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NewtekOne (NEWT) Institutional Ownership

NewtekOne logo
$13.80 -0.07 (-0.50%)
(As of 11/20/2024 ET)
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Institutional Ownership Changes (13F Filings) for NewtekOne (NASDAQ:NEWT)

Current
Institutional Ownership
Percentage
38.35%
Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$13.97M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$11.22M
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NEWT Institutional Buying and Selling by Quarter

NewtekOne Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC30,201$376K0.0%+285.2%0.115%
11/16/2024 Geode Capital Management LLC573,608$7.15M0.0%+4.0%2.181%
11/15/2024 Barclays PLC30,201$376K0.0%+285.2%0.115%
11/15/2024 Y Intercept Hong Kong Ltd29,473$367K0.0%N/A0.112%
11/15/2024 Glen Eagle Advisors LLC8,476$106K0.0%-54.0%0.032%
11/15/2024 Jane Street Group LLC23,416$292K0.0%-43.6%0.089%
11/15/2024 Wellington Management Group LLP152,638$1.90M0.0%N/A0.580%
11/15/2024 State Street Corp474,419$5.91M0.0%+1.0%1.804%
11/15/2024 Paloma Partners Management Co15,796$197K0.0%N/A0.061%
11/14/2024 Tradition Wealth Management LLC12,391$154K0.0%-18.5%0.048%
11/13/2024 BNP Paribas Financial Markets13,863$173K0.0%+28.7%0.053%
11/13/2024 FMR LLC2,559$32K0.0%+253.5%0.010%
11/13/2024 Dynamic Technology Lab Private Ltd15,782$197K0.0%N/A0.061%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.91,226$1.14M0.0%+245.1%0.351%
11/7/2024 Quest Partners LLC33,618$419K0.0%+156.0%0.129%
11/6/2024 Bard Associates Inc.120,354$1.50M0.5%-2.0%0.464%
11/6/2024 Royce & Associates LP751,292$9.36M0.1%-42.2%2.894%
11/6/2024 Cornercap Investment Counsel Inc.18,911$236K0.1%-53.0%0.073%
10/29/2024 Harbor Capital Advisors Inc.7,542$94K0.0%+36.1%0.029%
10/24/2024 Barrett & Company Inc.151,723$1.89M0.8%-5.1%0.613%
10/24/2024 Arkadios Wealth Advisors42,623$531K0.0%-4.6%0.172%
10/22/2024 International Assets Investment Management LLC61,054$761K0.0%+1,146.0%0.247%
10/16/2024 nVerses Capital LLC5,900$74K0.0%+96.7%0.024%
10/3/2024 SG Americas Securities LLC8,108$101K0.0%N/A0.033%
9/16/2024 Cubist Systematic Strategies LLC15,278$192K0.0%N/A0.062%
8/15/2024 AQR Capital Management LLC32,043$403K0.0%N/A0.130%
8/14/2024 Cubist Systematic Strategies LLC15,278$192K0.0%N/A0.062%
8/14/2024 Marshall Wace LLP270,549$3.40M0.0%+200.3%1.094%
8/8/2024 Cornercap Investment Counsel Inc.40,236$506K0.1%N/A0.163%
8/8/2024 American Century Companies Inc.190,712$2.40M0.0%+27.2%0.771%
8/6/2024 Quest Partners LLC13,130$165K0.0%-67.6%0.053%
8/1/2024 Rhumbline Advisers33,665$423K0.0%+12.0%0.136%
7/31/2024 nVerses Capital LLC3,000$38K0.0%-69.1%0.012%
7/30/2024 International Assets Investment Management LLC4,900$62K0.0%N/A0.020%
7/29/2024 Arkadios Wealth Advisors44,662$561K0.0%-5.5%0.181%
7/26/2024 Bank of New York Mellon Corp184,053$2.31M0.0%+3.7%0.744%
7/9/2024 Harbor Capital Advisors Inc.5,540$70K0.0%-25.9%0.022%
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%
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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%
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%
2/12/2024 Cape 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%
1/16/2024Raymond 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%
10/24/2023Raymond James Financial Services Advisors Inc.18,465$272K0.0%N/A0.075%
10/24/2023Raymond 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%
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%
7/25/2023Raymond 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%
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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%
4/14/2023Raymond 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%
2/8/2023Raymond James & Associates56,392$916K0.0%-1.4%0.229%
(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, 62 institutional investors and hedge funds held shares of NewtekOne. The most heavily invested institutionals were Vanguard Group Inc. ($15.06M), Royce & Associates LP ($9.36M), Geode Capital Management LLC ($7.15M), State Street Corp ($5.91M), Van ECK Associates Corp ($5.37M), Marshall Wace LLP ($3.40M), and American Century Companies Inc. ($2.40M).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 51 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 ($250.85K), Barrett & Company Inc. ($182.98K), Marshall Wace LLP ($180.47K), Wellington Management Group LLP ($152.64K), Aptus Capital Advisors LLC ($133.18K), and Connor Clark & Lunn Investment Management Ltd. ($64.79K).

How much institutional buying is happening at NewtekOne?

Institutional investors have bought a total of 3,039,401 shares in the last 24 months. This purchase volume represents approximately $39.18M in transactions.

Which NewtekOne major shareholders have been selling company stock?

Of the 27 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 ($832.30K), Russell Investments Group Ltd. ($104.85K), Vanguard Group Inc. ($76.64K), D.A. Davidson & CO. ($45.40K), International Assets Investment Management LLC ($37.07K), Quest Partners LLC ($27.42K), and Aptus Capital Advisors LLC ($25.25K).

How much institutional selling is happening at NewtekOne?

Institutional investors have sold a total of 1,323,859 shares in the last 24 months. This volume of shares sold represents approximately $18.02M in transactions.


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This page (NASDAQ:NEWT) was last updated on 11/21/2024 by MarketBeat.com Staff
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