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Wendys
Wendys. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 7 Institutional holders with a total value of $20,681,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MANAGED ASSET PORTFOLIOS, LLC 1,450,457 12,546,000 60.66%
2 FORT PITT CAPITAL GROUP INC 889,421 7,693,000 37.20%
3 Calvert Investment Management, Inc. 15,611 135,000 0.65%
4 Curi Capital, LLC 14,030 122,000 0.59%
5 World Asset Management Inc 10,316 89,000 0.43%
6 Geneva Advisors, LLC 10,000 87,000 0.42%
7 Plante Moran Financial Advisors, LLC 1,000 9,000 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.