Stock TransactionsNEWTEKONE INC

Total Bought
1,555,376
85 transactions
Total Sold
719,043
42 transactions
Net
+836,333
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
BlackRock, Inc.2,196,0132,528,805+332,7920.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/922,4691,095,561+173,0920.000.00+0.00buy
North Star Investment Management Corp.094,000+94,0000.000.08+0.08buy
TWO SIGMA INVESTMENTS, LP239,158332,802+93,6440.000.00+0.00buy
TUDOR INVESTMENT CORP ET AL88,272158,583+70,3110.010.01+0.00buy
AMERIPRISE FINANCIAL INC134,181202,166+67,9850.000.00+0.00buy
GOLDMAN SACHS GROUP INC663,764731,313+67,5490.000.00+0.00buy
FRANKLIN RESOURCES INC253,993312,014+58,0210.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC657,346703,047+45,7010.000.00+0.00buy
Quantinno Capital Management LP80,543120,632+40,0890.000.00+0.00buy
CITADEL ADVISORS LLC039,733+39,7330.000.00+0.00buy
JACKSON THORNTON WEALTH MANAGEMENT, LLC25,73351,008+25,2750.030.06+0.03buy
HSBC HOLDINGS PLC024,330+24,3300.000.00+0.00buy
Integrated Quantitative Investments LLC023,816+23,8160.000.06+0.06buy
STATE STREET CORP517,702539,672+21,9700.000.00+0.00buy
NORTHERN TRUST CORP194,369215,138+20,7690.000.00+0.00buy
Creative Planning58,23278,886+20,6540.000.00+0.00buy
BARRETT & COMPANY, INC.110,915129,618+18,7030.420.54+0.12buy
Connor, Clark & Lunn Investment Management Ltd.299,968318,244+18,2760.010.01+0.00buy
CITIGROUP INC68,31985,311+16,9920.000.00+0.00buy
JPMORGAN CHASE & CO016,371+16,3710.000.00+0.00buy
BALYASNY ASSET MANAGEMENT L.P.015,159+15,1590.000.00+0.00buy
Bank of New York Mellon Corp138,506152,841+14,3350.000.00+0.00buy
Empowered Funds, LLC014,108+14,1080.000.00+0.00buy
MARTINGALE ASSET MANAGEMENT L P013,950+13,9500.000.00+0.00buy
WELLS FARGO & COMPANY/MN22,45835,846+13,3880.000.00+0.00buy
Sequoia Financial Advisors, LLC013,047+13,0470.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS6,62818,899+12,2710.000.00+0.00buy
Squarepoint Ops LLC161,807173,340+11,5330.000.00+0.00buy
nVerses Capital, LLC010,417+10,4170.000.24+0.24buy
Man Group plc72,21582,241+10,0260.000.00+0.00buy
Cerity Partners LLC13,93823,023+9,0850.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC55,18963,997+8,8080.000.00+0.00buy
Arax Advisory Partners2319,000+8,7690.000.00+0.00buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC29,60738,186+8,5790.010.01-0.00buy
Invesco Ltd.49,61357,744+8,1310.000.00-0.00buy
MERCER GLOBAL ADVISORS INC /ADV14,28122,295+8,0140.000.00+0.00buy
NEW YORK STATE COMMON RETIREMENT FUND4977,697+7,2000.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC14,67721,506+6,8290.000.00+0.00buy
Russell Investments Group, Ltd.7,30013,502+6,2020.000.00+0.00buy
BANK OF AMERICA CORP /DE/65,44270,992+5,5500.000.00+0.00buy
Mariner, LLC13,33918,887+5,5480.000.00+0.00buy
XTX Topco Ltd28,24033,276+5,0360.010.01+0.00buy
BOOTHBAY FUND MANAGEMENT, LLC12,35616,751+4,3950.000.00+0.00buy
MEEDER ASSET MANAGEMENT INC04,309+4,3090.000.00+0.00buy
