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 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 33.33% |
$1.08K - $1.4K
|
200
$2.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
85New |
$914 - $1.19K
|
85
$1.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
176KNew |
$1.89M - $2.47M
|
176K
$2.29M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-20.4K- 56.7% |
$219K - $286K
|
15.6K
$202K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.2K+ 853.33% |
$34.4K - $44.9K
|
3.58K
$46.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.52KNew |
$27.1K - $35.3K
|
2.52K
$32.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.8KNew |
$224K - $292K
|
20.8K
$270K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
155New |
$1.67K - $2.17K
|
155
$2.01K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3New |
$32.3 - $42.1
|
3
$39
|
|
| Q1 2024 | |||||||
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-6.33K- 97.84% |
$64.4K - $87.1K
|
140
$1.82K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-883- 60.85% |
$8.98K - $12.2K
|
568
$7.38K
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
6.58K+ 46.27% |
$66.9K - $90.5K
|
20.8K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
13.5KNew |
$137K - $186K
|
13.5K
$175K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10.7KNew |
$109K - $147K
|
10.7K
$139K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-548- 2.22% |
$5.57K - $7.54K
|
24.2K
$314K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-98- 0.85% |
$997 - $1.35K
|
11.5K
$149K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
112New |
$1.14K - $1.54K
|
112
$1.45K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
33.2KNew |
$338K - $457K
|
33.2K
$431K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16New |
$163 - $220
|
16
$208
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.25K- 61.34% |
$12.7K - $17.2K
|
786
$10.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
7K+ 15.39% |
$71.2K - $96.3K
|
52.5K
$682K
|
|
| Q4 2023 | |||||||
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.14KClosed |
$14.8K - $17.8K
|
0
$0
|
|
|
Feb 23, 2024
Q4 2023
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-125KClosed |
$1.62M - $1.96M
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
27+ 1.37% |
$351 - $422
|
2K
$26K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$188K - $226K
|
14.4K
$188K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
13.9KNew |
$181K - $218K
|
13.9K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-7.2K- 3.22% |
$93.5K - $113K
|
216K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
23.4KNew |
$303K - $365K
|
23.4K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
50KNew |
$650K - $782K
|
50K
$650K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1.99KNew |
$25.9K - $31.2K
|
1.99K
$25.9K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
654New |
$8.5K - $10.2K
|
654
$8.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 1.1% |
$17.6K - $21.2K
|
122K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.79KNew |
$23.2K - $28K
|
1.79K
$23.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 1.28% |
$65 - $78.2
|
396
$5.14K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
10KNew |
$130K - $156K
|
10K
$130K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.5KNew |
$63.2K - $86.6K
|
4.5K
$58.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
370+ 28.22% |
$5.19K - $7.12K
|
1.68K
$21.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.9KNew |
$154K - $210K
|
10.9K
$142K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.31K- 46.53% |
$18.4K - $25.3K
|
1.51K
$19.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
98New |
$1.38K - $1.89K
|
98
$1.27K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.06KNew |
$14.9K - $20.4K
|
1.06K
$13.8K
|
|
| Q2 2023 | |||||||
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
75New |
$822 - $1.28K
|
75
$974
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.04K- 8.08% |
$11.4K - $17.7K
|
11.8K
$154K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-575- 47.52% |
$6.3K - $9.79K
|
635
$8.25K
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
42.8KNew |
$469K - $729K
|
42.8K
$556K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
24+ 1.44% |
$263 - $409
|
1.69K
$21.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.93KNew |
$21.1K - $32.8K
|
1.93K
$25K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
173+ 1.63% |
$1.9K - $2.95K
|
10.8K
$140K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.6KNew |
$128K - $198K
|
11.6K
$151K
|
|