A detailed history of Beacon Investment Advisors LLC transactions in Newtek Business Services Corp. stock. As of the latest transaction made, Beacon Investment Advisors LLC holds 24,507 shares of NEWT stock, worth $356,086. This represents 0.14% of its overall portfolio holdings.

Number of Shares
24,507
Previous 22,789 7.54%
Holding current value
$356,086
Previous $286 Million 6.6%
% of portfolio
0.14%
Previous 0.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$11.0 - $14.92 $18,898 - $25,632
1,718 Added 7.54%
24,507 $305 Million
Q2 2024

Aug 14, 2024

BUY
$10.75 - $14.02 $18,769 - $24,478
1,746 Added 8.3%
22,789 $286 Million
Q1 2024

May 13, 2024

BUY
$10.17 - $13.76 $61,396 - $83,069
6,037 Added 40.23%
21,043 $231 Million
Q4 2023

Feb 13, 2024

BUY
$12.99 - $15.64 $5,092 - $6,130
392 Added 2.68%
15,006 $207 Million
Q3 2023

Nov 07, 2023

BUY
$14.04 - $19.24 $6,528 - $8,946
465 Added 3.29%
14,614 $216 Million
Q2 2023

Aug 03, 2023

BUY
$10.96 - $17.03 $21,054 - $32,714
1,921 Added 15.71%
14,149 $225 Million
Q1 2023

May 12, 2023

BUY
$11.41 - $20.7 $4,061 - $7,369
356 Added 3.0%
12,228 $157 Million
Q4 2022

Feb 09, 2023

BUY
$15.16 - $19.1 $179,979 - $226,755
11,872 New
11,872 $193 Million

Others Institutions Holding NEWT

About Newtek Business Services Corp.


  • Ticker NEWT
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 24,355,600
  • Market Cap $354M
  • Description
  • Newtek Business Services Corp. is a business development company specializing in providing financial and business services to the small-and medium-sized business market in the United States. The firm also seeks to invest in early stage businesses. The firm seeks to makes both debt and equity investments. Under debt investments, it focuses on fir...
More about NEWT
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