ALGERT GLOBAL LLC17,84821,878+4,0300.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC564,888568,816+3,9280.000.00+0.00buy
IEQ CAPITAL, LLC47,41651,184+3,7680.000.00+0.00buy
FIRST TRUST ADVISORS LP96,529100,254+3,7250.000.00+0.00buy
Police & Firemen's Retirement System of New Jersey5,9339,106+3,1730.000.00+0.00buy
Crewe Advisors LLC3,0006,000+3,0000.000.01+0.00buy
PNC FINANCIAL SERVICES GROUP, INC.02,386+2,3860.000.00+0.00buy
MetLife Investment Management, LLC22,44624,777+2,3310.000.00+0.00buy
Corient Private Wealth LLC13,38415,673+2,2890.000.00+0.00buy
DEUTSCHE BANK AG\23,20125,226+2,0250.000.00+0.00buy
RHUMBLINE ADVISERS29,04930,684+1,6350.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.25,67027,170+1,5000.000.00+0.00buy
Integrated Wealth Concepts LLC01,441+1,4410.000.00+0.00buy
Boston Partners83,27284,625+1,3530.000.00+0.00buy
Farther Finance Advisors, LLC1,7122,491+7790.000.00+0.00buy
SUMMIT SECURITIES GROUP LLC0636+6360.000.00+0.00buy
Allworth Financial LP2,6263,115+4890.000.00+0.00buy
EverSource Wealth Advisors, LLC1,0571,365+3080.000.00+0.00buy
Founders Financial Alliance, LLC28,64328,897+2540.060.06+0.00buy
BEACON INVESTMENT ADVISORS LLC16,72316,961+2380.070.08+0.01buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,53611,751+2150.000.00+0.00buy
JFS WEALTH ADVISORS, LLC0142+1420.000.00+0.00buy
PICTON MAHONEY ASSET MANAGEMENT0121+1210.000.00+0.00buy
Kestra Advisory Services, LLC18,95119,061+1100.000.00+0.00buy
GAMMA Investing LLC1,1251,230+1050.000.00+0.00buy
FMR LLC5,1295,218+890.000.00+0.00buy
Larson Financial Group LLC087+870.000.00+0.00buy
Fortitude Family Office, LLC084+840.000.00+0.00buy
US BANCORP \DE\243323+800.000.00+0.00buy
GROUP ONE TRADING LLC078+780.000.00+0.00buy
True Wealth Design, LLC4393+500.000.00+0.00buy
JONES FINANCIAL COMPANIES LLLP262309+470.000.00+0.00buy
VISION FINANCIAL MARKETS LLC1,9311,969+380.020.03+0.01buy
Covestor Ltd95126+310.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC314343+290.000.00+0.00buy
SJS Investment Consulting Inc.1218+60.000.00+0.00buy
HARBOUR INVESTMENTS, INC.1,6821,688+60.000.00+0.00buy
JPL Wealth Management, LLC04+40.000.00+0.00buy
Steward Partners Investment Advisory, LLC03+30.000.00+0.00buy
Clearstead Advisors, LLC01+10.000.00+0.00buy
SEGALL BRYANT & HAMILL, LLC63,43363,43300.010.01+0.00hold
AVENIR CORP40,80040,80000.050.07+0.02hold
Ameritas Investment Partners, Inc.1,9251,92500.000.00+0.00hold
BRIDGEWAY CAPITAL MANAGEMENT, LLC29,70029,70000.010.01+0.00hold
Ancora Advisors LLC3,1083,10800.000.00+0.00hold
SIGNATUREFD, LLC1,1971,19700.000.00+0.00hold
Transamerica Financial Advisors, LLC212100.000.00+0.00hold
TD PRIVATE CLIENT WEALTH LLC131300.000.00+0.00hold
Regal Investment Advisors LLC10,20310,20300.010.01+0.00hold
Almitas Capital LLC53,57053,57000.130.19+0.06hold
IAT REINSURANCE CO LTD.80,00080,00000.620.60-0.02hold
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
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