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 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.55K- 17.89% |
$60.8K - $94.4K
|
25.5K
$331K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1K- 45.45% |
$11K - $17K
|
1.2K
$15.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
11New |
$121 - $187
|
11
$143
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
10.1KNew |
$111K - $173K
|
10.1K
$132K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
79+ 7900.0% |
$901 - $1.64K
|
80
$1.04K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
15.3KNew |
$175K - $317K
|
15.3K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
25.8KNew |
$294K - $534K
|
25.8K
$335K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
68.9KNew |
$786K - $1.43M
|
68.9K
$895K
|
|
|
May 12, 2023
Q1 2023
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
42.5KNew |
$485K - $879K
|
42.5K
$552K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-5.49K- 33.68% |
$62.7K - $114K
|
10.8K
$140K
|
|
|
May 10, 2023
Q1 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
60.4KNew |
$689K - $1.25M
|
60.4K
$785K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
505New |
$5.76K - $10.5K
|
505
$6.56K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.05KNew |
$12K - $21.7K
|
1.05K
$13.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.42KNew |
$39K - $70.7K
|
3.42K
$44.4K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.6KNew |
$343K - $432K
|
22.6K
$294K
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
3.18K+ 8.39% |
$48.2K - $60.7K
|
41.1K
$534K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
804+ 1017.72% |
$12.2K - $15.4K
|
883
$11.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.2KNew |
$231K - $291K
|
15.2K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-22.4KClosed |
$339K - $427K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
10.1K+ 3.14% |
$153K - $192K
|
331K
$4.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$15.2K - $19.1K
|
1K
$13K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
43+ 4.17% |
$652 - $821
|
1.07K
$14K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.18K+ 8.39% |
$48.2K - $60.7K
|
41.1K
$534K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-3K- 5.27% |
$45.5K - $57.3K
|
54K
$701K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
693+ 6.66% |
$10.5K - $13.2K
|
11.1K
$144K
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-383- 0.94% |
$5.81K - $7.32K
|
40.5K
$526K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
8.17KNew |
$128K - $205K
|
8.17K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 89.42% |
$165K - $263K
|
22.3K
$290K
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10KNew |
$157K - $250K
|
10K
$130K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
200New |
$3.14K - $5.01K
|
200
$2.6K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.9KNew |
$253K - $375K
|
13.9K
$181K
|
|
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
125KNew |
$2.27M - $3.36M
|
125K
$1.62M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.2KClosed |
$58K - $86.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-23.9K- 99.48% |
$434K - $644K
|
126
$1.64K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.15KNew |
$20.8K - $30.8K
|
1.15K
$14.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9K+ 100.0% |
$163K - $242K
|
18K
$234K
|
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
251+ 0.71% |
$4.55K - $6.75K
|
35.4K
$460K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.5K+ 93.75% |
$136K - $202K
|
15.5K
$201K
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-5.42KClosed |
$98.2K - $146K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-87- 36.71% |
$1.58K - $2.34K
|
150
$1.95K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.11KClosed |
$20.1K - $29.8K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Chubb LTD
|
SELL
|
- |
-10.7KClosed |
$194K - $288K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-250Closed |
$4.53K - $6.73K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.28KNew |
$41.2K - $61.2K
|
2.28K
$29.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.3KClosed |
$59.8K - $88.8K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
391+ 1.99% |
$7.08K - $10.5K
|
20.1K
$261K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.85KClosed |
$73.4K - $80.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200Closed |
$5.16K - $5.68K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-64.9KClosed |
$1.67M - $1.84M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
300New |
$7.74K - $8.51K
|
300
$3.9K
|
|