My new documentary explores the background to this pattern and how and why I believe it will almost certainly repeat itself with the AI frenzy. I urge you to watch it before you invest another cent. Again, to be clear, I’m no Chicken Little. Far from it.

So go here now to read my new report The Big AI Die-Up… while you still can.

NEWT Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 6.50%

Insider Buying (Last 12 Months): $945,556.55

Insider Selling (Last 12 Months): $65,070.00

NewtekOne Insider Trading History Chart

NewtekOne Share Price & Price History

^$13.14

▲ +0.23 (1.78%)

As of 11/5/2024 02:29 PM ET

Days: 30 | 90 | 365

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NewtekOne Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
9/23/2024	Barry Sloane	CEO	Buy	40,134	$11.75	$471,574.50	1,187,457
9/20/2024	Richard J Salute	Director	Buy	500	$11.73	$5,865.00	33,117
9/18/2024	Gregory L Zink	Director	Buy	1,000	$11.38	$11,380.00	32,017
8/14/2024	Barry Sloane	CEO	Buy	6,649	$12.13	$80,652.37	1,147,323
7/22/2024	Salvatore Francis Mulia	Director	Sell	750	$14.33	$10,747.50	46,241
6/21/2024	Salvatore Francis Mulia	Director	Sell	750	$12.47	$9,352.50	46,991
6/17/2024	Barry Sloane	CEO	Buy	5,000	$12.92	$64,600.00	1,140,674
6/17/2024	Gregory L Zink	Director	Buy	1,000	$12.92	$12,920.00	29,085
6/17/2024	Michael Scott Price	CFO	Buy	2,000	$12.59	$25,180.00	21,681
5/22/2024	Nicolas Young	Insider	Buy	500	$13.23	$6,615.00	30,691
5/15/2024	Barry Sloane	CEO	Buy	10,000	$14.17	$141,700.00	1,130,674
5/15/2024	Gregory L Zink	Director	Buy	1,000	$14.15	$14,150.00	28,085
4/22/2024	Salvatore Francis Mulia	Director	Sell	750	$10.87	$8,152.50	46,462
3/21/2024	Salvatore Francis Mulia	Director	Sell	750	$10.71	$8,032.50	47,212
2/21/2024	Salvatore Francis Mulia	Director	Sell	750	$11.48	$8,610.00	47,962
1/22/2024	Salvatore Francis Mulia	Director	Sell	750	$12.56	$9,420.00	58,503
12/21/2023	Salvatore Francis Mulia	Director	Sell	750	$14.34	$10,755.00	59,253
12/13/2023	Barry Sloane	CEO	Buy	3,000	$13.45	$40,350.00	1,140,280
11/27/2023	Barry Sloane	CEO	Buy	5,232	$12.99	$67,963.68	1,137,280
11/22/2023	Richard J Salute	Director	Buy	200	$13.03	$2,606.00	28,843
10/20/2023	Salvatore Francis Mulia	Director	Sell	750	$13.70	$10,275.00	60,753
9/22/2023	Barry Sloane	CEO	Buy	1,000	$14.86	$14,860.00	1,132,048
9/21/2023	Salvatore Francis Mulia	Director	Sell	750	$15.38	$11,535.00	61,503
9/15/2023	Gregory L Zink	Director	Buy	500	$16.50	$8,250.00	26,789
9/13/2023	Barry Sloane	CEO	Buy	2,000	$16.23	$32,460.00	1,130,048
9/13/2023	Peter Mathison Downs	Insider	Buy	500	$16.10	$8,050.00	68,937
9/7/2023	Barry Sloane	CEO	Buy	2,000	$17.27	$34,540.00	1,128,048
9/6/2023	Gregory L Zink	Director	Buy	1,000	$17.01	$17,010.00	26,289
8/15/2023	Barry Sloane	CEO	Buy	2,000	$17.57	$35,140.00	1,126,048
6/16/2023	Barry Sloane	CEO	Buy	1,000	$15.67	$15,670.00	1,124,048
6/7/2023	Gregory L Zink	Director	Buy	1,000	$15.06	$15,060.00	23,721
5/17/2023	Barry Sloane	CEO	Buy	5,000	$11.28	$56,400.00	1,123,048
5/17/2023	Gregory L Zink	Director	Buy	500	$11.40	$5,700.00	22,721
3/22/2023	Nicholas J Leger	CAO	Buy	1,000	$12.69	$12,690.00	18,493
3/22/2023	Richard J Salute	Director	Buy	1,100	$12.59	$13,849.00	26,575
3/21/2023	Nicolas Young	Insider	Buy	3,000	$12.45	$37,350.00	31,539
3/20/2023	Barry Sloane	CEO	Buy	10,000	$11.74	$117,400.00	1,118,048
3/20/2023	Gregory L Zink	Director	Buy	1,200	$12.02	$14,424.00	21,221
3/2/2023	Barry Sloane	CEO	Buy	10,000	$15.32	$153,200.00	1,108,048
5/18/2022	Barry Sloane	CEO	Buy	4,200	$24.20	$101,640.00	988,016

