Wellesley Bank and its wholly-owned wealth management company, Wellesley Investment Partners, LLC, are subsidiaries of Wellesley Bancorp Inc.
Company profile
Website
CEO
Thomas J. Fontaine
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Registrant:Wellesley Bancorp, Inc. • Wellesley Investment Partners, LLC • Wellesley Securities Corporation • Central Linden LLC ...
IRS number
453219901
Latest filings (excl ownership)
15-12B
Securities registration termination
9 Jun 20
S-8 POS
Registration of securities for employees (post-effective amendment)
1 Jun 20
S-8 POS
Registration of securities for employees (post-effective amendment)
1 Jun 20
S-8 POS
Registration of securities for employees (post-effective amendment)
1 Jun 20
8-K
Completion of Acquisition or Disposition of Assets
1 Jun 20
25-NSE
Exchange delisting
29 May 20
10-Q
2020 Q1
Quarterly report
8 May 20
8-K
Results of Operations and Financial Condition
23 Apr 20
10-K
2019 FY
Annual report
27 Mar 20
8-K
Submission of Matters to a Vote of Security Holders
13 Mar 20
Latest ownership filings
Institutional ownership, Q1 2020
24.6% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 26 |
Opened positions | 4 |
Closed positions | 4 |
Increased positions | 12 |
Reduced positions | 7 |
13F shares | Current |
---|---|
Total value | 17.88 mm |
Total shares | 646.04 k |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
FJ Capital Management | 222.00 k | $6.12 mm |
Banc Funds | 92.17 k | $2.54 mm |
Chicago Capital Management | 58.15 k | $1.60 mm |
Boothbay Fund Management | 54.09 k | $1.49 mm |
Beryl Capital Management | 38.89 k | $1.07 mm |
Cutler Capital Management | 36.78 k | $1.01 mm |
Tudor Investment Corp Et Al | 20.65 k | $569.00 k |
CIBC Private Wealth | 18.64 k | $514.00 k |
Vanguard | 16.24 k | $448.00 k |
Commonwealth Equity Services | 15.98 k | $440.00 k |