Institutional Ownership Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT). We have compiled data on the 139 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,511
shares
|
$15,971
0.0% of portfolio
|
Q1 2025
Added 4774.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,494
shares
|
$15,791
0.0% of portfolio
|
Q4 2017
Reduced 65.73%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,232
shares
|
$13,022
0.0% of portfolio
|
Q1 2025
Reduced 91.64%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,200
shares
|
$12,684
0.0% of portfolio
|
Q2 2023
Reduced 45.45%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,050
shares
|
$11,098
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,039
shares
|
$10,982
0.0% of portfolio
|
Q1 2025
Added 95.67%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
995
shares
|
$10,517
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
928
shares
|
$9,808
0.0% of portfolio
|
Q1 2025
Reduced 63.71%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
870
shares
|
$9,195
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
786
shares
|
$8,308
0.0% of portfolio
|
Q1 2024
Reduced 61.34%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
635
shares
|
$6,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
482
shares
|
$5,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
427
shares
|
$4,513
0.0% of portfolio
|
Q1 2025
Reduced 42.68%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
400
shares
|
$4,228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
231
shares
|
$2,441
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$2,114
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
181
shares
|
$1,913
0.0% of portfolio
|
Q1 2025
Reduced 84.27%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
162
shares
|
$1,712
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
143
shares
|
$1,511
0.0% of portfolio
|
Q1 2025
Reduced 69.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
133
shares
|
$1,405
0.0% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
89
shares
|
$940
0.0% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
85
shares
|
$898
0.0% of portfolio
|
Q1 2025
Reduced 59.52%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
80
shares
|
$845
0.0% of portfolio
|
Q1 2023
Added 7900.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
80
shares
|
$845
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
75
shares
|
$792
0.0% of portfolio
|
Q2 2023
New holding
|