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SEC Filings (Institutional Ownership Changes) for NewtekOne (NASDAQ:NEWT)

38.35% of NewtekOne stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

NewtekOne Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
10/29/2024	Harbor Capital Advisors Inc.	7,542	$94K	0.0%	+36.1%	0.029%
10/24/2024	Barrett & Company Inc.	151,723	$1.89M	0.8%	-5.1%	0.613%
10/24/2024	Arkadios Wealth Advisors	42,623	$0.53M	0.0%	-4.6%	0.172%
10/22/2024	International Assets Investment Management LLC	61,054	$0.76M	0.0%	+1,146.0%	0.247%
10/16/2024	nVerses Capital LLC	5,900	$74K	0.0%	+96.7%	0.024%
10/3/2024	SG Americas Securities LLC	8,108	$0.10M	0.0%	N/A	0.033%
9/16/2024	Cubist Systematic Strategies LLC	15,278	$0.19M	0.0%	N/A	0.062%
8/15/2024	AQR Capital Management LLC	32,043	$0.40M	0.0%	N/A	0.130%
8/14/2024	Cubist Systematic Strategies LLC	15,278	$0.19M	0.0%	N/A	0.062%
8/14/2024	Marshall Wace LLP	270,549	$3.40M	0.0%	+200.3%	1.094%
8/8/2024	Cornercap Investment Counsel Inc.	40,236	$0.51M	0.1%	N/A	0.163%
8/8/2024	American Century Companies Inc.	190,712	$2.40M	0.0%	+27.2%	0.771%
8/6/2024	Quest Partners LLC	13,130	$0.17M	0.0%	-67.6%	0.053%
8/1/2024	Rhumbline Advisers	33,665	$0.42M	0.0%	+12.0%	0.136%
7/31/2024	nVerses Capital LLC	3,000	$38K	0.0%	-69.1%	0.012%
7/30/2024	International Assets Investment Management LLC	4,900	$62K	0.0%	N/A	0.020%
7/29/2024	Arkadios Wealth Advisors	44,662	$0.56M	0.0%	-5.5%	0.181%
7/26/2024	Bank of New York Mellon Corp	184,053	$2.31M	0.0%	+3.7%	0.744%
7/9/2024	Harbor Capital Advisors Inc.	5,540	$70K	0.0%	-25.9%	0.022%
5/16/2024	California State Teachers Retirement System	2,344	$26K	0.0%	-38.9%	0.009%
5/16/2024	Ancora Advisors LLC	130,933	$1.44M	0.0%	+43.5%	0.529%
5/16/2024	Avenir Corp	59,800	$0.66M	0.1%	+46.6%	0.242%
5/16/2024	Kinloch Capital LLC	13,489	$0.15M	0.1%	N/A	0.055%
5/10/2024	Vanguard Group Inc.	1,368,607	$15.06M	0.0%	+1.3%	5.338%
5/8/2024	Russell Investments Group Ltd.	46,882	$0.52M	0.0%	-62.8%	0.183%
5/1/2024	BNP Paribas Financial Markets	14,354	$0.16M	0.0%	+124.5%	0.056%
4/30/2024	Arkadios Wealth Advisors	47,279	$0.52M	0.0%	+2.9%	0.184%
4/10/2024	Ridgewood Investments LLC	52,485	$0.58M	0.3%	+15.4%	0.212%
2/14/2024	Avenir Corp	40,800	$0.56M	0.0%	-37.0%	0.166%
2/13/2024	Tower Research Capital LLC TRC	6,570	$91K	0.0%	-33.4%	0.027%
2/12/2024	Cape Investment Advisory Inc.	6,468	$89K	0.0%	N/A	0.026%
