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Get Institutions for : 
Newtek Business Services Inc (NEWT)  
$13.94 0.90 (6.9%) as of 4:30 Tue 5/14


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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  : 
0.05 (0.36%)  




 
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 105 - 2023-12-31 2,042,490 $28,186,000 8,163
   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 2522 - 2023-12-31 510,244 $7,042,000 24,278
   STATE STREET CORP 2670 - 2023-12-31 446,912 $6,247,000 49,578
   PUTNAM INVESTMENTS LLC 592 - 2023-12-31 216,158 $2,983,000 -7,200
   NORTHERN TRUST CORP 2812 - 2023-12-31 200,870 $2,772,000 8,644
   AMERICAN CENTURY COMPANIES INC 1718 - 2023-12-31 164,298 $2,267,000 55,547
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2584 - 2024-03-31 187,312 $2,060,000 3,610
   BOOTHBAY FUND MANAGEMENT LLC 367 - 2023-12-31 144,305 $1,991,000 22,371
   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
   BARD ASSOCIATES INC 57 - 2023-12-31 126,757 $1,772,000 -180
   Aptus Capital Advisors LLC 235 - 2023-12-31 121,770 $1,680,000 -1,353
   ANCORA ADVISORS, LLC 328 - 2023-12-31 91,274 $1,260,000 8,468
   GOLDMAN SACHS GROUP INC/ 3421 - 2023-12-31 86,989 $1,200,000 4,647
   MORGAN STANLEY 4687 - 2023-12-31 84,981 $1,173,000 26,220
   FIRST TRUST ADVISORS LP 1957 - 2023-12-31 77,101 $1,064,000 5,784
   DAVIDSON D A & CO 754 - 2023-12-31 62,218 $859,000 -15,229
   BANK OF AMERICA CORP /DE/ 4111 - 2023-12-31 61,925 $855,000 4,949
   CITADEL ADVISORS LLC 3255 - 2023-12-31 50,968 $703,000 35,480
   No Street GP LP 29 *New 2023-12-31 50,000 $690,000 50,000
   JANE STREET GROUP LLC 3655 *New 2023-12-31 47,004 $649,000 47,004
   UBS Group AG 3788 - 2023-12-31 44,685 $617,000 -10,902
   Founders Financial Alliance LLC 94 - 2023-12-31 43,527 $601,000 714
   NUVEEN ASSET MANAGEMENT, LLC 2911 - 2023-12-31 42,831 $591,000 0
   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
   AVENIR CORP 46 - 2023-12-31 40,800 $563,000 -24,000
   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 - 2023-12-31 37,066 $512,000 1,134
   BARCLAYS PLC 2936 - 2023-12-31 33,928 $469,000 29,880
   Quest Partners LLC 402 *New 2024-03-31 40,554 $446,000 40,554
   GSA CAPITAL PARTNERS LLP 1093 *New 2024-03-31 33,211 $365,000 33,211
   FIXED INCOME SECURITIES INC 1000 - 2023-12-31 24,711 $341,000 -46,554
   RHUMBLINE ADVISERS 2924 - 2024-03-31 30,048 $331,000 974
   OCCUDO QUANTITATIVE STRATEGIES LP 518 *New 2023-12-31 23,350 $322,000 23,350
   LPL FINANCIAL CORP 4073 - 2024-03-31 28,229 $311,000 -2,220
   MetLife Investment Advisors LLC 2013 - 2023-12-31 21,350 $295,000 117
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2776 - 2024-03-31 24,346 $268,000 -4,091
   INVESCO LTD 3374 - 2023-12-31 17,852 $246,000 -205,285
   ALLIANCEBERNSTEIN L.P. 2937 - 2023-12-31 16,180 $223,000 2,540
   Tradition Wealth Management LLC 311 - 2023-12-31 15,745 $217,000 -5
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3029 - 2024-03-31 19,419 $214,000 192
