Newtek Business Services Corp (NEWT) Ownership

18.50 ↑0.16 (0.85%)
As of January 31, 2023, 3:57pm EST.

Institutional Ownership

Amvescap Plc. is the biggest individual institutional holder of Newtek Business Services Corp (NEWT), owning a total of 682 thousand shares. Combined, the top 26 institutional holders of NEWT own 14.02% of the company with a total of 3.4 million shares.

In the latest ownership report on September 30th 2022, the top 26 institutional holders decreased their combined ownership of NEWT by 189 thousand shares. 8 institutions bought 204,261 total additional shares and increased their ownership by an average of 4.15%. However 10 institutions sold 393,189 total shares and decreased their ownership by an average of 20.89%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Newtek Business Services Corp decreased by a net total of -188,928 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Amvescap Plc.2.792%0.420%681,9572,8552022-09-30
Royce & Associates, LP1.827%-8.728%446,205-42,6662022-09-30
Van Eck Associates Corporation1.313%-7.360%320,586-25,4692022-09-30
Marshall Wace Asset Management Ltd1.095%9.222%267,55322,5902022-09-30
Citadel Advisors Llc0.664%0.000%162,200162,2002022-09-30
Two Sigma Advisers, LLC0.623%-25.973%152,200-53,4002022-09-30
Advisors Asset Management0.583%-36.249%142,320-80,9222022-09-30
Bard Associates Inc0.533%0.750%130,1249692022-09-30
RMB Capital Management, LLC0.512%0.000%125,00002022-09-30
Davidson D A & Co0.441%11.071%107,61410,7262022-09-30
Raymond James & Associates0.234%-0.634%57,170-3652022-09-30
Emerald Mutual Fund Advisers Trust0.233%0.000%56,97002022-09-30
Morgan Stanley - Brokerage Accounts0.220%-20.235%53,797-13,6472022-09-30
Millennium Management LLC0.220%-74.677%53,650-158,2092022-09-30
UBS Group AG0.212%-14.996%51,842-9,1462022-09-30
Avenir Corporation0.192%0.000%47,00002022-09-30
Arkadios Wealth Advisors0.190%2.743%46,3281,2372022-09-30
Advisor Group Holdings, Inc.0.177%5.140%43,2022,1122022-09-30
Commonwealth Equity Services Inc0.173%-11.105%42,147-5,2652022-09-30
Founders Financial Alliance, LLC0.173%3.877%42,1211,5722022-09-30
International Assets Investment Management, LLC0.172%-8.903%41,950-4,1002022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Amvescap Plc.2.792%0.420%681,9572,8552022-09-30
Royce & Associates, LP1.827%-8.728%446,205-42,6662022-09-30
Van Eck Associates Corporation1.313%-7.360%320,586-25,4692022-09-30
Marshall Wace Asset Management Ltd1.095%9.222%267,55322,5902022-09-30
Citadel Advisors Llc0.664%0.000%162,200162,2002022-09-30
Two Sigma Advisers, LLC0.623%-25.973%152,200-53,4002022-09-30
Advisors Asset Management0.583%-36.249%142,320-80,9222022-09-30
Bard Associates Inc0.533%0.750%130,1249692022-09-30
RMB Capital Management, LLC0.512%0.000%125,00002022-09-30
Davidson D A & Co0.441%11.071%107,61410,7262022-09-30
Northern Trust Corp0.323%0.000%78,93302022-06-30
Pictet Asset Management SA (Junked)0.298%0.000%72,80072,8002022-06-30
Banque Pictet & Cie SA0.298%0.000%72,80072,8002022-06-30
Pictet North America Advisors Sa0.298%0.000%72,80072,8002022-06-30
Raymond James & Associates0.234%-0.634%57,170-3652022-09-30
Emerald Mutual Fund Advisers Trust0.233%0.000%56,97002022-09-30
Two Sigma Investments LLC0.230%-31.085%56,121-25,3142022-06-30
Morgan Stanley - Brokerage Accounts0.220%-20.235%53,797-13,6472022-09-30
Millennium Management LLC0.220%-74.677%53,650-158,2092022-09-30
UBS Group AG0.212%-14.996%51,842-9,1462022-09-30
Avenir Corporation0.192%0.000%47,00002022-09-30
Arkadios Wealth Advisors0.190%2.743%46,3281,2372022-09-30
Advisor Group Holdings, Inc.0.177%5.140%43,2022,1122022-09-30
Commonwealth Equity Services Inc0.173%-11.105%42,147-5,2652022-09-30
Founders Financial Alliance, LLC0.173%3.877%42,1211,5722022-09-30
International Assets Investment Management, LLC0.172%-8.903%41,950-4,1002022-09-30

