Latest Institutional Purchases of Newtek Business Services Corp. (NEWT)
This list provides information on the latest institutional transactions involving Newtek Business Services Corp. (NEWT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
23.4KNew |
$261K - $293K
|
23.4K
$239K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.4KNew |
$150K - $168K
|
13.4K
$137K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12.7K+ 147.26% |
$141K - $159K
|
21.3K
$217K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.6KNew |
$130K - $146K
|
11.6K
$119K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
156+ 0.6% |
$1.74K - $1.95K
|
26.3K
$269K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
102+ 147.83% |
$1.14K - $1.28K
|
171
$1.75K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
71+ 16.51% |
$792 - $890
|
501
$5.12K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
45+ 23.32% |
$502 - $564
|
238
$2.43K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
25+ 156.25% |
$279 - $313
|
41
$419
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17New |
$190 - $213
|
17
$174
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 1.48% |
$22.3 - $25.1
|
137
$1.4K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
188K+ 111.48% |
$1.79M - $2.28M
|
356K
$3.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
187K+ 42.87% |
$1.78M - $2.28M
|
624K
$6.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
151K+ 276.13% |
$1.44M - $1.83M
|
205K
$2.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
139K+ 190.52% |
$1.33M - $1.69M
|
212K
$2.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
128K+ 81.4% |
$1.22M - $1.56M
|
285K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
113K+ 107.34% |
$1.08M - $1.37M
|
218K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103K+ 49.67% |
$978K - $1.25M
|
309K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
96.6K+ 133.62% |
$922K - $1.18M
|
169K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
89.8K+ 254.78% |
$856K - $1.09M
|
125K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
71.1KNew |
$678K - $865K
|
71.1K
$725K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
70.7KNew |
$674K - $860K
|
70.7K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
60.6K+ 72.99% |
$578K - $737K
|
144K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
57.7KNew |
$550K - $702K
|
57.7K
$589K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
51.1K+ 32.13% |
$487K - $622K
|
210K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
42.3KNew |
$403K - $514K
|
42.3K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
40.5K+ 42.98% |
$386K - $493K
|
135K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
37.3K+ 112.53% |
$355K - $454K
|
70.4K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
33.4KNew |
$319K - $407K
|
33.4K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
28.1KNew |
$268K - $342K
|
28.1K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
25.3KNew |
$241K - $307K
|
25.3K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.6K+ 20.02% |
$216K - $275K
|
136K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.3K+ 12.31% |
$213K - $271K
|
203K
$2.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
21.4K+ 1.52% |
$205K - $261K
|
1.43M
$14.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
17K+ 150.81% |
$162K - $207K
|
28.3K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
15.8K+ 59.37% |
$151K - $193K
|
42.5K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
15.2K+ 151.37% |
$145K - $186K
|
25.3K
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
14.4K+ 2.34% |
$138K - $175K
|
630K
$6.43M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
13.5K+ 2.67% |
$129K - $165K
|
520K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.4KNew |
$128K - $163K
|
13.4K
$137K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
13KNew |
$124K - $158K
|
13K
$133K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.9KNew |
$104K - $132K
|
10.9K
$111K
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
10.8K+ 10.72% |
$103K - $131K
|
111K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
9.45KNew |
$90.2K - $115K
|
9.45K
$96.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.67K+ 20.22% |
$73.2K - $93.4K
|
45.6K
$466K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.66K+ 13.81% |
$54K - $68.9K
|
46.6K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.62K+ 52.16% |
$53.6K - $68.4K
|
16.4K
$167K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
5.1K+ 70.83% |
$48.7K - $62.1K
|
12.3K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
5.03K+ 87.71% |
$48K - $61.2K
|
10.8K
$110K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.25K+ 4.6% |
$40.6K - $51.7K
|
96.7K
$988K
|
|