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NewtekOne (NEWT) Institutional Ownership

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$12.95
-0.13 (-0.99%)
(As of 11/1/2024 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)
21
Total
Institutional Inflows
(last 12 months)
$9.61M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.16M
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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
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%
9/16/2024Cubist 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%
8/1/2024Rhumbline 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%
7/26/2024Bank 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%
1/25/2024SeaBridge Investment Advisors LLC10,000$138K0.0%N/A0.041%
1/24/2024 Barrett & Company Inc.175,225$2.42M1.3%-1.5%0.711%
1/24/2024 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%
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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%
7/13/2023 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%
5/12/2023Corsair 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%
5/10/2023Prescott 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%
5/9/2023Aptus 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%
3/22/2023 Pictet 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%
2/8/2023Raymond 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%
2/7/2023LPL Financial LLC38,123$619K0.0%-4.7%0.155%
2/6/2023 Banque Pictet & Cie SA41,079$668K0.0%+8.4%0.167%
2/3/2023Tradition 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%
2/3/2023D.A. Davidson & CO.104,808$1.70M0.0%-2.6%0.426%
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Guess who's selling NVDA next The most successful hedge fund in history quietly sold 500,000 shares. Here's what that means for your money. Billionaire Wall Street investors are quietly offloading millions of shares. What do they know that you don't? It's arguably the most popular stock in the world. Now, one 50-year Wall Street legend says its day in the sun could finally be coming to an end. Last year, he warned of two stocks that went on to crash 60%.

Now he's just issued a warning for the most popular stock in the world: Nvidia (NVDA).
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%
1/11/2023 Arkadios 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%
11/14/2022 Pictet 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%
(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. ($15.06M), Van ECK Associates Corp ($5.37M), Marshall Wace LLP ($3.40M), American Century Companies Inc. ($2.40M), Advisors Asset Management Inc. ($2.32M), and Bank of New York Mellon Corp ($2.31M).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 46 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), Marshall Wace LLP ($203.06K), Barrett & Company Inc. ($182.98K), Aptus Capital Advisors LLC ($133.18K), Prescott Group Capital Management L.L.C. ($60.42K), and Ancora Advisors LLC ($47.47K).

How much institutional buying is happening at NewtekOne?

Institutional investors have bought a total of 2,721,428 shares in the last 24 months. This purchase volume represents approximately $35.44M 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 ($326.46K), Russell Investments Group Ltd. ($104.85K), Advisors Asset Management Inc. ($80.92K), Vanguard Group Inc. ($76.64K), D.A. Davidson & CO. ($45.40K), International Assets Investment Management LLC ($37.07K), and Pictet North America Advisors SA ($34.90K).

How much institutional selling is happening at NewtekOne?

Institutional investors have sold a total of 879,251 shares in the last 24 months. This volume of shares sold represents approximately $13.09M in transactions.


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This page (NASDAQ:NEWT) was last updated on 11/2/2024 by MarketBeat.com Staff
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