Newtek Business Services Ownership | Who Owns Newtek Business Services?
Newtek Business Services Ownership Summary
Newtek Business Services is owned by 40.20% institutional investors, 6.80% insiders, and 53.01% retail investors. Blackrock is the largest institutional shareholder, holding 7.52% of NEWT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.27% of its assets in Newtek Business Services shares.
NEWT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Newtek Business Services | 40.20% | 6.80% | 53.01% |
| Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
| Industry | Asset Management Stocks | 39.76% | 8.77% | 51.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.83M | 7.52% | $22.97M |
| Vanguard group | 1.39M | 5.71% | $17.44M |
| Royce & associates lp | 1.30M | 5.35% | $16.34M |
| Geode capital management | 551.44K | 2.27% | $6.93M |
| State street | 469.82K | 1.93% | $5.91M |
| Marshall wace, llp | 270.55K | 1.11% | $3.40M |
| Russell investments group | 204.35K | 0.84% | $2.57M |
| Charles schwab investment management | 192.07K | 0.79% | $2.41M |
| Northern trust | 191.29K | 0.79% | $2.40M |
| American century companies | 190.71K | 0.79% | $2.40M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jacobs asset management | 176.20K | 1.41% | $2.21M |
| Barrett & company | 159.82K | 0.91% | $2.01M |
| Bard associates | 122.77K | 0.59% | $1.54M |
| Ridgewood investments | 52.48K | 0.33% | $659.74K |
| Founders financial alliance | 45.15K | 0.17% | $567.56K |
| Royce & associates lp | 1.30M | 0.15% | $16.34M |
| Beacon investment advisors | 22.79K | 0.15% | $286.46K |
| Knightsbridge asset management | 42.31K | 0.13% | $531.84K |
| Kinloch capital | 13.49K | 0.09% | $169.56K |
| Cornercap investment counsel | 40.24K | 0.08% | $505.77K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 270.55K | 0.00% | 180.47K |
| Jacobs asset management | 176.20K | 1.41% | 176.20K |
| Russell investments group | 204.35K | 0.00% | 157.47K |
| Morgan stanley | 163.42K | 0.00% | 74.33K |
| Campbell & co investment adviser | 55.03K | 0.06% | 55.03K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royce & associates lp | 1.30M | 0.15% | -653.26K |
| Franklin resources | - | - | -250.07K |
| Susquehanna group, llp | 36.10K | 0.00% | -55.90K |
| Gsa capital partners llp | - | - | -33.21K |
| Quest partners | 13.13K | 0.02% | -27.42K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jacobs asset management | 176.20K | 1.41% | 176.20K | $2.21M |
| Campbell & co investment adviser | 55.03K | 0.06% | 55.03K | $691.75K |
| Trexquant investment lp | 48.35K | 0.01% | 48.35K | $607.73K |
| D. e. shaw | 47.65K | 0.00% | 47.65K | $598.92K |
| Cornercap investment counsel | 40.24K | 0.08% | 40.24K | $505.77K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -16.00 |
| Covestor | -73.00 |
| Cape investment advisory | -140.00 |
| 1620 investment advisors | -155.00 |
| Fny investment advisers | -316.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 103 | 9.57% | 9,762,306 | 4.86% | 40 | 2.73% | 59 | 13.46% | 31 | 10.71% |
| Mar 31, 2024 | 94 | - | 9,309,945 | -1.79% | 38 | 2.86% | 52 | 1.96% | 28 | -6.67% |
| Dec 31, 2023 | 94 | 9.30% | 9,479,246 | 6.31% | 36 | 2.84% | 51 | 24.39% | 30 | 7.14% |
| Sep 30, 2023 | 86 | 2.38% | 8,916,721 | -0.14% | 35 | 2.73% | 41 | -19.61% | 28 | 16.67% |
| Jun 30, 2023 | 84 | 3.70% | 8,929,626 | 70.46% | 36 | 8.01% | 51 | 24.39% | 24 | 20.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 849.11K | 3.27% | - |
| iShares Russell 2000 ETF | 679.54K | 2.62% | -1.53K |
| Royce Small-Cap Total Return Invmt | 490.17K | 1.89% | -547.55K |
| Royce Small-Cap Quality Value Composite | 490.17K | 1.89% | -547.55K |
| Royce Micro Cap Trust | 413.75K | 1.59% | 34.77K |
| Vanguard Institutional Extnd Mkt Idx Tr | 394.19K | 1.52% | 9.08K |
| Royce Small-Cap Trust | 314.89K | 1.21% | -21.46K |
| Fidelity Small Cap Index | 242.41K | 0.93% | -2.30K |
| iShares Russell 2000 Value ETF | 229.21K | 0.88% | - |
| Putnam Small Cap Value A | 175.21K | 0.67% | -27.80K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 23, 2024 | SLOANE BARRY | Chairman & CEO | Buy | $63.50K |
| Sep 23, 2024 | SLOANE BARRY | Chairman & CEO | Buy | $13.32K |
| Sep 23, 2024 | SLOANE BARRY | Chairman & CEO | Buy | $116.80K |
| Sep 23, 2024 | SLOANE BARRY | Chairman & CEO | Buy | $116.91K |
| Sep 23, 2024 | SLOANE BARRY | Chairman & CEO | Buy | $43.08K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 15 | 2 |
| 2024 Q2 | 12 | 3 |
| 2024 Q1 | - | 3 |
| 2023 Q4 | 4 | 3 |
| 2023 Q3 | 12 | 1 |
NEWT Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools