Purchases and Sales Made in Q2 2023 in Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
11New |
$121 - $187
|
11
$139
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 1.57% |
$65.8 - $102
|
387
$4.89K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-147- 0.95% |
$1.61K - $2.5K
|
15.3K
$193K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-500- 1.18% |
$5.48K - $8.52K
|
42K
$530K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-500- 32.26% |
$5.48K - $8.52K
|
1.05K
$13.3K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-538- 1.75% |
$5.9K - $9.16K
|
30.2K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-575- 47.52% |
$6.3K - $9.79K
|
635
$8.02K
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-600- 0.26% |
$6.58K - $10.2K
|
226K
$2.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-819- 0.64% |
$8.98K - $13.9K
|
127K
$1.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1K- 45.45% |
$11K - $17K
|
1.2K
$15.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.04K- 8.08% |
$11.4K - $17.7K
|
11.8K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.08K- 67.9% |
$11.8K - $18.4K
|
511
$6.45K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.37K- 3.11% |
$15K - $23.3K
|
42.5K
$537K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.91K- 7.45% |
$31.8K - $49.5K
|
36.1K
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.01K- 85.34% |
$43.9K - $68.2K
|
688
$8.69K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-4.74K- 2.59% |
$51.9K - $80.7K
|
178K
$2.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-5.22K- 64.91% |
$57.2K - $88.9K
|
2.82K
$35.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.55K- 17.89% |
$60.8K - $94.4K
|
25.5K
$322K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.59K- 10.81% |
$61.3K - $95.2K
|
46.1K
$583K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.78K- 14.08% |
$85.3K - $133K
|
47.5K
$600K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.11K- 8.89% |
$88.9K - $138K
|
83.1K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.7K- 43.77% |
$237K - $369K
|
27.8K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-35.2K- 48.99% |
$385K - $599K
|
36.6K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-42.9K- 37.51% |
$470K - $730K
|
71.4K
$902K
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
SELL
|
- |
-284K- 12.23% |
$3.11M - $4.83M
|
2.04M
$25.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-350K- 90.27% |
$3.83M - $5.95M
|
37.7K
$476K
|