NEWTEK BUSINESS SVCS CORP shareholder history

Current and past NEWTEK BUSINESS SVCS CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2250.00%0.00%0.00%Q1 2015Q3 202368
Citadel Advisors 2210.00%0.00%0.00%Q1 2015Q3 202353
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
BARD ASSOCIATES INC 36360.68%1.25%1.80%Q4 2014Q3 202336
MORGAN STANLEY 36360.00%0.00%0.00%Q4 2014Q3 202336
WELLS FARGO & COMPANY/MN 36360.00%0.00%0.00%Q4 2014Q3 202336
BANK OF AMERICA CORP /DE/ 36360.00%0.00%0.00%Q4 2014Q3 202336
RAYMOND JAMES & ASSOCIATES 35350.00%0.00%0.00%Q1 2015Q3 202335
JPMORGAN CHASE & CO 32320.00%0.00%0.00%Q4 2015Q3 202332
WELLINGTON MANAGEMENT GROUP LLP 29290.00%0.00%0.00%Q4 2014Q4 202129
STIFEL FINANCIAL CORP 28280.00%0.00%0.00%Q3 2016Q2 202328
NISA INVESTMENT ADVISORS, LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
LSV ASSET MANAGEMENT 28280.00%0.01%0.01%Q4 2014Q3 202128
Advisors Asset Management, Inc. 28280.01%0.09%0.16%Q4 2016Q3 202328
VAN ECK ASSOCIATES CORP 27270.00%0.02%0.03%Q2 2016Q4 202227
ROYAL BANK OF CANADA 1110.00%0.00%0.00%Q1 2016Q3 202327
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 26260.00%0.00%0.00%Q4 2014Q1 202126
LPL Financial LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
TWO SIGMA ADVISERS, LP 14120.00%0.00%0.02%Q1 2016Q1 202326
Tower Research Capital LLC (TRC) 610.00%0.00%0.01%Q4 2014Q3 202325
GUGGENHEIM CAPITAL LLC 1960.00%0.00%0.01%Q1 2017Q2 202325
MCKINLEY CAPITAL MANAGEMENT LLC 24240.08%0.18%0.33%Q1 2017Q4 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 23230.00%0.00%0.00%Q1 2018Q3 202323
Invesco Ltd. 1670.00%0.00%0.01%Q1 2017Q3 202323
TWO SIGMA INVESTMENTS, LP 1250.00%0.00%0.01%Q4 2015Q2 202222
AXA S.A. 820.00%0.00%0.01%Q3 2015Q3 202221
WOLVERINE TRADING, LLC 810.00%0.00%0.00%Q3 2016Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
D.A. DAVIDSON & CO. 1740.00%0.01%0.03%Q3 2016Q3 202321
GEODE CAPITAL MANAGEMENT, LLC 1210.00%0.00%0.00%Q2 2017Q3 202320
Chubb Ltd 1810.05%0.55%1.93%Q1 2016Q1 202220
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.01%Q4 2014Q1 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
ROYCE & ASSOCIATES LP 1280.01%0.09%0.31%Q4 2014Q3 202320
Cutler Group LLC / CA 990.00%0.00%0.00%Q4 2015Q4 201719
Bramshill Investments, LLC 19190.00%0.22%0.49%Q4 2017Q2 202219
Geneos Wealth Management Inc. 1530.00%0.00%0.00%Q1 2016Q2 202118
West Family Investments, Inc. 1260.06%0.35%0.82%Q4 2014Q4 202018
Advisory Services Network, LLC 1310.00%0.01%0.02%Q1 2017Q1 202318
BARCLAYS PLC 1510.00%0.00%0.00%Q2 2016Q3 202318
DEUTSCHE BANK AG\ 810.00%0.00%0.00%Q4 2014Q3 202317
IFP Advisors, Inc 1070.00%0.00%0.01%Q3 2016Q3 202317
Private Advisor Group, LLC 910.00%0.02%0.06%Q3 2015Q2 202016
Valeo Financial Advisors, LLC 15150.00%0.00%0.00%Q3 2017Q1 202115
Axiom Investment Management LLC 1410.04%0.22%0.53%Q4 2018Q3 202215
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
AMERICAN ASSET MANAGEMENT INC. 14140.10%0.29%0.53%Q3 2016Q4 201914
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14140.08%0.18%0.28%Q1 2020Q2 202314
Rockefeller Capital Management L.P. 14140.00%0.00%0.00%Q3 2019Q4 202214
Arkadios Wealth Advisors 1220.07%0.18%0.45%Q4 2019Q3 202314
