WELLESLEY BANCORP INC (WEBK)
Institutional ownership reported to the SEC as of Q1 2020, across 6 quarters.
24
Reporting holders
$18.4M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FJ Capital Management LLC | $6.1M | 222,000 | 1.08% | 2q | +54.2%+$2.2M |
| BANC FUNDS CO LLC | $2.5M | 92,171 | 0.30% | 6q | +8.4%+$197.6K |
| Chicago Capital Management, LLC | $1.6M | 58,151 | 1.28% | 2q | +32.7%+$395.1K |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.5M | 54,085 | 0.12% | 2q | +251.6%+$1.1M |
| Beryl Capital Management LLC | $1.1M | 38,889 | 0.23% | 2q | -2.8%-$30.6K |
| Cutler Capital Management, LLC | $1.0M | 36,775 | 0.51% | 6q | +2.4%+$23.9K |
| Tudor Investment Corp Et Al | $569.0K | 20,652 | 0.05% | new | NEW |
| Carl P. Sherr & Co., LLC | $534.0K | 19,400 | 0.63% | 2q | HELD |
| CIBC Private Wealth Group, LLC | $514.0K | 18,640 | 0.00% | 3q | +152.6%+$310.6K |
| VANGUARD GROUP INC | $448.0K | 16,240 | 0.00% | 6q | +14.0%+$55.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $440.0K | 15,984 | 0.00% | 6q | -4.3%-$19.6K |
| DIMENSIONAL FUND ADVISORS LP | $434.0K | 14,732 | 0.00% | 6q | +8.7%+$34.9K |
| PROSPECTOR PARTNERS LLC | $413.0K | 14,000 | 0.08% | 2q | +7.7%+$29.5K |
| HOWLAND CAPITAL MANAGEMENT LLC | $344.0K | 12,500 | 0.03% | 6q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $331.0K | 11,233 | 0.00% | 2q | -41.9%-$238.8K |
| ENDEAVOUR CAPITAL ADVISORS INC | $229.0K | 8,327 | 0.08% | new | NEW |
| BOSTON FINANCIAL MANGEMENT LLC | $110.0K | 4,000 | 0.01% | new | NEW |
| UBS Group AG | $105.0K | 3,792 | 0.00% | 6q | -11.4%-$13.5K |
| BANK OF AMERICA CORP /DE/ | $30.0K | 1,079 | 0.00% | 4q | +3753.6%+$29.2K |
| Steward Partners Investment Advisory, LLC | $27.0K | 1,000 | 0.00% | 4q | HELD |
| BlackRock Inc. | $23.0K | 833 | 0.00% | 6q | +16.2%+$3.2K |
| VICTORY CAPITAL MANAGEMENT INC | $20.0K | 720 | 0.00% | new | NEW |
| MORGAN STANLEY | $14.0K | 500 | 0.00% | 2q | -8.6%-$1.3K |
| Tower Research Capital LLC (TRC) | $2.0K | 82 | 0.00% | 6q | -57.9%-$2.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2020 | 24 | $18.4M | 665,785 | 4 | 11 | 6 | 0.0% |
| Q4 2019 | 25 | $24.3M | 537,859 | 10 | 4 | 4 | 0.0% |
| Q3 2019 | 19 | $9.1M | 293,061 | 2 | 4 | 3 | 0.0% |
| Q2 2019 | 19 | $9.3M | 286,212 | 5 | 5 | 3 | 0.0% |
| Q1 2019 | 16 | $8.4M | 274,738 | 1 | 3 | 3 | 0.0% |
| Q4 2018 | 16 | $8.7M | 310,678 | 0 | 0 | 0 | 0.0% |