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 |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
55
shares
|
$581
0.0% of portfolio
|
Q1 2025
Reduced 20.29%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
50
shares
|
$528
0.0% of portfolio
|
Q1 2025
Reduced 55.36%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
43
shares
|
$454
0.0% of portfolio
|
Q1 2025
Reduced 99.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
40
shares
|
$422
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$317
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
25
shares
|
$264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
23
shares
|
$243
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
13
shares
|
$137
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|