Purchases and Sales Made in Q3 2023 in Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
152KNew |
$2.13M - $2.92M
|
152K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
98.2K+ 930.33% |
$1.38M - $1.89M
|
109K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
71.3KNew |
$1M - $1.37M
|
71.3K
$901K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
21.3K+ 5.65% |
$299K - $409K
|
397K
$5.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.5KNew |
$259K - $355K
|
18.5K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.8K+ 2151.16% |
$208K - $285K
|
15.5K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.6KNew |
$192K - $262K
|
13.6K
$172K
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
13.3KNew |
$187K - $256K
|
13.3K
$168K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
12.9K+ 153.8% |
$181K - $248K
|
21.2K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.9KNew |
$154K - $210K
|
10.9K
$138K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.98KNew |
$140K - $192K
|
9.98K
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.35K+ 1830.33% |
$131K - $180K
|
9.86K
$125K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.81K+ 10.42% |
$110K - $150K
|
82.8K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
7.62K+ 15.88% |
$107K - $147K
|
55.6K
$702K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.95K+ 12.53% |
$83.6K - $115K
|
53.5K
$675K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.5KNew |
$63.2K - $86.6K
|
4.5K
$56.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.35K+ 0.14% |
$33K - $45.2K
|
1.63M
$20.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.07K+ 25.27% |
$29.1K - $39.8K
|
10.3K
$130K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.87K+ 1.04% |
$26.3K - $36K
|
182K
$2.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.85K+ 6.84% |
$26K - $35.6K
|
28.9K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.78K+ 36.81% |
$25K - $34.2K
|
6.61K
$83.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.76K+ 0.36% |
$24.7K - $33.9K
|
486K
$6.14M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.06KNew |
$14.9K - $20.4K
|
1.06K
$13.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1KNew |
$14K - $19.2K
|
1K
$12.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
700+ 1.59% |
$9.83K - $13.5K
|
44.8K
$566K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
465+ 3.29% |
$6.53K - $8.95K
|
14.6K
$185K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
413+ 3.68% |
$5.8K - $7.95K
|
11.6K
$147K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400New |
$5.62K - $7.7K
|
400
$5.05K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
370+ 28.22% |
$5.19K - $7.12K
|
1.68K
$21.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
323+ 0.76% |
$4.53K - $6.21K
|
42.8K
$541K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
193+ 2.03% |
$2.71K - $3.71K
|
9.69K
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
142+ 0.91% |
$1.99K - $2.73K
|
15.8K
$199K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
126+ 0.99% |
$1.77K - $2.42K
|
12.9K
$163K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
98New |
$1.38K - $1.89K
|
98
$1.24K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
90+ 0.43% |
$1.26K - $1.73K
|
21.2K
$268K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
90+ 0.43% |
$1.26K - $1.73K
|
21.2K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
63+ 0.41% |
$885 - $1.21K
|
15.3K
$194K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
8New |
$112 - $154
|
8
$101
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 1.03% |
$56.2 - $77
|
391
$4.94K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-230- 10.45% |
$3.23K - $4.43K
|
1.97K
$24.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-242- 1.41% |
$3.4K - $4.66K
|
16.9K
$214K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-375- 0.21% |
$5.27K - $7.21K
|
178K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-437- 0.34% |
$6.14K - $8.41K
|
127K
$1.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-582- 12.57% |
$8.17K - $11.2K
|
4.05K
$51.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-611- 1.32% |
$8.58K - $11.8K
|
45.5K
$575K
|
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-681- 1.86% |
$9.56K - $13.1K
|
35.9K
$454K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.31K- 46.53% |
$18.4K - $25.3K
|
1.51K
$19.1K
|