Purchases and Sales Made in Q4 2021 in Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Royce & Associates LP
|
BUY
|
- |
884KNew |
$23.3M - $28.5M
|
884K
$11.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
291K+ 1542.83% |
$7.67M - $9.38M
|
310K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
134K+ 106.45% |
$3.53M - $4.31M
|
259K
$3.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
64.9KNew |
$1.71M - $2.09M
|
64.9K
$819K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
55.3K+ 8.36% |
$1.46M - $1.79M
|
717K
$9.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Mendon Capital Advisors Corp
Rochester, NY |
BUY
|
- |
53.4KNew |
$1.41M - $1.72M
|
53.4K
$675K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
47.6K+ 14.75% |
$1.26M - $1.54M
|
371K
$4.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
39.8KNew |
$1.05M - $1.28M
|
39.8K
$503K
|
|
|
Feb 14, 2022
Q4 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
19.7K+ 152.71% |
$520K - $636K
|
32.6K
$412K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
18.9KNew |
$500K - $611K
|
18.9K
$239K
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
12.2KNew |
$321K - $393K
|
12.2K
$154K
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
12KNew |
$316K - $386K
|
12K
$151K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.1K+ 75.28% |
$294K - $359K
|
25.9K
$327K
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10KNew |
$264K - $323K
|
10K
$126K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
9.57K+ 15.26% |
$252K - $309K
|
72.3K
$913K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
9.03K+ 11.18% |
$238K - $291K
|
89.7K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.67K+ 12.71% |
$202K - $247K
|
68K
$858K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.65K+ 6.49% |
$96.3K - $118K
|
59.9K
$756K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.44K+ 20.17% |
$90.7K - $111K
|
20.5K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3.28K+ 82.1% |
$86.7K - $106K
|
7.28K
$92K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.2KNew |
$84.5K - $103K
|
3.2K
$40.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.71K+ 8.58% |
$71.4K - $87.3K
|
34.2K
$432K
|
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.28K+ 6.12% |
$60.2K - $73.6K
|
39.6K
$500K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.77K+ 16.8% |
$46.8K - $57.2K
|
12.3K
$156K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.6KNew |
$42.2K - $51.6K
|
1.6K
$20.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.37K+ 3.71% |
$36K - $44K
|
38.1K
$482K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
683+ 3.43% |
$18K - $22K
|
20.6K
$260K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
336New |
$8.87K - $10.8K
|
336
$4.24K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
284New |
$7.49K - $9.16K
|
284
$3.59K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
275+ 0.92% |
$7.26K - $8.87K
|
30.3K
$382K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
250New |
$6.6K - $8.07K
|
250
$3.16K
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
109+ 0.24% |
$2.88K - $3.52K
|
44.8K
$566K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
37New |
$976 - $1.19K
|
37
$467
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
15+ 0.53% |
$396 - $484
|
2.85K
$36K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4+ 0.07% |
$106 - $129
|
5.54K
$70K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4+ 2.4% |
$106 - $129
|
171
$2.16K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18Closed |
$475 - $581
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-82- 4.73% |
$2.16K - $2.65K
|
1.65K
$20.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 33.33% |
$2.64K - $3.23K
|
200
$2.53K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-103Closed |
$2.72K - $3.32K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-340Closed |
$8.97K - $11K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 13.85% |
$39K - $47.7K
|
9.2K
$116K
|
|
|
Feb 14, 2022
Q4 2021
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-1.48K- 1.14% |
$39.2K - $47.9K
|
129K
$1.63M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.58K- 94.05% |
$41.7K - $51.1K
|
100
$1.26K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.74K- 3.17% |
$45.9K - $56.1K
|
53.1K
$671K
|
|
|
Feb 14, 2022
Q4 2021
|
Mckinley Capital Management LLC
|
SELL
|
- |
-1.98K- 2.36% |
$52.3K - $64K
|
82.1K
$1.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.05K- 25.06% |
$54K - $66.1K
|
6.13K
$77.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.29K- 1.32% |
$86.9K - $106K
|
245K
$3.1M
|
|
|
Jun 21, 2023
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.37K- 64.14% |
$142K - $173K
|
3K
$37.9K
|