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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-15.8K- 32.55% |
$150K - $192K
|
32.7K
$378K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
40.5K+ 42.98% |
$386K - $493K
|
135K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-19.6K- 23.03% |
$187K - $238K
|
65.5K
$758K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.11K+ 6.14% |
$20.1K - $25.7K
|
36.4K
$422K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.3K+ 18.65% |
$31.5K - $40.2K
|
21K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5K- 28.88% |
$47.7K - $60.9K
|
12.3K
$142K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
128K+ 81.4% |
$1.22M - $1.56M
|
285K
$3.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
139K+ 190.52% |
$1.33M - $1.69M
|
212K
$2.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
377+ 1.28% |
$3.6K - $4.59K
|
29.9K
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
219+ 10.96% |
$2.09K - $2.67K
|
2.22K
$25.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-81- 35.06% |
$773 - $986
|
150
$1.74K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-11.6K- 18.31% |
$111K - $141K
|
51.8K
$599K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
150New |
$1.43K - $1.83K
|
150
$1.74K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.25K- 3.83% |
$11.9K - $15.2K
|
31.4K
$363K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 50.0% |
$382 - $487
|
120
$1.39K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.06K+ 3.6% |
$10.1K - $12.9K
|
30.5K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
500New |
$4.77K - $6.09K
|
500
$5.79K
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
SELL
|
- |
-182K- 35.09% |
$1.74M - $2.22M
|
338K
$3.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
138+ 250.91% |
$1.32K - $1.68K
|
193
$2.23K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
21.4K+ 1.52% |
$205K - $261K
|
1.43M
$16.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
10.8K+ 10.72% |
$103K - $131K
|
111K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
14.4K+ 2.34% |
$138K - $175K
|
630K
$7.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
104New |
$992 - $1.27K
|
104
$1.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.91K- 13.59% |
$18.2K - $23.2K
|
12.1K
$140K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.15KNew |
$20.5K - $26.2K
|
2.15K
$24.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
71.1KNew |
$678K - $865K
|
71.1K
$822K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
23.1K+ 54.27% |
$221K - $282K
|
65.8K
$761K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
51.1K+ 32.13% |
$487K - $622K
|
210K
$2.43M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
46+ 200.0% |
$439 - $560
|
69
$798
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
26.1K+ 61.36% |
$249K - $318K
|
68.7K
$794K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
237+ 55.5% |
$2.26K - $2.88K
|
664
$7.68K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
13KNew |
$124K - $158K
|
13K
$150K
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
17K+ 150.81% |
$162K - $207K
|
28.3K
$328K
|
|
|
Aug 05, 2025
Q2 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-1.85K- 1.45% |
$17.6K - $22.5K
|
126K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-22.7K- 52.17% |
$217K - $277K
|
20.8K
$241K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
23+ 1.25% |
$219 - $280
|
1.87K
$21.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.31K- 35.85% |
$69.7K - $89K
|
13.1K
$151K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-27- 62.79% |
$258 - $329
|
16
$185
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-14K- 69.72% |
$134K - $171K
|
6.09K
$70.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-425- 3.33% |
$4.05K - $5.17K
|
12.4K
$143K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
170+ 283.33% |
$1.62K - $2.07K
|
230
$2.66K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
600New |
$5.72K - $7.3K
|
600
$6.94K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
79+ 0.3% |
$754 - $961
|
26.2K
$303K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
70.7KNew |
$674K - $860K
|
70.7K
$818K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.57K+ 728.68% |
$72.2K - $92.1K
|
8.61K
$99.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.9K+ 74.86% |
$27.7K - $35.3K
|
6.78K
$78.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
57.7KNew |
$550K - $702K
|
57.7K
$668K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5.93K- 4.32% |
$56.5K - $72.1K
|
131K
$1.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.61KNew |
$24.9K - $31.7K
|
2.61K
$30.1K
|