Mutual Fund Ownership

Invesco KBW High Dividend Yld Fincl ETF is the biggest individual fund holder of Newtek Business Services Corp (NEWT), owning a total of 684 thousand shares. Combined, the top 22 mutual fund holders of NEWT own 9.57% of the company with a total of 2.3 million shares.

In the latest ownership report on December 31st 2022, the top 22 fund holders increased their combined ownership of NEWT by 576 thousand shares. 5 funds bought 586,538 total additional shares and increased their ownership by an average of 56.34%. However 2 funds sold 10,107 total shares and decreased their ownership by an average of 1.81%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Newtek Business Services Corp increased by a net total of 576,431 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Invesco KBW High Dividend Yld Fincl ETF2.800%0.000%683,89302022-12-31
Royce Small-Cap Total Return Invmt1.929%0.000%471,100471,1002022-12-31
Royce Value Trust1.114%-3.582%272,021-10,1062022-12-31
Royce Micro Cap Trust0.734%47.705%179,27257,9002022-12-31
Royce Pennsylvania Mutual Invmt0.389%122.685%94,97352,3242022-12-31
Purpose Specialty Lending Trust Series F0.091%0.000%22,28902022-12-31
Investin ANNOX Quant Global Eq ESG KL0.017%0.000%4,14002022-12-31
Ancora MicroCap I0.017%111.304%4,1312,1762022-12-31
Royce Total Return CIT CL R-LM0.012%0.000%3,0383,0382022-12-31
USAA Extended Market Index0.011%-0.038%2,626-12022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Invesco KBW High Dividend Yld Fincl ETF2.800%0.000%683,89302022-12-31
Royce Small-Cap Total Return Invmt1.929%0.000%471,100471,1002022-12-31
VanEck BDC Income ETF1.349%0.480%329,5251,5752022-12-30
Royce Value Trust1.114%-3.582%272,021-10,1062022-12-31
Royce Micro Cap Trust0.734%47.705%179,27257,9002022-12-31
RMB Mendon Financial Services A0.409%0.000%100,00002022-11-30
Royce Pennsylvania Mutual Invmt0.389%122.685%94,97352,3242022-12-31
Emerald Finance & Bking Innovt Fd A0.221%0.000%53,97002022-11-30
MM Access US Equities F USD Acc0.215%0.000%52,56002022-09-30
McKinley Capital Business Development Co0.094%24.609%22,9434,5312022-09-30
Purpose Specialty Lending Trust Series F0.091%0.000%22,28902022-12-31
Mackenzie Diversified Alternatives F50.086%0.000%21,02002022-10-31
Fidelity® NASDAQ Composite Index®0.057%0.000%13,87802022-11-30
Investin ANNOX Quant Global Eq ESG KL0.017%0.000%4,14002022-12-31
Ancora MicroCap I0.017%111.304%4,1312,1762022-12-31
Blackstone Alternative Multi-Strategy I0.013%-13.889%3,100-5002022-09-30
Royce Total Return CIT CL R-LM0.012%0.000%3,0383,0382022-12-31
USAA Extended Market Index0.011%-0.038%2,626-12022-12-31
CIBC US Broad Market Index0.005%0.000%1,27002022-09-30
Mackenzie Private Income Bal Pool PWF0.002%-29.333%530-2202022-10-31
McKinley Capital U.S. Equity Income0.002%5.761%514282022-09-30
Analyst BDC0.002%0.000%50002022-09-30

Discussions

Please log in or register to share your thoughts.

StocksOverBTC11

$NEWT TRUST THE PROCESS! BUY AND HOLD! OUR TIME IS COMING$$$

0 Like Report
im_drank

$NEWT fake wall lets break it

0 Like Report