CITIGROUP INC 910.00%0.00%0.00%Q1 2015Q3 202314
LADENBURG THALMANN FINANCIAL SERVICES INC. 1040.00%0.00%0.01%Q4 2015Q4 201914
PEAK6 Investments LLC 510.00%0.00%0.00%Q3 2018Q2 202114
Founders Financial Alliance, LLC 13130.27%0.39%0.57%Q3 2020Q3 202313
NEXT Financial Group, Inc 610.00%0.00%0.00%Q1 2017Q4 202113
Opus Capital Group, LLC 1120.04%0.45%0.97%Q3 2015Q2 201913
MANUFACTURERS LIFE INSURANCE COMPANY, THE 13130.00%0.00%0.00%Q2 2015Q2 201813
Advisor Group, Inc. 13130.00%0.00%0.00%Q4 2016Q4 201913
GOLDMAN SACHS GROUP INC 610.00%0.00%0.00%Q2 2015Q3 202313
PERRITT CAPITAL MANAGEMENT INC 13130.09%0.54%1.40%Q3 2014Q3 201713
PEAK6 Group LLC 320.00%0.00%0.00%Q4 2016Q2 201813
BlackRock Inc. 610.00%0.00%0.00%Q1 2017Q3 202312
JANE STREET GROUP, LLC 610.00%0.00%0.00%Q2 2021Q1 202312
MML INVESTORS SERVICES, LLC 12120.01%0.01%0.01%Q1 2017Q4 201912
BRIDGEWAY CAPITAL MANAGEMENT, LLC 12120.00%0.01%0.03%Q4 2014Q3 201712
NORTHPOINTE CAPITAL LLC 12120.08%0.35%0.57%Q4 2014Q3 201712
Tradition Wealth Management, LLC 12120.02%0.04%0.06%Q4 2020Q3 202312
GROUP ONE TRADING, L.P. 610.00%0.00%0.00%Q4 2017Q3 202312
HighTower Advisors, LLC 720.00%0.00%0.00%Q3 2015Q4 201811
GSA CAPITAL PARTNERS LLP 410.02%0.05%0.16%Q2 2015Q3 202211
Avenir Corp 11110.08%0.09%0.10%Q1 2021Q3 202311
AE Wealth Management LLC 830.00%0.01%0.02%Q2 2019Q4 202211
FMR LLC 310.00%0.00%0.00%Q4 2018Q3 202311
MetLife Investment Management, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
OPUS INVESTMENT MANAGEMENT INC 11110.01%0.01%0.01%Q4 2014Q2 201711
AlphaMark Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q4 2018Q2 202311
Stonebridge Capital Advisors LLC 650.00%0.00%0.00%Q2 2019Q2 202211
Ancora Advisors LLC 550.00%0.01%0.03%Q1 2020Q3 202310
MACKENZIE FINANCIAL CORP 10100.00%0.00%0.00%Q1 2021Q2 202310
D. E. Shaw & Co., Inc. 610.00%0.00%0.00%Q2 2016Q1 202110
MARSHALL WACE, LLP 620.00%0.01%0.02%Q4 2018Q3 202310
Patriot Financial Group Insurance Agency, LLC 990.00%0.00%0.01%Q2 2020Q2 20229
AMERIPRISE FINANCIAL INC 510.00%0.00%0.00%Q2 2017Q3 20239
PSI Advisors, LLC 810.00%0.00%0.01%Q4 2019Q3 20239
C M BIDWELL & ASSOCIATES LTD 420.03%0.12%0.24%Q1 2017Q3 20219
Fusion Family Wealth LLC 990.02%0.04%0.06%Q4 2016Q4 20189
NATIXIS 410.00%0.00%0.00%Q3 2020Q2 20239
CENTRAL TRUST Co 810.00%0.00%0.00%Q1 2015Q2 20209
Creative Planning 810.00%0.00%0.00%Q1 2015Q2 20179
ADVISORY RESEARCH INC 880.02%0.02%0.03%Q1 2018Q4 20198
SeaBridge Investment Advisors LLC 620.00%0.01%0.01%Q1 2017Q1 20208
BENJAMIN F. EDWARDS & COMPANY, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.02%0.03%0.05%Q1 2021Q4 20228
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 880.01%0.01%0.01%Q1 2017Q4 20188
US BANCORP \DE\ 710.00%0.00%0.00%Q3 2018Q3 20228
Zelman Capital LLC 770.27%1.11%2.41%Q4 2014Q2 20167
Jaffetilchin Investment Partners, LLC 770.02%0.06%0.09%Q3 2021Q1 20237
EMERALD MUTUAL FUND ADVISERS TRUST 610.02%0.08%0.13%Q2 2020Q4 20227
Belpointe Asset Management LLC 520.00%0.02%0.03%Q3 2019Q1 20237
RMB Capital Management, LLC 520.01%0.06%0.16%Q4 2014Q3 20227
Brookstone Capital Management 770.01%0.01%0.01%Q2 2021Q4 20227
Dynamic Technology Lab Private Ltd 210.01%0.04%0.07%Q1 2016Q1 20237
&PARTNERS 771.80%2.16%2.46%Q4 2018Q2 20207
