Purchases and Sales Made in Q3 2021 in Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
255K+ 62.62% |
$6.41M - $9.25M
|
662K
$7.69M
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
117K+ 977.12% |
$2.95M - $4.26M
|
129K
$1.5M
|
|
Oct 28, 2021
Q3 2021
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
108KNew |
$2.71M - $3.92M
|
108K
$1.25M
|
|
Nov 15, 2021
Q3 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
107K+ 593.37% |
$2.7M - $3.9M
|
126K
$1.46M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.6K+ 1025.16% |
$1.62M - $2.34M
|
70.9K
$823K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
63.8K+ 378.81% |
$1.6M - $2.32M
|
80.7K
$937K
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.3KNew |
$1.52M - $2.19M
|
60.3K
$700K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
55.1K+ 1835600.0% |
$1.38M - $2M
|
55.1K
$639K
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
31.5KNew |
$792K - $1.14M
|
31.5K
$366K
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
18.8KNew |
$474K - $684K
|
18.8K
$219K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.5K+ 49.6% |
$465K - $671K
|
55.8K
$648K
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.4KNew |
$437K - $630K
|
17.4K
$202K
|
|
Nov 15, 2021
Q3 2021
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
15.3KNew |
$385K - $555K
|
15.3K
$178K
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.3K+ 217.28% |
$358K - $517K
|
20.8K
$242K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
13.8K+ 5.89% |
$348K - $502K
|
249K
$2.89M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
11.9K+ 149.03% |
$300K - $433K
|
19.9K
$231K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$251K - $363K
|
10K
$116K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
9.84K+ 18.6% |
$247K - $357K
|
62.7K
$728K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.17KNew |
$205K - $296K
|
8.17K
$94.9K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
7.37KNew |
$185K - $267K
|
7.37K
$85.5K
|
|
Nov 15, 2021
Q3 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
7.06K+ 23.38% |
$178K - $256K
|
37.3K
$433K
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.25K+ 16.26% |
$157K - $227K
|
44.7K
$519K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.78K+ 10.65% |
$120K - $173K
|
49.7K
$576K
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
4KNew |
$101K - $145K
|
4K
$46.4K
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.6K+ 8.29% |
$90.5K - $131K
|
47.1K
$546K
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.28K+ 12.27% |
$82.4K - $119K
|
30K
$348K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.99K+ 5.77% |
$75.2K - $108K
|
54.8K
$637K
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.83KNew |
$71.2K - $103K
|
2.83K
$32.9K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.55K+ 23.06% |
$64.1K - $92.5K
|
13.6K
$158K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.12K+ 3.14% |
$28.1K - $40.5K
|
36.8K
$427K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
588+ 2.1% |
$14.8K - $21.3K
|
28.5K
$331K
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
340New |
$8.54K - $12.3K
|
340
$3.95K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300New |
$7.54K - $10.9K
|
300
$3.48K
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
205+ 1.08% |
$5.15K - $7.44K
|
19.2K
$222K
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
125New |
$3.14K - $4.53K
|
125
$1.45K
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
100+ 0.54% |
$2.51K - $3.63K
|
18.8K
$218K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100+ 149.25% |
$2.51K - $3.63K
|
167
$1.94K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.3% |
$126 - $181
|
1.68K
$19.5K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
2+ 0.18% |
$50.3 - $72.5
|
1.11K
$12.9K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 5.88% |
$25.1 - $36.3
|
18
$209
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-48Closed |
$1.21K - $1.74K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-195- 1.82% |
$4.9K - $7.07K
|
10.5K
$122K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-432- 80.75% |
$10.9K - $15.7K
|
103
$1.2K
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-935Closed |
$23.5K - $33.9K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-947Closed |
$23.8K - $34.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.2K- 14.65% |
$30.2K - $43.5K
|
6.99K
$81.2K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.64KClosed |
$41.1K - $59.4K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.71KClosed |
$43K - $62K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-1.72K- 1.3% |
$43.2K - $62.3K
|
131K
$1.52M
|