Latest Institutional Transactions on Newtek Business Services Corp. (NEWT)
This table provides information on the latest institutional transactions involving Newtek Business Services Corp. (NEWT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
74New |
$814 - $1.1K
|
74
$961
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
11.8K+ 225.64% |
$130K - $176K
|
17K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-307- 0.73% |
$3.38K - $4.58K
|
41.9K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
63.7K+ 131.68% |
$700K - $950K
|
112K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
31.8KNew |
$350K - $474K
|
31.8K
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.31K+ 3.89% |
$14.4K - $19.5K
|
35K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
69.7K+ 246.11% |
$766K - $1.04M
|
98K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
23KNew |
$252K - $342K
|
23K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.8KNew |
$174K - $235K
|
15.8K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.6K+ 94.7% |
$183K - $248K
|
34.1K
$443K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
129New |
$1.42K - $1.92K
|
129
$1.68K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-454- 1.8% |
$4.99K - $6.77K
|
24.8K
$323K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
64.8K+ 245.08% |
$713K - $967K
|
91.2K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
20.5K+ 156.04% |
$225K - $306K
|
33.6K
$437K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-21.3K- 53.0% |
$235K - $318K
|
18.9K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-549K- 42.2% |
$6.03M - $8.18M
|
751K
$9.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-2.42K- 1.97% |
$26.6K - $36.1K
|
120K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-47- 64.38% |
$517 - $701
|
26
$338
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
481+ 1.07% |
$5.29K - $7.18K
|
45.6K
$593K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
298New |
$3.28K - $4.45K
|
298
$3.87K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2K+ 36.14% |
$22K - $29.9K
|
7.54K
$98K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-79- 0.32% |
$869 - $1.18K
|
24.8K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.1K- 21.66% |
$23.1K - $31.3K
|
7.6K
$98.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.3% |
$66 - $89.5
|
1.99K
$25.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-8.1K- 5.07% |
$89.1K - $121K
|
152K
$1.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
300+ 19.79% |
$3.3K - $4.48K
|
1.82K
$23.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.04K- 4.57% |
$22.4K - $30.4K
|
42.6K
$554K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.37KNew |
$15K - $20.4K
|
1.37K
$17.7K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.2K+ 1146.0% |
$618K - $838K
|
61.1K
$793K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 100.0% |
$330 - $448
|
60
$779
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81+ 0.8% |
$891 - $1.21K
|
10.2K
$132K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.99K- 5.66% |
$32.9K - $44.6K
|
49.8K
$647K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
400New |
$4.4K - $5.97K
|
400
$5.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.3K+ 156.16% |
$267K - $362K
|
39.8K
$517K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
45New |
$495 - $671
|
45
$585
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
88New |
$968 - $1.31K
|
88
$1.14K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.9K+ 96.67% |
$31.9K - $43.3K
|
5.9K
$76.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-321- 39.83% |
$3.53K - $4.79K
|
485
$6.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.11KNew |
$89.2K - $121K
|
8.11K
$105K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31.2K+ 14.26% |
$335K - $438K
|
250K
$3.25M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
10KNew |
$108K - $140K
|
10K
$130K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-660- 28.16% |
$7.1K - $9.25K
|
1.68K
$21.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
32KNew |
$344K - $449K
|
32K
$416K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-947- 65.9% |
$10.2K - $13.3K
|
490
$6.37K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
916New |
$9.85K - $12.8K
|
916
$11.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
39.6K+ 2.21% |
$425K - $554K
|
1.83M
$23.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.68K+ 7.87% |
$18.1K - $23.6K
|
23K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.76K+ 2.54% |
$51.2K - $66.7K
|
192K
$2.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-262- 4.31% |
$2.82K - $3.67K
|
5.82K
$75.5K
|
|