Purchases and Sales Made in Q2 2024 in Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
572+ 2.35% |
$6.15K - $8.02K
|
24.9K
$324K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
416+ 0.79% |
$4.47K - $5.83K
|
52.8K
$687K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
223+ 1.68% |
$2.4K - $3.13K
|
13.5K
$175K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
155New |
$1.67K - $2.17K
|
155
$2.02K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
85New |
$914 - $1.19K
|
85
$1.11K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
73New |
$785 - $1.02K
|
73
$950
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30New |
$323 - $421
|
30
$391
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 1.17% |
$247 - $322
|
1.99K
$25.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
16+ 1.07% |
$172 - $224
|
1.52K
$19.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3New |
$32.3 - $42.1
|
3
$39.1
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 33.33% |
$1.08K - $1.4K
|
200
$2.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-262- 4.31% |
$2.82K - $3.67K
|
5.82K
$75.7K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-399- 0.88% |
$4.29K - $5.59K
|
45.2K
$588K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-660- 28.16% |
$7.1K - $9.25K
|
1.68K
$21.9K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-668- 6.44% |
$7.18K - $9.37K
|
9.7K
$126K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-748- 4.69% |
$8.04K - $10.5K
|
15.2K
$198K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-947- 65.9% |
$10.2K - $13.3K
|
490
$6.38K
|
|
|
Aug 12, 2024
Q2 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-1.47K- 1.18% |
$15.8K - $20.6K
|
123K
$1.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.94K- 25.95% |
$20.9K - $27.2K
|
5.54K
$72.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.03K- 11.55% |
$21.8K - $28.4K
|
15.5K
$202K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.05K- 16.86% |
$22K - $28.7K
|
10.1K
$132K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.62K- 5.54% |
$28.1K - $36.7K
|
44.7K
$581K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.89K- 2.21% |
$31.1K - $40.6K
|
128K
$1.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.94K- 10.42% |
$31.6K - $41.2K
|
25.3K
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.76K- 4.79% |
$40.4K - $52.7K
|
74.7K
$972K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.87K- 19.92% |
$41.6K - $54.2K
|
15.6K
$202K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-4.5K- 2.74% |
$48.4K - $63.1K
|
160K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-5.03K- 23.95% |
$54.1K - $70.5K
|
16K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.45K- 2.77% |
$58.6K - $76.4K
|
191K
$2.49M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-6.7K- 69.07% |
$72K - $93.9K
|
3K
$39.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.33K- 14.81% |
$78.8K - $103K
|
42.2K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.24K- 51.24% |
$88.6K - $116K
|
7.84K
$102K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.1K- 34.03% |
$119K - $155K
|
21.5K
$279K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.6K- 48.64% |
$178K - $233K
|
17.5K
$228K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-20.4K- 56.7% |
$219K - $286K
|
15.6K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.2K- 15.37% |
$250K - $326K
|
128K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-27.4K- 67.62% |
$295K - $384K
|
13.1K
$171K
|
|
|
Aug 13, 2024
Q2 2024
|
Royce & Associates LP
|
SELL
|
- |
-653K- 33.45% |
$7.02M - $9.16M
|
1.3M
$16.9M
|