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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
23.4KNew |
$261K - $293K
|
23.4K
$235K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
156+ 0.6% |
$1.74K - $1.95K
|
26.3K
$265K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.46K- 11.82% |
$27.5K - $30.9K
|
18.4K
$185K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-22.2K- 33.71% |
$247K - $278K
|
43.6K
$438K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 1.48% |
$22.3 - $25.1
|
137
$1.38K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.6KNew |
$130K - $146K
|
11.6K
$117K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17New |
$190 - $213
|
17
$171
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-36.2K- 52.74% |
$404K - $454K
|
32.5K
$326K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12.7K+ 147.26% |
$141K - $159K
|
21.3K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-25- 1.21% |
$279 - $313
|
2.05K
$20.6K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-185- 0.55% |
$2.06K - $2.32K
|
33.6K
$338K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.06K+ 17.18% |
$38.7K - $49.4K
|
27.7K
$278K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$9.54K - $12.2K
|
1K
$10.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-900- 3.39% |
$8.59K - $11K
|
25.7K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
28.1KNew |
$268K - $342K
|
28.1K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.09K- 11.73% |
$39K - $49.7K
|
30.7K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-189- 0.46% |
$1.8K - $2.3K
|
41.3K
$415K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
219+ 10.96% |
$2.09K - $2.67K
|
2.22K
$22.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-81- 35.06% |
$773 - $986
|
150
$1.51K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
150New |
$1.43K - $1.83K
|
150
$1.51K
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
SELL
|
- |
-182K- 35.09% |
$1.74M - $2.22M
|
338K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
500New |
$4.77K - $6.09K
|
500
$5.03K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.06K+ 3.6% |
$10.1K - $12.9K
|
30.5K
$307K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
13KNew |
$124K - $158K
|
13K
$131K
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
17K+ 150.81% |
$162K - $207K
|
28.3K
$285K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.31K- 35.85% |
$69.7K - $89K
|
13.1K
$131K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-425- 3.33% |
$4.05K - $5.17K
|
12.4K
$124K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
600New |
$5.72K - $7.3K
|
600
$6.03K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
70.7KNew |
$674K - $860K
|
70.7K
$710K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
57.7KNew |
$550K - $702K
|
57.7K
$580K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.61KNew |
$24.9K - $31.7K
|
2.61K
$26.2K
|
|
| Q1 2025 | |||||||
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
37.9KNew |
$449K - $505K
|
37.9K
$381K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-970- 84.27% |
$11.5K - $12.9K
|
181
$1.82K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
27.4K+ 246.2% |
$325K - $366K
|
38.5K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
482New |
$5.72K - $6.43K
|
482
$4.84K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
995New |
$11.8K - $13.3K
|
995
$10K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
635New |
$7.53K - $8.47K
|
635
$6.38K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.3KNew |
$122K - $137K
|
10.3K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
11.1KNew |
$131K - $147K
|
11.1K
$111K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
13.4KNew |
$159K - $178K
|
13.4K
$134K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
195+ 1.55% |
$2.31K - $2.6K
|
12.8K
$128K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-589- 2.56% |
$6.99K - $7.86K
|
22.4K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.59K+ 27.6% |
$66.3K - $74.6K
|
25.8K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
98.7KNew |
$1.17M - $1.32M
|
98.7K
$992K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
162New |
$1.92K - $2.16K
|
162
$1.63K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.9KNew |
$189K - $213K
|
15.9K
$160K
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-4- 0.02% |
$47.4 - $53.4
|
16.4K
$165K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.2KNew |
$121K - $136K
|
10.2K
$103K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40New |
$474 - $534
|
40
$402
|
|