Institutional Ownership
Royce & Associates, LP is the biggest individual institutional holder of Newtek Business Services Corp (NEWT), owning a total of 2 million shares. Combined, the top 47 institutional holders of NEWT own 43.37% of the company with a total of 10.7 million shares.
In the latest ownership report on December 31st 2023, the top 47 institutional holders increased their combined ownership of NEWT by 600 thousand shares. 14 institutions bought 626,327 total additional shares and increased their ownership by an average of 30.85%. However 5 institutions sold 26,604 total shares and decreased their ownership by an average of 5.12%.
Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Newtek Business Services Corp increased by a net total of 599,723 in the latest quarter.
Institution Ownership Chart
Latest Institutional Ownership Changes
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
Royce & Associates, LP | 8.276% | 0.401% | 2,042,490 | 8,163 | 2023-12-31 |
BlackRock Inc | 7.266% | 9.776% | 1,793,129 | 159,692 | 2023-12-31 |
Vanguard Group Inc | 5.475% | 4.261% | 1,351,102 | 55,223 | 2023-12-31 |
Geode Capital Management, LLC | 2.067% | 4.996% | 510,244 | 24,278 | 2023-12-31 |
State Street Corporation | 1.811% | 12.478% | 446,912 | 49,578 | 2023-12-31 |
Putnam Investments LLC | 0.876% | -3.224% | 216,158 | -7,200 | 2023-12-31 |
Northern Trust Corp | 0.814% | 4.497% | 200,870 | 8,644 | 2023-12-31 |
Charles Schwab Investment Management Inc | 0.744% | 1.072% | 183,702 | 1,948 | 2023-12-31 |
Bank of New York Mellon Corp | 0.733% | 150.760% | 180,926 | 108,775 | 2023-12-31 |
BARRETT & COMPANY, INC. | 0.710% | -1.485% | 175,225 | -2,642 | 2023-12-31 |
Goldman Sachs Group Inc | 0.705% | 111.287% | 173,978 | 91,636 | 2023-12-31 |
American Century Companies Inc | 0.666% | 51.077% | 164,298 | 55,547 | 2023-12-31 |
BOOTHBAY FUND MANAGEMENT, LLC | 0.585% | 18.347% | 144,305 | 22,371 | 2023-12-31 |
Bard Associates Inc | 0.514% | -0.142% | 126,757 | -180 | 2023-12-31 |
Aptus Capital Advisors, LLC | 0.493% | -1.099% | 121,770 | -1,353 | 2023-12-31 |
Ancora Advisors LLC | 0.370% | 10.226% | 91,274 | 8,468 | 2023-12-31 |
Morgan Stanley - Brokerage Accounts | 0.344% | 44.621% | 84,981 | 26,220 | 2023-12-31 |
First Trust Advisors L.P. | 0.312% | 8.110% | 77,101 | 5,784 | 2023-12-31 |
Davidson D A & Co | 0.252% | -19.664% | 62,218 | -15,229 | 2023-12-31 |
Top Institutions
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
Royce & Associates, LP | 8.276% | 0.401% | 2,042,490 | 8,163 | 2023-12-31 |
BlackRock Inc | 7.266% | 9.776% | 1,793,129 | 159,692 | 2023-12-31 |
Vanguard Group Inc | 5.475% | 4.261% | 1,351,102 | 55,223 | 2023-12-31 |
Geode Capital Management, LLC | 2.067% | 4.996% | 510,244 | 24,278 | 2023-12-31 |
State Street Corporation | 1.811% | 12.478% | 446,912 | 49,578 | 2023-12-31 |
Susquehanna International Group, LLP | 1.570% | -3.260% | 387,301 | -13,052 | 2023-03-31 |
Van Eck Associates Corporation | 1.344% | 3.141% | 330,655 | 10,069 | 2022-12-31 |
Amvescap Plc. | 0.905% | -40.292% | 223,137 | -150,579 | 2023-09-30 |
Putnam Investments LLC | 0.876% | -3.224% | 216,158 | -7,200 | 2023-12-31 |
Northern Trust Corp | 0.814% | 4.497% | 200,870 | 8,644 | 2023-12-31 |
