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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.96K+ 41.52% |
$106K - $119K
|
30.5K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.27K+ 24.74% |
$86.3K - $97K
|
36.7K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.65K+ 49.4% |
$78.9K - $88.7K
|
20.1K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6.05K+ 14.28% |
$71.8K - $80.7K
|
48.4K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.92K+ 33.38% |
$70.2K - $78.9K
|
23.6K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.59K+ 27.6% |
$66.3K - $74.6K
|
25.8K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.03K+ 40.73% |
$59.6K - $67K
|
17.4K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.86K+ 22.05% |
$57.7K - $64.9K
|
26.9K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.48K+ 4774.19% |
$17.6K - $19.7K
|
1.51K
$17.7K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
995New |
$11.8K - $13.3K
|
995
$11.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
980+ 8.31% |
$11.6K - $13.1K
|
12.8K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
635New |
$7.53K - $8.47K
|
635
$7.42K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
624+ 4.52% |
$7.4K - $8.32K
|
14.4K
$169K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
518+ 0.37% |
$6.14K - $6.91K
|
142K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
508+ 95.67% |
$6.02K - $6.78K
|
1.04K
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
482New |
$5.72K - $6.43K
|
482
$5.63K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
326+ 1.12% |
$3.87K - $4.35K
|
29.5K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
260+ 0.6% |
$3.08K - $3.47K
|
43.6K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
253+ 4.61% |
$3K - $3.38K
|
5.74K
$67.1K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
195+ 1.55% |
$2.31K - $2.6K
|
12.8K
$149K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
162New |
$1.92K - $2.16K
|
162
$1.89K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
90+ 0.36% |
$1.07K - $1.2K
|
25.3K
$296K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40New |
$474 - $534
|
40
$468
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$356 - $400
|
30
$351
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
23New |
$273 - $307
|
23
$269
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
18+ 0.98% |
$213 - $240
|
1.85K
$21.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13New |
$154 - $173
|
13
$152
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 14.29% |
$119 - $133
|
80
$935
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 1.53% |
$23.7 - $26.7
|
133
$1.55K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.4K+ 59.3% |
$308K - $393K
|
68.2K
$798K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
20.1KNew |
$244K - $311K
|
20.1K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
19.6KNew |
$237K - $302K
|
19.6K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
7.3K+ 6.07% |
$88.7K - $113K
|
128K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
5.93KNew |
$72K - $91.7K
|
5.93K
$69.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.28KNew |
$52K - $66.2K
|
4.28K
$50.1K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.27K+ 18.86% |
$39.6K - $50.5K
|
20.6K
$241K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.75K+ 42.65% |
$33.3K - $42.5K
|
9.18K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.63K+ 22.93% |
$32K - $40.7K
|
14.1K
$165K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.2KNew |
$14.6K - $18.6K
|
1.2K
$14K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.13KNew |
$13.7K - $17.5K
|
1.13K
$13.2K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
942+ 2.74% |
$11.4K - $14.6K
|
35.3K
$412K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
231New |
$2.8K - $3.57K
|
231
$2.7K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
189New |
$2.29K - $2.92K
|
189
$2.21K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
179New |
$2.17K - $2.77K
|
179
$2.09K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
67New |
$813 - $1.04K
|
67
$783
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
63New |
$765 - $974
|
63
$736
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
25New |
$304 - $387
|
25
$292
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20New |
$243 - $309
|
20
$234
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$12.1 - $15.5
|
1
$11.7
|
|