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Get Institutions for : 
Newtek Business Services Inc (NEWT)  
$13.33 0.08 (0.6%) as of 4:30 Tue 5/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    6
Total shares held : 
 9,350,400  
% of shares held : 
 43.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   16  
Amount of shares held : 
 452,887  
% of shares held change : 
   2.11%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $14.50  
Last Quarter's Ending Price : 
 $13.80  
Last Quarter's Average Price : 
 $13.99  
Change from last quarter's     
avg. price to the last closing  : 
0.66 (4.72%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 206,517
 2.21%
 
Increased Positions :
37
 683,717
 7.31%
 
Unchanged Positions :
13
 60,709
 0.65%
 
Decreased Positions :
27
-389,082
-4.16%
 
Closed Positions :
7
-48,265
-0.52%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ROYCE & ASSOCIATES LLC 147 - 2024-03-31 1,953,056 $21,484,000 -89,434
   BLACKROCK INC. 2918 - 2024-03-31 1,787,439 $19,662,000 -5,690
   VANGUARD GROUP INC 2730 - 2024-03-31 1,368,607 $15,055,000 17,505
   GEODE CAPITAL MANAGEMENT LLC 2622 - 2024-03-31 519,933 $5,720,000 9,689
   STATE STREET CORP 2745 - 2024-03-31 449,916 $5,034,000 3,004
   PUTNAM INVESTMENTS LLC 592 - 2023-12-31 216,158 $2,983,000 -7,200
   FRANKLIN RESOURCES INC 1541 *New 2024-03-31 218,858 $2,407,000 218,858
   NORTHERN TRUST CORP 2914 - 2024-03-31 196,739 $2,164,000 -4,131
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2584 - 2024-03-31 187,312 $2,060,000 3,610
   BANK OF NEW YORK MELLON CORP 2763 - 2024-03-31 177,413 $1,952,000 -3,513
   BARRETT & COMPANY INC. 24 - 2024-03-31 164,323 $1,808,000 -10,902
   GOLDMAN SACHS GROUP INC/ 3275 - 2024-03-31 151,166 $1,663,000 64,177
   AMERICAN CENTURY COMPANIES INC 1949 - 2024-03-31 149,974 $1,650,000 -14,324
   BOOTHBAY FUND MANAGEMENT LLC 461 - 2024-03-31 136,573 $1,502,000 -7,732
   ANCORA ADVISORS, LLC 321 - 2024-03-31 130,933 $1,440,000 39,659
   BARD ASSOCIATES INC 74 - 2024-03-31 124,240 $1,389,000 -2,517
   CITADEL ADVISORS LLC 3007 - 2024-03-31 96,284 $1,059,000 45,316
   MARSHALL WACE LLP 1417 - 2024-03-31 90,081 $991,000 75,286
   MORGAN STANLEY 4803 - 2024-03-31 89,090 $980,000 4,109
   FIRST TRUST ADVISORS LP 2019 - 2024-03-31 78,442 $863,000 1,341
   TWO SIGMA INVESTMENTS LLC 2023 *New 2024-03-31 68,724 $756,000 68,724
   AVENIR CORP 44 - 2024-03-31 59,800 $658,000 19,000
   Ridgewood Investments LLC 104 - 2024-03-31 52,485 $577,000 7,000
   RAYMOND JAMES & ASSOCIATES 2948 - 2024-03-31 52,377 $576,000 2,406
   INVESCO LTD 3179 - 2024-03-31 49,508 $545,000 31,656
   Arkadios Wealth Advisors 370 - 2024-03-31 47,279 $520,000 1,344
   Russell Investments Group Ltd. 2130 - 2024-03-31 46,882 $516,000 -79,044
   KNIGHTSBRIDGE ASSET MANAGEMENT LLC 74 - 2024-03-31 37,066 $512,000 0
   Founders Financial Alliance LLC 138 - 2024-03-31 45,551 $501,000 2,024
   NUVEEN ASSET MANAGEMENT, LLC 2951 - 2024-03-31 42,831 $471,000 0
   Quest Partners LLC 402 *New 2024-03-31 40,554 $446,000 40,554
   DAVIDSON D A & CO 1064 - 2024-03-31 35,941 $395,000 -26,277
   GSA CAPITAL PARTNERS LLP 1093 *New 2024-03-31 33,211 $365,000 33,211
   UBS Group AG 4302 - 2024-03-31 32,529 $358,000 -12,156
   BANK OF AMERICA CORP /DE/ 4607 - 2024-03-31 30,776 $339,000 -31,149
   RHUMBLINE ADVISERS 2924 - 2024-03-31 30,048 $331,000 974
   LPL FINANCIAL CORP 4073 - 2024-03-31 28,229 $311,000 -2,220
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2776 - 2024-03-31 24,346 $268,000 -4,091
   FIXED INCOME SECURITIES INC 1078 - 2024-03-31 24,163 $266,000 -548
   MILLENNIUM MANAGEMENT LLC 3447 - 2024-03-31 22,943 $252,000 11,481
   MetLife Investment Advisors LLC 2102 - 2024-03-31 21,354 $235,000 4
   BEACON INVESTMENT ADVISORS LLC 120 - 2024-03-31 21,043 $231,000 6,037
   Jump Financial LLC 1581 - 2024-03-31 21,000 $231,000 9,796
