Purchases and Sales Made in Q4 2024 in Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
671+ 906.76% |
$8.15K - $10.4K
|
745
$9.39K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
466New |
$5.66K - $7.2K
|
466
$5.87K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
335+ 1.41% |
$4.07K - $5.18K
|
24.1K
$303K
|
|
|
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
$48.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
294+ 0.84% |
$3.57K - $4.55K
|
35.3K
$444K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
231New |
$2.8K - $3.57K
|
231
$2.91K
|
|
|
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
$534K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
181New |
$2.2K - $2.8K
|
181
$2.28K
|
|
|
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
$158K
|
|
|
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
$1.13K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
67New |
$813 - $1.04K
|
67
$844
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
63New |
$765 - $974
|
63
$794
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
46+ 9.48% |
$558 - $711
|
531
$6.69K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
43+ 165.38% |
$522 - $665
|
69
$869
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
31New |
$376 - $479
|
31
$391
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
25New |
$304 - $387
|
25
$315
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20New |
$243 - $309
|
20
$252
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 16.67% |
$121 - $155
|
70
$882
|
|
|
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
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.14% |
$12.1 - $15.5
|
89
$1.12K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$12.1 - $15.5
|
1
$12.6
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-37- 43.53% |
$449 - $572
|
48
$605
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-133- 0.74% |
$1.61K - $2.06K
|
17.7K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-388- 1.85% |
$4.71K - $6K
|
20.6K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-490- 0.35% |
$5.95K - $7.58K
|
141K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-500- 1.57% |
$6.07K - $7.73K
|
31.3K
$394K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-635- 2.56% |
$7.71K - $9.82K
|
24.2K
$305K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1K- 13.26% |
$12.1K - $15.5K
|
6.54K
$82.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.5K- 5.34% |
$18.2K - $23.2K
|
26.6K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.91K- 22.53% |
$23.2K - $29.5K
|
6.57K
$82.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.2K- 1.45% |
$26.7K - $34K
|
150K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-2.7K- 11.76% |
$32.8K - $41.7K
|
20.3K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-4.65K- 29.46% |
$56.4K - $71.9K
|
11.1K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.25K- 3.71% |
$88.1K - $112K
|
188K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.47K- 7.37% |
$90.7K - $115K
|
93.9K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 50.89% |
$131K - $167K
|
10.4K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13K- 52.49% |
$158K - $202K
|
11.8K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-13.1K- 14.63% |
$159K - $202K
|
76.3K
$961K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-16.4K- 35.98% |
$199K - $254K
|
29.2K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-20.2K- 59.95% |
$245K - $312K
|
13.5K
$170K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-32.7K- 11.14% |
$397K - $506K
|
261K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-38.1K- 34.05% |
$463K - $590K
|
73.9K
$931K
|