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, 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
$14.3K
|
|
| 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
$6.19K
|
|
|
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
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-13Closed |
$204 - $282
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10KClosed |
$157K - $217K
|
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
|
Cutler Group LP
|
SELL
|
CALL |
-300Closed |
$4.94K - $5.67K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-6.5KClosed |
$107K - $123K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-982- 65.73% |
$16.2K - $18.9K
|
512
$5.56K
|
|
|
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
$1.43K
|
|