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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
20.4K+ 27.55% |
$241K - $271K
|
94.2K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.65K+ 49.4% |
$78.9K - $88.7K
|
20.1K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
10.1KNew |
$119K - $134K
|
10.1K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.27K+ 24.74% |
$86.3K - $97K
|
36.7K
$421K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.45K- 1.54% |
$17.1K - $19.3K
|
92.5K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.48K+ 4774.19% |
$17.6K - $19.7K
|
1.51K
$17.3K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
162New |
$1.92K - $2.16K
|
162
$1.86K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.96K+ 41.52% |
$106K - $119K
|
30.5K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.9KNew |
$189K - $213K
|
15.9K
$183K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
23New |
$273 - $307
|
23
$264
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.5KNew |
$125K - $140K
|
10.5K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-4- 0.02% |
$47.4 - $53.4
|
16.4K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6.05K+ 14.28% |
$71.8K - $80.7K
|
48.4K
$556K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-27.3K- 24.31% |
$324K - $364K
|
85.1K
$977K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
31.2K+ 5.33% |
$369K - $416K
|
616K
$7.07M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
73.1KNew |
$866K - $975K
|
73.1K
$839K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.59K+ 27.6% |
$66.3K - $74.6K
|
25.8K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.38K- 1.13% |
$28.2K - $31.8K
|
208K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
24.2K+ 79.51% |
$287K - $322K
|
54.6K
$626K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-50.2K- 56.94% |
$595K - $669K
|
37.9K
$436K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
98.7KNew |
$1.17M - $1.32M
|
98.7K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-318- 42.68% |
$3.77K - $4.24K
|
427
$4.9K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
13.3K+ 68.79% |
$158K - $177K
|
32.6K
$375K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
326+ 1.12% |
$3.87K - $4.35K
|
29.5K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
43.2K+ 37.27% |
$512K - $576K
|
159K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73.8K+ 52.89% |
$875K - $984K
|
213K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 20.29% |
$166 - $187
|
55
$631
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.8KNew |
$128K - $144K
|
10.8K
$124K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.55K- 3.65% |
$18.4K - $20.7K
|
41K
$471K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
63.4KNew |
$751K - $845K
|
63.4K
$727K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.2KNew |
$121K - $136K
|
10.2K
$117K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 1.53% |
$23.7 - $26.7
|
133
$1.53K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
18+ 0.98% |
$213 - $240
|
1.85K
$21.2K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-103K- 33.38% |
$1.23M - $1.38M
|
206K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
27.3K+ 1.97% |
$324K - $364K
|
1.41M
$16.2M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
77.5K+ 337.08% |
$919K - $1.03M
|
101K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
260+ 0.6% |
$3.08K - $3.47K
|
43.6K
$500K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40New |
$474 - $534
|
40
$459
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.5K- 26.86% |
$77.1K - $86.7K
|
17.7K
$203K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.5KNew |
$125K - $140K
|
10.5K
$121K
|
|
|
May 07, 2025
Q1 2025
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-15.8K- 58.28% |
$187K - $210K
|
11.3K
$130K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
72.6K+ 16.22% |
$861K - $968K
|
520K
$5.97M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
20.4KNew |
$242K - $272K
|
20.4K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
42.6KNew |
$505K - $568K
|
42.6K
$489K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-125- 59.52% |
$1.48K - $1.67K
|
85
$976
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
157KNew |
$1.86M - $2.09M
|
157K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-323- 69.31% |
$3.83K - $4.31K
|
143
$1.64K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
508+ 95.67% |
$6.02K - $6.78K
|
1.04K
$11.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-62- 55.36% |
$735 - $827
|
50
$574
|