Latest Institutional Purchases of Newtek Business Services Corp. (NEWT)
This list provides information on the latest institutional transactions involving Newtek Business Services Corp. (NEWT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
671+ 1.6% |
$8.15K - $10.4K
|
42.5K
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
475+ 1055.56% |
$5.77K - $7.34K
|
520
$6.57K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
466New |
$5.66K - $7.2K
|
466
$5.89K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
335+ 1.41% |
$4.07K - $5.18K
|
24.1K
$304K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
302New |
$3.67K - $4.67K
|
302
$3.81K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
300+ 8.39% |
$3.64K - $4.64K
|
3.88K
$48.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
294+ 0.84% |
$3.57K - $4.55K
|
35.3K
$445K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
210New |
$2.55K - $3.25K
|
210
$2.65K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
199+ 0.47% |
$2.42K - $3.08K
|
42.4K
$535K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
181New |
$2.2K - $2.8K
|
181
$2.29K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
179New |
$2.17K - $2.77K
|
179
$2.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
172+ 1.39% |
$2.09K - $2.66K
|
12.6K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
134+ 0.91% |
$1.63K - $2.07K
|
14.8K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
124+ 7.36% |
$1.51K - $1.92K
|
1.81K
$22.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
90New |
$1.09K - $1.39K
|
90
$1.14K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
67New |
$813 - $1.04K
|
67
$846
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
63New |
$765 - $974
|
63
$796
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
46+ 9.48% |
$558 - $711
|
531
$6.71K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
43+ 165.38% |
$522 - $665
|
69
$871
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
31New |
$376 - $479
|
31
$392
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
25New |
$304 - $387
|
25
$316
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20New |
$243 - $309
|
20
$253
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 16.67% |
$121 - $155
|
70
$884
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.35% |
$85 - $108
|
2K
$25.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 1.55% |
$24.3 - $30.9
|
131
$1.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$12.1 - $15.5
|
1
$12.6
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.14% |
$12.1 - $15.5
|
89
$1.12K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
69.7K+ 246.11% |
$766K - $1.04M
|
98K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.2K+ 1146.0% |
$618K - $838K
|
61.1K
$771K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
29.5KNew |
$324K - $440K
|
29.5K
$372K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.3K+ 156.16% |
$267K - $362K
|
39.8K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
15.8KNew |
$174K - $236K
|
15.8K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
13.8KNew |
$151K - $205K
|
13.8K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
13.4KNew |
$148K - $200K
|
13.4K
$169K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.9K+ 96.67% |
$31.9K - $43.3K
|
5.9K
$74.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.37KNew |
$15K - $20.4K
|
1.37K
$17.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
400New |
$4.4K - $5.97K
|
400
$5.05K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
298New |
$3.28K - $4.45K
|
298
$3.76K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
177+ 1.31% |
$1.95K - $2.64K
|
13.7K
$172K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81+ 0.8% |
$891 - $1.21K
|
10.2K
$129K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
176KNew |
$1.89M - $2.47M
|
176K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
39.6K+ 2.21% |
$425K - $554K
|
1.83M
$23.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31.2K+ 14.26% |
$335K - $438K
|
250K
$3.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.8KNew |
$224K - $292K
|
20.8K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
10KNew |
$108K - $140K
|
10K
$126K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.76K+ 2.54% |
$51.2K - $66.7K
|
192K
$2.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.52KNew |
$27.1K - $35.3K
|
2.52K
$31.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.68K+ 7.87% |
$18.1K - $23.6K
|
23K
$291K
|
|