Purchases and Sales Made in Q3 2024 in Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
177+ 1.31% |
$1.95K - $2.64K
|
13.7K
$178K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
129New |
$1.42K - $1.92K
|
129
$1.68K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94+ 0.53% |
$1.03K - $1.4K
|
17.9K
$232K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
88New |
$968 - $1.31K
|
88
$1.15K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81+ 0.8% |
$891 - $1.21K
|
10.2K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
74New |
$814 - $1.1K
|
74
$963
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 100.0% |
$330 - $448
|
60
$781
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.3% |
$66 - $89.5
|
1.99K
$25.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-47- 64.38% |
$517 - $701
|
26
$339
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-79- 0.32% |
$869 - $1.18K
|
24.8K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-307- 0.73% |
$3.38K - $4.58K
|
41.9K
$545K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-321- 39.83% |
$3.53K - $4.79K
|
485
$6.31K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-454- 1.8% |
$4.99K - $6.77K
|
24.8K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-483- 2.25% |
$5.31K - $7.21K
|
21K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-659- 1.56% |
$7.25K - $9.83K
|
41.7K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-839- 5.4% |
$9.23K - $12.5K
|
14.7K
$191K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.04K- 4.57% |
$22.4K - $30.4K
|
42.6K
$555K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.1K- 21.66% |
$23.1K - $31.3K
|
7.6K
$98.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-2.42K- 1.97% |
$26.6K - $36.1K
|
120K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.64K- 75.56% |
$29K - $39.4K
|
854
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.81K- 18.51% |
$31K - $42K
|
12.4K
$161K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.99K- 5.66% |
$32.9K - $44.6K
|
49.8K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-3.73K- 24.41% |
$41K - $55.7K
|
11.5K
$150K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.1K- 42.92% |
$67.1K - $91K
|
8.11K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-6.5K- 66.33% |
$71.5K - $97K
|
3.3K
$43K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-8.1K- 5.07% |
$89.1K - $121K
|
152K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-9.94K- 53.96% |
$109K - $148K
|
8.48K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-16K- 17.99% |
$176K - $238K
|
72.8K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.1K- 43.6% |
$199K - $270K
|
23.4K
$305K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-21.3K- 53.0% |
$235K - $318K
|
18.9K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Avenir Corp
Washington, DC |
SELL
|
- |
-23K- 37.83% |
$253K - $343K
|
37.8K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-31.3K- 56.88% |
$344K - $467K
|
23.7K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-32.3K- 22.79% |
$356K - $482K
|
110K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-139K- 72.8% |
$1.53M - $2.07M
|
51.9K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-154K- 91.88% |
$1.69M - $2.29M
|
13.6K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-162K- 79.36% |
$1.78M - $2.42M
|
42.2K
$549K
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-549K- 42.2% |
$6.03M - $8.18M
|
751K
$9.78M
|