Newtek Business Services Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2.04 M | $25.45 M | 100.00% | 8.30% |
| VANGUARD GROUP INC | 11/13/2024 | 1.42 M | $17.71 M | 2.44% | 5.78% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 751,292 | $9.36 M | -42.20% | 3.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 573,608 | $7.15 M | 4.02% | 2.33% |
| STATE STREET CORP | 11/14/2024 | 474,419 | $5.91 M | 0.98% | 1.93% |
| MARSHALL WACE, LLP | 11/14/2024 | 293,683 | $3.66 M | 8.55% | 1.19% |
| MORGAN STANLEY | 11/14/2024 | 195,614 | $2.44 M | 19.70% | 0.80% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 165,740 | $2.07 M | -9.95% | 0.67% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 154,315 | $1.92 M | 20.63% | 0.63% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 152,638 | $1.90 M | 100.00% | 0.62% |
| BARRETT & COMPANY, INC. | 10/24/2024 | 151,723 | $1.89 M | -5.07% | 0.62% |
| ANCORA ADVISORS, LLC | 11/14/2024 | 141,793 | $1.77 M | 10.74% | 0.58% |
| BARD ASSOCIATES INC | 11/06/2024 | 120,354 | $1.50 M | -1.97% | 0.49% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 112,015 | $1.40 M | 131.68% | 0.46% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2024 | 109,503 | $1.36 M | -22.79% | 0.45% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 101,411 | $1.26 M | 35.78% | 0.41% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 97,972 | $1.22 M | 246.11% | 0.40% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 91,226 | $1.14 M | 245.08% | 0.37% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 89,333 | $1.11 M | 26.69% | 0.36% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2024 | 87,079 | $1.09 M | 100.00% | 0.35% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 72,778 | $906,814 | -17.99% | 0.30% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 61,054 | $4.90 M | 1,146.00% | 0.25% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 60,886 | $758,640 | 27.79% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 54,126 | $674,409 | 40.35% | 0.22% |
| RIDGEWOOD INVESTMENTS LLC | 10/04/2024 | 52,485 | $653,963 | 0.00% | 0.21% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 51,882 | $646,450 | -72.80% | 0.21% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 49,805 | $620,564 | -5.66% | 0.20% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 11/01/2024 | 45,633 | $568,592 | 1.07% | 0.19% |
| MAN GROUP PLC | 11/14/2024 | 44,947 | $560,040 | 100.00% | 0.18% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 42,831 | $533,674 | 0.00% | 0.17% |
| ARKADIOS WEALTH ADVISORS | 10/24/2024 | 42,623 | $531,088 | -4.57% | 0.17% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 42,180 | $525,562 | -79.36% | 0.17% |
| INVESCO LTD. | 11/12/2024 | 41,870 | $521,699 | -0.73% | 0.17% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 11/14/2024 | 41,651 | $518,972 | -1.56% | 0.17% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 39,835 | $496,349 | 156.16% | 0.16% |
| AVENIR CORP | 11/14/2024 | 37,800 | $470,988 | -37.83% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 37,700 | $469,742 | -48.85% | 0.15% |
| RHUMBLINE ADVISERS | 11/12/2024 | 34,973 | $435,757 | 3.89% | 0.14% |
| JPMORGAN CHASE & CO | 12/26/2024 | 34,120 | $425,135 | 94.70% | 0.14% |
| QUEST PARTNERS LLC | 11/07/2024 | 33,618 | $418,880 | 156.04% | 0.14% |
| ALPS ADVISORS INC | 11/12/2024 | 31,800 | $396,228 | 100.00% | 0.13% |
| BARCLAYS PLC | 11/19/2024 | 30,201 | $376,000 | 285.17% | 0.12% |
| Y-INTERCEPT (HONG KONG) LTD | 11/15/2024 | 29,473 | $367,234 | 100.00% | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 28,070 | $349,752 | 6.37% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 24,839 | $309,000 | -0.32% | 0.10% |
| LPL FINANCIAL LLC | 11/08/2024 | 24,834 | $309,431 | -1.80% | 0.10% |
| BEACON INVESTMENT ADVISORS LLC | 11/14/2024 | 24,507 | $305,366 | 7.54% | 0.10% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 11/12/2024 | 23,728 | $295,651 | -56.88% | 0.10% |
| JANE STREET GROUP, LLC | 11/15/2024 | 23,416 | $291,763 | -43.60% | 0.10% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 23,035 | $287,021 | 0.00% | 0.09% |
Newtek Business Services Corp.institutional Ownership - FAQ's
During the previous two years, 137 institutional investors and hedge funds held shares of Newtek Business Services Corp.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 2.04 M
VANGUARD GROUP INC: 1.42 M
ROYCE & ASSOCIATES LP: 751,292
GEODE CAPITAL MANAGEMENT, LLC: 573,608
STATE STREET CORP: 474,419
MARSHALL WACE, LLP: 293,683
37.01% of Newtek Business Services Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 11.14 M shares in the last 24 months. This purchase volume represents approximately $141.73 M in transactions.