Charles Schwab Investment Management Inc | 0.744% | 1.072% | 183,702 | 1,948 | 2023-12-31 |
Bank of New York Mellon Corp | 0.733% | 150.760% | 180,926 | 108,775 | 2023-12-31 |
BARRETT & COMPANY, INC. | 0.710% | -1.485% | 175,225 | -2,642 | 2023-12-31 |
Goldman Sachs Group Inc | 0.705% | 111.287% | 173,978 | 91,636 | 2023-12-31 |
American Century Companies Inc | 0.666% | 51.077% | 164,298 | 55,547 | 2023-12-31 |
Citadel Advisors Llc | 0.659% | 0.000% | 162,200 | 162,200 | 2022-09-30 |
BOOTHBAY FUND MANAGEMENT, LLC | 0.585% | 18.347% | 144,305 | 22,371 | 2023-12-31 |
Bard Associates Inc | 0.514% | -0.142% | 126,757 | -180 | 2023-12-31 |
RMB Capital Management, LLC | 0.508% | 0.000% | 125,000 | 0 | 2022-09-30 |
Aptus Capital Advisors, LLC | 0.493% | -1.099% | 121,770 | -1,353 | 2023-12-31 |
Ancora Advisors LLC | 0.370% | 10.226% | 91,274 | 8,468 | 2023-12-31 |
Morgan Stanley - Brokerage Accounts | 0.344% | 44.621% | 84,981 | 26,220 | 2023-12-31 |
Marshall Wace Asset Management Ltd | 0.336% | -69.060% | 82,781 | -184,772 | 2022-12-31 |
First Trust Advisors L.P. | 0.312% | 8.110% | 77,101 | 5,784 | 2023-12-31 |
Banque Pictet & Cie SA | 0.298% | 0.000% | 72,800 | 72,800 | 2022-06-30 |
Pictet Asset Management SA (Junked) | 0.298% | 0.000% | 72,800 | 72,800 | 2022-06-30 |
Knightsbridge Asset Management, LLC | 0.291% | 0.000% | 71,772 | 71,772 | 2023-03-31 |
Two Sigma Advisers, LLC | 0.291% | -34.401% | 71,700 | -37,600 | 2023-03-31 |
Advisors Asset Management | 0.289% | -0.244% | 71,265 | -174 | 2023-09-30 |
HRT FINANCIAL LLC | 0.279% | 0.000% | 68,892 | 68,892 | 2023-03-31 |
Millennium Management LLC | 0.275% | 0.000% | 67,924 | 67,924 | 2023-03-31 |
Avenir Corporation | 0.263% | 0.000% | 64,800 | 0 | 2023-09-30 |
Davidson D A & Co | 0.252% | -19.664% | 62,218 | -15,229 | 2023-12-31 |
Prescott Group Capital Management LLC | 0.245% | 0.000% | 60,415 | 60,415 | 2023-03-31 |
Two Sigma Investments LLC | 0.230% | -31.085% | 56,121 | -25,314 | 2022-06-30 |
Raymond James & Associates | 0.224% | -1.944% | 55,296 | -1,096 | 2023-03-31 |
Emerald Mutual Fund Advisers Trust | 0.219% | -5.266% | 53,970 | -3,000 | 2022-12-31 |
Arkadios Wealth Advisors | 0.213% | 6.375% | 52,526 | 3,148 | 2023-06-30 |
CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 0.210% | 11.393% | 51,723 | 5,290 | 2023-03-31 |
UBS Group AG | 0.203% | -3.526% | 50,014 | -1,828 | 2022-12-31 |
Advisor Group Holdings, Inc. | 0.201% | -7.363% | 49,471 | -3,932 | 2023-03-31 |
International Assets Investment Management, LLC | 0.182% | 6.961% | 44,870 | 2,920 | 2022-12-31 |
Founders Financial Alliance, LLC | 0.172% | 0.000% | 43,856 | 0 | 2023-03-31 |
Commonwealth Equity Services Inc | 0.171% | -11.105% | 42,147 | -5,265 | 2022-09-30 |
Pictet North America Advisors Sa | 0.167% | 8.388% | 41,079 | 3,179 | 2022-12-31 |
Mckinley Capital Management LLC | 0.164% | -0.938% | 40,466 | -383 | 2022-12-31 |
LPL Financial Corp | 0.155% | -4.693% | 38,123 | -1,877 | 2022-12-31 |
$NEWT Up! Up! Up! Up! Up! Up! Up!
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but I’m also not not saying it
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$NEWT green is good
$NEWT Shorts are calling in all the favors