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 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
$171K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.24KClosed |
$85.8K - $125K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
113New |
$2.15K - $3.21K
|
113
$1.34K
|
|
|
May 14, 2021
Q1 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-14.4KClosed |
$273K - $409K
|
0
$0
|
|
|
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
$2.37K
|
|
| 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
|
|
|
Oct 05, 2020
Q3 2020
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-87.6KClosed |
$1.5M - $1.74M
|
0
$0
|
|
| Q2 2020 | |||||||
|
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
$7.61K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14.1KClosed |
$138K - $323K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.6KClosed |
$171K - $402K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-14.1KClosed |
$137K - $323K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14.5KClosed |
$142K - $333K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-17.3KClosed |
$169K - $397K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
American Asset Management Inc.
|
SELL
|
- |
-35.2KClosed |
$343K - $806K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-25.6KClosed |
$250K - $587K
|
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
$15.6K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-230KClosed |
$4.85M - $5.46M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
570New |
$12K - $13.5K
|
570
$6.76K
|
|
|
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
|
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
|
|