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NEWT - Newtek Business Services Corp Stock Price, Fair Value and News
10.75
USD
-0.04
(-0.37%)
Market Closed
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NEWT
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Funds-Owners-Holders
Which funds bought or sold NEWT recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-30
SeaBridge Investment Advisors LLC
UNCHANGED
Premium
Premium
Premium
Premium
10,000
2024-04-30
Avior Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
16.00
2024-04-30
Arkadios Wealth Advisors
ADDED
Premium
Premium
Premium
Premium
47,279
2024-04-29
BENJAMIN F. EDWARDS & COMPANY, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-29
COMMONWEALTH EQUITY SERVICES, LLC
NEW
Premium
Premium
Premium
Premium
12,150
2024-04-25
Bank of New York Mellon Corp
REDUCED
Premium
Premium
Premium
Premium
177,413
2024-04-25
nVerses Capital, LLC
NEW
Premium
Premium
Premium
Premium
9,700
2024-04-24
Cambridge Investment Research Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
24,346
2024-04-24
PSI Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
550
2024-04-24
Activest Wealth Management
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-23
AMALGAMATED BANK
REDUCED
Premium
Premium
Premium
Premium
786
2024-04-22
RAYMOND JAMES & ASSOCIATES
ADDED
Premium
Premium
Premium
Premium
52,377
2024-04-22
Raymond James Financial Services Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
19,419
2024-04-22
MetLife Investment Management, LLC
ADDED
Premium
Premium
Premium
Premium
21,350
2024-04-18
AlphaMark Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
200
2024-04-17
BARRETT & COMPANY, INC.
REDUCED
Premium
Premium
Premium
Premium
164,323
2024-04-10
Ridgewood Investments LLC
ADDED
Premium
Premium
Premium
Premium
52,485
2024-04-05
GAMMA Investing LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-03-11
VANGUARD GROUP INC
ADDED
Premium
Premium
Premium
Premium
1,351,100
2024-03-01
GOLDMAN SACHS GROUP INC
ADDED
Premium
Premium
Premium
Premium
173,978
2024-03-01
Creekmur Asset Management LLC
NEW
Premium
Premium
Premium
Premium
1,451
2024-02-28
AMERICAN INTERNATIONAL GROUP, INC.
REDUCED
Premium
Premium
Premium
Premium
11,587
2024-02-15
JANE STREET GROUP, LLC
NEW
Premium
Premium
Premium
Premium
47,004
2024-02-15
Front Row Advisors LLC
UNCHANGED
Premium
Premium
Premium
Premium
80.00
2024-02-15
Farther Finance Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
1,956
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50
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1–25 of 108
Which funds are the top buyers of NEWT?
Fund Name
# Shares
$ Value
% Port.
ROYCE & ASSOCIATES LP
2,042,490
28,186,400
0.26%
BlackRock Inc.
1,793,130
24,745,200
-
VANGUARD GROUP INC
1,351,100
18,645,200
-
GEODE CAPITAL MANAGEMENT, LLC
510,244
7,042,130
-
STATE STREET CORP
446,912
6,247,240
-
PUTNAM INVESTMENTS LLC
216,158
2,982,980
-
NORTHERN TRUST CORP
200,870
2,772,010
-
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
183,702
2,535,090
-
Bank of New York Mellon Corp
177,413
1,951,540
-
GOLDMAN SACHS GROUP INC
173,978
2,400,900
-
Rows per page:
10
1–10 of 93
Which funds have put a big percent of portfolio in NEWT?
Fund Name
$ Value
% Port.
BARRETT & COMPANY, INC.
1,807,560
0.86%
BARD ASSOCIATES INC
1,771,740
0.67%
Ridgewood Investments LLC
577,335
0.31%
ROYCE & ASSOCIATES LP
28,186,400
0.26%
nVerses Capital, LLC
106,700
0.26%
Founders Financial Alliance, LLC
600,674
0.23%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC
511,511
0.14%
BEACON INVESTMENT ADVISORS LLC
207,082
0.13%
No Street GP LP
690,000
0.07%
Corton Capital Inc.
196,112
0.06%
Rows per page:
10
1–10 of 92
Trend of No. of funds that hold NEWT
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Marshall Wace North America L.P.
3,082,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP
800,193
No Street GP LP
690,000
JANE STREET GROUP, LLC
648,655
OCCUDO QUANTITATIVE STRATEGIES LP
322,230
TWO SIGMA SECURITIES, LLC
199,300
Corton Capital Inc.
196,112
Centiva Capital, LP
192,400
Additions
Fund Name
% Increased
CITIGROUP INC
29,963
BARCLAYS PLC
738
CITADEL ADVISORS LLC
229
GOLDMAN SACHS GROUP INC
111
AMERICAN CENTURY COMPANIES INC
51.08
MORGAN STANLEY
44.62
NEXT Financial Group, Inc
41.35
SG Americas Securities, LLC
30.89
Reductions
Fund Name
% Reduced
Invesco Ltd.
-92.00
Advisors Asset Management, Inc.
-65.33
NISA INVESTMENT ADVISORS, LLC
-61.64
AMALGAMATED BANK
-61.34
BDO Wealth Advisors, LLC
-45.45
FMR LLC
-43.97
OSAIC HOLDINGS, INC.
-42.03
AVENIR CORP
-37.04
Sold off
Fund Name
$ Sold
Kinloch Capital, LLC
-196,325
Commonwealth Financial Services, LLC
-161,366
Axiom Investment Management LLC
-133,000
COMERICA BANK
-66,375
GROUP ONE TRADING, L.P.
-22,273
Activest Wealth Management
-13,979
BENJAMIN F. EDWARDS & COMPANY, INC.
-5,000
HUNTINGTON NATIONAL BANK
-1,446