Latest Institutional Sells of Newtek Business Services Corp. (NEWT)
This list provides information on the latest institutional transactions involving Newtek Business Services Corp. (NEWT) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History | 
|---|---|---|---|---|---|---|---|
| 
                  Apr 23, 2024
                  Q1 2024
                 | 
      Amalgamated Bank
       New York, NY | SELL | - | -1.25K- 61.34% |                   
                  $12.7K - $17.2K
                 |                   
                786
                $8.43K
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Creekmur Asset Management LLC
       Morton, IL | SELL | - | -883- 60.85% |                   
                  $8.98K - $12.2K
                 |                   
                568
                $6.09K
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Advisors Asset Management, Inc.
       Monument, CO | SELL | - | -548- 2.22% |                   
                  $5.57K - $7.54K
                 |                   
                24.2K
                $259K
               | |
| 
                  May 13, 2024
                  Q1 2024
                 | 
      American International Group, Inc.
       New York, NY | SELL | - | -98- 0.85% |                   
                  $997 - $1.35K
                 |                   
                11.5K
                $123K
               | |
| Q4 2023 | |||||||
| 
                  Feb 23, 2024
                  Q4 2023
                 | 
      Mendon Capital Advisors Corp
       Rochester, NY | SELL | - | -125KClosed |                   
                  $1.62M - $1.96M
                 |                   
                0
                $0
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Putnam Investments LLC
       Boston, MA | SELL | - | -7.2K- 3.22% |                   
                  $93.5K - $113K
                 |                   
                216K
                $2.32M
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Aptus Capital Advisors, LLC
      
   | SELL | - | -1.35K- 1.1% |                   
                  $17.6K - $21.2K
                 |                   
                122K
                $1.31M
               | |
| 
                  Aug 14, 2024
                  Q4 2023
                 | 
      Federation Des Caisses Desjardins Du Quebec
       Levis, A8 | SELL | - | -1.14KClosed |                   
                  $14.8K - $17.8K
                 |                   
                0
                $0
               | |
| Q3 2023 | |||||||
| 
                  Nov 09, 2023
                  Q3 2023
                 | 
      Group One Trading, L.P.
       Chicago, IL | SELL | - | -1.31K- 46.53% |                   
                  $18.4K - $25.3K
                 |                   
                1.51K
                $16.2K
               | |
| Q2 2023 | |||||||
| 
                  Aug 03, 2023
                  Q2 2023
                 | 
      Mackenzie Financial Corp
       Toronto Ontario, A6 | SELL | - | -5.55K- 17.89% |                   
                  $60.8K - $94.4K
                 |                   
                25.5K
                $273K
               | |
| 
                  Aug 01, 2023
                  Q2 2023
                 | 
      Bdo Wealth Advisors, LLC
       Jacksonville, FL | SELL | - | -1K- 45.45% |                   
                  $11K - $17K
                 |                   
                1.2K
                $12.9K
               | |
| 
                  Aug 14, 2023
                  Q2 2023
                 | 
      New Edge Advisors, LLC
       New Orleans, LA | SELL | - | -575- 47.52% |                   
                  $6.3K - $9.79K
                 |                   
                635
                $6.81K
               | |
| Q1 2023 | |||||||
| 
                  May 11, 2023
                  Q1 2023
                 | 
      Jaffetilchin Investment Partners, LLC
       Tampa, FL | SELL | - | -5.49K- 33.68% |                   
                  $62.7K - $114K
                 |                   
                10.8K
                $116K
               | |
| Q4 2022 | |||||||
| 
                  Feb 14, 2023
                  Q4 2022
                 | 
      Axa S.A.
       Paris, I0 | SELL | - | -22.4KClosed |                   
                  $339K - $427K
                 |                   
                0
                $0
               | |
| 
                  Feb 03, 2023
                  Q4 2022
                 | 
      Emerald Mutual Fund Advisers Trust
      
   | SELL | - | -3K- 5.27% |                   
                  $45.5K - $57.3K
                 |                   
                54K
                $579K
               | |
| 
                  Jan 18, 2023
                  Q4 2022
                 | 
      Mckinley Capital Management LLC 
      
