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 09, 2023
Q3 2023
|
Royce & Associates LP
|
SELL
|
- |
-1.93K- 0.09% |
$27.1K - $37.1K
|
2.03M
$23.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2K- 5.55% |
$28.1K - $38.6K
|
34.1K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.26K- 10.28% |
$31.7K - $43.4K
|
19.7K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.36K- 1.21% |
$33.2K - $45.5K
|
192K
$2.25M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.52K- 8.35% |
$35.4K - $48.5K
|
27.7K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.61K- 33.67% |
$36.7K - $50.2K
|
5.14K
$60.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.8K- 1.24% |
$39.3K - $53.9K
|
223K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.12K- 29.36% |
$43.9K - $60.1K
|
7.52K
$87.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.14K- 5.98% |
$44.1K - $60.4K
|
49.4K
$577K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.8K- 13.67% |
$53.4K - $73.2K
|
24K
$281K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.65K- 5.34% |
$65.2K - $89.4K
|
82.3K
$963K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-5.6K- 28.86% |
$78.6K - $108K
|
13.8K
$161K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.66K- 6.81% |
$79.5K - $109K
|
77.4K
$905K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-6.93K- 99.84% |
$97.3K - $133K
|
11
$129
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.4K- 20.72% |
$216K - $296K
|
58.8K
$687K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.5K- 16.69% |
$232K - $317K
|
82.3K
$963K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-25.2K- 17.02% |
$354K - $486K
|
123K
$1.44M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-34.7K- 82.6% |
$486K - $667K
|
7.3K
$85.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-39.1K- 24.27% |
$549K - $752K
|
122K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-76.6K- 5.58% |
$1.08M - $1.47M
|
1.3M
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-151K- 40.29% |
$2.11M - $2.9M
|
223K
$2.61M
|