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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
27.1KNew |
$328K - $418K
|
27.1K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-32.7K- 11.14% |
$397K - $506K
|
261K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.7K+ 199.41% |
$20.7K - $26.3K
|
2.56K
$30.3K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.47K- 7.37% |
$90.7K - $115K
|
93.9K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 50.89% |
$131K - $167K
|
10.4K
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
671+ 906.76% |
$8.15K - $10.4K
|
745
$8.84K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105K+ 308.9% |
$1.28M - $1.63M
|
140K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.34K+ 13.79% |
$28.5K - $36.2K
|
19.3K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
101K+ 66.16% |
$1.23M - $1.56M
|
254K
$3.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.5K- 5.34% |
$18.2K - $23.2K
|
26.6K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
10.9K+ 1.91% |
$133K - $169K
|
585K
$6.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-38.1K- 34.05% |
$463K - $590K
|
73.9K
$876K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.2KNew |
$14.6K - $18.6K
|
1.2K
$14.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.44K+ 33.76% |
$66.1K - $84.2K
|
21.6K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
31New |
$376 - $479
|
31
$368
|
|
|
Feb 11, 2025
Q4 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
16.4KNew |
$200K - $254K
|
16.4K
$195K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.28KNew |
$52K - $66.2K
|
4.28K
$50.8K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
60.5K+ 116.65% |
$735K - $936K
|
112K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
33.8KNew |
$411K - $523K
|
33.8K
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
156K+ 100.77% |
$1.89M - $2.4M
|
310K
$3.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
26.6KNew |
$323K - $411K
|
26.6K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-635- 2.56% |
$7.71K - $9.82K
|
24.2K
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-38.3K- 2.69% |
$465K - $592K
|
1.38M
$16.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
5.93KNew |
$72K - $91.7K
|
5.93K
$70.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
24.6K+ 26.96% |
$299K - $380K
|
116K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
335+ 1.41% |
$4.07K - $5.18K
|
24.1K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-304K- 40.44% |
$3.69M - $4.7M
|
447K
$5.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
466New |
$5.66K - $7.2K
|
466
$5.53K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.4KNew |
$187K - $238K
|
15.4K
$182K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-20.2K- 59.95% |
$245K - $312K
|
13.5K
$160K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20New |
$243 - $309
|
20
$237
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-16.4K- 35.98% |
$199K - $254K
|
29.2K
$347K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$12.1 - $15.5
|
1
$11.9
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.35% |
$85 - $108
|
2K
$23.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
210New |
$2.55K - $3.25K
|
210
$2.49K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
88.1KNew |
$1.07M - $1.36M
|
88.1K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.83KNew |
$22.2K - $28.3K
|
1.83K
$21.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
7.3K+ 6.07% |
$88.7K - $113K
|
128K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
63New |
$765 - $974
|
63
$747
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
20.1KNew |
$244K - $311K
|
20.1K
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-37- 43.53% |
$449 - $572
|
48
$569
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
181New |
$2.2K - $2.8K
|
181
$2.15K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
46+ 9.48% |
$558 - $711
|
531
$6.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
300+ 8.39% |
$3.64K - $4.64K
|
3.88K
$46K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
179New |
$2.17K - $2.77K
|
179
$2.12K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.14% |
$12.1 - $15.5
|
89
$1.06K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.2K- 1.45% |
$26.7K - $34K
|
150K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.17K+ 39.05% |
$38.4K - $48.9K
|
11.3K
$134K
|