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 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
300New |
$7.74K - $8.51K
|
300
$3.63K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14New |
$361 - $397
|
14
$169
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
870New |
$22.4K - $24.7K
|
870
$10.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
300+ 120.0% |
$7.74K - $8.51K
|
550
$6.66K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
32New |
$825 - $908
|
32
$387
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
284New |
$7.49K - $9.16K
|
284
$3.44K
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-340Closed |
$8.97K - $11K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.58K- 94.05% |
$41.7K - $51.1K
|
100
$1.21K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-6.9K- 26.34% |
$182K - $223K
|
19.3K
$234K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-13.6KClosed |
$359K - $439K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-7.37KClosed |
$194K - $238K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-103Closed |
$2.72K - $3.32K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.5KClosed |
$753K - $921K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-6.99KClosed |
$184K - $226K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
18.9KNew |
$500K - $611K
|
18.9K
$229K
|
|
|
Jan 28, 2022
Q4 2021
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-27.9KClosed |
$736K - $900K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16.1KClosed |
$405K - $584K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.35KClosed |
$59.1K - $85.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-5.1KClosed |
$128K - $185K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-935Closed |
$23.5K - $33.9K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.39KClosed |
$60.1K - $86.8K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$251K - $363K
|
10K
$121K
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-22.8KClosed |
$572K - $826K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-48Closed |
$1.21K - $1.74K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-10.1KClosed |
$254K - $367K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
SELL
|
PUT |
-106Closed |
$2.66K - $3.84K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-6.13KClosed |
$154K - $222K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.1KClosed |
$530K - $766K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-13.5KClosed |
$357K - $521K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Camden Capital, LLC
|
SELL
|
- |
-12.1KClosed |
$319K - $466K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-40.7KClosed |
$1.08M - $1.58M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.5KClosed |
$199K - $290K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.8K+ 14.29% |
$47.7K - $69.7K
|
14.4K
$174K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.24KClosed |
$85.8K - $125K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-14.4KClosed |
$273K - $409K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
113New |
$2.15K - $3.21K
|
113
$1.37K
|
|
|
May 12, 2021
Q1 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-18KClosed |
$341K - $510K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-16.3KClosed |
$309K - $463K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
200New |
$3.8K - $5.68K
|
200
$2.42K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
2KNew |
$38K - $56.8K
|
2K
$24.2K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1KClosed |
$16.4K - $19.7K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-186KClosed |
$3.05M - $3.67M
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-319Closed |
$5.22K - $6.28K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-1KClosed |
$17.1K - $19.9K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-28KClosed |
$480K - $558K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-200Closed |
$3.43K - $3.98K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Aigen Investment Management, LP
|
SELL
|
- |
-22KClosed |
$377K - $438K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.73KClosed |
$64K - $74.4K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-151Closed |
$2.59K - $3.01K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-331Closed |
$5.67K - $6.59K
|
0
$0
|
|