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Wellesley Bancorp Inc

Q4 2019 vs Q1 2020

Comparing institutional holders between quarters

Quarters

Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
FJ Capital Management LLC
INCREASED
Shares222,000 from 144,000
Change+78,000 (+54%)
Value$6.1K (-$399)
Filed 2020-05-14
Banc Funds Co LLC
INCREASED
Shares92,171 from 84,998
Change+7,173 (+8%)
Value$2.5K (-$1.3K)
Filed 2020-05-14
Chicago Capital Management, LLC
INCREASED
Shares58,151 from 43,809
Change+14,342 (+33%)
Value$1.6K (-$381)
Filed 2020-05-14
Boothbay Fund Management, LLC
INCREASED
Shares54,085 from 15,382
Change+38,703 (+252%)
Value$1.5K (+$794)
Filed 2020-05-15
Beryl Capital Management LLC
DECREASED
Shares38,889 from 40,000
Change-1,111 (-3%)
Value$1.1K (-$739)
Filed 2020-05-15
Cutler Capital Management, LLC
INCREASED
Shares36,775 from 35,907
Change+868 (+2%)
Value$1.0K (-$612)
Filed 2020-05-12
Tudor Investment Corp ET AL
NEW
Shares20,652
Change+20,652
Value$569
Filed 2020-05-15
Carl P. Sherr & Co., LLC
UNCHANGED
Shares19,400 from 19,400
Change0 (0%)
Value$534 (-$344)
Filed 2020-07-28
Atlantic Trust Group, LLC
INCREASED
Shares18,640 from 7,378
Change+11,262 (+153%)
Value$514 (+$180)
Filed 2020-05-15
Vanguard Group Inc
INCREASED
Shares16,240 from 14,240
Change+2,000 (+14%)
Value$448 (-$193)
Filed 2020-05-15
Commonwealth Equity Services, LLC
DECREASED
Shares15,984 from 16,695
Change-711 (-4%)
Value$440 (-$315)
Filed 2020-05-11
Dimensional Fund Advisors LP
INCREASED
Shares14,732 from 13,547
Change+1,185 (+9%)
Value$434 (-$176)
Filed 2020-05-14
Prospector Partners LLC
INCREASED
Shares14,000 from 13,000
Change+1,000 (+8%)
Value$413 (-$172)
Filed 2020-05-13
Howland Capital Management LLC
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$344 (-$222)
Filed 2020-04-27
Geode Capital Management, LLC
INCREASED
Shares11,233 from 9,668
Change+1,565 (+16%)
Value$331 (-$104)
Filed 2020-05-14
Endeavour Capital Advisors Inc
NEW
Shares8,327
Change+8,327
Value$229
Filed 2020-05-15
Boston Financial Mangement Inc
NEW
Shares4,000
Change+4,000
Value$110
Filed 2020-05-05
UBS Group AG
DECREASED
Shares3,792 from 4,278
Change-486 (-11%)
Value$105 (-$89)
Filed 2020-05-01
Bank of America Corp
INCREASED
Shares1,079 from 28
Change+1,051 (+3754%)
Value$30 (+$28)
Filed 2020-05-15
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$27 (-$18)
Filed 2020-04-29
BlackRock Inc.
INCREASED
Shares833 from 717
Change+116 (+16%)
Value$23 (-$9)
Filed 2020-05-01
Morgan Stanley
DECREASED
Shares500 from 547
Change-47 (-9%)
Value$14 (-$11)
Filed 2020-05-26
Victory Capital Management Inc
NEW
Shares360
Change+360
Value$10
Filed 2020-05-12
Tower Research Capital LLC (TRC)
DECREASED
Shares82 from 195
Change-113 (-58%)
Value$2 (-$7)
Filed 2020-05-15
Wells Fargo & Company
NEW
Shares12
Change+12
Value$0
Filed 2020-05-14