   | SELL | - | -383- 0.94% |                   
                  $5.81K - $7.32K
                 |                   
                40.5K
                $434K
               | |
| Q2 2022 | |||||||
| 
                  Aug 15, 2022
                  Q2 2022
                 | 
      Bramshill Investments, LLC
       Naples, FL | SELL | - | -23.9K- 99.48% |                   
                  $434K - $644K
                 |                   
                126
                $1.35K
               | |
| 
                  Aug 05, 2022
                  Q2 2022
                 | 
      Chubb LTD
      
   | SELL | - | -10.7KClosed |                   
                  $194K - $288K
                 |                   
                0
                $0
               | |
| 
                  Aug 10, 2022
                  Q2 2022
                 | 
      Thomas J. Herzfeld Advisors, Inc.
       Miami Beach, FL | SELL | - | -5.42KClosed |                   
                  $98.2K - $146K
                 |                   
                0
                $0
               | |
| 
                  Jul 18, 2022
                  Q2 2022
                 | 
      Money Concepts Capital Corp
      
   | SELL | - | -3.3KClosed |                   
                  $59.8K - $88.8K
                 |                   
                0
                $0
               | |
| 
                  Aug 16, 2022
                  Q2 2022
                 | 
      Fortitude Advisory Group L.L.C.
       Gig Harbor, WA | SELL | - | -3.2KClosed |                   
                  $58K - $86.1K
                 |                   
                0
                $0
               | |
| 
                  Aug 08, 2022
                  Q2 2022
                 | 
      Meeder Asset Management Inc
      
   | SELL | - | -1.11KClosed |                   
                  $20.1K - $29.8K
                 |                   
                0
                $0
               | |
| 
                  Jul 22, 2022
                  Q2 2022
                 | 
      Gemmer Asset Management LLC
      
   | SELL | - | -250Closed |                   
                  $4.53K - $6.73K
                 |                   
                0
                $0
               | |
| Q1 2022 | |||||||
| 
                  May 16, 2022
                  Q1 2022
                 | 
      Eaton Vance Management
       Boston, MA | SELL | - | -64.9KClosed |                   
                  $1.67M - $1.84M
                 |                   
                0
                $0
               | |
| 
                  May 16, 2022
                  Q1 2022
                 | 
      Wagner Wealth Management, LLC
       Greenville, SC | SELL | - | -2.85KClosed |                   
                  $73.4K - $80.8K
                 |                   
                0
                $0
               | |
| 
                  May 16, 2022
                  Q1 2022
                 | 
      Salem Investment Counselors Inc
       Winston Salem, NC | SELL | - | -200Closed |                   
                  $5.16K - $5.68K
                 |                   
                0
                $0
               | |
| Q4 2021 | |||||||
| 
                  Feb 11, 2022
                  Q4 2021
                 | 
      Pnc Financial Services Group, Inc.
       Pittsburgh, PA | SELL | - | -28.5KClosed |                   
                  $753K - $921K
                 |                   
                0
                $0
               | |
| 
                  Feb 15, 2022
                  Q4 2021
                 | 
      Svb Wealth LLC
       Boston, MA | SELL | - | -13.6KClosed |                   
                  $359K - $439K
                 |                   
                0
                $0
               | |
| 
                  Feb 14, 2022
                  Q4 2021
                 | 
      Susquehanna Fundamental Investments, LLC
       Bala Cynwyd, PA | SELL | - | -7.37KClosed |                   
                  $194K - $238K
                 |                   
                0
                $0
               | |
| 
                  Feb 11, 2022
                  Q4 2021
                 | 
      C M Bidwell & Associates LTD
       Honolulu, HI | SELL | - | -6.99KClosed |                   
                  $184K - $226K
                 |                   
                0
                $0
               | |
| 
                  Feb 15, 2022
                  Q4 2021
                 | 
      Jane Street Group, LLC
       New York, NY | SELL | PUT | -6.9K- 26.34% |                   
                  $182K - $223K
                 |                   
                19.3K
                $207K
               | |
| 
                  Feb 16, 2022
                  Q4 2021
                 | 
      Harbour Investments, Inc.
       Madison, WI | SELL | - | -1.58K- 94.05% |                   
                  $41.7K - $51.1K
                 |                   
                100
                $1.07K
               | |
| 
                  Feb 16, 2022
                  Q4 2021
                 | 
      Kessler Investment Group, LLC
      
