Free Trial

NewtekOne (NEWT) Institutional Ownership

→ The 'Smart Money' Is Ready for May 1st Are You? (From Stansberry Research) (Ad)
Free NEWT Stock Alerts
$11.00
+0.05 (+0.46%)
(As of 04/24/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for NewtekOne (NASDAQ:NEWT)

Current
Institutional Ownership
Percentage
38.35%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$27.05M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$8.56M
Get NEWT Insider Trade Alerts

Want to know when executives and insiders are buying or selling NewtekOne stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NEWT Institutional Buying and Selling by Quarter

NewtekOne Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/10/2024 Ridgewood Investments LLC52,485$577K0.3%+15.4%0.212%
2/14/2024Avenir Corp40,800$563K0.0%-37.0%0.166%
2/13/2024Tower Research Capital LLC TRC6,570$91K0.0%-33.4%0.027%
2/12/2024Cape Investment Advisory Inc.6,468$89K0.0%N/A0.026%
2/9/2024D.A. Davidson & CO.62,218$859K0.0%-19.7%0.252%
2/7/2024Jump Financial LLC11,204$155K0.0%N/A0.045%
2/5/2024Russell Investments Group Ltd.125,926$1.74M0.0%-17.0%0.511%
1/25/2024 International Assets Investment Management LLC100,740$1.39M0.0%+1,280.0%0.409%
1/25/2024SeaBridge Investment Advisors LLC10,000$138K0.0%N/A0.041%
1/24/2024 Barrett & Company Inc.175,225$2.42M1.3%-1.5%0.711%
1/24/2024Arkadios Wealth Advisors45,935$634K0.1%-7.0%0.186%
1/24/2024 International Assets Investment Management LLC100,740$1.39M0.0%+1,280.0%0.409%
1/16/2024 Raymond James & Associates49,971$690K0.0%-6.5%0.203%
1/12/2024SG Americas Securities LLC13,058$180K0.0%+30.9%0.053%
12/18/2023Vanguard Group Inc.1,295,879$19.11M0.0%-5.6%5.257%
11/14/2023Kinloch Capital LLC13,310$196K0.1%N/A0.054%
11/14/2023Ancora Advisors LLC82,806$1.22M0.0%+10.4%0.336%
11/8/2023Aptus Capital Advisors LLC123,123$1.82M0.0%-17.0%0.499%
11/8/2023D.A. Davidson & CO.77,447$1.14M0.0%-6.8%0.314%
10/24/2023Bank of New York Mellon Corp72,151$1.06M0.0%+2.6%0.292%
10/24/2023 Raymond James Financial Services Advisors Inc.18,465$272K0.0%N/A0.075%
10/24/2023 Raymond James & Associates53,465$789K0.0%+12.5%0.217%
10/13/2023SG Americas Securities LLC9,976$147K0.0%N/A0.040%
10/13/2023Arkadios Wealth Advisors49,385$728K0.1%-6.0%0.200%
10/4/2023 International Assets Investment Management LLC7,300$105K0.0%-82.6%0.030%
9/21/2023Barclays PLC4,630$74K0.0%N/A0.019%
8/11/2023D.A. Davidson & CO.83,107$1.32M0.0%-8.9%0.337%
8/8/2023Kovitz Investment Group Partners LLC12,770$203K0.0%N/A0.052%
8/7/2023Royce & Associates LP2,036,254$32.38M0.3%-12.2%8.274%
8/4/2023American International Group Inc.11,221$178K0.0%N/A0.046%
8/3/2023Mackenzie Financial Corp25,458$406K0.0%-17.9%0.103%
8/3/2023Beacon Investment Advisors LLC14,149$225K0.2%+15.7%0.057%
7/31/2023LPL Financial LLC36,100$574K0.0%-7.4%0.147%
7/27/2023 Barrett & Company Inc.178,242$2.83M1.6%-2.6%0.724%
7/25/2023 Raymond James & Associates47,512$755K0.0%-14.1%0.193%
7/13/2023Cambridge Investment Research Advisors Inc.46,130$733K0.0%-10.8%0.187%
7/6/2023 Capital Market Strategies LLC10,132$161K0.1%N/A0.041%
5/12/2023Corsair Capital Management L.P.42,470$544K0.2%N/A0.166%
5/11/2023Jaffetilchin Investment Partners LLC10,812$138K0.0%-33.7%0.042%
5/11/2023 Barrett & Company Inc.182,980$2.34M1.5%N/A0.716%
The only accurate crypto trading system I know … (Ad)

Juan Villaverde is no ordinary crypto trader. His proprietary timing algorithm has led him to rack up a series of gains of 477%, 333% and 153% on Bitcoin … It pointed the way to Cardano, at just 4 cents …Helping investors make 29 times their money.

