Stock Transactions — NEWTEKONE INC

Total Bought
2,033,497
75 transactions
Total Sold
1,297,982
53 transactions
Net
+735,515
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
PRICE T ROWE ASSOCIATES INC /MD/357,106922,469+565,3630.000.00+0.00buy
FRANKLIN RESOURCES INC0253,993+253,9930.000.00+0.00buy
GOLDMAN SACHS GROUP INC549,239663,764+114,5250.000.00+0.00buy
MARSHALL WACE, LLP514,980624,203+109,2230.010.01+0.00buy
MORGAN STANLEY158,064254,580+96,5160.000.00+0.00buy
TUDOR INVESTMENT CORP ET AL15,25488,272+73,0180.000.01+0.00buy
Numerai GP LLC060,612+60,6120.000.07+0.07buy
Qube Research & Technologies Ltd63,903108,393+44,4900.000.00+0.00buy
ExodusPoint Capital Management, LP042,353+42,3530.000.00+0.00buy
Quantinno Capital Management LP40,55380,543+39,9900.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC617,989657,346+39,3570.000.00+0.00buy
Bank of New York Mellon Corp101,775138,506+36,7310.000.00+0.00buy
SEGALL BRYANT & HAMILL, LLC28,06463,433+35,3690.000.01+0.00buy
BlackRock, Inc.2,162,8352,196,013+33,1780.000.00+0.00buy
Connor, Clark & Lunn Investment Management Ltd.268,676299,968+31,2920.010.01-0.00buy
Squarepoint Ops LLC131,707161,807+30,1000.000.00+0.00buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC029,607+29,6070.000.01+0.01buy
AQR CAPITAL MANAGEMENT LLC535,523564,888+29,3650.000.00-0.00buy
XTX Topco Ltd028,240+28,2400.000.01+0.01buy
Brevan Howard Capital Management LP026,607+26,6070.000.00+0.00buy
Man Group plc45,90672,215+26,3090.000.00+0.00buy
NORTHERN TRUST CORP171,888194,369+22,4810.000.00+0.00buy
ALGERT GLOBAL LLC017,848+17,8480.000.00+0.00buy
STATE STREET CORP501,904517,702+15,7980.000.00+0.00buy
MIRABELLA FINANCIAL SERVICES LLP014,936+14,9360.000.02+0.02buy
Creative Planning43,44758,232+14,7850.000.00+0.00buy
Cambridge Investment Research Advisors, Inc.10,35525,042+14,6870.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV014,281+14,2810.000.00+0.00buy
Magnetar Financial LLC014,121+14,1210.000.00+0.00buy
Huber Capital Management LLC86,207100,207+14,0000.140.17+0.03buy
BANK OF AMERICA CORP /DE/51,68165,442+13,7610.000.00+0.00buy
Corient Private Wealth LLC013,384+13,3840.000.00+0.00buy
Campbell & CO Investment Adviser LLC012,431+12,4310.000.01+0.01buy
BOOTHBAY FUND MANAGEMENT, LLC012,356+12,3560.000.00+0.00buy
CITIGROUP INC57,25668,319+11,0630.000.00+0.00buy
DUMONT & BLAKE INVESTMENT ADVISORS LLC010,754+10,7540.000.03+0.03buy
EP Wealth Advisors, LLC010,306+10,3060.000.00+0.00buy
Regal Investment Advisors LLC010,203+10,2030.000.01+0.01buy
Ridgewood Investments LLC52,48562,485+10,0000.250.28+0.03buy
DEUTSCHE BANK AG\17,89723,201+5,3040.000.00+0.00buy
Invesco Ltd.44,51949,613+5,0940.000.00+0.00buy
BARRETT & COMPANY, INC.106,020110,915+4,8950.400.42+0.02buy
Advisory Services Network, LLC04,011+4,0110.000.00+0.00buy
Boston Partners79,78983,272+3,4830.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11,90114,677+2,7760.000.00+0.00buy
Mariner, LLC10,70813,339+2,6310.000.00+0.00buy
HARBOUR INVESTMENTS, INC.01,682+1,6820.000.00+0.00buy
