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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
   PUTNAM INVESTMENTS LLC 592 - 2023-12-31 216,158 $2,983,000 -7,200
   NORTHERN TRUST CORP 2914 - 2024-03-31 196,739 $2,164,000 -4,131
   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
   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
   BARD ASSOCIATES INC 74 - 2024-03-31 124,240 $1,389,000 -2,517
   Russell Investments Group Ltd. 2130 - 2024-03-31 46,882 $516,000 -79,044
   DAVIDSON D A & CO 1064 - 2024-03-31 35,941 $395,000 -26,277
   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
   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
   BARCLAYS PLC 3273 - 2024-03-31 16,080 $177,000 -17,848
   J P MORGAN CHASE & CO 4320 - 2024-03-31 13,415 $148,000 -5,870
   Advisor Group Holdings Inc. 3971 - 2024-03-31 12,326 $136,000 -1,595
   AMERICAN INTERNATIONAL GROUP INC 2389 - 2024-03-31 11,489 $126,000 -98
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2618 - 2024-03-31 2,344 $26,000 -1,493
   BDO Wealth Advisors LLC 580 - 2023-06-30 1,200 $19,000 -1,000
   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
   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
   Activest Wealth Management 462 - 2024-03-31 0 $0 -1,013
  28 Records found
  1    
  Page 1 of 1
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