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Wendys
Wendys. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 7 Institutional holders with a total value of $29,924,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MANAGED ASSET PORTFOLIOS, LLC 1,402,027 15,815,000 52.85%
2 FORT PITT CAPITAL GROUP INC 900,221 10,154,000 33.93%
3 Oxbow Advisors, LLC 308,066 3,475,000 11.61%
4 Curi Capital, LLC 21,494 242,000 0.81%
5 World Asset Management Inc 10,074 114,000 0.38%
6 Geneva Advisors, LLC 10,000 113,000 0.38%
7 Plante Moran Financial Advisors, LLC 1,000 11,000 0.04%

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.