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 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.31% |
$77.9 - $93.8
|
1.96K
$25.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 1.28% |
$65 - $78.2
|
396
$5.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 0.03% |
$65 - $78.2
|
15.7K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34- 0.22% |
$442 - $532
|
15.3K
$198K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-47- 0.4% |
$611 - $735
|
11.6K
$150K
|
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-180- 0.14% |
$2.34K - $2.82K
|
127K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-234- 10.32% |
$3.04K - $3.66K
|
2.03K
$26.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-334- 4.44% |
$4.34K - $5.22K
|
7.18K
$93K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-377- 3.67% |
$4.9K - $5.9K
|
9.89K
$128K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-400- 2.03% |
$5.2K - $6.26K
|
19.3K
$250K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1K- 3.62% |
$13K - $15.7K
|
26.7K
$345K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.14KClosed |
$14.8K - $17.8K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.31K- 25.41% |
$17K - $20.4K
|
3.84K
$49.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 1.1% |
$17.6K - $21.2K
|
122K
$1.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.41K- 61.64% |
$31.3K - $37.7K
|
1.5K
$19.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.64K- 1.49% |
$34.3K - $41.3K
|
175K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.29K- 33.39% |
$42.8K - $51.5K
|
6.57K
$85.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.45K- 6.99% |
$44.8K - $54K
|
45.9K
$595K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.49K- 6.54% |
$45.4K - $54.6K
|
50K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.65K- 10.7% |
$47.4K - $57K
|
30.4K
$394K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.77K- 29.84% |
$61.9K - $74.5K
|
11.2K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-7.2K- 3.22% |
$93.5K - $113K
|
216K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.1K- 42.03% |
$131K - $158K
|
13.9K
$180K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.9K- 19.61% |
$142K - $171K
|
44.7K
$579K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-15.2K- 19.66% |
$198K - $238K
|
62.2K
$806K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 37.53% |
$222K - $267K
|
28.4K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-24K- 37.04% |
$312K - $375K
|
40.8K
$528K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-25.8K- 17.01% |
$335K - $404K
|
126K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-46.7K- 65.41% |
$607K - $731K
|
24.7K
$320K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-78.4K- 48.0% |
$1.02M - $1.23M
|
85K
$1.1M
|
|
|
Feb 23, 2024
Q4 2023
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-125KClosed |
$1.62M - $1.96M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-205K- 92.0% |
$2.67M - $3.21M
|
17.9K
$231K
|