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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.83K- 5.83% |
$21.6K - $24.3K
|
29.5K
$338K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.27K- 99.0% |
$50.7K - $57K
|
43
$494
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-461- 1.73% |
$5.47K - $6.15K
|
26.1K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
980+ 8.31% |
$11.6K - $13.1K
|
12.8K
$147K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$356 - $400
|
30
$344
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
PUT |
-460- 88.46% |
$5.46K - $6.14K
|
60
$689
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.23K- 19.8% |
$26.5K - $29.8K
|
9.04K
$104K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 14.29% |
$119 - $133
|
80
$918
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13New |
$154 - $173
|
13
$149
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.27K+ 18.86% |
$39.6K - $50.5K
|
20.6K
$236K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.75K+ 42.65% |
$33.3K - $42.5K
|
9.18K
$105K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
942+ 2.74% |
$11.4K - $14.6K
|
35.3K
$405K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
189New |
$2.29K - $2.92K
|
189
$2.17K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
231New |
$2.8K - $3.57K
|
231
$2.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.4K+ 59.3% |
$308K - $393K
|
68.2K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
25New |
$304 - $387
|
25
$287
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.63K+ 22.93% |
$32K - $40.7K
|
14.1K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.13KNew |
$13.7K - $17.5K
|
1.13K
$13K
|
|
|
Feb 14, 2025
Q4 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
19.6KNew |
$237K - $302K
|
19.6K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.91K- 22.53% |
$23.2K - $29.5K
|
6.57K
$75.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.2KNew |
$14.6K - $18.6K
|
1.2K
$13.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.5K- 5.34% |
$18.2K - $23.2K
|
26.6K
$305K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
5.93KNew |
$72K - $91.7K
|
5.93K
$68.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.28KNew |
$52K - $66.2K
|
4.28K
$49.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20New |
$243 - $309
|
20
$230
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$12.1 - $15.5
|
1
$11.5
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
7.3K+ 6.07% |
$88.7K - $113K
|
128K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-37- 43.53% |
$449 - $572
|
48
$551
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
20.1KNew |
$244K - $311K
|
20.1K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
63New |
$765 - $974
|
63
$723
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
300+ 8.39% |
$3.64K - $4.64K
|
3.88K
$44.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
179New |
$2.17K - $2.77K
|
179
$2.05K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.14% |
$12.1 - $15.5
|
89
$1.02K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
67New |
$813 - $1.04K
|
67
$769
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1K- 13.26% |
$12.1K - $15.5K
|
6.54K
$75.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-659- 1.56% |
$7.25K - $9.83K
|
41.7K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Avenir Corp
Washington, DC |
SELL
|
- |
-23K- 37.83% |
$253K - $343K
|
37.8K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
15.8KNew |
$174K - $236K
|
15.8K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
13.4KNew |
$148K - $200K
|
13.4K
$154K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-21.3K- 53.0% |
$235K - $318K
|
18.9K
$217K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
298New |
$3.28K - $4.45K
|
298
$3.42K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.1K- 21.66% |
$23.1K - $31.3K
|
7.6K
$87.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.37KNew |
$15K - $20.4K
|
1.37K
$15.7K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.2K+ 1146.0% |
$618K - $838K
|
61.1K
$701K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.99K- 5.66% |
$32.9K - $44.6K
|
49.8K
$572K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
400New |
$4.4K - $5.97K
|
400
$4.59K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.3K+ 156.16% |
$267K - $362K
|
39.8K
$457K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.9K+ 96.67% |
$31.9K - $43.3K
|
5.9K
$67.7K
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-124- 6.86% |
$1.33K - $1.74K
|
1.68K
$19.3K
|
|