Latest Institutional Transactions on Newtek Business Services Corp. (NEWT)
This table provides information on the latest institutional transactions involving Newtek Business Services Corp. (NEWT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.49K- 1.76% |
$27.8K - $31.2K
|
139K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-104K- 47.53% |
$1.16M - $1.3M
|
114K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
24K+ 195.12% |
$268K - $301K
|
36.3K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
45KNew |
$503K - $564K
|
45K
$453K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.92K- 5.64% |
$21.5K - $24.1K
|
32.2K
$323K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-40.7K- 19.18% |
$454K - $510K
|
172K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
19.3K+ 9.21% |
$216K - $242K
|
229K
$2.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
96New |
$1.07K - $1.2K
|
96
$965
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15.6K+ 47.64% |
$174K - $195K
|
48.2K
$485K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-159K- 77.55% |
$1.78M - $1.99M
|
46.1K
$463K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.83K+ 47.37% |
$65.1K - $73.1K
|
18.1K
$182K
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 2.73% |
$21.4K - $24.1K
|
72.3K
$727K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.44K+ 15.38% |
$60.7K - $68.2K
|
40.8K
$410K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.2K+ 16.41% |
$24.6K - $27.6K
|
15.6K
$157K
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
10.3K+ 14.45% |
$115K - $129K
|
81.3K
$817K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-66K- 10.59% |
$737K - $827K
|
558K
$5.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.12K+ 2.39% |
$12.5K - $14K
|
47.8K
$480K
|
|
|
Nov 12, 2025
Q3 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
19.7KNew |
$219K - $246K
|
19.7K
$198K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.05K+ 157.68% |
$11.7K - $13.1K
|
1.71K
$17.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.58K- 37.9% |
$40K - $44.9K
|
5.87K
$59K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.78K- 2.72% |
$19.9K - $22.3K
|
63.7K
$640K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.93K- 6.13% |
$66.2K - $74.3K
|
90.8K
$913K
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.37K- 0.38% |
$26.4K - $29.7K
|
628K
$6.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-554- 2.64% |
$6.18K - $6.94K
|
20.4K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-13.9K- 4.9% |
$156K - $175K
|
271K
$2.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-31- 0.29% |
$346 - $388
|
10.8K
$109K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
85.2K+ 164.54% |
$950K - $1.07M
|
137K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
641+ 1.51% |
$7.15K - $8.03K
|
43.2K
$434K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
20.6K+ 65.59% |
$230K - $258K
|
52K
$522K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
176+ 1.64% |
$1.96K - $2.21K
|
10.9K
$110K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
67+ 64.42% |
$748 - $840
|
171
$1.72K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
411+ 52.42% |
$4.59K - $5.15K
|
1.2K
$12K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
450New |
$5.02K - $5.64K
|
450
$4.52K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
29New |
$324 - $363
|
29
$291
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.8K- 14.82% |
$20.1K - $22.5K
|
10.3K
$104K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17New |
$190 - $213
|
17
$171
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14K- 6.57% |
$156K - $176K
|
199K
$2M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-26- 36.62% |
$290 - $326
|
45
$452
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
27K+ 1.88% |
$301K - $338K
|
1.46M
$14.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
232+ 0.78% |
$2.59K - $2.91K
|
30.2K
$303K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
41+ 34.17% |
$458 - $514
|
161
$1.62K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
20.5K+ 18.42% |
$229K - $257K
|
132K
$1.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
19+ 1.02% |
$212 - $238
|
1.89K
$19K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.13K- 3.1% |
$12.6K - $14.1K
|
35.3K
$355K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.2KNew |
$13.4K - $15K
|
1.2K
$12.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-48- 96.0% |
$536 - $601
|
2
$20.1
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
15.7K+ 257.12% |
$175K - $196K
|
21.8K
$219K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.97K- 1.5% |
$22K - $24.7K
|
129K
$1.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
45+ 23.32% |
$502 - $564
|
238
$2.39K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
23.4KNew |
$261K - $293K
|
23.4K
$235K
|
|