Recent Quarter Total Invested
$122.72 M
Recent Quarter Institutional Ownership Percentage
40.2%
Total Invested of Last Quarter
$102.62 M
Ownership Percentage of Last Quarter
38.37%
Newtek Business Services Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 1.83 M | $22.97 M | 2.21% | 7.52% |
| VANGUARD GROUP INC | 08/13/2024 | 1.39 M | $17.44 M | 1.40% | 5.71% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 1.30 M | $16.34 M | -33.45% | 5.35% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 551,441 | $6.93 M | 6.06% | 2.27% |
| STATE STREET CORP | 08/14/2024 | 469,824 | $5.91 M | 4.42% | 1.93% |
| MARSHALL WACE, LLP | 08/14/2024 | 270,549 | $3.40 M | 200.34% | 1.11% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 250,067 | $3.14 M | 14.26% | 1.03% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 204,353 | $2.57 M | 335.89% | 0.84% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 192,073 | $2.41 M | 2.54% | 0.79% |
| NORTHERN TRUST CORP | 08/14/2024 | 191,288 | $2.40 M | -2.77% | 0.79% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 190,712 | $2.40 M | 27.16% | 0.79% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 184,053 | $2.31 M | 3.74% | 0.76% |
| JACOBS ASSET MANAGEMENT, LLC | 08/06/2024 | 176,203 | $2.21 M | 100.00% | 0.73% |
| CITADEL ADVISORS LLC | 08/14/2024 | 167,112 | $2.10 M | 73.56% | 0.69% |
| MORGAN STANLEY | 10/17/2024 | 163,416 | $2.05 M | 83.43% | 0.67% |
| BARRETT & COMPANY, INC. | 07/25/2024 | 159,824 | $2.01 M | -2.74% | 0.66% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 141,832 | $1.78 M | 3.85% | 0.58% |
| ANCORA ADVISORS, LLC | 08/14/2024 | 128,039 | $1.61 M | -2.21% | 0.53% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 127,928 | $1.61 M | -15.37% | 0.53% |
| BARD ASSOCIATES INC | 08/12/2024 | 122,771 | $1.54 M | -1.18% | 0.51% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 88,740 | $1.12 M | 29.13% | 0.37% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 74,686 | $938,803 | -4.79% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 73,700 | $926,409 | -18.02% | 0.30% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 70,512 | $886,336 | 207.34% | 0.29% |
| AVENIR CORP | 08/14/2024 | 60,800 | $764,256 | 1.67% | 0.25% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 08/13/2024 | 55,032 | $691,752 | 100.00% | 0.23% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 52,793 | $663,610 | 0.79% | 0.22% |
| RIDGEWOOD INVESTMENTS LLC | 07/29/2024 | 52,485 | $659,736 | 0.00% | 0.22% |
| TREXQUANT INVESTMENT LP | 08/13/2024 | 48,348 | $607,734 | 100.00% | 0.20% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 47,647 | $598,923 | 100.00% | 0.20% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/26/2024 | 45,152 | $567,563 | -0.88% | 0.19% |
| ARKADIOS WEALTH ADVISORS | 07/29/2024 | 44,662 | $561,406 | -5.54% | 0.18% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 42,831 | $538,386 | 0.00% | 0.18% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 08/14/2024 | 42,310 | $531,837 | 14.15% | 0.17% |
| INVESCO LTD. | 08/13/2024 | 42,177 | $530,165 | -14.81% | 0.17% |
| JANE STREET GROUP, LLC | 08/15/2024 | 41,515 | $521,844 | 100.00% | 0.17% |
| CORNERCAP INVESTMENT COUNSEL INC | 08/08/2024 | 40,236 | $505,767 | 100.00% | 0.17% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 38,565 | $484,762 | 25.31% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 36,100 | $453,777 | -60.76% | 0.15% |
| RHUMBLINE ADVISERS | 08/01/2024 | 33,665 | $423,159 | 12.04% | 0.14% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 32,043 | $402,781 | 100.00% | 0.13% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 08/13/2024 | 28,307 | $356,000 | 44.71% | 0.12% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 26,436 | $332,301 | 136.01% | 0.11% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 26,390 | $331,722 | 53.52% | 0.11% |
| LPL FINANCIAL LLC | 08/07/2024 | 25,288 | $317,873 | -10.42% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 24,918 | $313,000 | 2.35% | 0.10% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 08/13/2024 | 23,035 | $289,555 | 7.87% | 0.09% |
| BEACON INVESTMENT ADVISORS LLC | 08/14/2024 | 22,789 | $286,459 | 8.30% | 0.09% |
| UBS GROUP AG | 08/14/2024 | 21,460 | $269,753 | -34.03% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 20,805 | $262,000 | 100.00% | 0.09% |
Newtek Business Services Corp.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of NEWT shares?
During the previous two years, 67 institutional investors and hedge funds held shares of Newtek Business Services Corp.. The most heavily invested institutionals were:
Covestor Ltd: 0
Steward Partners Investment Advisory, LLC: 0
JACOBS ASSET MANAGEMENT, LLC: 0
FRANKLIN RESOURCES INC: 0
D.A. DAVIDSON & CO.: 0
1620 INVESTMENT ADVISORS, INC.: 0
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What percentage of Newtek Business Services Corp. stock is owned by institutional investors?
40.20% of Newtek Business Services Corp. stock is owned by institutional investors.
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How much institutional buying is happening at NEWT ?
Institutional investors have bought a total of 4.93 M shares in the last 24 months. This purchase volume represents approximately $67.87 M in transactions.