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NewtekOne (NEWT) Institutional Ownership

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$12.97 -0.02 (-0.15%)
Closing price 03/3/2025 04:00 PM Eastern
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$12.97 0.00 (0.00%)
As of 03/3/2025 07:35 PM Eastern
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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)
55
Total
Institutional Inflows
(last 12 months)
$24.02M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$15.37M
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NEWT Institutional Buying and Selling by Quarter

NewtekOne Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Glen Eagle Advisors LLC6,566$84K0.0%-22.5%0.025%
2/18/2025 Connective Capital Management LLC19,557$250K0.3%N/A0.074%
2/17/2025 Two Sigma Investments LP90,407$1.15M0.0%+24.2%0.344%
2/17/2025 Man Group plc50,790$649K0.0%+13.0%0.193%
2/17/2025 Nuveen Asset Management LLC68,230$871K0.0%+59.3%0.259%
2/17/2025 Millennium Management LLC76,260$974K0.0%-14.6%0.290%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,806$176K0.0%+8.5%0.052%
2/17/2025 Graham Capital Management L.P.22,049$282K0.0%+42.0%0.084%
2/17/2025 D. E. Shaw & Co. Inc.105,855$1.35M0.0%+73.9%0.402%
2/17/2025 Corton Capital Inc.27,057$346K0.2%N/A0.103%
2/17/2025 Cubist Systematic Strategies LLC49,516$632K0.0%+328.8%0.188%
2/17/2025 Bank of America Corp DE71,039$907K0.0%+31.2%0.270%
2/17/2025 BNP Paribas Financial Markets11,085$142K0.0%-20.0%0.042%
2/17/2025 Algert Global LLC20,253$259K0.0%-11.8%0.077%
2/14/2025 Jane Street Group LLC29,402$375K0.0%+25.6%0.112%
2/14/2025 Northern Trust Corp210,102$2.68M0.0%+9.6%0.799%
2/14/2025 Tudor Investment Corp ET AL108,516$1.39M0.0%+24.6%0.412%
2/14/2025 Aquatic Capital Management LLC5,484$70K0.0%+66.2%0.021%
2/14/2025 Boothbay Fund Management LLC116,892$1.49M0.0%+6.7%0.444%
2/14/2025 Price T Rowe Associates Inc. MD14,115$181K0.0%+22.9%0.054%
2/14/2025 Tower Research Capital LLC TRC 2,557$33K0.0%+199.4%0.010%
2/14/2025 First Trust Advisors LP93,941$1.20M0.0%-7.4%0.357%
2/13/2025 Marshall Wace LLP260,960$3.33M0.0%-11.1%0.992%
2/13/2025 Jump Financial LLC10,442$133K0.0%-50.9%0.040%
2/13/2025 Barclays PLC38,598$492K0.0%+27.8%0.147%
2/13/2025 LSV Asset Management23,000$294K0.0%N/A0.087%
2/13/2025 Raymond James Financial Inc.88,124$1.13M0.0%N/A0.335%
2/13/2025 Dynamic Technology Lab Private Ltd11,133$142K0.0%-29.5%0.042%
2/13/2025 Wells Fargo & Company MN21,568$275K0.0%+33.8%0.082%
2/12/2025 Trexquant Investment LP73,869$943K0.0%-34.1%0.281%
2/12/2025 Geode Capital Management LLC584,541$7.47M0.0%+1.9%2.222%
2/12/2025 Alliancebernstein L.P.26,570$339K0.0%-5.3%0.101%
2/12/2025 Wellington Management Group LLP253,627$3.24M0.0%+66.2%0.964%
2/12/2025 JPMorgan Chase & Co.139,517$1.78M0.0%+308.9%0.530%
2/11/2025 Jackson Thornton Wealth Management LLC26,574$339K0.0%N/A0.101%
2/11/2025 Vanguard Group Inc.1,383,321$17.67M0.0%-2.7%5.258%
2/11/2025 American Century Companies Inc.112,400$1.44M0.0%+116.6%0.427%
2/11/2025 Quantbot Technologies LP4,283$55K0.0%N/A0.016%
2/11/2025 1620 Investment Advisors Inc.33,846$432K0.3%N/A0.129%
2/11/2025 Semanteon Capital Management LP16,442$210K0.1%N/A0.062%
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2/10/2025 Royce & Associates LP447,461$5.71M0.1%-40.4%1.701%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.115,821$1.48M0.0%+27.0%0.440%
2/7/2025 Founders Financial Alliance LLC29,216$373K0.1%-36.0%0.111%
2/7/2025 AlphaQuest LLC13,465$172K0.0%-59.9%0.051%
2/6/2025 Raymond James Financial Inc.88,124$1.13M0.0%N/A0.335%
2/6/2025 Bard Associates Inc.127,657$1.65M0.6%+6.1%0.485%
2/5/2025 Bailard Inc.20,100$257K0.0%N/A0.076%
2/4/2025 Bank of New York Mellon Corp279,001$3.56M0.0%+68.3%1.060%
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%
12/26/2024 JPMorgan Chase & Co.34,120$425K0.0%+94.7%0.130%
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%
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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%
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%
(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, 86 institutional investors and hedge funds held shares of NewtekOne. The most heavily invested institutionals were Vanguard Group Inc. ($17.67M), Geode Capital Management LLC ($7.47M), State Street Corp ($5.91M), Royce & Associates LP ($5.71M), Bank of New York Mellon Corp ($3.56M), Marshall Wace LLP ($3.33M), and Wellington Management Group LLP ($3.24M).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 71 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), Wellington Management Group LLP ($253.63K), International Assets Investment Management LLC ($247.93K), Barrett & Company Inc. ($182.98K), Marshall Wace LLP ($180.47K), Raymond James Financial Inc. ($176.25K), and Aptus Capital Advisors LLC ($133.18K).

How much institutional buying is happening at NewtekOne?

Institutional investors have bought a total of 3,996,064 shares in the last 24 months. This purchase volume represents approximately $51.16M in transactions.

Which NewtekOne major shareholders have been selling company stock?

Of the 35 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 ($1.14M), Vanguard Group Inc. ($114.95K), Russell Investments Group Ltd. ($104.85K), D.A. Davidson & CO. ($42.59K), Trexquant Investment LP ($38.15K), International Assets Investment Management LLC ($37.07K), and Marshall Wace LLP ($32.72K).

How much institutional selling is happening at NewtekOne?

Institutional investors have sold a total of 1,797,176 shares in the last 24 months. This volume of shares sold represents approximately $23.98M in transactions.



This page (NASDAQ:NEWT) was last updated on 3/4/2025 by MarketBeat.com Staff
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