Purchases and Sales Made in Q4 2023 in Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT) during Q4 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 | 
|---|---|---|---|---|---|---|---|
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      American Century Companies Inc
       Kansas City, MO | BUY | - | 164KNew |                   
                  $2.13M - $2.57M
                 |                   
                164K
                $1.76M
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Black Rock Inc.
       New York, NY | BUY | - | 160K+ 9.78% |                   
                  $2.07M - $2.5M
                 |                   
                1.79M
                $19.2M
               | |
| 
                  Jan 24, 2024
                  Q4 2023
                 | 
      International Assets Investment Management, LLC
       Orlando, FL | BUY | - | 101KNew |                   
                  $1.31M - $1.58M
                 |                   
                101K
                $1.08M
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Susquehanna International Group, LLP
       Bala Cynwyd, PA | BUY | - | 58KNew |                   
                  $753K - $907K
                 |                   
                58K
                $622K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Vanguard Group Inc
       Valley Forge, PA | BUY | - | 55.2K+ 4.26% |                   
                  $717K - $864K
                 |                   
                1.35M
                $14.5M
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      No Street Gp LP
       San Francisco, CA | BUY | - | 50KNew |                   
                  $650K - $782K
                 |                   
                50K
                $536K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      State Street Corp
       Boston, MA | BUY | - | 49.6K+ 12.48% |                   
                  $644K - $775K
                 |                   
                447K
                $4.79M
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Jane Street Group, LLC
       New York, NY | BUY | - | 47KNew |                   
                  $611K - $735K
                 |                   
                47K
                $504K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Ken Griffin                        
      Citadel Advisors LLC | Chicago, Il
   | BUY | - | 35.5K+ 229.08% |                   
                  $461K - $555K
                 |                   
                51K
                $546K
               | |
| 
                  Feb 15, 2024
                  Q4 2023
                 | 
      Barclays PLC
       London, X0 | BUY | - | 29.9K+ 738.14% |                   
                  $388K - $467K
                 |                   
                33.9K
                $364K
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Morgan Stanley
       New York, NY | BUY | - | 26.2K+ 44.62% |                   
                  $341K - $410K
                 |                   
                85K
                $911K
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Geode Capital Management, LLC
       Boston, MA | BUY | - | 24.3K+ 5.0% |                   
                  $315K - $380K
                 |                   
                510K
                $5.47M
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Occudo Quantitative Strategies LP
       Fort Lauderdale, FL | BUY | - | 23.4KNew |                   
                  $303K - $365K
                 |                   
                23.4K
                $250K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Boothbay Fund Management, LLC
       New York, NY | BUY | - | 22.4K+ 18.35% |                   
                  $291K - $350K
                 |                   
                144K
                $1.55M
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Bank Of America Corp 
       Charlotte, NC | BUY | - | 16.4K+ 35.92% |                   
                  $213K - $256K
                 |                   
                61.9K
                $664K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Two Sigma Securities, LLC
       New York, NY | BUY | - | 14.4KNew |                   
                  $188K - $226K
                 |                   
                14.4K
                $155K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Corton Capital Inc.
       Carrying Place, A6 | BUY | - | 14.2KNew |                   
                  $185K - $222K
                 |                   
                14.2K
                $152K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Centiva Capital, LP
       New York, NY | BUY | - | 13.9KNew |                   
                  $181K - $218K
                 |                   
                13.9K
                $149K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Israel Englander                        
      Millennium Management LLC | New York, Ny
   | BUY | - | 11.5KNew |                   
                  $149K - $179K
                 |                   
                11.5K
                $123K
               | |
| 
                  Feb 07, 2024
                  Q4 2023
                 | 
      Jump Financial, LLC
       Chicago, IL | BUY | - | 11.2KNew |                   
                  $146K - $175K
                 |                   
                11.2K
                $120K
               | |
| 
                  Jan 24, 2024
                  Q4 2023
                 | 
      Sea Bridge Investment Advisors LLC
      
   | BUY | - | 10KNew |                   
                  $130K - $156K
                 |                   
                10K
                $107K
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Northern Trust Corp
       Chicago, IL | BUY | - | 8.64K+ 4.5% |                   
                  $112K - $135K
                 |                   
                201K
                $2.15M
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Ancora Advisors, LLC
       Cleveland, OH | BUY | - | 8.47K+ 10.23% |                   
                  $110K - $132K
                 |                   
                91.3K
                $978K
               | |
| 
                  Feb 12, 2024
                  Q4 2023
                 | 
      Royce & Associates LP
      
   | BUY | - | 8.16K+ 0.4% |                   
                  $106K - $128K
                 |                   
                2.04M
                $21.9M
               | |
| 
                  Feb 12, 2024
                  Q4 2023
                 | 
      Cape Investment Advisory, Inc.
       Mcdonough, GA | BUY | - | 6.47KNew |                   
                  $84K - $101K
                 |                   
                6.47K
                $69.3K
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      First Trust Advisors LP
       Wheaton, IL | BUY | - | 5.78K+ 8.11% |                   
                  $75.1K - $90.5K
                 |                   
                77.1K
                $827K
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Goldman Sachs Group Inc
       New York, NY | BUY | - | 4.65K+ 5.64% |                   
                  $60.4K - $72.7K
                 |                   
                87K
                $933K
               | |
| 
                  Feb 09, 2024
                  Q4 2023
                 | 
      Citigroup Inc
      