2/9/2024	D.A. Davidson & CO.	62,218	$0.86M	0.0%	-19.7%	0.252%
2/7/2024	Jump Financial LLC	11,204	$0.16M	0.0%	N/A	0.045%
2/5/2024	Russell Investments Group Ltd.	125,926	$1.74M	0.0%	-17.0%	0.511%
1/25/2024	International Assets Investment Management LLC	100,740	$1.39M	0.0%	+1,280.0%	0.409%
1/25/2024	SeaBridge Investment Advisors LLC	10,000	$0.14M	0.0%	N/A	0.041%
1/24/2024	Barrett & Company Inc.	175,225	$2.42M	1.3%	-1.5%	0.711%
1/24/2024	Arkadios Wealth Advisors	45,935	$0.63M	0.1%	-7.0%	0.186%
1/24/2024	International Assets Investment Management LLC	100,740	$1.39M	0.0%	+1,280.0%	0.409%
1/16/2024	Raymond James & Associates	49,971	$0.69M	0.0%	-6.5%	0.203%
1/12/2024	SG Americas Securities LLC	13,058	$0.18M	0.0%	+30.9%	0.053%
12/18/2023	Vanguard Group Inc.	1,295,879	$19.11M	0.0%	-5.6%	5.257%
11/14/2023	Kinloch Capital LLC	13,310	$0.20M	0.1%	N/A	0.054%
11/14/2023	Ancora Advisors LLC	82,806	$1.22M	0.0%	+10.4%	0.336%
11/8/2023	Aptus Capital Advisors LLC	123,123	$1.82M	0.0%	-17.0%	0.499%
11/8/2023	D.A. Davidson & CO.	77,447	$1.14M	0.0%	-6.8%	0.314%
10/24/2023	Bank of New York Mellon Corp	72,151	$1.06M	0.0%	+2.6%	0.292%
10/24/2023	Raymond James Financial Services Advisors Inc.	18,465	$0.27M	0.0%	N/A	0.075%
10/24/2023	Raymond James & Associates	53,465	$0.79M	0.0%	+12.5%	0.217%
10/13/2023	SG Americas Securities LLC	9,976	$0.15M	0.0%	N/A	0.040%
10/13/2023	Arkadios Wealth Advisors	49,385	$0.73M	0.1%	-6.0%	0.200%
10/4/2023	International Assets Investment Management LLC	7,300	$0.11M	0.0%	-82.6%	0.030%
9/21/2023	Barclays PLC	4,630	$74K	0.0%	N/A	0.019%
8/11/2023	D.A. Davidson & CO.	83,107	$1.32M	0.0%	-8.9%	0.337%
8/8/2023	Kovitz Investment Group Partners LLC	12,770	$0.20M	0.0%	N/A	0.052%
8/7/2023	Royce & Associates LP	2,036,254	$32.38M	0.3%	-12.2%	8.274%
8/4/2023	American International Group Inc.	11,221	$0.18M	0.0%	N/A	0.046%
8/3/2023	Mackenzie Financial Corp	25,458	$0.41M	0.0%	-17.9%	0.103%
8/3/2023	Beacon Investment Advisors LLC	14,149	$0.23M	0.2%	+15.7%	0.057%
7/31/2023	LPL Financial LLC	36,100	$0.57M	0.0%	-7.4%	0.147%
7/27/2023	Barrett & Company Inc.	178,242	$2.83M	1.6%	-2.6%	0.724%
7/25/2023	Raymond James & Associates	47,512	$0.76M	0.0%	-14.1%	0.193%
7/13/2023	Cambridge Investment Research Advisors Inc.	46,130	$0.73M	0.0%	-10.8%	0.187%
7/6/2023	Capital Market Strategies LLC	10,132	$0.16M	0.1%	N/A	0.041%
5/12/2023	Corsair Capital Management L.P.	42,470	$0.54M	0.2%	N/A	0.166%
