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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.9KNew |
$253K - $375K
|
13.9K
$176K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9K+ 100.0% |
$163K - $242K
|
18K
$227K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.5K+ 93.75% |
$136K - $202K
|
15.5K
$196K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.28KNew |
$41.2K - $61.2K
|
2.28K
$28.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.15KNew |
$20.8K - $30.8K
|
1.15K
$14.5K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
391+ 1.99% |
$7.08K - $10.5K
|
20.1K
$253K
|
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
251+ 0.71% |
$4.55K - $6.75K
|
35.4K
$447K
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
870New |
$22.4K - $24.7K
|
870
$11K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
300New |
$7.74K - $8.51K
|
300
$3.79K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
300+ 120.0% |
$7.74K - $8.51K
|
550
$6.95K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
32New |
$825 - $908
|
32
$404
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14New |
$361 - $397
|
14
$177
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
18.9KNew |
$500K - $611K
|
18.9K
$239K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
284New |
$7.49K - $9.16K
|
284
$3.59K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$251K - $363K
|
10K
$126K
|
|
| Q2 2021 | |||||||
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.8K+ 14.29% |
$47.7K - $69.7K
|
14.4K
$182K
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
200New |
$3.8K - $5.68K
|
200
$2.53K
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
113New |
$2.15K - $3.21K
|
113
$1.43K
|
|
| Q2 2020 | |||||||
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
642New |
$6.65K - $11.9K
|
642
$8.11K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.32KNew |
$12.8K - $30.1K
|
1.32K
$16.6K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
570New |
$12K - $13.5K
|
570
$7.2K
|
|
| Q3 2017 | |||||||
|
Oct 17, 2017
Q3 2017
|
Cutler Group LP
|
BUY
|
- |
132New |
$2.16K - $2.39K
|
132
$1.67K
|
|