   | BUY | - | 3.3K+ 29963.64% |                   
                  $42.8K - $51.5K
                 |                   
                3.31K
                $35.5K
               | |
| 
                  Jan 12, 2024
                  Q4 2023
                 | 
      Sg Americas Securities, LLC
      
   | BUY | - | 3.08K+ 30.89% |                   
                  $40K - $48.2K
                 |                   
                13.1K
                $140K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Alliancebernstein L.P.
       New York, NY | BUY | - | 2.54K+ 18.62% |                   
                  $33K - $39.7K
                 |                   
                16.2K
                $173K
               | |
| 
                  Oct 08, 2025
                  Q4 2023
                 | 
      New York State Common Retirement Fund
      
   | BUY | - | 2.11K+ 27.79% |                   
                  $27.4K - $33K
                 |                   
                9.71K
                $104K
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Clear Street Markets LLC
      
   | BUY | - | 1.99KNew |                   
                  $25.9K - $31.2K
                 |                   
                1.99K
                $21.4K
               | |
| 
                  Feb 06, 2024
                  Q4 2023
                 | 
      Charles Schwab Investment Management Inc
       San Francisco, CA | BUY | - | 1.95K+ 1.07% |                   
                  $25.3K - $30.5K
                 |                   
                184K
                $1.97M
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Royal Bank Of Canada
       Toronto, A6 | BUY | - | 1.91K+ 28.92% |                   
                  $24.8K - $29.9K
                 |                   
                8.52K
                $91.4K
               | |
| 
                  Feb 09, 2024
                  Q4 2023
                 | 
      Advisory Services Network, LLC
      
   | BUY | - | 1.79KNew |                   
                  $23.2K - $28K
                 |                   
                1.79K
                $19.2K
               | |
| 
                  Mar 01, 2024
                  Q4 2023
                 | 
      Creekmur Asset Management LLC
       Morton, IL | BUY | - | 1.45KNew |                   
                  $18.8K - $22.7K
                 |                   
                1.45K
                $15.6K
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Knightsbridge Asset Management, LLC
       Newport Beach, CA | BUY | - | 1.13K+ 3.16% |                   
                  $14.7K - $17.7K
                 |                   
                37.1K
                $397K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Marshall Wace, LLP
       London, X0 | BUY | - | 993+ 7.19% |                   
                  $12.9K - $15.5K
                 |                   
                14.8K
                $159K
               | |
| 
                  Jan 16, 2024
                  Q4 2023
                 | 
      Raymond James Financial Services Advisors, Inc.
       St. Petersburg, FL | BUY | - | 762+ 4.13% |                   
                  $9.9K - $11.9K
                 |                   
                19.2K
                $206K
               | |
| 
                  Feb 09, 2024
                  Q4 2023
                 | 
      Founders Financial Alliance, LLC
       Raleigh, NC | BUY | - | 714+ 1.67% |                   
                  $9.27K - $11.2K
                 |                   
                43.5K
                $467K
               | |
| 
                  Jan 11, 2024
                  Q4 2023
                 | 
      Ridgewood Investments LLC
      
   | BUY | - | 700+ 1.56% |                   
                  $9.09K - $10.9K
                 |                   
                45.5K
                $488K
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      First Manhattan CO
       New York, NY | BUY | - | 654New |                   
                  $8.5K - $10.2K
                 |                   
                654
                $7.01K
               | |
| 
                  Feb 13, 2024
                  Q4 2023
                 | 
      Beacon Investment Advisors LLC
       Gaithersburg, MD | BUY | - | 392+ 2.68% |                   
                  $5.09K - $6.13K
                 |                   
                15K
                $161K
               | |
| 
                  Feb 07, 2024
                  Q4 2023
                 | 
      Kovitz Investment Group Partners, LLC
      
   | BUY | - | 173+ 1.34% |                   
                  $2.25K - $2.71K
                 |                   
                13.1K
                $140K
               | |
| 
                  Feb 08, 2024
                  Q4 2023
                 | 
      Rhumbline Advisers
       Boston, MA | BUY | - | 154+ 0.53% |                   
                  $2K - $2.41K
                 |                   
                29.1K
                $312K
               | |
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Met Life Investment Management, LLC
       Whippany, NJ | BUY | - | 117+ 0.55% |                   
                  $1.52K - $1.83K
                 |                   
                21.4K
                $229K
               | |
| 
                  Feb 01, 2024
                  Q4 2023
                 | 
      Gamma Investing LLC
       Foster City, CA | BUY | - | 115New |                   
                  $1.49K - $1.8K
                 |                   
                115
                $1.23K
               | |
| 
                  Feb 12, 2024
                  Q4 2023
                 | 
      Steward Partners Investment Advisory, LLC
      
   | BUY | - | 50+ 12.5% |                   
                  $650 - $782
                 |                   
                450
                $4.82K
               | |
| 
                  Feb 15, 2024
                  Q4 2023
                 | 
      Legal & General Group PLC
       London, X0 | BUY | - | 27+ 1.37% |                   
                  $351 - $422
                 |                   
                2K
                $21.4K
               | |
| 
                  Feb 01, 2024
                  Q4 2023
                 | 
      New York State Common Retirement Fund
      
   | BUY | - | 15+ 0.15% |                   
                  $195 - $235
                 |                   
                9.71K
                $104K
               |