$6.97K - $9.54K
|
1.73K
$27.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
425New |
$6.83K - $9.34K
|
425
$6.77K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
402+ 4.61% |
$6.46K - $8.84K
|
9.12K
$145K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
370+ 10.73% |
$5.95K - $8.13K
|
3.82K
$60.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
265+ 115.22% |
$4.26K - $5.82K
|
495
$7.89K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
249+ 0.55% |
$4K - $5.47K
|
45.6K
$727K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
247+ 2.09% |
$3.97K - $5.43K
|
12.1K
$192K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
232+ 50.77% |
$3.73K - $5.1K
|
689
$11K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
201+ 74.72% |
$3.23K - $4.42K
|
470
$7.49K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
152New |
$2.44K - $3.34K
|
152
$2.42K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
128+ 0.25% |
$2.06K - $2.81K
|
50.8K
$810K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
100New |
$1.61K - $2.2K
|
100
$1.59K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
100+ 0.88% |
$1.61K - $2.2K
|
11.5K
$183K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
98New |
$1.57K - $2.15K
|
98
$1.56K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
96+ 1600.0% |
$1.54K - $2.11K
|
102
$1.63K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
91+ 27.41% |
$1.46K - $2K
|
423
$6.74K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
88New |
$1.41K - $1.93K
|
88
$1.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
83+ 0.08% |
$1.33K - $1.82K
|
99.6K
$1.59M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
79New |
$1.27K - $1.74K
|
79
$1.26K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
74+ 0.65% |
$1.19K - $1.63K
|
11.5K
$183K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
68+ 61.26% |
$1.09K - $1.49K
|
179
$2.85K
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
60+ 0.41% |
$964 - $1.32K
|
14.8K
$236K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
53New |
$852 - $1.16K
|
53
$845
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
48+ 177.78% |
$771 - $1.06K
|
75
$1.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
46+ 127.78% |
$739 - $1.01K
|
82
$1.31K
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
42New |
$675 - $923
|
42
$669
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
35+ 0.17% |
$562 - $769
|
20.8K
$331K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 2.93% |
$418 - $571
|
913
$14.6K
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
25+ 0.09% |
$402 - $550
|
27.8K
$443K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
23+ 0.11% |
$370 - $506
|
20.2K
$322K
|