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 310.00%0.00%0.01%Q2 2017Q4 20207
Ahrens Investment Partners LLC 310.01%0.07%0.21%Q2 2020Q1 20237
SUMMITRY LLC 320.01%0.01%0.02%Q1 2021Q1 20237
FNY Investment Advisers, LLC 320.00%0.02%0.05%Q4 2020Q1 20236
CREDIT SUISSE AG/ 420.00%0.00%0.00%Q4 2014Q4 20196
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.00%Q1 2021Q3 20226
ENVESTNET ASSET MANAGEMENT INC 330.00%0.00%0.00%Q1 2016Q4 20196
Aptus Capital Advisors, LLC 330.05%0.08%0.12%Q4 2018Q3 20236
JNBA Financial Advisors 420.00%0.00%0.00%Q3 2017Q1 20196
Quad-Cities Investment Group, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
TOMPKINS FINANCIAL CORP 660.00%0.00%0.00%Q1 2022Q2 20236
SIGNATUREFD, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
First Allied Advisory Services, Inc. 660.01%0.02%0.03%Q3 2018Q4 20196
Capital Market Strategies LLC 510.15%0.23%0.28%Q4 2021Q2 20236
BNP PARIBAS FINANCIAL MARKETS 510.00%0.00%0.00%Q4 2021Q3 20236
MENDON CAPITAL ADVISORS CORP 420.05%0.44%1.10%Q3 2015Q1 20226
Raymond James Financial Services Advisors, Inc. 510.00%0.00%0.00%Q1 2017Q3 20236
CAPTRUST FINANCIAL ADVISORS 550.02%0.02%0.02%Q2 2018Q2 20195
CHUBB CORP 550.01%0.01%0.02%Q4 2014Q4 20155
Front Row Advisors LLC 320.00%0.00%0.00%Q1 2019Q3 20235
Crow Point Partners, LLC 550.08%0.09%0.10%Q1 2017Q1 20185
ADVANTAGE INVESTMENT MANAGEMENT, LLC 410.00%0.05%0.21%Q4 2016Q1 20195
Dorsey Wright & Associates 550.00%0.00%0.00%Q3 2019Q3 20205
Laird Norton Wetherby Wealth Management, LLC 550.01%0.02%0.02%Q2 2021Q2 20225
HRT FINANCIAL LP 210.00%0.03%0.11%Q4 2018Q1 20235
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Sound Income Strategies, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Cubist Systematic Strategies, LLC 210.00%0.01%0.02%Q1 2015Q2 20225
BDO Wealth Advisors, LLC 550.00%0.00%0.01%Q2 2022Q2 20235
J.P. Morgan Private Wealth Advisors LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Sumitomo Mitsui DS Asset Management Company, Ltd 550.01%0.01%0.02%Q1 2018Q1 20195
BARRETT & COMPANY, INC. 551.48%1.72%1.97%Q3 2022Q3 20235
Manchester Capital Management LLC 550.00%0.00%0.00%Q4 2015Q4 20165
Steward Partners Investment Advisory, LLC 310.00%0.00%0.02%Q2 2017Q3 20235
NORTHERN TRUST CORP 220.00%0.00%0.00%Q1 2022Q3 20234
Winslow, Evans & Crocker, Inc. 440.00%0.00%0.00%Q4 2015Q3 20164
Intrinsic Edge Capital Management LLC 220.26%0.46%0.62%Q1 2017Q3 20194
Virtu Financial LLC 110.01%0.03%0.04%Q1 2018Q4 20224
B. Riley Financial, Inc. 440.10%0.12%0.14%Q4 2015Q3 20164
Allianz Asset Management GmbH 440.00%0.00%0.00%Q1 2019Q4 20194
NAVELLIER & ASSOCIATES INC 440.12%0.17%0.21%Q3 2019Q2 20204
BEACON INVESTMENT ADVISORS LLC 440.11%0.15%0.16%Q4 2022Q3 20234
Quadrature Capital Ltd 220.02%0.03%0.08%Q4 2017Q1 20214
PNC FINANCIAL SERVICES GROUP, INC. 310.00%0.00%0.00%Q1 2020Q3 20214
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20214
Kinloch Capital, LLC 310.10%0.12%0.13%Q3 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Catalyst Capital Advisors LLC 310.03%0.08%0.12%Q2 2015Q1 20174
New Millennium Group LLC 440.01%0.02%0.02%Q2 2022Q1 20234
MEEDER ASSET MANAGEMENT INC 440.00%0.00%0.00%Q2 2021Q1 20224
