Purchases and Sales Made in Q3 2024 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
14K+ 1.65% |
$149K - $211K
|
857K
$9.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13.7KNew |
$147K - $208K
|
13.7K
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$147K - $207K
|
13.7K
$147K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.7K+ 7.67% |
$146K - $207K
|
192K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
13.4KNew |
$144K - $203K
|
13.4K
$144K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.2KNew |
$141K - $199K
|
13.2K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$140K - $198K
|
13.1K
$140K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.6KNew |
$135K - $191K
|
12.6K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.5KNew |
$134K - $189K
|
12.5K
$134K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
12KNew |
$129K - $182K
|
12K
$129K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
11.8KNew |
$126K - $178K
|
11.8K
$127K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
11.7K+ 5.44% |
$126K - $178K
|
228K
$2.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11.6KNew |
$124K - $175K
|
11.6K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 15.51% |
$123K - $173K
|
85.2K
$916K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 18.39% |
$122K - $172K
|
73.1K
$786K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.9K+ 79.32% |
$117K - $165K
|
24.6K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
10.8KNew |
$116K - $164K
|
10.8K
$117K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.8KNew |
$116K - $164K
|
10.8K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.4K+ 11.0% |
$112K - $158K
|
105K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
10.4KNew |
$112K - $158K
|
10.4K
$112K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
10.4KNew |
$112K - $158K
|
10.4K
$112K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
10.3KNew |
$111K - $157K
|
10.3K
$111K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
10.1KNew |
$108K - $152K
|
10.1K
$108K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
10KNew |
$107K - $152K
|
10K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10KNew |
$107K - $151K
|
10K
$108K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
10KNew |
$107K - $151K
|
10K
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
9.73K+ 31.24% |
$104K - $147K
|
40.9K
$439K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.3K+ 0.22% |
$99.6K - $141K
|
4.23M
$45.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
8.84K+ 10.08% |
$94.7K - $134K
|
96.5K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
8.77K+ 3.14% |
$93.9K - $133K
|
288K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
8.73K+ 11.66% |
$93.4K - $132K
|
83.6K
$898K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.11K+ 40.89% |
$86.9K - $123K
|
28K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.62K+ 22.09% |
$81.6K - $115K
|
42.1K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.59K+ 8.43% |
$81.3K - $115K
|
97.7K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.22K+ 51.59% |
$77.4K - $109K
|
21.2K
$228K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.89K+ 45.12% |
$73.8K - $104K
|
22.2K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6.72K+ 64.18% |
$72K - $102K
|
17.2K
$185K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.69K+ 58.83% |
$71.6K - $101K
|
18.1K
$194K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
6.34K+ 670.4% |
$67.9K - $96K
|
7.29K
$78.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.14K+ 17.61% |
$65.8K - $93K
|
41K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
5.69K+ 0.41% |
$60.9K - $86.1K
|
1.39M
$15M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
5.54K+ 5.08% |
$59.3K - $83.8K
|
115K
$1.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
5.45K+ 0.53% |
$58.4K - $82.5K
|
1.04M
$11.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.18KNew |
$55.5K - $78.4K
|
5.18K
$55.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.99K+ 46.07% |
$53.4K - $75.5K
|
15.8K
$170K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.97K+ 4.49% |
$53.2K - $75.2K
|
116K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.85K+ 46.49% |
$51.9K - $73.4K
|
15.3K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4.67KNew |
$50K - $70.7K
|
4.67K
$50.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.64K+ 296.11% |
$49.7K - $70.2K
|
6.21K
$66.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.61K+ 12.95% |
$49.3K - $69.7K
|
40.2K
$432K
|