Purchases and Sales Made in Q2 2025 in Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.01K+ 216.06% |
$19.1K - $24.4K
|
2.93K
$33.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.17K+ 8.32% |
$11.2K - $14.3K
|
15.3K
$177K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.06K+ 3.6% |
$10.1K - $12.9K
|
30.5K
$353K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$9.54K - $12.2K
|
1K
$11.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
784New |
$7.48K - $9.54K
|
784
$9.07K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
600New |
$5.72K - $7.3K
|
600
$6.94K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
500New |
$4.77K - $6.09K
|
500
$5.79K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
377+ 1.28% |
$3.6K - $4.59K
|
29.9K
$346K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
327+ 317.48% |
$3.12K - $3.98K
|
430
$4.98K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
237+ 55.5% |
$2.26K - $2.88K
|
664
$7.68K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
219+ 10.96% |
$2.09K - $2.67K
|
2.22K
$25.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
219+ 0.86% |
$2.09K - $2.67K
|
25.6K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
194+ 1.84% |
$1.85K - $2.36K
|
10.7K
$124K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
150New |
$1.43K - $1.83K
|
150
$1.74K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
138+ 250.91% |
$1.32K - $1.68K
|
193
$2.23K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
118New |
$1.13K - $1.44K
|
118
$1.37K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
104New |
$992 - $1.27K
|
104
$1.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
79+ 0.3% |
$754 - $961
|
26.2K
$303K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
71New |
$677 - $864
|
71
$821
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66+ 3.29% |
$630 - $803
|
2.07K
$24K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
46+ 200.0% |
$439 - $560
|
69
$798
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 50.0% |
$382 - $487
|
120
$1.39K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
23+ 1.25% |
$219 - $280
|
1.87K
$21.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 1.5% |
$19.1 - $24.3
|
135
$1.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-27- 62.79% |
$258 - $329
|
16
$185
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-32- 40.0% |
$305 - $389
|
48
$555
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-81- 35.06% |
$773 - $986
|
150
$1.74K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-189- 0.46% |
$1.8K - $2.3K
|
41.3K
$478K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-425- 3.33% |
$4.05K - $5.17K
|
12.4K
$143K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-860- 5.96% |
$8.2K - $10.5K
|
13.6K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-900- 3.39% |
$8.59K - $11K
|
25.7K
$297K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.25K- 3.83% |
$11.9K - $15.2K
|
31.4K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.3K- 3.54% |
$12.4K - $15.8K
|
35.4K
$409K
|
|
|
Aug 05, 2025
Q2 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-1.85K- 1.45% |
$17.6K - $22.5K
|
126K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.91K- 13.59% |
$18.2K - $23.2K
|
12.1K
$140K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.19K- 23.87% |
$20.9K - $26.7K
|
6.99K
$80.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.09K- 11.73% |
$39K - $49.7K
|
30.7K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5K- 28.88% |
$47.7K - $60.9K
|
12.3K
$142K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5.93K- 4.32% |
$56.5K - $72.1K
|
131K
$1.52M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.31K- 35.85% |
$69.7K - $89K
|
13.1K
$151K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-8.3K- 37.39% |
$79.2K - $101K
|
13.9K
$161K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.46K- 4.55% |
$90.2K - $115K
|
198K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-11.6K- 18.31% |
$111K - $141K
|
51.8K
$599K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-14K- 69.72% |
$134K - $171K
|
6.09K
$70.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-15.8K- 32.55% |
$150K - $192K
|
32.7K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-16.2K- 13.02% |
$155K - $197K
|
108K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-19.6K- 23.03% |
$187K - $238K
|
65.5K
$758K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-20.7K- 15.87% |
$197K - $252K
|
110K
$1.27M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.5K- 11.66% |
$206K - $262K
|
163K
$1.89M
|