Purchases and Sales Made in Q3 2023 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
23.3K+ 8.12% |
$458K - $508K
|
310K
$4.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.9K+ 8.9% |
$430K - $477K
|
267K
$3.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
21.4K+ 5.0% |
$421K - $466K
|
449K
$6.41M
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
21.4K+ 5.0% |
$421K - $466K
|
449K
$6.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
21KNew |
$413K - $458K
|
21K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
20.5KNew |
$404K - $448K
|
20.5K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.5KNew |
$404K - $447K
|
20.5K
$293K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.4KNew |
$382K - $424K
|
19.4K
$277K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
17.3K+ 0.37% |
$341K - $378K
|
4.67M
$66.8M
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
17K+ 15.99% |
$335K - $371K
|
123K
$1.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
BUY
|
- |
16.9KNew |
$333K - $369K
|
16.9K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
16.8K+ 17.68% |
$332K - $368K
|
112K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
16.1KNew |
$316K - $351K
|
16.1K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
15.9K+ 131.79% |
$312K - $346K
|
27.9K
$399K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
15.5KNew |
$306K - $339K
|
15.5K
$222K
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.7KNew |
$290K - $321K
|
14.7K
$210K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
12.8K+ 42.5% |
$252K - $279K
|
42.9K
$614K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
11.2KNew |
$220K - $243K
|
11.2K
$159K
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
10.4KNew |
$205K - $228K
|
10.4K
$149K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 474.62% |
$199K - $220K
|
12.2K
$175K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
9.7K+ 4.95% |
$191K - $212K
|
206K
$2.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
8.39K+ 1.62% |
$165K - $183K
|
525K
$7.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7.56K+ 8.62% |
$149K - $165K
|
95.3K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
7.28K+ 5.96% |
$143K - $159K
|
129K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
7.22KNew |
$142K - $158K
|
7.22K
$103K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.01K+ 26.92% |
$138K - $153K
|
33.1K
$473K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
6.25K+ 26.25% |
$123K - $136K
|
30.1K
$430K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.14K+ 20.61% |
$121K - $134K
|
36K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
6K+ 10.63% |
$118K - $131K
|
62.4K
$892K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.27KNew |
$104K - $115K
|
5.27K
$75.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.2K+ 29.55% |
$102K - $114K
|
22.8K
$326K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.11K+ 39.01% |
$101K - $112K
|
18.2K
$260K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.03K+ 47.04% |
$98.9K - $110K
|
15.7K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
5.02K+ 3.47% |
$98.8K - $110K
|
150K
$2.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.32K+ 521.98% |
$85.1K - $94.3K
|
5.15K
$73.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.91K+ 117.76% |
$76.9K - $85.3K
|
7.22K
$103K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
3.83K+ 81.35% |
$75.4K - $83.6K
|
8.54K
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.75K+ 28.62% |
$73.9K - $81.9K
|
16.9K
$241K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
3.68KNew |
$72.4K - $80.3K
|
3.68K
$52.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.23K+ 8.77% |
$63.6K - $70.5K
|
40.1K
$573K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.04KNew |
$59.9K - $66.4K
|
3.04K
$43.5K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.92K+ 27.86% |
$57.4K - $63.7K
|
13.4K
$191K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.52KNew |
$49.6K - $55K
|
2.52K
$36K
|
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.5K+ 2.59% |
$49.2K - $54.5K
|
99K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.46K+ 7.57% |
$48.3K - $53.6K
|
34.9K
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.2KNew |
$43.3K - $48K
|
2.2K
$31.5K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.11K+ 13.52% |
$41.6K - $46.1K
|
17.8K
$254K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.11KNew |
$41.5K - $46K
|
2.11K
$30.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.08KNew |
$41K - $45.4K
|
2.08K
$29.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.01K+ 66.17% |
$39.6K - $43.9K
|
5.06K
$72.3K
|