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 14, 2020
Q2 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-28KClosed |
$290K - $520K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Sg Capital Management LLC
Chicago, IL |
SELL
|
- |
-52.3KClosed |
$542K - $974K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-500Closed |
$5.18K - $9.31K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Cavalier Investments, LLC
|
SELL
|
- |
-28KClosed |
$290K - $521K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-3.23KClosed |
$33.4K - $60.1K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-26KClosed |
$269K - $484K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2KClosed |
$20.7K - $37.2K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
642New |
$6.65K - $11.9K
|
642
$8.34K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14.1KClosed |
$138K - $323K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-14.1KClosed |
$137K - $323K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.6KClosed |
$171K - $402K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-17.3KClosed |
$169K - $397K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14.5KClosed |
$142K - $333K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-25.6KClosed |
$250K - $587K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
American Asset Management Inc.
|
SELL
|
- |
-35.2KClosed |
$343K - $806K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-8.94KClosed |
$87.2K - $205K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.7KClosed |
$280K - $657K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.32KNew |
$12.8K - $30.1K
|
1.32K
$17.1K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
570New |
$12K - $13.5K
|
570
$7.4K
|
|
|
Feb 14, 2020
Q4 2019
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-230KClosed |
$4.85M - $5.46M
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-100Closed |
$2.11K - $2.37K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-44.2KClosed |
$903K - $1.05M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Private Portfolio Partners LLC
|
SELL
|
- |
-29.4KClosed |
$600K - $701K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Opus Capital Group, LLC
|
SELL
|
- |
-10.4KClosed |
$212K - $247K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-695Closed |
$13.7K - $16K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-41.8KClosed |
$824K - $961K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Jnba Financial Advisors
|
SELL
|
- |
-900Closed |
$17.8K - $20.7K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-2.39KClosed |
$42K - $48.8K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-25.8KClosed |
$453K - $527K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.1KClosed |
$212K - $247K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-81.7KClosed |
$1.44M - $1.67M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Fusion Family Wealth LLC
|
SELL
|
- |
-10.8KClosed |
$191K - $222K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-23Closed |
$405 - $471
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10KClosed |
$157K - $217K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-13Closed |
$204 - $282
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-568Closed |
$8.91K - $12.3K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.05KClosed |
$32.2K - $44.6K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.11KClosed |
$22.5K - $26.5K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1KClosed |
$20.2K - $23.8K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-6.5KClosed |
$107K - $123K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Cutler Group LP
|
SELL
|
CALL |
-300Closed |
$4.94K - $5.67K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-982- 65.73% |
$16.2K - $18.9K
|
512
$6.65K
|
|
|
Feb 14, 2018
Q4 2017
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-18.4KClosed |
$303K - $353K
|
0
$0
|
|
|
Feb 07, 2018
Q4 2017
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-192Closed |
$3.16K - $3.69K
|
0
$0
|
|
|
Jan 25, 2018
Q4 2017
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-23.3KClosed |
$384K - $448K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Aug 02, 2018
Q3 2017
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11.6KClosed |
$190K - $210K
|
0
$0
|
|
|
Oct 17, 2017
Q3 2017
|
Cutler Group LP
|
BUY
|
- |
132New |
$2.16K - $2.39K
|
132
$1.71K
|
|