Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Newtek Business Services Inc (NEWT)  
$13.94 0.90 (6.9%) as of 4:30 Tue 5/14


Download
     
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
   NUVEEN ASSET MANAGEMENT, LLC 2911 - 2023-12-31 42,831 $591,000 0
   SEABRIDGE INVESTMENT ADVISORS LLC 144 - 2024-03-31 10,000 $110,000 0
   SUMMIT INVESTMENT ADVISORS INC 2431 - 2023-12-31 1,925 $27,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 1864 - 2023-12-31 1,681 $23,000 0
   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
   Goss Wealth Management LLC 2908 - 2023-12-31 635 $9,000 0
   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
   PROEQUITIES INC. 2236 - 2024-03-31 0 $0 0
   HUNTINGTON NATIONAL BANK 3041 - 2024-03-31 1 $0 0
   Covestor Ltd 2902 - 2024-03-31 0 $0 0

  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results