Castine Capital Management, LLC
CLOSED
Shares0 from 36,055
Change-36,055 (-100%)
Value$0 (-$1.6K)
Filed 2020-05-14
Northern Trust Corp
CLOSED
Shares0 from 5,874
Change-5,874 (-100%)
Value$0 (-$266)
Filed 2020-05-14
FMR LLC
CLOSED
Shares0 from 999
Change-999 (-100%)
Value$0 (-$45)
Filed 2020-05-14
Prelude Capital Management, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$23)
Filed 2020-05-15
Siena Capital Partners GP, LLC
DECREASED
Shares0 from 7,474
Change-7,474 (-100%)
Value$0 (-$338)
Filed 2020-05-15
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2020-05-13
Status
FJ Capital Management LLC
INCREASED222,000144,000+78,000+54%$6.5K$6.1K-$3992020-05-14
Banc Funds Co LLC
INCREASED92,17184,998+7,173+8%$3.8K$2.5K-$1.3K2020-05-14
Chicago Capital Management, LLC
INCREASED58,15143,809+14,342+33%$2.0K$1.6K-$3812020-05-14
Boothbay Fund Management, LLC
INCREASED54,08515,382+38,703+252%$696$1.5K+$7942020-05-15
Beryl Capital Management LLC
DECREASED38,88940,000-1,111-3%$1.8K$1.1K-$7392020-05-15
Cutler Capital Management, LLC
INCREASED36,77535,907+868+2%$1.6K$1.0K-$6122020-05-12
Tudor Investment Corp ET AL
NEW20,652—+20,652——$569—2020-05-15
Carl P. Sherr & Co., LLC
UNCHANGED19,40019,40000%$878$534-$3442020-07-28
Atlantic Trust Group, LLC
INCREASED18,6407,378+11,262+153%$334$514+$1802020-05-15
Vanguard Group Inc
INCREASED16,24014,240+2,000+14%$641$448-$1932020-05-15
Commonwealth Equity Services, LLC
DECREASED15,98416,695-711-4%$755$440-$3152020-05-11
Dimensional Fund Advisors LP
INCREASED14,73213,547+1,185+9%$610$434-$1762020-05-14
Prospector Partners LLC
INCREASED14,00013,000+1,000+8%$585$413-$1722020-05-13
Howland Capital Management LLC
UNCHANGED12,50012,50000%$566$344-$2222020-04-27
Geode Capital Management, LLC
INCREASED11,2339,668+1,565+16%$435$331-$1042020-05-14
Endeavour Capital Advisors Inc
NEW8,327—+8,327——$229—2020-05-15
Boston Financial Mangement Inc
NEW4,000—+4,000——$110—2020-05-05
UBS Group AG
DECREASED3,7924,278-486-11%$194$105-$892020-05-01
Bank of America Corp
INCREASED1,07928+1,051+3754%$2$30+$282020-05-15
Steward Partners Investment Advisory, LLC
UNCHANGED1,0001,00000%$45$27-$182020-04-29
BlackRock Inc.
INCREASED833717+116+16%$32$23-$92020-05-01
Morgan Stanley
DECREASED500547-47-9%$25$14-$112020-05-26
Victory Capital Management Inc
NEW360—+360——$10—2020-05-12
Tower Research Capital LLC (TRC)
DECREASED82195-113-58%$9$2-$72020-05-15
Wells Fargo & Company
NEW12—+12——$0—2020-05-14
Castine Capital Management, LLC
CLOSED036,055-36,055-100%$1.6K$0-$1.6K2020-05-14
Northern Trust Corp
CLOSED05,874-5,874-100%$266$0-$2662020-05-14
FMR LLC
CLOSED0999-999-100%$45$0-$452020-05-14
Prelude Capital Management, LLC
CLOSED0500-500-100%$23$0-$232020-05-15
Siena Capital Partners GP, LLC
DECREASED07,474-7,474-100%$338$0-$3382020-05-15
Proequities, Inc.
UNCHANGED000—$0$0$02020-05-13
Showing 31 of 31 institutions