IEQ CAPITAL, LLC45,94247,416+1,4740.000.00+0.00buy
Kestra Advisory Services, LLC17,74218,951+1,2090.000.00-0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,43311,536+1,1030.000.00-0.00buy
FMR LLC4,1145,129+1,0150.000.00+0.00buy
Crewe Advisors LLC2,0003,000+1,0000.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC61,89562,871+9760.000.00+0.00buy
Versant Capital Management, Inc8561,459+6030.000.00+0.00buy
Focus Partners Wealth12,53513,041+5060.000.00-0.00buy
Legal & General Group Plc1,8882,320+4320.000.00+0.00buy
Cerity Partners LLC13,71413,938+2240.000.00-0.00buy
BEACON INVESTMENT ADVISORS LLC16,49916,723+2240.080.07-0.01buy
Allworth Financial LP2,4212,626+2050.000.00+0.00buy
Parallel Advisors, LLC0164+1640.000.00+0.00buy
GAMMA Investing LLC9701,125+1550.000.00+0.00buy
US BANCORP \DE\101243+1420.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC50189+1390.000.00+0.00buy
Synergy Investment Management, LLC0115+1150.000.00+0.00buy
MAI Capital Management19109+900.000.00+0.00buy
Arax Advisory Partners145231+860.000.00+0.00buy
JONES FINANCIAL COMPANIES LLLP181262+810.000.00+0.00buy
SIGNATUREFD, LLC1,1321,197+650.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC266314+480.000.00+0.00buy
Root Financial Partners, LLC047+470.000.00+0.00buy
Farther Finance Advisors, LLC1,6781,712+340.000.00-0.00buy
Caitong International Asset Management Co., Ltd027+270.000.00+0.00buy
VISION FINANCIAL MARKETS LLC1,9101,931+210.020.02-0.00buy
True Wealth Design, LLC4143+20.000.00-0.00buy
SJS Investment Consulting Inc.1112+10.000.00+0.00buy
AVENIR CORP40,80040,80000.050.05+0.00hold
Ameritas Investment Partners, Inc.1,9251,92500.000.00-0.00hold
BRIDGEWAY CAPITAL MANAGEMENT, LLC29,70029,70000.010.01-0.00hold
ALLIANCEBERNSTEIN L.P.25,67025,67000.000.00+0.00hold
Transamerica Financial Advisors, LLC212100.000.00-0.00hold
MetLife Investment Management, LLC22,44622,44600.000.00+0.00hold
TD PRIVATE CLIENT WEALTH LLC131300.000.00-0.00hold
Almitas Capital LLC53,57053,57000.130.13-0.00hold
IAT REINSURANCE CO LTD.80,00080,00000.540.62+0.08hold
Front Row Advisors LLC323200.000.00-0.00hold
Rockefeller Capital Management L.P.797900.000.00-0.00hold
FNY Investment Advisers, LLC80080000.000.00+0.00hold
Avion Wealth1,0001,00000.000.00-0.00hold
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,8751,87500.000.00-0.00hold
Cornerstone Planning Group LLC505000.000.00-0.00hold
1620 INVESTMENT ADVISORS, INC.24,63724,63700.190.18-0.00hold
WealthCollab, LLC20320300.000.00-0.00hold
Police & Firemen's Retirement System of New Jersey5,9335,93300.000.00-0.00hold
FIFTH THIRD BANCORP454500.000.00-0.00hold
Atlantic Union Bankshares Corp1,1001,10000.000.00-0.00hold
ROYCE & ASSOCIATES LP337,544337,54400.040.04-0.00hold
NISA INVESTMENT ADVISORS, LLC84084000.000.00+0.00hold
EverSource Wealth Advisors, LLC1,0631,057-60.000.00-0.00sell
Steward Partners Investment Advisory, LLC120-120.000.00-0.00sell
IFP Advisors, Inc2,1442,130-140.000.00-0.00sell
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