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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   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
   DAVIDSON D A & CO 754 - 2023-12-31 62,218 $859,000 -15,229
   UBS Group AG 3788 - 2023-12-31 44,685 $617,000 -10,902
   AVENIR CORP 46 - 2023-12-31 40,800 $563,000 -24,000
   Russell Investments Group Ltd. 2130 - 2024-03-31 46,882 $516,000 -79,044
   FIXED INCOME SECURITIES INC 1000 - 2023-12-31 24,711 $341,000 -46,554
   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
   INVESCO LTD 3374 - 2023-12-31 17,852 $246,000 -205,285
   Tradition Wealth Management LLC 311 - 2023-12-31 15,745 $217,000 -5
   AMERIPRISE FINANCIAL INC 3632 - 2023-12-31 15,303 $211,000 -34
   AMERICAN INTERNATIONAL GROUP INC 2290 - 2023-12-31 11,587 $160,000 -47
   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
   TOWER RESEARCH CAPITAL LLC 2716 - 2023-12-31 6,570 $91,000 -3,294
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2582 - 2023-12-31 3,837 $53,000 -1,307
   BDO Wealth Advisors LLC 580 - 2023-06-30 1,200 $19,000 -1,000
   FMR LLC 4075 - 2023-12-31 715 $10,000 -561
   AMALGAMATED BANK 2505 - 2024-03-31 786 $9,000 -1,247
   Activest Wealth Management 462 - 2024-03-31 0 $0 -1,013
  26 Records found
  1    
  Page 1 of 1
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