EAGLE GLOBAL ADVISORS LLC 310.01%0.01%0.02%Q4 2018Q4 20194
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.01%0.01%Q2 2016Q2 20174
SVB WEALTH LLC 440.01%0.01%0.01%Q4 2020Q3 20214
BANK OF MONTREAL /CAN/ 440.00%0.00%0.00%Q4 2015Q3 20164
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ALLIANCEBERNSTEIN L.P. 210.00%0.00%0.00%Q1 2021Q3 20233
Municipal Employees' Retirement System of Michigan 330.02%0.02%0.02%Q4 2014Q2 20153
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q3 2019Q1 20203
Kestra Advisory Services, LLC 330.00%0.01%0.01%Q4 2020Q2 20213
Lebenthal Global Advisors, LLC 330.09%0.22%0.43%Q4 2020Q2 20213
BlueCrest Capital Management Ltd 110.01%0.01%0.02%Q1 2015Q4 20183
Penserra Capital Management LLC 330.00%0.00%0.00%Q1 2017Q3 20173
Aquatic Capital Management LLC 210.00%0.00%0.00%Q1 2022Q1 20233
Avior Wealth Management, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Covestor Ltd 210.00%0.00%0.00%Q4 2021Q3 20233
BANQUE PICTET & CIE SA 330.01%0.01%0.01%Q2 2022Q4 20223
Gemmer Asset Management LLC 330.00%0.00%0.00%Q3 2021Q1 20223
PUTNAM INVESTMENTS LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
tru Independence LLC 330.00%0.00%0.00%Q4 2019Q2 20203
MSI Financial Services Inc 330.00%0.01%0.01%Q2 2016Q4 20163
PARK CIRCLE Co 330.08%0.09%0.09%Q2 2016Q4 20163
Marshall Wace North America L.P. 110.00%0.00%0.01%Q1 2019Q3 20213
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q4 2019Q3 20233
ALGERT GLOBAL LLC 330.02%0.04%0.06%Q3 2021Q1 20223
Cavalier Investments, LLC 330.22%0.26%0.28%Q3 2019Q1 20203
Rockbridge Investment Management, LCC 330.00%0.00%0.00%Q1 2021Q3 20213
Pictet North America Advisors SA 330.10%0.13%0.18%Q2 2022Q4 20223
Private Portfolio Partners LLC 330.29%0.30%0.31%Q4 2018Q2 20193
Numeric Investors LLC 210.00%0.00%0.00%Q4 2015Q4 20173
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 330.16%0.17%0.19%Q1 2023Q3 20233
Engrave Wealth Partners LLC 330.01%0.01%0.01%Q4 2019Q2 20203
First Personal Financial Services 330.00%0.00%0.00%Q2 2016Q4 20163
Quantbot Technologies LP 210.01%0.02%0.02%Q2 2022Q1 20233
Spot Trading L.L.C 110.00%0.00%0.00%Q4 2016Q4 20163
Thomas J. Herzfeld Advisors, Inc. 330.05%0.06%0.07%Q3 2021Q1 20223
CWM, LLC 110.00%0.00%0.00%Q4 2018Q3 20233
ACG Wealth 330.10%0.72%1.05%Q4 2014Q2 20153
Ridgewood Investments LLC 330.21%0.35%0.43%Q1 2023Q3 20233
AIGEN INVESTMENT MANAGEMENT, LP 330.01%0.04%0.05%Q4 2019Q2 20203
Bank of New York Mellon Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q3 2021Q4 20212
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
Man Group plc 220.00%0.00%0.00%Q1 2018Q2 20182
VANGUARD GROUP INC 220.00%0.00%0.00%Q2 2023Q3 20232
MONTAG A & ASSOCIATES INC 220.01%0.01%0.01%Q4 2020Q1 20212
Kovitz Investment Group Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CLEAR STREET MARKETS LLC 110.00%0.02%0.03%Q2 2021Q1 20222
AMERICAN CENTURY COMPANIES INC 220.00%0.00%0.00%Q2 2023Q3 20232
BOOTHBAY FUND MANAGEMENT, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
ExodusPoint Capital Management, LP 110.00%0.01%0.01%Q1 2020Q1 20232
AMALGAMATED BANK 220.00%0.00%0.00%Q2 2023Q3 20232
NEW YORK STATE COMMON RETIREMENT FUND 220.00%0.00%0.00%Q2 2023Q3 20232