   Corton Capital Inc. 372 - 2024-03-31 20,787 $229,000 6,576
   ExodusPoint Capital Management LP 1210 *New 2024-03-31 19,561 $215,000 19,561
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3029 - 2024-03-31 19,419 $214,000 192
   AMERIPRISE FINANCIAL INC 3612 - 2024-03-31 17,574 $193,000 2,271
   ALLIANCEBERNSTEIN L.P. 2927 - 2024-03-31 17,190 $189,000 1,010
   ROYAL BANK OF CANADA 4224 - 2024-03-31 16,223 $179,000 7,699
   BARCLAYS PLC 3273 - 2024-03-31 16,080 $177,000 -17,848
   Tradition Wealth Management LLC 375 - 2024-03-31 15,953 $175,000 208
   BNP PARIBAS ARBITRAGE SA 2518 - 2024-03-31 14,354 $158,000 7,961
   J P MORGAN CHASE & CO 4320 - 2024-03-31 13,415 $148,000 -5,870
   Kinloch Capital LLC 72 - 2024-03-31 13,489 $148,000 13,489
   Kovitz Investment Group Partners LLC 633 - 2024-03-31 13,253 $146,000 184
   Advisor Group Holdings Inc. 3971 - 2024-03-31 12,326 $136,000 -1,595
   COMMONWEALTH EQUITY SERVICES LLC. 3692 - 2024-03-31 12,150 $134,000 12,150
   AMERICAN INTERNATIONAL GROUP INC 2389 - 2024-03-31 11,489 $126,000 -98
   Connor Clark & Lunn Investment Management Ltd. 1451 *New 2024-03-31 11,201 $123,000 11,201
   DEUTSCHE BANK AG 2994 - 2024-03-31 10,805 $119,000 916
   VERITION FUND MANAGEGMENT LLC 1825 *New 2024-03-31 10,700 $118,000 10,700
   NEW YORK STATE COMMON RETIREMENT FUND 2629 - 2024-03-31 10,365 $114,000 657
   SEABRIDGE INVESTMENT ADVISORS LLC 144 - 2024-03-31 10,000 $110,000 0
   nVerses Capital LLC 159 *New 2024-03-31 9,700 $107,000 9,700
   Aquatic Capital Management LLC 922 *New 2024-03-31 8,800 $97,000 8,800
   WELLS FARGO & CO/MN 4376 - 2024-03-31 8,239 $91,000 1,056
   Cape Investment Advisory Inc. 252 *New 2023-12-31 6,468 $89,000 6,468
   HARBOR CAPITAL ADVISORS INC. 717 *New 2024-03-31 7,481 $82,000 7,481
   QUANTBOT TECHNOLOGIES LLC 1282 *New 2024-03-31 6,077 $67,000 6,077
   CITIGROUP INC 3731 - 2024-03-31 4,371 $48,000 1,064
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2618 - 2024-03-31 2,344 $26,000 -1,493
   LEGAL & GENERAL GROUP PLC 2917 - 2024-03-31 1,999 $22,000 0
   Farther Finance Advisors LLC 1453 - 2024-03-31 1,962 $22,000 6
   SUMMIT INVESTMENT ADVISORS INC 2537 - 2024-03-31 1,925 $21,000 0
   BDO Wealth Advisors LLC 580 - 2023-06-30 1,200 $19,000 -1,000
   METROPOLITAN LIFE INSURANCE CO/NY 1900 - 2024-03-31 1,681 $18,000 0
   NISA INVESTMENT ADVISORS L L C 1942 - 2024-03-31 1,500 $17,000 0
   Quarry LP 983 *New 2024-03-31 1,437 $16,000 1,437
   IFP Advisors Inc 2019 - 2023-12-31 1,050 $14,000 0
   Ahrens Investment Partners LLC 559 *New 2023-03-31 1,050 $13,000 1,050
   TOWER RESEARCH CAPITAL LLC 3531 - 2024-03-31 1,058 $12,000 -5,512
   AMALGAMATED BANK 2505 - 2024-03-31 786 $9,000 -1,247
   FIRST MANHATTAN CO 1154 - 2024-03-31 654 $7,000 0
   PSI Advisors LLC 561 - 2024-03-31 550 $6,000 0
   Creekmur Asset Management LLC 538 - 2024-03-31 568 $6,000 -883
   Steward Partners Investment Advisory LLC 3135 - 2024-03-31 300 $3,000 -150
   FMR LLC 4500 - 2024-03-31 203 $2,000 -512
   ALPHAMARK ADVISORS LLC 655 - 2024-03-31 200 $2,000 0
   Sutton Wealth Advisors Inc. 806 - 2023-09-30 75 $1,000 0
   Cornerstone Planning Group LLC 923 *New 2024-03-31 112 $1,000 112
   Front Row Advisors LLC 885 - 2024-03-31 80 $1,000 0
   PROEQUITIES INC. 2236 - 2024-03-31 0 $0 0
   SG AMERICAS SECURITIES LLC 2473 *Closed 2024-03-31 0 $0 -13,058
   Axiom Investment Management LLC 144 *Closed 2022-12-31 0 $0 -8,172
   Goss Wealth Management LLC 3740 *Closed 2024-03-31 0 $0 -635
   Centiva Capital LP 1646 *Closed 2024-03-31 0 $0 -13,942
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 2618 *Closed 2024-03-31 0 $0 -11,641
   ADVISORY SERVICES NETWORK, LLC 3003 *Closed 2024-03-31 0 $0 -1,788
   GAMMA Investing LLC 3250 *Closed 2024-03-31 0 $0 -115
   JANE STREET GROUP LLC 5778 *Closed 2024-03-31 0 $0 -47,004
  100 Records found
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