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 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
200New |
$3.14K - $5.01K
|
200
$2.47K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.9KNew |
$253K - $375K
|
13.9K
$172K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.2KClosed |
$58K - $86.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
125KNew |
$2.27M - $3.36M
|
125K
$1.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.15KNew |
$20.8K - $30.8K
|
1.15K
$14.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9K+ 100.0% |
$163K - $242K
|
18K
$222K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-23.9K- 99.48% |
$434K - $644K
|
126
$1.55K
|
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
251+ 0.71% |
$4.55K - $6.75K
|
35.4K
$437K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.5K+ 93.75% |
$136K - $202K
|
15.5K
$191K
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-5.42KClosed |
$98.2K - $146K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.11KClosed |
$20.1K - $29.8K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Chubb LTD
|
SELL
|
- |
-10.7KClosed |
$194K - $288K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-250Closed |
$4.53K - $6.73K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.28KNew |
$41.2K - $61.2K
|
2.28K
$28.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.3KClosed |
$59.8K - $88.8K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
391+ 1.99% |
$7.08K - $10.5K
|
20.1K
$247K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-64.9KClosed |
$1.67M - $1.84M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200Closed |
$5.16K - $5.68K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.85KClosed |
$73.4K - $80.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
300New |
$7.74K - $8.51K
|
300
$3.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14New |
$361 - $397
|
14
$173
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
870New |
$22.4K - $24.7K
|
870
$10.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
300+ 120.0% |
$7.74K - $8.51K
|
550
$6.79K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
32New |
$825 - $908
|
32
$395
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
284New |
$7.49K - $9.16K
|
284
$3.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.58K- 94.05% |
$41.7K - $51.1K
|
100
$1.23K
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-340Closed |
$8.97K - $11K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-6.9K- 26.34% |
$182K - $223K
|
19.3K
$238K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-13.6KClosed |
$359K - $439K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-7.37KClosed |
$194K - $238K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-103Closed |
$2.72K - $3.32K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.5KClosed |
$753K - $921K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-6.99KClosed |
$184K - $226K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
18.9KNew |
$500K - $611K
|
18.9K
$234K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16.1KClosed |
$405K - $584K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.35KClosed |
$59.1K - $85.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-5.1KClosed |
$128K - $185K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-935Closed |
$23.5K - $33.9K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.39KClosed |
$60.1K - $86.8K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$251K - $363K
|
10K
$123K
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-22.8KClosed |
$572K - $826K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-48Closed |
$1.21K - $1.74K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-10.1KClosed |
$254K - $367K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
SELL
|
PUT |
-106Closed |
$2.66K - $3.84K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.1KClosed |
$530K - $766K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-6.13KClosed |
$154K - $222K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-13.5KClosed |
$357K - $521K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Camden Capital, LLC
|
SELL
|
- |
-12.1KClosed |
$319K - $466K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-40.7KClosed |
$1.08M - $1.58M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.5KClosed |
$199K - $290K
|
0
$0
|
|