Purchases and Sales Made in Q4 2023 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
39New |
$267 - $344
|
39
$419
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
37New |
$253 - $327
|
37
$398
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36New |
$246 - $318
|
36
$387
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
35+ 0.84% |
$239 - $309
|
4.18K
$44.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
28+ 1.43% |
$192 - $247
|
1.99K
$21.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
25New |
$171 - $221
|
25
$269
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 60.87% |
$95.8 - $124
|
37
$398
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
12+ 63.16% |
$82.1 - $106
|
31
$333
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6+ 40.0% |
$41 - $53
|
21
$226
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3+ 0.44% |
$20.5 - $26.5
|
678
$7.29K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
1New |
$6.84 - $8.83
|
1
$10.8
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-45- 0.89% |
$308 - $397
|
4.99K
$53.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
SELL
|
- |
-45- 0.05% |
$308 - $397
|
88.1K
$948K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-108- 0.1% |
$739 - $954
|
111K
$1.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-114- 0.28% |
$780 - $1.01K
|
40.2K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-130- 0.82% |
$889 - $1.15K
|
15.8K
$170K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-166- 5.49% |
$1.14K - $1.47K
|
2.86K
$30.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-384- 3.14% |
$2.63K - $3.39K
|
11.8K
$127K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-444- 1.32% |
$3.04K - $3.92K
|
33.2K
$356K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-984- 9.64% |
$6.73K - $8.69K
|
9.22K
$99.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.13K- 9.57% |
$7.7K - $9.93K
|
10.6K
$114K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.2K- 15.74% |
$8.17K - $10.6K
|
6.4K
$68.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.25K- 7.97% |
$8.57K - $11.1K
|
14.5K
$155K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.27K- 2.06% |
$8.71K - $11.2K
|
60.6K
$652K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.4K- 9.9% |
$9.58K - $12.4K
|
12.7K
$137K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.54K- 6.34% |
$10.5K - $13.6K
|
22.8K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.62K- 12.25% |
$11.1K - $14.3K
|
11.6K
$124K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-2.77K- 2.09% |
$19K - $24.5K
|
130K
$1.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-4.13K- 1.7% |
$28.3K - $36.5K
|
239K
$2.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-4.18K- 15.14% |
$28.6K - $36.9K
|
23.4K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.36K- 1.66% |
$29.8K - $38.5K
|
259K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-4.68K- 3.1% |
$32K - $41.4K
|
146K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.79K- 10.84% |
$32.8K - $42.3K
|
39.4K
$424K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5K- 4.77% |
$34.2K - $44.1K
|
99.8K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
SELL
|
- |
-5K- 4.76% |
$34.2K - $44.2K
|
100K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.17K- 19.73% |
$42.2K - $54.5K
|
25.1K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-7.05K- 57.0% |
$48.2K - $62.2K
|
5.32K
$57.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.45K- 70.14% |
$50.9K - $65.7K
|
3.17K
$34.1K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-7.5K- 83.33% |
$51.3K - $66.2K
|
1.5K
$16.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-8.56K- 39.58% |
$58.6K - $75.6K
|
13.1K
$141K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-8.9K- 33.19% |
$60.9K - $78.6K
|
17.9K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-9.81K- 1.22% |
$67.1K - $86.6K
|
794K
$8.53M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-9.81K- 1.22% |
$67.1K - $86.6K
|
794K
$8.53M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-10.8K- 1.48% |
$73.6K - $95.1K
|
717K
$7.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-11.5K- 0.11% |
$78.9K - $102K
|
10.1M
$108M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-12.2K- 3.34% |
$83.3K - $108K
|
353K
$3.79M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-12.4K- 33.78% |
$85.1K - $110K
|
24.4K
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-13.1K- 1.15% |
$89.6K - $116K
|
1.13M
$12.1M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-13.6K- 39.9% |
$92.9K - $120K
|
20.4K
$220K
|