Purchases and Sales Made in Q2 2023 in Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT) during Q2 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 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.63MNew |
$17.9M - $27.8M
|
1.63M
$22.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.37MNew |
$15M - $23.4M
|
1.37M
$18.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
470K+ 3389.0% |
$5.15M - $8.01M
|
484K
$6.57M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
376KNew |
$4.12M - $6.4M
|
376K
$5.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
195KNew |
$2.13M - $3.31M
|
195K
$2.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
180KNew |
$1.97M - $3.06M
|
180K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
161KNew |
$1.76M - $2.74M
|
161K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
83.7K+ 553.66% |
$917K - $1.43M
|
98.8K
$1.34M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
83.7K+ 553.66% |
$917K - $1.43M
|
98.8K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
81.8K+ 28.04% |
$897K - $1.39M
|
374K
$5.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
42.8KNew |
$469K - $729K
|
42.8K
$581K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
27.1KNew |
$297K - $461K
|
27.1K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.9K+ 41.87% |
$240K - $373K
|
74.1K
$1.01M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
21.1KNew |
$232K - $360K
|
21.1K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
19.4KNew |
$213K - $330K
|
19.4K
$263K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.1K+ 467.66% |
$198K - $308K
|
21.9K
$298K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
17K+ 62.77% |
$186K - $290K
|
44.1K
$598K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.2K+ 11.41% |
$166K - $259K
|
148K
$2.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
12.8K+ 152.73% |
$140K - $218K
|
21.1K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.8KNew |
$140K - $217K
|
12.8K
$173K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.6KNew |
$128K - $198K
|
11.6K
$158K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
11.4K+ 31.16% |
$125K - $194K
|
48K
$650K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.4K+ 17.88% |
$125K - $194K
|
75K
$1.02M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
11.2KNew |
$123K - $191K
|
11.2K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
10.6KNew |
$116K - $180K
|
10.6K
$143K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
10.1KNew |
$111K - $173K
|
10.1K
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.59K+ 26.64% |
$105K - $163K
|
45.6K
$618K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
9.5KNew |
$104K - $162K
|
9.5K
$129K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.81K+ 481.79% |
$96.6K - $150K
|
10.6K
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.2KNew |
$89.8K - $140K
|
8.2K
$111K
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
7.76KNew |
$85K - $132K
|
7.76K
$105K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
6.94KNew |
$76.1K - $118K
|
6.94K
$94.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
4.63KNew |
$50.7K - $78.8K
|
4.63K
$62.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.15K+ 6.38% |
$34.5K - $53.6K
|
52.5K
$712K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.41K+ 160.67% |
$26.4K - $41K
|
3.91K
$53K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.27KNew |
$24.8K - $38.6K
|
2.27K
$30.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.2KNew |
$24.1K - $37.5K
|
2.2K
$29.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.03K+ 72.48% |
$22.3K - $34.6K
|
4.83K
$65.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.93KNew |
$21.1K - $32.8K
|
1.93K
$26.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
1.92K+ 15.71% |
$21.1K - $32.7K
|
14.1K
$192K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.31KNew |
$14.4K - $22.3K
|
1.31K
$17.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.15K+ 7.14% |
$12.5K - $19.5K
|
17.2K
$233K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.14KNew |
$12.5K - $19.4K
|
1.14K
$15.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
285New |
$3.12K - $4.85K
|
285
$3.86K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
225+ 13.04% |
$2.47K - $3.83K
|
1.95K
$26.4K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
225+ 13.04% |
$2.47K - $3.83K
|
1.95K
$26.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
198+ 1.28% |
$2.17K - $3.37K
|
15.6K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
173+ 1.63% |
$1.9K - $2.95K
|
10.8K
$146K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
75New |
$822 - $1.28K
|
75
$1.02K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
24+ 1.44% |
$263 - $409
|
1.69K
$22.8K
|