Gift Opening
$200 Off MarketBeat All Access
Thanks for being one of our best subscribers! You are eligible for a limited-time discount.
  •  days
  •  Hours
  •  Minutes
  •  Seconds
Claim Your Discount
×
Free Trial

NewtekOne (NEWT) Institutional Ownership

→ The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad)
Free NEWT Stock Alerts
$13.67
-0.35 (-2.50%)
(As of 05/17/2024 08:54 PM 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)
20
Total
Institutional Inflows
(last 12 months)
$5.66M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$9.17M
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
5/16/2024 California State Teachers Retirement System2,344$26K0.0%-38.9%0.009%
5/16/2024 Ancora Advisors LLC130,933$1.44M0.0%+43.5%0.529%
5/16/2024 Avenir Corp59,800$658K0.1%+46.6%0.242%
5/16/2024 Kinloch Capital LLC13,489$148K0.1%N/A0.055%
5/10/2024 Vanguard Group Inc.1,368,607$15.06M0.0%+1.3%5.338%
5/8/2024 Russell Investments Group Ltd.46,882$516K0.0%-62.8%0.183%
The Overlooked Retirement Asset You Probably Don’t Own (Ad)

4 out of 5 Americans believe we’re on the brink of a retirement crisis. Luckily, in these unprecedented times, we have an unprecedented solution. Once considered a “fringe” investment, the crypto market is now taking the world by storm.

Click here to access the Crypto Retirement Blueprint now.
5/1/2024 BNP Paribas Financial Markets14,354$158K0.0%+124.5%0.056%
4/30/2024 Arkadios Wealth Advisors47,279$520K0.0%+2.9%0.184%
4/10/2024 Ridgewood Investments LLC52,485$577K0.3%+15.4%0.212%
2/14/2024 Avenir Corp40,800$563K0.0%-37.0%0.166%
2/13/2024 Tower Research Capital LLC TRC6,570$91K0.0%-33.4%0.027%
2/12/2024Cape Investment Advisory Inc.6,468$89K0.0%N/A0.026%
2/9/2024 D.A. Davidson & CO.62,218$859K0.0%-19.7%0.252%
2/7/2024 Jump Financial LLC11,204$155K0.0%N/A0.045%
2/5/2024 Russell 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%
1/25/2024 SeaBridge Investment Advisors LLC10,000$138K0.0%N/A0.041%
1/24/2024 Barrett & Company Inc.175,225$2.42M1.3%-1.5%0.711%
1/24/2024 Arkadios 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%
1/12/2024 SG Americas Securities LLC13,058$180K0.0%+30.9%0.053%
12/18/2023 Vanguard Group Inc.1,295,879$19.11M0.0%-5.6%5.257%
11/14/2023 Kinloch Capital LLC13,310$196K0.1%N/A0.054%
11/14/2023 Ancora Advisors LLC82,806$1.22M0.0%+10.4%0.336%
11/8/2023 Aptus Capital Advisors LLC123,123$1.82M0.0%-17.0%0.499%
11/8/2023 D.A. Davidson & CO.77,447$1.14M0.0%-6.8%0.314%
10/24/2023 Bank 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%
10/13/2023 SG Americas Securities LLC9,976$147K0.0%N/A0.040%
10/13/2023 Arkadios Wealth Advisors49,385$728K0.1%-6.0%0.200%
10/4/2023 International Assets Investment Management LLC7,300$105K0.0%-82.6%0.030%
9/21/2023 Barclays PLC4,630$74K0.0%N/A0.019%
8/11/2023 D.A. Davidson & CO.83,107$1.32M0.0%-8.9%0.337%
8/8/2023 Kovitz Investment Group Partners LLC12,770$203K0.0%N/A0.052%
8/7/2023 Royce & Associates LP2,036,254$32.38M0.3%-12.2%8.274%
8/4/2023 American International Group Inc.11,221$178K0.0%N/A0.046%
8/3/2023 Mackenzie Financial Corp25,458$406K0.0%-17.9%0.103%
8/3/2023 Beacon Investment Advisors LLC14,149$225K0.2%+15.7%0.057%
41 banks launch ‘crypto dollar’ (Ad)

Everyone knows the US financial system is in the middle of a radical change... The White House wants an all-digital dollar. Plus at least 41 major banks (see if your bank is one of them right here).

