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NewtekOne (NEWT) Institutional Ownership

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$13.28 -0.06 (-0.45%)
Closing price 01/31/2025 04:00 PM Eastern
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$13.28 0.00 (0.00%)
As of 01/31/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
32
Total
Institutional Inflows
(last 12 months)
$11.49M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$10.00M
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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
1/28/2025 Barrett & Company Inc.149,526$1.91M0.8%-1.4%0.568%
1/17/2025 SG Americas Securities LLC11,274$144K0.0%+39.0%0.043%
1/17/2025 Nisa Investment Advisors LLC4,316$56K0.0%+137.7%0.016%
1/10/2025 Harbor Capital Advisors Inc.6,542$84K0.0%-13.3%0.025%
12/26/2024JPMorgan Chase & Co.34,120$425K0.0%+94.7%0.130%
11/19/2024Barclays PLC30,201$376K0.0%+285.2%0.115%
11/16/2024Geode Capital Management LLC573,608$7.15M0.0%+4.0%2.181%
11/15/2024Barclays PLC30,201$376K0.0%+285.2%0.115%
11/15/2024Y Intercept Hong Kong Ltd29,473$367K0.0%N/A0.112%
11/15/2024Glen Eagle Advisors LLC8,476$106K0.0%-54.0%0.032%
11/15/2024Jane Street Group LLC23,416$292K0.0%-43.6%0.089%
11/15/2024Wellington Management Group LLP152,638$1.90M0.0%N/A0.580%
11/15/2024State Street Corp474,419$5.91M0.0%+1.0%1.804%
11/15/2024Paloma Partners Management Co15,796$197K0.0%N/A0.061%
11/14/2024Tradition Wealth Management LLC12,391$154K0.0%-18.5%0.048%
11/13/2024BNP Paribas Financial Markets13,863$173K0.0%+28.7%0.053%
11/13/2024FMR LLC2,559$32K0.0%+253.5%0.010%
11/13/2024Dynamic Technology Lab Private Ltd15,782$197K0.0%N/A0.061%
11/8/2024Connor Clark & Lunn Investment Management Ltd.91,226$1.14M0.0%+245.1%0.351%
11/7/2024Quest Partners LLC33,618$419K0.0%+156.0%0.129%
11/6/2024Bard Associates Inc.120,354$1.50M0.5%-2.0%0.464%
11/6/2024Royce & Associates LP751,292$9.36M0.1%-42.2%2.894%
11/6/2024Cornercap 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%
10/16/2024nVerses Capital LLC5,900$74K0.0%+96.7%0.024%
10/3/2024 SG Americas Securities LLC8,108$101K0.0%N/A0.033%
9/16/2024Cubist Systematic Strategies LLC15,278$192K0.0%N/A0.062%
8/15/2024AQR Capital Management LLC32,043$403K0.0%N/A0.130%
8/14/2024Cubist Systematic Strategies LLC15,278$192K0.0%N/A0.062%
8/14/2024Marshall Wace LLP270,549$3.40M0.0%+200.3%1.094%
8/8/2024Cornercap Investment Counsel Inc.40,236$506K0.1%N/A0.163%
8/8/2024American Century Companies Inc.190,712$2.40M0.0%+27.2%0.771%
8/6/2024Quest Partners LLC13,130$165K0.0%-67.6%0.053%
8/1/2024 Rhumbline Advisers33,665$423K0.0%+12.0%0.136%
7/31/2024nVerses 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%
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7/26/2024Bank 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%
5/16/2024California State Teachers Retirement System2,344$26K0.0%-38.9%0.009%
5/16/2024Ancora Advisors LLC130,933$1.44M0.0%+43.5%0.529%
5/16/2024Avenir Corp59,800$658K0.1%+46.6%0.242%
5/16/2024Kinloch Capital LLC13,489$148K0.1%N/A0.055%
5/10/2024Vanguard Group Inc.1,368,607$15.06M0.0%+1.3%5.338%
5/8/2024Russell Investments Group Ltd.46,882$516K0.0%-62.8%0.183%
5/1/2024BNP 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%
2/14/2024Avenir 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%
1/25/2024 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%
12/18/2023Vanguard 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%
10/24/2023Raymond 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%
9/21/2023Barclays 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%
7/25/2023Raymond 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%
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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%
5/2/2023 Arkadios Wealth Advisors49,378$632K0.1%-5.2%0.201%
4/25/2023 Ridgewood Investments LLC27,085$347K0.2%N/A0.110%
4/25/2023D.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%
4/14/2023Raymond James & Associates55,296$708K0.0%-1.9%0.225%
(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, 63 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 52 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 ($247.93K), 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 3,052,269 shares in the last 24 months. This purchase volume represents approximately $39.30M 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 ($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 1,326,206 shares in the last 24 months. This volume of shares sold represents approximately $18.04M in transactions.


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This page (NASDAQ:NEWT) was last updated on 2/1/2025 by MarketBeat.com Staff
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