Latest Institutional Transactions on Nu Holdings Ltd. (NU)
This table provides information on the latest institutional transactions involving Nu Holdings Ltd. (NU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
82.7KNew |
$566K - $731K
|
82.7K
$866K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-26K- 59.36% |
$178K - $229K
|
17.8K
$186K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-330K- 81.09% |
$2.26M - $2.91M
|
77K
$806K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
18.1KNew |
$124K - $160K
|
18.1K
$190K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.38K+ 13.53% |
$9.44K - $12.2K
|
11.6K
$121K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.25K- 7.97% |
$8.57K - $11.1K
|
14.5K
$151K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
58New |
$397 - $512
|
58
$607
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3+ 0.44% |
$20.5 - $26.5
|
678
$7.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-16.9K- 27.42% |
$115K - $149K
|
44.6K
$467K
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
98.9K+ 16.5% |
$676K - $873K
|
698K
$7.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
11.9KNew |
$81.4K - $105K
|
11.9K
$125K
|
|
|
Feb 06, 2024
Q4 2023
|
Fourth Sail Capital LP
Camana Bay Grand Cayman, E9 |
BUY
|
- |
1.15MNew |
$7.84M - $10.1M
|
1.15M
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-25.9K- 13.93% |
$177K - $228K
|
160K
$1.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
318New |
$2.18K - $2.81K
|
318
$3.33K
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
13K+ 54.76% |
$88.9K - $115K
|
36.7K
$385K
|
|
|
Feb 01, 2024
Q4 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
106KNew |
$724K - $934K
|
106K
$1.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-8.9K- 33.19% |
$60.9K - $78.6K
|
17.9K
$188K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
11.9KNew |
$81.3K - $105K
|
11.9K
$124K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.29KNew |
$43K - $55.5K
|
6.29K
$65.8K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
1New |
$6.84 - $8.83
|
1
$10.5
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-309K- 28.57% |
$2.11M - $2.73M
|
773K
$8.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
160New |
$1.09K - $1.41K
|
160
$1.68K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
4.73K+ 278.55% |
$32.3K - $41.7K
|
6.42K
$67.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-384- 3.14% |
$2.63K - $3.39K
|
11.8K
$124K
|
|
|
Jan 10, 2024
Q4 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
986KNew |
$6.74M - $8.7M
|
986K
$10.3M
|
|
| Q3 2023 | |||||||
|
Feb 12, 2025
Q3 2023
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
CALL |
150KNew |
$1.02M - $1.23M
|
150K
$1.57M
|
|
|
Feb 14, 2024
Q3 2023
|
Velt Partners Investimentos Ltda.
|
SELL
|
- |
-41.6K- 6.5% |
$283K - $340K
|
599K
$6.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
21.7KNew |
$148K - $177K
|
21.7K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
35.4KNew |
$241K - $290K
|
35.4K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-9.59K- 12.31% |
$65.3K - $78.4K
|
68.3K
$715K
|
|
|
Nov 14, 2023
Q3 2023
|
Schf (Gpe), LLC
Wilson, WY |
SELL
|
- |
-2.1M- 78.88% |
$14.3M - $17.2M
|
563K
$5.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-237K- 91.47% |
$1.62M - $1.94M
|
22.1K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Ribbit Bullfrog Gp Ii, Ltd.
Palo Alto, CA |
BUY
|
- |
3.65M+ 52.21% |
$24.9M - $29.9M
|
10.6M
$111M
|
|
|
Nov 14, 2023
Q3 2023
|
Shen Neil Nanpeng
N/A, K3 |
BUY
|
- |
23.3KNew |
$158K - $190K
|
23.3K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19.3K+ 37.23% |
$131K - $157K
|
71K
$743K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
155KNew |
$1.06M - $1.27M
|
155K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Octahedron Capital Management L.P.
San Francisco, CA |
BUY
|
CALL |
750KNew |
$5.11M - $6.14M
|
750K
$7.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.5KNew |
$17K - $20.5K
|
2.5K
$26.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
9New |
$61.3 - $73.6
|
9
$94.2
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
188K+ 100.16% |
$1.28M - $1.54M
|
375K
$3.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
15.4KNew |
$105K - $126K
|
15.4K
$161K
|
|
|
Nov 02, 2023
Q3 2023
|
Industry Ventures, L.L.C.
|
SELL
|
- |
-302K- 11.34% |
$2.06M - $2.47M
|
2.36M
$24.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-11.2K- 29.45% |
$76.1K - $91.4K
|
26.8K
$280K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
6.78KNew |
$46.1K - $55.4K
|
6.78K
$70.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
72.3KNew |
$493K - $592K
|
72.3K
$757K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ribbit Capital Gp Iii, Ltd.
Palo Alto, CA |
SELL
|
- |
-15.3M- 40.0% |
$67.7M - $121M
|
23M
$240M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
21KNew |
$92.8K - $166K
|
21K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
175KNew |
$774K - $1.38M
|
175K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.68MNew |
$16.2M - $29M
|
3.68M
$38.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Gcm Grosvenor Holdings, LLC
Chicago, IL |
SELL
|
- |
-1M- 34.59% |
$4.42M - $7.89M
|
1.89M
$19.8M
|
|