Institutional Ownership Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 8.86 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
6,542
shares
|
$79,158
0.0% of portfolio
|
Q4 2024
Reduced 13.26%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
5,900
shares
|
$71,390
0.03% of portfolio
|
Q3 2024
Added 96.67%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,575
shares
|
$43,257
0.0% of portfolio
|
Q2 2024
Added 853.33%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,300
shares
|
$39,930
0.0% of portfolio
|
Q3 2024
Reduced 66.33%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
1,999
shares
|
$24,187
0.0% of portfolio
|
Q4 2023
Added 1.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,991
shares
|
$24,091
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,925
shares
|
$23,292
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,816
shares
|
$21,973
0.0% of portfolio
|
Q3 2024
Added 19.79%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
1,684
shares
|
$20,376
0.0% of portfolio
|
Q2 2024
Reduced 28.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,494
shares
|
$18,077
0.0% of portfolio
|
Q4 2017
Reduced 65.73%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,366
shares
|
$16,528
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,200
shares
|
$14,520
0.0% of portfolio
|
Q2 2023
Reduced 45.45%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,050
shares
|
$12,705
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
870
shares
|
$10,527
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
854
shares
|
$10,333
0.0% of portfolio
|
Q3 2024
Reduced 75.56%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
786
shares
|
$9,510
0.0% of portfolio
|
Q1 2024
Reduced 61.34%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
485
shares
|
$5,868
0.0% of portfolio
|
Q3 2024
Reduced 39.83%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
400
shares
|
$4,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
302
shares
|
$3,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
298
shares
|
$3,605
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
200
shares
|
$2,420
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
129
shares
|
$1,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
112
shares
|
$1,355
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
90
shares
|
$1,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
88
shares
|
$1,064
0.0% of portfolio
|
Q3 2024
New holding
|