Newtek Business Services Ownership | Who Owns Newtek Business Services?
Newtek Business Services Ownership Summary
Newtek Business Services is owned by 37.01% institutional investors, 6.72% insiders, and 56.28% 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 3.26% of its assets in Newtek Business Services shares.
NEWT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Newtek Business Services | 37.01% | 6.72% | 56.28% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Asset Management Stocks | 41.71% | 9.02% | 49.27% |
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 |
|---|---|---|---|
| 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 |
| Cornercap investment counsel | 40.24K | 0.08% | $505.77K |
| Avenir | 60.80K | 0.07% | $764.26K |
| Campbell & co investment adviser | 55.03K | 0.06% | $691.75K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 270.55K | 0.00% | 180.47K |
| 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 |
| Trexquant investment lp | 48.35K | 0.01% | 48.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royce & associates lp | 1.30M | 0.15% | -653.26K |
| Franklin resources | - | - | -250.07K |
| Jacobs asset management | - | - | -176.20K |
| Susquehanna group, llp | 36.10K | 0.00% | -55.90K |
| Gsa capital partners llp | - | - | -33.21K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| 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 |
| Aqr capital management | 32.04K | 0.00% | 32.04K | $402.78K |
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 |
| Steward partners investment advisory | -200.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 105 | 0.96% | 9,103,446 | -6.75% | 37 | 2.35% | 59 | -1.67% | 31 | - |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 849.11K | 3.26% | - |
| iShares Russell 2000 ETF | 731.21K | 2.78% | -1.53K |
| Royce Small-Cap Quality Value Composite | 490.17K | 1.89% | -547.55K |
| Royce Small-Cap Total Return Invmt | 490.17K | 1.89% | -547.55K |
| Royce Micro Cap Trust | 413.75K | 1.59% | 34.77K |
| Vanguard Institutional Extnd Mkt Idx Tr | 392.34K | 1.51% | -1.84K |
| 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 | 235.75K | 0.90% | 304.00 |
| Putnam Small Cap Value A | 175.21K | 0.67% | -27.80K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 26, 2024 | SLOANE BARRY | Chairman & CEO | Buy | $44.25K |
| Nov 15, 2024 | Zink Gregory L | - | Buy | $13.95K |
| Sep 23, 2024 | SLOANE BARRY | Chairman & CEO | Buy | $13.32K |
| Sep 23, 2024 | SLOANE BARRY | Chairman & CEO | Buy | $116.91K |
| Sep 23, 2024 | SLOANE BARRY | Chairman & CEO | Buy | $116.80K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 2 | - |
| 2024 Q3 | 15 | 2 |
| 2024 Q2 | 12 | 3 |
| 2024 Q1 | - | 3 |
| 2023 Q4 | 4 | 3 |
NEWT Ownership FAQ
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