Ameritas Investment Partners, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
LOEB PARTNERS CORP 220.00%0.00%0.00%Q4 2018Q1 20192
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q1 2015Q1 20232
Fiera Capital Corp 110.00%0.00%0.00%Q1 2016Q4 20162
River Wealth Advisors LLC 220.00%0.00%0.00%Q3 2018Q4 20182
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 220.00%0.00%0.00%Q2 2023Q3 20232
Hutchin Hill Capital, LP 110.01%0.01%0.01%Q1 2017Q3 20172
OXFORD ASSET MANAGEMENT LLP 110.00%0.01%0.02%Q2 2017Q2 20182
Sutton Wealth Advisors Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Legacy Capital Wealth Partners, LLC 220.34%0.37%0.40%Q1 2022Q2 20222
Wagner Wealth Management, LLC 220.06%0.06%0.07%Q3 2021Q4 20212
WHITEBOX ADVISORS LLC 220.03%0.03%0.03%Q4 2014Q1 20152
Fortitude Advisory Group L.L.C. 220.04%0.04%0.04%Q4 2021Q1 20222
Regal Investment Advisors LLC 220.00%0.00%0.00%Q2 2015Q3 20152
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 220.00%0.00%0.00%Q2 2023Q3 20232
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 110.00%0.04%0.07%Q1 2018Q3 20212
Nine Chapters Capital Management LLC 220.02%0.03%0.04%Q2 2015Q3 20152
STATE STREET CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Financial Management Professionals, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q1 2018Q3 20182
METROPOLITAN LIFE INSURANCE CO/NY 220.00%0.00%0.00%Q2 2023Q3 20232
Mirae Asset Global Investments Co., Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
Potomac Capital Management, Inc. 221.52%2.12%2.72%Q4 2014Q1 20152
Bray Capital Advisors 220.01%0.01%0.01%Q2 2015Q3 20152
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q1 2016Q1 20172
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.18%0.37%Q4 2020Q3 20222
Legal & General Group Plc 220.00%0.00%0.00%Q2 2023Q3 20232
WFG Advisors, LP 220.00%0.00%0.00%Q1 2017Q2 20172
FormulaFolio Investments, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
D'Orazio & Associates, Inc. 220.01%0.01%0.01%Q1 2021Q2 20212
EXANE DERIVATIVES 220.01%0.01%0.01%Q1 2022Q2 20222
TFS CAPITAL LLC 220.02%0.03%0.04%Q4 2015Q1 20162
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.01%Q1 2022Q4 20222
AMERICAN INTERNATIONAL GROUP, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Kovack Advisors, Inc. 220.06%0.07%0.08%Q1 2017Q2 20172
Nuveen Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
NORDEA INVESTMENT MANAGEMENT AB 220.00%0.00%0.00%Q4 2018Q1 20192
CHIRON CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Vectors Research Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Parallel Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
DRIEHAUS CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Brendel Financial Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Corsair Capital Management 110.21%0.21%0.21%Q1 2023Q1 20231
Connective Capital Management, LLC 112.29%2.29%2.29%Q1 2016Q1 20161
Walleye Trading LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Heritage Financial Services, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Allspring Global Investments Holdings, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Camarda Financial Advisors, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Sterneck Capital Management, LLC 110.33%0.33%0.33%Q1 2017Q1 20171
