Lpl Financial LLC Newtek Business Services Corp. Transaction History

Lpl Financial LLC

  • $320 Billion
  • Q3 2025

A detailed history of Lpl Financial LLC transactions in Newtek Business Services Corp. stock. As of the latest transaction made, Lpl Financial LLC holds 20,445 shares of NEWT stock, worth $205,472. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,445
Previous 20,999 2.64%
Holding current value
$205,472
Previous $236,000 0.85%
% of portfolio
0.0%
Previous 0.0%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$11.16 - $12.53 $6,182 - $6,941
-554 Reduced 2.64%
20,445 $234,000
Q2 2025

Aug 12, 2025
BUY
$9.54 - $12.17 $31,491 - $40,173
3,301 Added 18.65%
20,999 $236,000
Q1 2025

May 07, 2025
SELL
$11.86 - $13.34 $77,101 - $86,723
-6,501 Reduced 26.86%
17,698 $211,000
Q4 2024

Feb 11, 2025
SELL
$12.14 - $15.46 $7,708 - $9,817
-635 Reduced 2.56%
24,199 $309,000
Q3 2024

Nov 08, 2024
SELL
$11.0 - $14.92 $4,994 - $6,773
-454 Reduced 1.8%
24,834 $309,000
Q2 2024

Aug 07, 2024
SELL
$10.75 - $14.02 $31,615 - $41,232
-2,941 Reduced 10.42%
25,288 $317,000
Q1 2024

May 10, 2024
SELL
$10.17 - $13.76 $22,577 - $30,547
-2,220 Reduced 7.29%
28,229 $310,000
Q4 2023

Feb 14, 2024
SELL
$12.99 - $15.64 $47,374 - $57,039
-3,647 Reduced 10.7%
30,449 $420,000
Q3 2023

Nov 13, 2023
SELL
$14.04 - $19.24 $28,136 - $38,556
-2,004 Reduced 5.55%
34,096 $502,000
Q2 2023

Jul 31, 2023
SELL
$10.96 - $17.03 $31,838 - $49,472
-2,905 Reduced 7.45%
36,100 $573,000
Q1 2023

May 10, 2023
BUY
$11.41 - $20.7 $10,063 - $18,257
882 Added 2.31%
39,005 $499,000
Q4 2022

Feb 07, 2023
SELL
$15.16 - $19.1 $28,455 - $35,850
-1,877 Reduced 4.69%
38,123 $619,000
Q3 2022

Nov 14, 2022
SELL
$15.7 - $25.04 $27,051 - $43,143
-1,723 Reduced 4.13%
40,000 $653,000
Q2 2022

Aug 12, 2022
BUY
$18.12 - $26.9 $508,447 - $754,814
28,060 Added 205.37%
41,723 $790,000
Q1 2022

May 16, 2022
SELL
$25.79 - $28.38 $315,695 - $347,399
-12,241 Reduced 47.26%
13,663 $365,000
Q4 2021

Feb 14, 2022
BUY
$26.39 - $32.27 $293,588 - $359,003
11,125 Added 75.28%
25,904 $716,000
Q3 2021

Nov 15, 2021
SELL
$25.13 - $36.27 $620,912 - $896,159
-24,708 Reduced 62.57%
14,779 $410,000
Q2 2021

Aug 13, 2021
BUY
$26.51 - $38.7 $572,085 - $835,146
21,580 Added 120.51%
39,487 $1.38 Million
Q1 2021

May 14, 2021
BUY
$18.99 - $28.4 $118,250 - $176,846
6,227 Added 53.31%
17,907 $478,000
Q4 2020

Feb 12, 2021
SELL
$16.37 - $19.69 $16,042 - $19,296
-980 Reduced 7.74%
11,680 $230,000
Q3 2020

Nov 09, 2020
BUY
$17.13 - $19.92 $462 - $537
27 Added 0.21%
12,660 $235,000
Q2 2020

Aug 13, 2020
SELL
$10.36 - $18.61 $9,469 - $17,009
-914 Reduced 6.75%
12,633 $230,000
Q1 2020

May 14, 2020
SELL
$9.75 - $22.89 $55,263 - $129,740
-5,668 Reduced 29.5%
13,547 $179,000
Q4 2019

Feb 14, 2020
SELL
$21.09 - $23.72 $30,390 - $34,180
-1,441 Reduced 6.98%
19,215 $435,000
Q3 2019

Nov 13, 2019
SELL
$20.42 - $23.85 $13,007 - $15,192
-637 Reduced 2.99%
20,656 $466,000
Q2 2019

Aug 09, 2019
SELL
$19.73 - $23.0 $18,033 - $21,022
-914 Reduced 4.12%
21,293 $490,000
Q1 2019

May 08, 2019
SELL
$17.61 - $20.47 $47,282 - $54,961
-2,685 Reduced 10.79%
22,207 $436,000
Q4 2018

Feb 07, 2019
SELL
$15.68 - $21.72 $37,647 - $52,149
-2,401 Reduced 8.8%
24,892 $434,000
Q3 2018

Nov 14, 2018
BUY
$20.23 - $23.82 $256,840 - $302,418
12,696 Added 86.98%
27,293 $572,000
Q2 2018

Aug 14, 2018
SELL
$17.62 - $20.7 $80,347 - $94,392
-4,560 Reduced 23.8%
14,597 $291,000
Q1 2018

May 15, 2018
BUY
$16.47 - $18.91 $128,795 - $147,876
7,820 Added 68.98%
19,157 $346,000
Q4 2017

Feb 14, 2018
SELL
$16.48 - $19.2 $9,064 - $10,560
-550 Reduced 4.63%
11,337 $210,000
Q3 2017

Nov 14, 2017
SELL
$16.4 - $18.09 $105,779 - $116,680
-6,450 Reduced 35.17%
11,887 $212,000
Q2 2017

Aug 14, 2017
BUY
N/A
18,337
18,337 $299,000

Others Institutions Holding NEWT

# of Institutions
141
Shares Held
14.1M
Call Options Held
69.3K
Put Options Held
858
View Full List

About Newtek Business Services Corp.

NEWT Quotes by TradingView
  • Ticker NEWT
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 24,355,600
  • Market Cap $245M
  • 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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