Purchases and Sales Made in Q3 2025 in Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12.7K+ 147.26% |
$141K - $159K
|
21.3K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.6KNew |
$130K - $146K
|
11.6K
$125K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
102+ 147.83% |
$1.14K - $1.28K
|
171
$1.83K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
71+ 16.51% |
$792 - $890
|
501
$5.37K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
25+ 156.25% |
$279 - $313
|
41
$440
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17New |
$190 - $213
|
17
$182
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 1.48% |
$22.3 - $25.1
|
137
$1.47K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-25- 1.21% |
$279 - $313
|
2.05K
$21.9K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-185- 0.55% |
$2.06K - $2.32K
|
33.6K
$360K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-36.2K- 52.74% |
$404K - $454K
|
32.5K
$348K
|