Here's how you capitalize (including #1 crypto to play it).
7/31/2023 LPL 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%
7/13/2023 Cambridge 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%
5/12/2023 Corsair Capital Management L.P.42,470$544K0.2%N/A0.166%
5/11/2023 Jaffetilchin Investment Partners LLC10,812$138K0.0%-33.7%0.042%
5/11/2023 Barrett & Company Inc.182,980$2.34M1.5%N/A0.716%
5/10/2023 Prescott Group Capital Management L.L.C.60,415$773K0.2%N/A0.236%
5/10/2023 1620 Investment Advisors Inc.10,714$133K0.2%N/A0.042%
5/9/2023 Aptus Capital Advisors LLC133,177$1.71M0.0%N/A0.521%
5/4/2023 Royce & Associates LP2,320,044$29.70M0.3%+127.3%9.427%
5/2/2023 Arkadios Wealth Advisors49,378$632K0.1%-5.2%0.201%
4/25/2023 Ridgewood Investments LLC27,085$347K0.2%N/A0.110%
4/25/2023 D.A. Davidson & CO.91,215$1.17M0.0%-13.0%0.370%
4/24/2023 Mackenzie 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%
3/22/2023 Pictet North America Advisors SA41,079$668K0.1%+8.4%0.167%
2/13/2023 Atria Wealth Solutions Inc.22,620$368K0.0%N/A0.092%
2/10/2023 Bard Associates Inc.128,593$2.09M0.9%-1.2%0.522%
2/9/2023 Beacon Investment Advisors LLC11,872$193K0.2%N/A0.048%
2/8/2023 Raymond James & Associates56,392$916K0.0%-1.4%0.229%
2/8/2023 Cambridge Investment Research Advisors Inc.46,433$755K0.0%+20.7%0.189%
2/8/2023 Van ECK Associates Corp330,655$5.37M0.0%+3.1%1.343%
2/7/2023Commonwealth Equity Services LLC28,634$465K0.0%-32.1%0.116%
2/7/2023 LPL Financial LLC38,123$619K0.0%-4.7%0.155%
2/6/2023 Banque Pictet & Cie SA41,079$668K0.0%+8.4%0.167%
2/3/2023 Tradition Wealth Management LLC14,828$241K0.0%+3.6%0.060%
2/3/2023 Emerald Mutual Fund Advisers Trust53,970$877K0.1%-5.3%0.219%
2/3/2023 D.A. Davidson & CO.104,808$1.70M0.0%-2.6%0.426%
1/31/2023 AE 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%
1/11/2023 Arkadios Wealth Advisors52,109$847K0.1%+12.5%0.213%
11/15/2022 Kinloch Capital LLC11,989$196K0.1%N/A0.049%
11/15/2022 Marshall Wace LLP267,553$4.37M0.0%+9.2%1.096%
11/14/2022 Pictet North America Advisors SA37,900$619K0.1%-47.9%0.155%
11/9/2022 Summitry LLC10,000$163K0.0%N/A0.041%
11/8/2022 Advisors Asset Management Inc.142,320$2.32M0.0%-36.2%0.584%
11/8/2022IFP Advisors Inc2,450$50K0.0%+81.5%0.010%
11/7/2022 D.A. Davidson & CO.107,614$1.76M0.0%+11.1%0.442%
11/3/2022 Royce & 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%
10/27/2022 Van ECK Associates Corp320,586$5.23M0.0%-7.4%1.316%
10/25/2022 AE Wealth Management LLC10,410$170K0.0%-31.4%0.043%
10/21/2022 Arkadios Wealth Advisors46,328$756K0.1%+2.7%0.190%
10/7/2022 Mackenzie Financial Corp22,436$366K0.0%-26.0%0.092%
8/16/2022 RMB Capital Management LLC125,000$2.37M0.1%N/A0.513%
Biden Nomination CANCELED? (Ad)

The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?

I believe I have the terrifying answer right here.
8/11/2022 Apollon Wealth Management LLC15,500$293K0.0%+93.8%0.064%
8/11/2022 Avenir Corp47,000$890K0.1%+23.7%0.194%
8/10/2022 Mackenzie Financial Corp30,334$574K0.0%-37.4%0.125%
8/8/2022 Advisors Asset Management Inc.223,242$4.23M0.1%-9.0%0.923%
8/8/2022 Banque Pictet & Cie SA72,800$1.38M0.0%N/A0.301%
8/8/2022 Banque Pictet & Cie SA72,800$1.38M0.0%N/A0.301%
8/5/2022 Mckinley Capital Management LLC Delaware41,282$782K0.1%-1.4%0.171%
8/5/2022 Pictet North America Advisors SA72,800$1.38M0.2%N/A0.301%
8/4/2022 Royce & Associates LP488,871$9.25M0.1%-4.2%2.021%
8/3/2022 Van ECK Associates Corp346,055$6.55M0.0%-39.0%1.431%
(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, 52 institutional investors and hedge funds held shares of NewtekOne. The most heavily invested institutionals were Royce & Associates LP ($32.38M), Vanguard Group Inc. ($15.06M), 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 43 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), International Assets Investment Management LLC ($189.80K), Barrett & Company Inc. ($182.98K), Banque Pictet & Cie SA ($148.78K), Aptus Capital Advisors LLC ($133.18K), RMB Capital Management LLC ($125K), and Pictet North America Advisors SA ($75.98K).

How much institutional buying is happening at NewtekOne?

Institutional investors have bought a total of 2,691,607 shares in the last 24 months. This purchase volume represents approximately $37.47M in transactions.

Which NewtekOne major shareholders have been selling company stock?

Of the 25 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 ($348.13K), Van ECK Associates Corp ($247.02K), Russell Investments Group Ltd. ($104.85K), Advisors Asset Management Inc. ($103.04K), Vanguard Group Inc. ($76.64K), Emerald Mutual Fund Advisers Trust ($54.02K), and D.A. Davidson & CO. ($45.40K).

How much institutional selling is happening at NewtekOne?

Institutional investors have sold a total of 1,210,374 shares in the last 24 months. This volume of shares sold represents approximately $19.56M in transactions.


Related Companies:
This page (NASDAQ:NEWT) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners
Urgent Nvidia Warning
Altimetry
The Overlooked Retirement Asset You Probably Don’t Own
Crypto 101 Media
Shocking: One AI startup's revenue could surge 4,735%
Manward Press
"The Biggest Drug Ever" Is Coming
Behind the Markets
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Elon’s New Device is About to Shock the World
InvestorPlace
Most important medical advance in 100 years
The Oxford Club