Purchases and Sales Made in Q2 2024 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q2 2024. The information is specifically focused on institutions that hold shares of Nu Holdings Ltd..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
7.6K+ 71.66% |
$79.6K - $98.1K
|
18.2K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7.51K+ 6.12% |
$78.7K - $97K
|
130K
$1.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
7.19K+ 35.17% |
$75.3K - $92.9K
|
27.6K
$297K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.84KNew |
$71.7K - $88.4K
|
6.84K
$73.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.3K+ 21.21% |
$66K - $81.4K
|
36K
$387K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.3K+ 40.44% |
$66K - $81.4K
|
21.9K
$235K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.1KNew |
$63.9K - $78.8K
|
6.1K
$65.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.06K+ 3.75% |
$63.5K - $78.3K
|
168K
$1.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.7K+ 64.42% |
$59.7K - $73.6K
|
14.5K
$156K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.65K+ 54.41% |
$59.2K - $72.9K
|
16K
$172K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.3K+ 6.99% |
$55.6K - $68.5K
|
81.1K
$872K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.02K+ 5.26% |
$52.6K - $64.9K
|
100K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.96K+ 16.79% |
$51.9K - $64K
|
34.5K
$371K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.94K+ 16.12% |
$51.7K - $63.8K
|
35.6K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.88K+ 13.83% |
$51.1K - $63K
|
40.1K
$431K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.53K+ 20.7% |
$47.5K - $58.6K
|
26.4K
$284K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.37KNew |
$45.8K - $56.4K
|
4.37K
$46.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
4.36K+ 0.6% |
$45.7K - $56.3K
|
727K
$7.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.13K+ 37.09% |
$43.3K - $53.4K
|
15.3K
$164K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
4.11K+ 9.4% |
$43.1K - $53.2K
|
47.9K
$515K
|
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
4K+ 1.12% |
$41.9K - $51.7K
|
361K
$3.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4K+ 40.0% |
$41.9K - $51.7K
|
14K
$151K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.78K+ 22.78% |
$39.7K - $48.9K
|
20.4K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.73K+ 3.17% |
$39.1K - $48.2K
|
121K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.65K+ 9.33% |
$38.2K - $47.1K
|
42.7K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.46K+ 28.78% |
$36.2K - $44.6K
|
15.5K
$166K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
3.38K+ 9.02% |
$35.4K - $43.6K
|
40.8K
$439K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.06K+ 15.48% |
$32.1K - $39.5K
|
22.8K
$245K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.61K+ 131.42% |
$27.4K - $33.8K
|
4.6K
$49.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
2.61K+ 3.57% |
$27.4K - $33.8K
|
75.9K
$816K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.46K+ 19.66% |
$25.8K - $31.8K
|
15K
$161K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.41K+ 13.83% |
$25.3K - $31.1K
|
19.8K
$213K
|
|
|
Feb 20, 2025
Q2 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
2.26K+ 12.37% |
$23.7K - $29.2K
|
20.5K
$221K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.26K+ 1.42% |
$23.6K - $29.1K
|
161K
$1.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.08K+ 8.13% |
$21.8K - $26.9K
|
27.7K
$297K
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.08K+ 16.27% |
$21.8K - $26.9K
|
14.9K
$160K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.5K+ 8.6% |
$15.7K - $19.4K
|
18.9K
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.49K+ 1834.57% |
$15.6K - $19.2K
|
1.57K
$16.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
1.45K+ 4.75% |
$15.2K - $18.7K
|
31.9K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.42K+ 2.09% |
$14.9K - $18.3K
|
69.3K
$744K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.36K+ 7.63% |
$14.2K - $17.5K
|
19.1K
$206K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.23K+ 2.01% |
$12.9K - $15.9K
|
62.3K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.22K+ 4.89% |
$12.7K - $15.7K
|
26K
$280K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.12K+ 7.78% |
$11.7K - $14.4K
|
15.4K
$166K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
1.07K+ 6.59% |
$11.2K - $13.9K
|
17.3K
$186K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.07K+ 2886.49% |
$11.2K - $13.8K
|
1.11K
$11.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.06K+ 4.29% |
$11.1K - $13.7K
|
25.7K
$276K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.05KNew |
$11K - $13.6K
|
1.05K
$11.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1KNew |
$10.5K - $12.9K
|
1K
$10.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
943+ 6.53% |
$9.88K - $12.2K
|
15.4K
$165K
|