Purchases and Sales Made in Q1 2024 in Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT) during Q1 2024. The information is specifically focused on institutions that hold shares of Newtek Business Services Corp..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.62% |
$122 - $165
|
1.96K
$26.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-98- 0.85% |
$997 - $1.35K
|
11.5K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-150- 33.33% |
$1.53K - $2.06K
|
300
$3.98K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-548- 2.22% |
$5.57K - $7.54K
|
24.2K
$321K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-675- 64.29% |
$6.86K - $9.29K
|
375
$4.98K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-883- 60.85% |
$8.98K - $12.2K
|
568
$7.54K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.01KClosed |
$10.3K - $13.9K
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.25K- 61.34% |
$12.7K - $17.2K
|
786
$10.4K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.49K- 38.91% |
$15.2K - $20.5K
|
2.34K
$31.1K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.54K- 8.66% |
$15.7K - $21.2K
|
16.2K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.6K- 11.46% |
$16.2K - $21.9K
|
12.3K
$164K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.22K- 7.29% |
$22.6K - $30.5K
|
28.2K
$375K
|
|
|
May 13, 2024
Q1 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-2.52K- 1.99% |
$25.6K - $34.6K
|
124K
$1.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.09K- 14.39% |
$41.6K - $56.3K
|
24.3K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.13K- 2.06% |
$42K - $56.8K
|
197K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.51K- 83.9% |
$56.1K - $75.8K
|
1.06K
$14.1K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5.69K- 0.32% |
$57.9K - $78.3K
|
1.79M
$23.7M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.87K- 30.44% |
$59.7K - $80.8K
|
13.4K
$178K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-6.33K- 97.84% |
$64.4K - $87.1K
|
140
$1.86K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-7.73K- 5.36% |
$78.6K - $106K
|
137K
$1.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-10.9K- 6.22% |
$111K - $150K
|
164K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.2K- 27.2% |
$124K - $167K
|
32.5K
$432K
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-14.3K- 8.72% |
$146K - $197K
|
150K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-17.8K- 52.61% |
$182K - $246K
|
16.1K
$214K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.7K- 60.68% |
$211K - $285K
|
13.4K
$178K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-26.3K- 42.23% |
$267K - $362K
|
35.9K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.1K- 50.3% |
$317K - $429K
|
30.8K
$409K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.3K- 45.48% |
$756K - $1.02M
|
89.1K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-79K- 62.77% |
$804K - $1.09M
|
46.9K
$623K
|
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
SELL
|
- |
-89.4K- 4.38% |
$910K - $1.23M
|
1.95M
$25.9M
|