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 10, 2023
Q1 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
60.4KNew |
$689K - $1.25M
|
60.4K
$782K
|
|
|
May 12, 2023
Q1 2023
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
42.5KNew |
$485K - $879K
|
42.5K
$550K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
25.8KNew |
$294K - $534K
|
25.8K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
15.3KNew |
$175K - $317K
|
15.3K
$198K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.3KNew |
$117K - $212K
|
10.3K
$133K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.42KNew |
$39K - $70.7K
|
3.42K
$44.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.05KNew |
$12K - $21.7K
|
1.05K
$13.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
505New |
$5.76K - $10.5K
|
505
$6.54K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
79+ 7900.0% |
$901 - $1.64K
|
80
$1.04K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.6KNew |
$343K - $432K
|
22.6K
$293K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.2KNew |
$231K - $291K
|
15.2K
$197K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
10.1K+ 3.14% |
$153K - $192K
|
331K
$4.28M
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
3.18K+ 8.39% |
$48.2K - $60.7K
|
41.1K
$532K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.18K+ 8.39% |
$48.2K - $60.7K
|
41.1K
$532K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$15.2K - $19.1K
|
1K
$13K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
804+ 1017.72% |
$12.2K - $15.4K
|
883
$11.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
693+ 6.66% |
$10.5K - $13.2K
|
11.1K
$144K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
43+ 4.17% |
$652 - $821
|
1.07K
$13.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 89.42% |
$165K - $263K
|
22.3K
$289K
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10KNew |
$157K - $250K
|
10K
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
8.17KNew |
$128K - $205K
|
8.17K
$106K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
200New |
$3.14K - $5.01K
|
200
$2.59K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
125KNew |
$2.27M - $3.36M
|
125K
$1.62M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.9KNew |
$253K - $375K
|
13.9K
$181K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9K+ 100.0% |
$163K - $242K
|
18K
$233K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.5K+ 93.75% |
$136K - $202K
|
15.5K
$201K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.28KNew |
$41.2K - $61.2K
|
2.28K
$29.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.15KNew |
$20.8K - $30.8K
|
1.15K
$14.8K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
391+ 1.99% |
$7.08K - $10.5K
|
20.1K
$260K
|
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
251+ 0.71% |
$4.55K - $6.75K
|
35.4K
$459K
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
870New |
$22.4K - $24.7K
|
870
$11.3K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
300New |
$7.74K - $8.51K
|
300
$3.89K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
300+ 120.0% |
$7.74K - $8.51K
|
550
$7.12K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
32New |
$825 - $908
|
32
$414
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14New |
$361 - $397
|
14
$181
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
18.9KNew |
$500K - $611K
|
18.9K
$245K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
284New |
$7.49K - $9.16K
|
284
$3.68K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$251K - $363K
|
10K
$130K
|
|
| Q2 2021 | |||||||
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.8K+ 14.29% |
$47.7K - $69.7K
|
14.4K
$186K
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
2KNew |
$38K - $56.8K
|
2K
$25.9K
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
200New |
$3.8K - $5.68K
|
200
$2.59K
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
113New |
$2.15K - $3.21K
|
113
$1.46K
|
|
| Q2 2020 | |||||||
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
642New |
$6.65K - $11.9K
|
642
$8.31K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.32KNew |
$12.8K - $30.1K
|
1.32K
$17K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
570New |
$12K - $13.5K
|
570
$7.38K
|
|
| Q3 2017 | |||||||
|
Oct 17, 2017
Q3 2017
|
Cutler Group LP
|
BUY
|
- |
132New |
$2.16K - $2.39K
|
132
$1.71K
|
|