Purchases and Sales Made in Q4 2022 in Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT) during Q4 2022. 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 13, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
574K+ 128.71% |
$8.71M - $11M
|
1.02M
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
400KNew |
$6.07M - $7.65M
|
400K
$5.18M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
44.9KNew |
$680K - $857K
|
44.9K
$581K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.6KNew |
$343K - $432K
|
22.6K
$293K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.6KNew |
$343K - $432K
|
22.6K
$293K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.2KNew |
$231K - $291K
|
15.2K
$197K
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
11.9KNew |
$180K - $227K
|
11.9K
$154K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
10.4KNew |
$157K - $198K
|
10.4K
$134K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.2K+ 23.61% |
$155K - $195K
|
53.4K
$692K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
10.1K+ 3.14% |
$153K - $192K
|
331K
$4.28M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
9.24KNew |
$140K - $176K
|
9.24K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.71K+ 178.75% |
$132K - $166K
|
13.6K
$176K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.95K+ 20.66% |
$121K - $152K
|
46.4K
$601K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.19K+ 13.37% |
$109K - $137K
|
61K
$790K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.78K+ 12.48% |
$87.6K - $110K
|
52.1K
$675K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.61K+ 11.27% |
$54.8K - $69K
|
35.7K
$462K
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
3.18K+ 8.39% |
$48.2K - $60.7K
|
41.1K
$532K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.18K+ 8.39% |
$48.2K - $60.7K
|
41.1K
$532K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.57K+ 89.6% |
$38.9K - $49K
|
5.43K
$70.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.34KNew |
$35.4K - $44.7K
|
2.34K
$30.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.06K+ 20.23% |
$31.2K - $39.3K
|
12.2K
$158K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.94K+ 0.28% |
$29.3K - $37K
|
684K
$8.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.74K+ 4.12% |
$26.3K - $33.1K
|
43.9K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.16KNew |
$17.6K - $22.2K
|
1.16K
$15K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$15.2K - $19.1K
|
1K
$13K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
804+ 1017.72% |
$12.2K - $15.4K
|
883
$11.4K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
725New |
$11K - $13.8K
|
725
$9.39K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
693+ 6.66% |
$10.5K - $13.2K
|
11.1K
$144K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
522+ 3.65% |
$7.91K - $9.97K
|
14.8K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
478+ 3.99% |
$7.25K - $9.13K
|
12.5K
$161K
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
323+ 4.21% |
$4.9K - $6.17K
|
8K
$104K
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
322+ 4.19% |
$4.88K - $6.15K
|
8K
$104K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
322+ 4.19% |
$4.88K - $6.15K
|
8K
$104K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
171+ 0.09% |
$2.59K - $3.27K
|
183K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82+ 3.39% |
$1.24K - $1.57K
|
2.5K
$32.4K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
43+ 4.17% |
$652 - $821
|
1.07K
$13.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
31New |
$470 - $592
|
31
$401
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15+ 4.29% |
$227 - $287
|
365
$4.73K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-182- 1.67% |
$2.76K - $3.48K
|
10.7K
$138K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-300- 12.24% |
$4.55K - $5.73K
|
2.15K
$27.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-349- 1.56% |
$5.29K - $6.67K
|
22.1K
$286K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-362- 4.33% |
$5.49K - $6.91K
|
8K
$104K
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-383- 0.94% |
$5.81K - $7.32K
|
40.5K
$524K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-517- 15.41% |
$7.84K - $9.87K
|
2.84K
$36.7K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-682- 2.12% |
$10.3K - $13K
|
31.5K
$409K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-778- 1.36% |
$11.8K - $14.9K
|
56.4K
$730K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-850- 6.98% |
$12.9K - $16.2K
|
11.3K
$147K
|
|
|
Feb 10, 2023
Q4 2022
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-1.53K- 1.18% |
$23.2K - $29.2K
|
129K
$1.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.54K- 8.63% |
$23.3K - $29.4K
|
16.3K
$211K
|