   | SELL | - | -340Closed |                   
                  $8.97K - $11K
                 |                   
                0
                $0
               | |
| 
                  Feb 14, 2022
                  Q4 2021
                 | 
      Rockbridge Investment Management, Lcc
       Syracuse, NY | SELL | - | -103Closed |                   
                  $2.72K - $3.32K
                 |                   
                0
                $0
               | |
| Q3 2021 | |||||||
| 
                  Nov 01, 2021
                  Q3 2021
                 | 
      Lebenthal Global Advisors, LLC
      
   | SELL | - | -22.8KClosed |                   
                  $572K - $826K
                 |                   
                0
                $0
               | |
| 
                  Nov 16, 2021
                  Q3 2021
                 | 
      Cetera Advisors LLC
       Denver, CO | SELL | - | -16.1KClosed |                   
                  $405K - $584K
                 |                   
                0
                $0
               | |
| 
                  Oct 20, 2021
                  Q3 2021
                 | 
      All Season Financial Advisors, Inc.
      
   | SELL | - | -10.1KClosed |                   
                  $254K - $367K
                 |                   
                0
                $0
               | |
| 
                  Oct 19, 2021
                  Q3 2021
                 | 
      Telos Capital Management, Inc.
      
   | SELL | - | -6.13KClosed |                   
                  $154K - $222K
                 |                   
                0
                $0
               | |
| 
                  Nov 12, 2021
                  Q3 2021
                 | 
      Peak6 Investments LLC
       Chicago, IL | SELL | PUT | -5.1KClosed |                   
                  $128K - $185K
                 |                   
                0
                $0
               | |
| 
                  Nov 09, 2021
                  Q3 2021
                 | 
      Geneos Wealth Management Inc.
      
   | SELL | - | -2.39KClosed |                   
                  $60.1K - $86.8K
                 |                   
                0
                $0
               | |
| 
                  Nov 12, 2021
                  Q3 2021
                 | 
      Peak6 Investments LLC
       Chicago, IL | SELL | - | -2.35KClosed |                   
                  $59.1K - $85.3K
                 |                   
                0
                $0
               | |
| 
                  Nov 10, 2021
                  Q3 2021
                 | 
      D'Orazio & Associates, Inc.
       Falls Church, VA | SELL | - | -935Closed |                   
                  $23.5K - $33.9K
                 |                   
                0
                $0
               | |
| 
                  Oct 20, 2021
                  Q3 2021
                 | 
      Clear Street Markets LLC
      
   | SELL | PUT | -106Closed |                   
                  $2.66K - $3.84K
                 |                   
                0
                $0
               | |
| 
                  Oct 26, 2021
                  Q3 2021
                 | 
      Brendel Financial Advisors LLC
      
   | SELL | - | -48Closed |                   
                  $1.21K - $1.74K
                 |                   
                0
                $0
               | |
| Q2 2021 | |||||||
| 
                  Aug 13, 2021
                  Q2 2021
                 | 
      California Public Employees Retirement System
       Sacramento, CA | SELL | - | -40.7KClosed |                   
                  $1.08M - $1.58M
                 |                   
                0
                $0
               | |
| 
                  Aug 16, 2021
                  Q2 2021
                 | 
      Quadrature Capital LTD
       London, X0 | SELL | - | -13.5KClosed |                   
                  $357K - $521K
                 |                   
                0
                $0
               | |
| 
                  Aug 16, 2021
                  Q2 2021
                 | 
      Camden Capital, LLC
      
   | SELL | - | -12.1KClosed |                   
                  $319K - $466K
                 |                   
                0
                $0
               | |
| 
                  Aug 03, 2021
                  Q2 2021
                 | 
      Montag A & Associates Inc
       Atlanta, GA | SELL | - | -7.5KClosed |                   
                  $199K - $290K
                 |                   
                0
                $0
               | |
| 
                  Jul 22, 2021
                  Q2 2021
                 | 
      Valeo Financial Advisors, LLC
      
   | SELL | - | -3.24KClosed |                   
                  $85.8K - $125K
                 |                   
                0
                $0
               | |
| Q1 2021 | |||||||
| 
                  May 12, 2021
                  Q1 2021
                 | 
      West Family Investments, Inc.
       Carlsbad, CA | SELL | - | -18KClosed |                   
                  $341K - $510K
                 |                   
                0
                $0
               | |