Here's what our expert says you should buy before April 14.
5/10/2023Prescott Group Capital Management L.L.C.60,415$773K0.2%N/A0.236%
5/10/20231620 Investment Advisors Inc.10,714$133K0.2%N/A0.042%
5/9/2023Aptus Capital Advisors LLC133,177$1.71M0.0%N/A0.521%
5/4/2023Royce & Associates LP2,320,044$29.70M0.3%+127.3%9.427%
5/2/2023Arkadios Wealth Advisors49,378$632K0.1%-5.2%0.201%
4/25/2023 Ridgewood Investments LLC27,085$347K0.2%N/A0.110%
4/25/2023D.A. Davidson & CO.91,215$1.17M0.0%-13.0%0.370%
4/24/2023Mackenzie Financial Corp31,004$397K0.0%+40.4%0.126%
4/19/2023 International Assets Investment Management LLC42,450$543K0.1%-5.4%0.172%
4/14/2023 Raymond James & Associates55,296$708K0.0%-1.9%0.225%
3/22/2023Pictet North America Advisors SA41,079$668K0.1%+8.4%0.167%
2/13/2023Atria Wealth Solutions Inc.22,620$368K0.0%N/A0.092%
2/10/2023Bard Associates Inc.128,593$2.09M0.9%-1.2%0.522%
2/9/2023Beacon Investment Advisors LLC11,872$193K0.2%N/A0.048%
2/8/2023 Raymond James & Associates56,392$916K0.0%-1.4%0.229%
2/8/2023Cambridge Investment Research Advisors Inc.46,433$755K0.0%+20.7%0.189%
2/8/2023Van ECK Associates Corp330,655$5.37M0.0%+3.1%1.343%
2/7/2023Commonwealth Equity Services LLC28,634$465K0.0%-32.1%0.116%
2/7/2023LPL Financial LLC38,123$619K0.0%-4.7%0.155%
2/6/2023Banque Pictet & Cie SA41,079$668K0.0%+8.4%0.167%
2/3/2023Tradition Wealth Management LLC14,828$241K0.0%+3.6%0.060%
2/3/2023Emerald Mutual Fund Advisers Trust53,970$877K0.1%-5.3%0.219%
2/3/2023D.A. Davidson & CO.104,808$1.70M0.0%-2.6%0.426%
1/31/2023AE Wealth Management LLC11,103$180K0.0%+6.7%0.045%
1/30/2023 International Assets Investment Management LLC44,870$729K0.1%+7.0%0.184%
1/17/2023 Capital Market Strategies LLC11,331$184K0.2%-7.0%0.046%
1/11/2023Arkadios Wealth Advisors52,109$847K0.1%+12.5%0.213%
11/15/2022Kinloch Capital LLC11,989$196K0.1%N/A0.049%
11/15/2022Marshall Wace LLP267,553$4.37M0.0%+9.2%1.096%
11/14/2022Pictet North America Advisors SA37,900$619K0.1%-47.9%0.155%
11/9/2022Summitry LLC10,000$163K0.0%N/A0.041%
11/8/2022Advisors Asset Management Inc.142,320$2.32M0.0%-36.2%0.584%
11/8/2022IFP Advisors Inc2,450$50K0.0%+81.5%0.010%
11/7/2022D.A. Davidson & CO.107,614$1.76M0.0%+11.1%0.442%
11/3/2022Royce & Associates LP446,205$7.28M0.1%-8.7%1.832%
11/2/2022BDO Wealth Advisors LLC2,200$36K0.0%+83.3%0.009%
10/31/2022 International Assets Investment Management LLC41,950$685K0.1%-8.9%0.172%
10/27/2022Van ECK Associates Corp320,586$5.23M0.0%-7.4%1.316%
10/25/2022AE Wealth Management LLC10,410$170K0.0%-31.4%0.043%
10/21/2022Arkadios Wealth Advisors46,328$756K0.1%+2.7%0.190%
10/7/2022Mackenzie Financial Corp22,436$366K0.0%-26.0%0.092%
8/16/2022RMB Capital Management LLC125,000$2.37M0.1%N/A0.513%
8/11/2022Apollon Wealth Management LLC15,500$293K0.0%+93.8%0.064%
8/11/2022Avenir Corp47,000$890K0.1%+23.7%0.194%
8/10/2022Mackenzie Financial Corp30,334$574K0.0%-37.4%0.125%
8/8/2022Advisors Asset Management Inc.223,242$4.23M0.1%-9.0%0.923%
8/8/2022Banque Pictet & Cie SA72,800$1.38M0.0%N/A0.301%
8/8/2022Banque Pictet & Cie SA72,800$1.38M0.0%N/A0.301%
8/5/2022Mckinley Capital Management LLC Delaware41,282$782K0.1%-1.4%0.171%
8/5/2022Pictet North America Advisors SA72,800$1.38M0.2%N/A0.301%
The only accurate crypto trading system I know … (Ad)

