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Get Institutions for : 
Newtek Business Services Inc (NEWT)  
$13.44 0.24 (1.82%) as of 4:30 Tue 5/21


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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  : 
0.55 (3.93%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2584 - 2024-03-31 187,312 $2,060,000 3,610
   GOLDMAN SACHS GROUP INC/ 3275 - 2024-03-31 151,166 $1,663,000 64,177
   ANCORA ADVISORS, LLC 321 - 2024-03-31 130,933 $1,440,000 39,659
   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
   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
   Founders Financial Alliance LLC 138 - 2024-03-31 45,551 $501,000 2,024
   RHUMBLINE ADVISERS 2924 - 2024-03-31 30,048 $331,000 974
   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
   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
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 3692 - 2024-03-31 12,150 $134,000 12,150
   DEUTSCHE BANK AG 2994 - 2024-03-31 10,805 $119,000 916
   NEW YORK STATE COMMON RETIREMENT FUND 2629 - 2024-03-31 10,365 $114,000 657
   WELLS FARGO & CO/MN 4376 - 2024-03-31 8,239 $91,000 1,056
   CITIGROUP INC 3731 - 2024-03-31 4,371 $48,000 1,064
   Farther Finance Advisors LLC 1453 - 2024-03-31 1,962 $22,000 6

  36 Records found
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