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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
67New |
$813 - $1.04K
|
67
$827
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
475+ 1055.56% |
$5.77K - $7.34K
|
520
$6.42K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1K- 13.26% |
$12.1K - $15.5K
|
6.54K
$80.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
302New |
$3.67K - $4.67K
|
302
$3.73K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
90New |
$1.09K - $1.39K
|
90
$1.11K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
29.5KNew |
$324K - $440K
|
29.5K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-659- 1.56% |
$7.25K - $9.83K
|
41.7K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Avenir Corp
Washington, DC |
SELL
|
- |
-23K- 37.83% |
$253K - $343K
|
37.8K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
15.8KNew |
$174K - $236K
|
15.8K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
13.4KNew |
$148K - $200K
|
13.4K
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
177+ 1.31% |
$1.95K - $2.64K
|
13.7K
$168K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.1K- 42.92% |
$67.1K - $91K
|
8.11K
$100K
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
13.8KNew |
$151K - $205K
|
13.8K
$170K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
69.7K+ 246.11% |
$766K - $1.04M
|
98K
$1.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-21.3K- 53.0% |
$235K - $318K
|
18.9K
$233K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
298New |
$3.28K - $4.45K
|
298
$3.68K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.1K- 21.66% |
$23.1K - $31.3K
|
7.6K
$93.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.37KNew |
$15K - $20.4K
|
1.37K
$16.9K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.2K+ 1146.0% |
$618K - $838K
|
61.1K
$753K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81+ 0.8% |
$891 - $1.21K
|
10.2K
$126K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.99K- 5.66% |
$32.9K - $44.6K
|
49.8K
$615K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
400New |
$4.4K - $5.97K
|
400
$4.94K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.3K+ 156.16% |
$267K - $362K
|
39.8K
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.9K+ 96.67% |
$31.9K - $43.3K
|
5.9K
$72.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31.2K+ 14.26% |
$335K - $438K
|
250K
$3.09M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
10KNew |
$108K - $140K
|
10K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
916New |
$9.85K - $12.8K
|
916
$11.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
39.6K+ 2.21% |
$425K - $554K
|
1.83M
$22.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.68K+ 7.87% |
$18.1K - $23.6K
|
23K
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.76K+ 2.54% |
$51.2K - $66.7K
|
192K
$2.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 33.33% |
$1.08K - $1.4K
|
200
$2.47K
|
|
|
Aug 06, 2024
Q2 2024
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
176KNew |
$1.89M - $2.47M
|
176K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-20.4K- 56.7% |
$219K - $286K
|
15.6K
$192K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.52KNew |
$27.1K - $35.3K
|
2.52K
$31.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.8KNew |
$224K - $292K
|
20.8K
$257K
|
|
| Q1 2024 | |||||||
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-6.33K- 97.84% |
$64.4K - $87.1K
|
140
$1.73K
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
13.5KNew |
$137K - $186K
|
13.5K
$166K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-883- 60.85% |
$8.98K - $12.2K
|
568
$7.01K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-548- 2.22% |
$5.57K - $7.54K
|
24.2K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10.7KNew |
$109K - $147K
|
10.7K
$132K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-98- 0.85% |
$997 - $1.35K
|
11.5K
$142K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
112New |
$1.14K - $1.54K
|
112
$1.38K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16New |
$163 - $220
|
16
$197
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.25K- 61.34% |
$12.7K - $17.2K
|
786
$9.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
7K+ 15.39% |
$71.2K - $96.3K
|
52.5K
$648K
|
|
| Q4 2023 | |||||||
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.14KClosed |
$14.8K - $17.8K
|
0
$0
|
|
|
Feb 23, 2024
Q4 2023
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-125KClosed |
$1.62M - $1.96M
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
27+ 1.37% |
$351 - $422
|
2K
$24.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$188K - $226K
|
14.4K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
13.9KNew |
$181K - $218K
|
13.9K
$172K
|
|