Purchases and Sales Made in Q2 2023 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q2 2023. 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 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
202+ 0.45% |
$4.3K - $4.81K
|
45K
$717K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200+ 0.18% |
$4.26K - $4.77K
|
112K
$1.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
180+ 0.81% |
$3.83K - $4.29K
|
22.4K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
177+ 8.24% |
$3.77K - $4.22K
|
2.32K
$37K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
165+ 0.58% |
$3.51K - $3.93K
|
28.5K
$454K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
165+ 1.17% |
$3.51K - $3.93K
|
14.2K
$227K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
161+ 487.88% |
$3.43K - $3.84K
|
194
$3.09K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
146+ 76.84% |
$3.11K - $3.48K
|
336
$5.36K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
140+ 4.46% |
$2.98K - $3.34K
|
3.28K
$52.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
119+ 1.04% |
$2.53K - $2.84K
|
11.6K
$185K
|
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
115+ 1.11% |
$2.45K - $2.74K
|
10.5K
$168K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
94New |
$2K - $2.24K
|
94
$1.5K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
79+ 1.67% |
$1.68K - $1.88K
|
4.81K
$76.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
74+ 0.51% |
$1.58K - $1.76K
|
14.7K
$234K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
68New |
$1.45K - $1.62K
|
68
$1.08K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
57+ 0.27% |
$1.21K - $1.36K
|
21.3K
$340K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
52+ 0.38% |
$1.11K - $1.24K
|
13.7K
$218K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
49+ 10.29% |
$1.04K - $1.17K
|
525
$8.37K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
41+ 0.15% |
$873 - $977
|
27.9K
$445K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
25New |
$532 - $596
|
25
$399
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 46.94% |
$490 - $548
|
72
$1.15K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$468 - $524
|
22
$351
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20New |
$426 - $477
|
20
$319
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
19+ 1.13% |
$405 - $453
|
1.7K
$27.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14New |
$298 - $334
|
14
$223
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 8.33% |
$192 - $214
|
117
$1.86K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.71% |
$149 - $167
|
987
$15.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.48% |
$42.6 - $47.7
|
417
$6.65K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.78% |
$21.3 - $23.8
|
37
$590
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.68% |
$21.3 - $23.8
|
148
$2.36K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.01% |
$21.3 - $23.8
|
17.1K
$272K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$21.3 - $23.8
|
2.2K
$35K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.68% |
$21.3 - $23.8
|
148
$2.36K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.08% |
$21.3 - $23.8
|
49
$781
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.88% |
$21.3 - $23.8
|
113
$1.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$21.3 - $23.8
|
10.2K
$163K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-8- 44.44% |
$170 - $191
|
10
$159
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 20.0% |
$170 - $191
|
32
$510
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-60- 43.48% |
$1.28K - $1.43K
|
78
$1.24K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-81- 0.53% |
$1.72K - $1.93K
|
15.1K
$241K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-83- 10.86% |
$1.77K - $1.98K
|
681
$10.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-109- 0.39% |
$2.32K - $2.6K
|
27.9K
$444K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-140- 1.32% |
$2.98K - $3.34K
|
10.5K
$167K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-178- 30.58% |
$3.79K - $4.24K
|
404
$6.44K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-200- 36.97% |
$4.26K - $4.77K
|
341
$5.44K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-245- 19.74% |
$5.22K - $5.84K
|
996
$15.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-250- 2.6% |
$5.32K - $5.96K
|
9.35K
$149K
|
|
|
Aug 08, 2023
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-260- 0.06% |
$5.54K - $6.2K
|
427K
$6.81M
|
|
|
Feb 13, 2024
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-260- 0.06% |
$5.54K - $6.2K
|
427K
$6.81M
|