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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.14% |
$12.1 - $15.5
|
89
$1.02K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.2K+ 1146.0% |
$618K - $838K
|
61.1K
$701K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.3K+ 156.16% |
$267K - $362K
|
39.8K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
15.8KNew |
$174K - $236K
|
15.8K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
13.4KNew |
$148K - $200K
|
13.4K
$154K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.9K+ 96.67% |
$31.9K - $43.3K
|
5.9K
$67.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.37KNew |
$15K - $20.4K
|
1.37K
$15.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
400New |
$4.4K - $5.97K
|
400
$4.59K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
298New |
$3.28K - $4.45K
|
298
$3.42K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
176KNew |
$1.89M - $2.47M
|
176K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
39.6K+ 2.21% |
$425K - $554K
|
1.83M
$21M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.8KNew |
$224K - $292K
|
20.8K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.76K+ 2.54% |
$51.2K - $66.7K
|
192K
$2.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.52KNew |
$27.1K - $35.3K
|
2.52K
$28.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
13.5KNew |
$137K - $186K
|
13.5K
$155K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10.7KNew |
$109K - $147K
|
10.7K
$123K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
7K+ 15.39% |
$71.2K - $96.3K
|
52.5K
$603K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16New |
$163 - $220
|
16
$184
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
50KNew |
$650K - $782K
|
50K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
23.4KNew |
$303K - $365K
|
23.4K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$188K - $226K
|
14.4K
$166K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
10KNew |
$130K - $156K
|
10K
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1.99KNew |
$25.9K - $31.2K
|
1.99K
$22.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.79KNew |
$23.2K - $28K
|
1.79K
$20.5K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
654New |
$8.5K - $10.2K
|
654
$7.51K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
27+ 1.37% |
$351 - $422
|
2K
$22.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 1.28% |
$65 - $78.2
|
396
$4.55K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.9KNew |
$154K - $210K
|
10.9K
$126K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.5KNew |
$63.2K - $86.6K
|
4.5K
$51.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.06KNew |
$14.9K - $20.4K
|
1.06K
$12.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
370+ 28.22% |
$5.19K - $7.12K
|
1.68K
$19.3K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.6KNew |
$128K - $198K
|
11.6K
$134K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
10.1KNew |
$111K - $173K
|
10.1K
$116K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.93KNew |
$21.1K - $32.8K
|
1.93K
$22.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
173+ 1.63% |
$1.9K - $2.95K
|
10.8K
$124K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
75New |
$822 - $1.28K
|
75
$861
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
24+ 1.44% |
$263 - $409
|
1.69K
$19.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
11New |
$121 - $187
|
11
$126
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
68.9KNew |
$786K - $1.43M
|
68.9K
$791K
|
|
|
May 10, 2023
Q1 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
60.4KNew |
$689K - $1.25M
|
60.4K
$694K
|
|
|
May 12, 2023
Q1 2023
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
42.5KNew |
$485K - $879K
|
42.5K
$488K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
25.8KNew |
$294K - $534K
|
25.8K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
15.3KNew |
$175K - $317K
|
15.3K
$176K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.42KNew |
$39K - $70.7K
|
3.42K
$39.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.05KNew |
$12K - $21.7K
|
1.05K
$12.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
505New |
$5.76K - $10.5K
|
505
$5.8K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
79+ 7900.0% |
$901 - $1.64K
|
80
$918
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.6KNew |
$343K - $432K
|
22.6K
$260K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.2KNew |
$231K - $291K
|
15.2K
$175K
|
|