   AMERIPRISE FINANCIAL INC 3632 - 2023-12-31 15,303 $211,000 -34
   BEACON INVESTMENT ADVISORS LLC 118 - 2023-12-31 15,006 $207,000 392
   MARSHALL WACE LLP 1639 - 2023-12-31 14,795 $204,000 993
   TWO SIGMA SECURITIES LLC 883 *New 2023-12-31 14,442 $199,000 14,442
   Corton Capital Inc. 485 *New 2023-12-31 14,211 $196,000 14,211
   Centiva Capital LP 958 *New 2023-12-31 13,942 $192,000 13,942
   Kovitz Investment Group Partners LLC 394 - 2023-12-31 13,069 $180,000 173
   AMERICAN INTERNATIONAL GROUP INC 2290 - 2023-12-31 11,587 $160,000 -47
   MILLENNIUM MANAGEMENT LLC 3498 *New 2023-12-31 11,462 $158,000 11,462
   BNP PARIBAS ARBITRAGE SA 2518 - 2024-03-31 14,354 $158,000 7,961
   Jump Financial LLC 1563 *New 2023-12-31 11,204 $155,000 11,204
   J P MORGAN CHASE & CO 4320 - 2024-03-31 13,415 $148,000 -5,870
   DEUTSCHE BANK AG 2978 - 2023-12-31 9,889 $136,000 -377
   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
   Connor Clark & Lunn Investment Management Ltd. 1451 *New 2024-03-31 11,201 $123,000 11,201
   ROYAL BANK OF CANADA 4846 - 2023-12-31 8,524 $118,000 1,912
   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
   WELLS FARGO & CO/MN 4376 - 2024-03-31 8,239 $91,000 1,056
   TOWER RESEARCH CAPITAL LLC 2716 - 2023-12-31 6,570 $91,000 -3,294
   Cape Investment Advisory Inc. 252 *New 2023-12-31 6,468 $89,000 6,468
   QUANTBOT TECHNOLOGIES LLC 1282 *New 2024-03-31 6,077 $67,000 6,077
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2582 - 2023-12-31 3,837 $53,000 -1,307
   CITIGROUP INC 3731 - 2024-03-31 4,371 $48,000 1,064
   LEGAL & GENERAL GROUP PLC 2908 - 2023-12-31 1,999 $28,000 27
   SUMMIT INVESTMENT ADVISORS INC 2431 - 2023-12-31 1,925 $27,000 0
   Farther Finance Advisors LLC 1237 - 2023-12-31 1,956 $27,000 6
   WHITE BAY PT LLC 265 *New 2023-12-31 1,992 $27,000 1,992
   METROPOLITAN LIFE INSURANCE CO/NY 1864 - 2023-12-31 1,681 $23,000 0
   Creekmur Asset Management LLC - 2023-12-31 1,451 $20,000 0
   BDO Wealth Advisors LLC 580 - 2023-06-30 1,200 $19,000 -1,000
   NISA INVESTMENT ADVISORS L L C 1942 - 2024-03-31 1,500 $17,000 0
   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
   FMR LLC 4075 - 2023-12-31 715 $10,000 -561
   FIRST MANHATTAN CO 1130 *New 2023-12-31 654 $9,000 654
   AMALGAMATED BANK 2505 - 2024-03-31 786 $9,000 -1,247
   Goss Wealth Management LLC 2908 - 2023-12-31 635 $9,000 0
   Steward Partners Investment Advisory LLC 2887 - 2023-12-31 450 $6,000 50
   PSI Advisors LLC 561 - 2024-03-31 550 $6,000 0
   ALPHAMARK ADVISORS LLC 655 - 2024-03-31 200 $2,000 0
   Front Row Advisors LLC 435 - 2023-12-31 80 $1,000 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
   PROEQUITIES INC. 2236 - 2024-03-31 0 $0 0
   Kinloch Capital LLC 71 *Closed 2023-12-31 0 $0 -13,310
   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
   COMERICA BANK 3598 *Closed 2023-12-31 0 $0 -4,500
   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
   Nelson Van Denburg & Campbell Wealth Management Gr 3478 *New 2024-03-31 16 $0 16
  100 Records found
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