Kessler Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Telos Capital Management, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
FIRST TRUST ADVISORS LP 110.00%0.00%0.00%Q3 2023Q3 20231
Magnetar Financial LLC 110.01%0.01%0.01%Q3 2018Q3 20181
CERTUITY, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
Koshinski Asset Management, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
AJ WEALTH STRATEGIES, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Gradient Investments LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CONFLUENCE INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q4 2014Q4 20141
WealthOne, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
DIALECTIC CAPITAL MANAGEMENT, LP 110.35%0.35%0.35%Q4 2014Q4 20141
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 110.18%0.18%0.18%Q1 2023Q1 20231
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q3 2018Q3 20181
Coe Capital Management, LLC 110.47%0.47%0.47%Q3 2016Q3 20161
Paradigm Financial Partners, LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Capula Management Ltd 110.00%0.00%0.00%Q4 2015Q4 20151
Point72 Hong Kong Ltd 110.00%0.00%0.00%Q2 2022Q2 20221
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Rotella Capital Management, Inc. 110.19%0.19%0.19%Q1 2015Q1 20151
Cetera Advisors LLC 110.01%0.01%0.01%Q2 2021Q2 20211
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.24%0.24%0.24%Q4 2015Q4 20151
Trexquant Investment LP 110.03%0.03%0.03%Q1 2017Q1 20171
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Commonwealth Financial Services, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
PDT Partners, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Hillsdale Investment Management Inc. 110.08%0.08%0.08%Q2 2015Q2 20151
AQR Capital Management 110.00%0.00%0.00%Q2 2015Q2 20151
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q3 2018Q3 20181
Paloma Partners Management Co 110.00%0.00%0.00%Q2 2020Q2 20201
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
1620 INVESTMENT ADVISORS, INC. 110.16%0.16%0.16%Q1 2023Q1 20231
Azora Capital LP 110.44%0.44%0.44%Q3 2020Q3 20201
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
SG Capital Management LLC 110.32%0.32%0.32%Q1 2020Q1 20201
SG Americas Securities, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Centiva Capital, LP 110.00%0.00%0.00%Q1 2023Q1 20231
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q4 2017Q4 20171
Activest Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
Campbell & CO Investment Adviser LLC 110.49%0.49%0.49%Q1 2016Q1 20161
All Season Financial Advisors, Inc. 110.25%0.25%0.25%Q2 2021Q2 20211
Olympiad Research LP 110.35%0.35%0.35%Q1 2020Q1 20201
Spark Investment Management LLC 110.04%0.04%0.04%Q1 2015Q1 20151
Jump Financial, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Simplicity Solutions, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
RPG Investment Advisory, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
External links

This page lists all the filers that currently own NEWTEK BUSINESS SVCS CORP or have owned NEWTEK BUSINESS SVCS CORP in the past.