5/11/2023	Jaffetilchin Investment Partners LLC	10,812	$0.14M	0.0%	-33.7%	0.042%
5/11/2023	Barrett & Company Inc.	182,980	$2.34M	1.5%	N/A	0.716%
5/10/2023	Prescott Group Capital Management L.L.C.	60,415	$0.77M	0.2%	N/A	0.236%
5/10/2023	1620 Investment Advisors Inc.	10,714	$0.13M	0.2%	N/A	0.042%
5/9/2023	Aptus Capital Advisors LLC	133,177	$1.71M	0.0%	N/A	0.521%
5/4/2023	Royce & Associates LP	2,320,044	$29.70M	0.3%	+127.3%	9.427%
5/2/2023	Arkadios Wealth Advisors	49,378	$0.63M	0.1%	-5.2%	0.201%
4/25/2023	Ridgewood Investments LLC	27,085	$0.35M	0.2%	N/A	0.110%
4/25/2023	D.A. Davidson & CO.	91,215	$1.17M	0.0%	-13.0%	0.370%
4/24/2023	Mackenzie Financial Corp	31,004	$0.40M	0.0%	+40.4%	0.126%
4/19/2023	International Assets Investment Management LLC	42,450	$0.54M	0.1%	-5.4%	0.172%
4/14/2023	Raymond James & Associates	55,296	$0.71M	0.0%	-1.9%	0.225%
3/22/2023	Pictet North America Advisors SA	41,079	$0.67M	0.1%	+8.4%	0.167%
2/13/2023	Atria Wealth Solutions Inc.	22,620	$0.37M	0.0%	N/A	0.092%
2/10/2023	Bard Associates Inc.	128,593	$2.09M	0.9%	-1.2%	0.522%
2/9/2023	Beacon Investment Advisors LLC	11,872	$0.19M	0.2%	N/A	0.048%
2/8/2023	Raymond James & Associates	56,392	$0.92M	0.0%	-1.4%	0.229%
2/8/2023	Cambridge Investment Research Advisors Inc.	46,433	$0.76M	0.0%	+20.7%	0.189%
2/8/2023	Van ECK Associates Corp	330,655	$5.37M	0.0%	+3.1%	1.343%
2/7/2023	Commonwealth Equity Services LLC	28,634	$0.47M	0.0%	-32.1%	0.116%
2/7/2023	LPL Financial LLC	38,123	$0.62M	0.0%	-4.7%	0.155%
2/6/2023	Banque Pictet & Cie SA	41,079	$0.67M	0.0%	+8.4%	0.167%
2/3/2023	Tradition Wealth Management LLC	14,828	$0.24M	0.0%	+3.6%	0.060%
2/3/2023	Emerald Mutual Fund Advisers Trust	53,970	$0.88M	0.1%	-5.3%	0.219%
2/3/2023	D.A. Davidson & CO.	104,808	$1.70M	0.0%	-2.6%	0.426%
1/31/2023	AE Wealth Management LLC	11,103	$0.18M	0.0%	+6.7%	0.045%
1/30/2023	International Assets Investment Management LLC	44,870	$0.73M	0.1%	+7.0%	0.184%
1/17/2023	Capital Market Strategies LLC	11,331	$0.18M	0.2%	-7.0%	0.046%
1/11/2023	Arkadios Wealth Advisors	52,109	$0.85M	0.1%	+12.5%	0.213%
11/15/2022	Kinloch Capital LLC	11,989	$0.20M	0.1%	N/A	0.049%
11/15/2022	Marshall Wace LLP	267,553	$4.37M	0.0%	+9.2%	1.096%
11/14/2022	Pictet North America Advisors SA	37,900	$0.62M	0.1%	-47.9%	0.155%
11/9/2022	Summitry LLC	10,000	$0.16M	0.0%	N/A	0.041%
11/8/2022	Advisors Asset Management Inc.	142,320	$2.32M	0.0%	-36.2%	0.584%
11/8/2022	IFP Advisors Inc	2,450	$50K	0.0%	+81.5%	0.010%

