Purchases and Sales Made in Q1 2025 in Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.14K+ 1268.89% |
$13.5K - $15.2K
|
1.23K
$14.4K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
995New |
$11.8K - $13.3K
|
995
$11.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
980+ 8.31% |
$11.6K - $13.1K
|
12.8K
$149K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
970+ 535.91% |
$11.5K - $12.9K
|
1.15K
$13.5K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
635New |
$7.53K - $8.47K
|
635
$7.42K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
624+ 4.52% |
$7.4K - $8.32K
|
14.4K
$169K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
518+ 0.37% |
$6.14K - $6.91K
|
142K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
508+ 95.67% |
$6.02K - $6.78K
|
1.04K
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
482New |
$5.72K - $6.43K
|
482
$5.63K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
326+ 1.12% |
$3.87K - $4.35K
|
29.5K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
260+ 0.6% |
$3.08K - $3.47K
|
43.6K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
253+ 4.61% |
$3K - $3.38K
|
5.74K
$67.1K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
195+ 1.55% |
$2.31K - $2.6K
|
12.8K
$149K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
162New |
$1.92K - $2.16K
|
162
$1.89K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
90+ 0.36% |
$1.07K - $1.2K
|
25.3K
$296K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40New |
$474 - $534
|
40
$468
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$356 - $400
|
30
$351
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
23New |
$273 - $307
|
23
$269
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
18+ 0.98% |
$213 - $240
|
1.85K
$21.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13New |
$154 - $173
|
13
$152
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 14.29% |
$119 - $133
|
80
$935
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.4% |
$94.9 - $107
|
2.01K
$23.5K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 1.53% |
$23.7 - $26.7
|
133
$1.55K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-4- 0.02% |
$47.4 - $53.4
|
16.4K
$192K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 20.29% |
$166 - $187
|
55
$643
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-62- 55.36% |
$735 - $827
|
50
$585
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-74- 0.22% |
$878 - $987
|
33.8K
$395K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-125- 59.52% |
$1.48K - $1.67K
|
85
$994
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-318- 42.68% |
$3.77K - $4.24K
|
427
$4.99K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-323- 69.31% |
$3.83K - $4.31K
|
143
$1.67K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-461- 1.73% |
$5.47K - $6.15K
|
26.1K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-589- 2.56% |
$6.99K - $7.86K
|
22.4K
$262K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-942- 2.67% |
$11.2K - $12.6K
|
34.3K
$401K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-970- 84.27% |
$11.5K - $12.9K
|
181
$2.12K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.13K- 91.64% |
$13.4K - $15.1K
|
103
$1.2K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.45K- 1.54% |
$17.1K - $19.3K
|
92.5K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.55K- 3.65% |
$18.4K - $20.7K
|
41K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.63K- 63.71% |
$19.3K - $21.7K
|
928
$10.8K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.67K- 20.59% |
$19.8K - $22.3K
|
6.44K
$75.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.83K- 5.83% |
$21.6K - $24.3K
|
29.5K
$345K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.23K- 19.8% |
$26.5K - $29.8K
|
9.04K
$106K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.38K- 1.13% |
$28.2K - $31.8K
|
208K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.27K- 15.86% |
$38.7K - $43.6K
|
17.3K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.62K- 1.92% |
$42.9K - $48.3K
|
185K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.93K- 5.16% |
$46.6K - $52.5K
|
72.3K
$846K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.27K- 99.0% |
$50.7K - $57K
|
43
$503
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.5K- 26.86% |
$77.1K - $86.7K
|
17.7K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.9K- 30.85% |
$141K - $159K
|
26.7K
$312K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-12.3K- 8.19% |
$145K - $163K
|
137K
$1.6M
|