Juan Villaverde is no ordinary crypto trader. His proprietary timing algorithm has led him to rack up a series of gains of 477%, 333% and 153% on Bitcoin … It pointed the way to Cardano, at just 4 cents …Helping investors make 29 times their money.

Here's what our expert says you should buy before April 14.
8/4/2022Royce & Associates LP488,871$9.25M0.1%-4.2%2.021%
8/3/2022Van ECK Associates Corp346,055$6.55M0.0%-39.0%1.431%
8/3/2022AE Wealth Management LLC15,170$287K0.0%-14.8%0.063%
8/2/2022Tradition Wealth Management LLC13,893$263K0.0%+12.8%0.057%
7/29/2022Emerald Mutual Fund Advisers Trust56,970$1.08M0.1%-47.2%0.236%
7/28/2022D.A. Davidson & CO.96,888$1.83M0.0%+1.6%0.401%
7/19/2022Commonwealth Equity Services LLC47,412$897K0.0%+3.0%0.196%
7/19/2022Heritage Financial Services LLC2,275$43K0.0%N/A0.009%
7/14/2022Arkadios Wealth Advisors45,091$854K0.1%+2.7%0.187%
7/13/2022Cambridge Investment Research Advisors Inc.37,883$717K0.0%+33.4%0.157%
(Data available from 1/1/2016 forward)

NEWT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NEWT shares?

During the previous two years, 56 institutional investors and hedge funds held shares of NewtekOne. The most heavily invested institutionals were Royce & Associates LP ($32.38M), Vanguard Group Inc. ($19.11M), Van ECK Associates Corp ($5.37M), Marshall Wace LLP ($4.37M), Barrett & Company Inc. ($2.42M), RMB Capital Management LLC ($2.37M), and Advisors Asset Management Inc. ($2.32M).Learn more on NEWT's institutional investors.

What percentage of NewtekOne stock is owned by institutional investors?

38.35% of NewtekOne stock is owned by institutional investors. Learn more on NEWT's institutional investor holdings.

Which institutional investors have been buying NewtekOne stock?

Of the 45 institutional investors that purchased NewtekOne stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Royce & Associates LP ($1.30M), Van ECK Associates Corp ($207.16K), International Assets Investment Management LLC ($189.80K), Barrett & Company Inc. ($182.98K), Banque Pictet & Cie SA ($148.78K), Aptus Capital Advisors LLC ($133.18K), and RMB Capital Management LLC ($125K).

How much institutional buying is happening at NewtekOne?

Institutional investors have bought a total of 2,827,727 shares in the last 24 months. This purchase volume represents approximately $42.66M in transactions.

Which NewtekOne major shareholders have been selling company stock?

Of the 26 institutional investors that sold NewtekOne stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royce & Associates LP ($721.94K), Van ECK Associates Corp ($247.02K), Advisors Asset Management Inc. ($103.04K), Vanguard Group Inc. ($76.64K), Emerald Mutual Fund Advisers Trust ($54.02K), D.A. Davidson & CO. ($45.40K), and International Assets Investment Management LLC ($42.17K).

How much institutional selling is happening at NewtekOne?

Institutional investors have sold a total of 1,574,648 shares in the last 24 months. This volume of shares sold represents approximately $30.55M in transactions.


Related Companies:
This page (NASDAQ:NEWT) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners
The Best AI Stock to Own in the World Today is Trading for Just $25
Banyan Hill Publishing
This Apple-like Innovator is Revolutionizing Healthcare
Wall Street Star
He Is Giving Away Bitcoin
Crypto Swap Profits
Bitcoin Rockets To Record High But Buy THIS Instead
Paradigm Press
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)
Traders Agency
The #1 Crypto for 2024
InvestorPlace
Fed launches fourth dollar overhaul
Stansberry Research
Great Crypto Bull
Weiss Ratings