Data available starting January 2016

NewtekOne, Inc. operates as the bank holding company for Newtek Bank, National Association that engages in the provision of various business and financial solutions under the Newtek brand name to the small- and medium-sized business market. The company accepts demand, savings, NOW, money market, and time deposits; and provides loans including SBA loans, commercial and industrial loans, and commercial real estate loans. It is also involved in the provision of electronic payment processing services comprising credit and debit card processing services, check approval services, processing equipment, and software, as well as cloud-based Point of Sale systems for a various restaurant, retail, assisted living, taxi cabs, parks, and golf course businesses. In addition, it offers wholesale brokerage insurance agency services; and payroll management, and related payment and tax reporting services to independent business owners. Further, the company provides website hosting, dedicated server hosting, cloud hosting, web design and development, internet marketing, ecommerce, data storage, backup and disaster recovery, and other related services, including consulting and implementing technology solutions for enterprise and commercial clients as well as SMBs. The company was formerly known as Newtek Business Services Corp. and changed its name to NewtekOne, Inc. in January 2023. NewtekOne, Inc. was founded in 1998 and is headquartered in Boca Raton, Florida.

Today's Range

Now: $13.14

$12.83

$13.29

50 Day Range

MA: $12.44

$11.00

$13.74

52 Week Range

Now: $13.14

$10.07

$15.65

Volume

50,908 shs

Average Volume

156,571 shs

Market Capitalization

$341.11 million

P/E Ratio

7.64

Dividend Yield

5.87%

Beta

1.29

Who are the company insiders with the largest holdings of NewtekOne?: NewtekOne's top insider shareholders include:
Barry Sloane (CEO)
Peter Mathison Downs (Insider)
Salvatore Francis Mulia (Director)
Richard J Salute (Director)
Gregory L Zink (Director)
Nicolas Young (Insider)
Michael Scott Price (CFO)
Nicholas J Leger (CAO)
Learn More about top insider investors at NewtekOne.
Who are the major institutional investors of NewtekOne?: NewtekOne's top institutional investors include:
Barrett & Company Inc. — 0.61%
International Assets Investment Management LLC — 0.25%
Arkadios Wealth Advisors — 0.17%
SG Americas Securities LLC — 0.03%
Harbor Capital Advisors Inc. — 0.03%
nVerses Capital LLC — 0.02%
Learn More about top institutional investors of NewtekOne stock.
Which institutional investors are selling NewtekOne stock?: During the previous quarter, NEWT stock was sold by these institutional investors:
Barrett & Company Inc.
Arkadios Wealth Advisors
Which institutional investors are buying NewtekOne stock?: In the previous quarter, NEWT stock was purchased by institutional investors including:
International Assets Investment Management LLC
SG Americas Securities LLC
nVerses Capital LLC
Harbor Capital Advisors Inc.
Within the previous year, these company insiders have bought NewtekOne stock:
Barry Sloane (CEO)
Peter Mathison Downs (Insider)
Salvatore Francis Mulia (Director)
Richard J Salute (Director)
Gregory L Zink (Director)
Nicolas Young (Insider)
Michael Scott Price (CFO)
Learn More investors buying NewtekOne stock.

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