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Wendys
Wendys. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 8 Institutional holders with a total value of $33,932,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MANAGED ASSET PORTFOLIOS, LLC 1,423,674 15,518,000 45.73%
2 FORT PITT CAPITAL GROUP INC 902,511 9,837,000 28.99%
3 Oxbow Advisors, LLC 718,745 7,834,000 23.09%
4 World Asset Management Inc 21,950 239,000 0.70%
5 Curi Capital, LLC 21,494 234,000 0.69%
6 Geneva Advisors, LLC 13,393 146,000 0.43%
7 Calvert Investment Management, Inc. 10,345 113,000 0.33%
8 Plante Moran Financial Advisors, LLC 1,000 11,000 0.03%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.