Purchases and Sales Made in Q4 2022 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7+ 0.05% |
$133 - $164
|
13.7K
$203K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
7New |
$133 - $164
|
7
$104
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.44% |
$133 - $164
|
1.6K
$23.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 5.31% |
$114 - $141
|
119
$1.76K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.59% |
$56.8 - $70.4
|
512
$7.59K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.31% |
$56.8 - $70.4
|
985
$14.6K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.13% |
$19 - $23.5
|
48
$712
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$19 - $23.5
|
1
$14.8
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$19 - $23.5
|
72.5K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 9.09% |
$19 - $23.5
|
12
$178
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.06% |
$19 - $23.5
|
1.66K
$24.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-2- 1.75% |
$37.9 - $47
|
112
$1.66K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 33.96% |
$341 - $423
|
35
$519
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-35- 5.08% |
$663 - $822
|
654
$9.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-38- 1.06% |
$720 - $892
|
3.53K
$52.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-38- 0.81% |
$720 - $892
|
4.68K
$69.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-49- 5.68% |
$929 - $1.15K
|
814
$12.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-53- 0.43% |
$1K - $1.24K
|
12.2K
$181K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-59- 11.39% |
$1.12K - $1.39K
|
459
$6.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-64- 0.02% |
$1.21K - $1.5K
|
280K
$4.15M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-91Closed |
$1.72K - $2.14K
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-114- 27.87% |
$2.16K - $2.68K
|
295
$4.37K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-139- 1.32% |
$2.63K - $3.26K
|
10.4K
$155K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-140- 0.13% |
$2.65K - $3.29K
|
111K
$1.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-159- 1.53% |
$3.01K - $3.73K
|
10.2K
$152K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-168- 0.2% |
$3.18K - $3.94K
|
83K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-222- 55.22% |
$4.21K - $5.21K
|
180
$2.67K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-236- 0.75% |
$4.47K - $5.54K
|
31.4K
$466K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-250- 0.25% |
$4.74K - $5.87K
|
99.4K
$1.47M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-504- 86.01% |
$9.55K - $11.8K
|
82
$1.22K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-578- 82.57% |
$11K - $13.6K
|
122
$1.81K
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-601- 3.5% |
$11.4K - $14.1K
|
16.6K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-619- 0.21% |
$11.7K - $14.5K
|
289K
$4.28M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-625- 3.15% |
$11.8K - $14.7K
|
19.2K
$285K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-701- 7.69% |
$13.3K - $16.5K
|
8.42K
$125K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-701- 6.32% |
$13.3K - $16.5K
|
10.4K
$154K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-720- 19.48% |
$13.6K - $16.9K
|
2.98K
$44.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-762- 1.13% |
$14.4K - $17.9K
|
66.5K
$986K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-790- 4.43% |
$15K - $18.5K
|
17.1K
$253K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-852- 23.3% |
$16.1K - $20K
|
2.81K
$41.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-959- 18.54% |
$18.2K - $22.5K
|
4.21K
$62.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-999- 2.18% |
$18.9K - $23.5K
|
44.9K
$665K
|
|
|
Feb 09, 2023
Q4 2022
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.01K- 2.77% |
$19.2K - $23.7K
|
35.5K
$526K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 2.1% |
$19.4K - $24K
|
47.7K
$707K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.09K- 3.58% |
$20.7K - $25.6K
|
29.4K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 6.85% |
$21.3K - $26.4K
|
15.3K
$227K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.14K- 17.66% |
$21.5K - $26.7K
|
5.3K
$78.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.38K- 2.75% |
$26.1K - $32.4K
|
48.8K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.49K- 12.14% |
$28.2K - $35K
|
10.8K
$160K
|