Purchases and Sales Made in Q1 2023 in Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT) during Q1 2023. The information is specifically focused on institutions that hold shares of Newtek Business Services Corp..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-830- 2.63% |
$9.47K - $17.2K
|
30.7K
$387K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.01K- 35.53% |
$11.5K - $20.9K
|
1.83K
$23K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.1K- 1.94% |
$12.5K - $22.7K
|
55.3K
$697K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.42K- 5.39% |
$27.6K - $50.1K
|
42.5K
$535K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.73K- 5.24% |
$31.2K - $56.5K
|
49.4K
$622K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.93K- 7.36% |
$44.9K - $81.4K
|
49.5K
$623K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-5.49K- 33.68% |
$62.7K - $114K
|
10.8K
$136K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-7.58K- 82.02% |
$86.4K - $157K
|
1.66K
$20.9K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.74K- 14.33% |
$99.7K - $181K
|
52.2K
$658K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.6K- 44.01% |
$144K - $261K
|
16K
$202K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.1K- 3.26% |
$149K - $270K
|
387K
$4.88M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-13.4K- 26.87% |
$153K - $278K
|
36.6K
$461K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.6K- 12.97% |
$155K - $281K
|
91.2K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.8K- 63.88% |
$260K - $472K
|
12.9K
$162K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-37.6K- 34.4% |
$429K - $778K
|
71.7K
$903K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-71.9K- 82.62% |
$820K - $1.49M
|
15.1K
$191K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-392K- 57.32% |
$4.47M - $8.11M
|
292K
$3.68M
|