Purchases and Sales Made in Q4 2024 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4K+ 22.78% |
$41K - $63.6K
|
21.6K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.96K+ 11.99% |
$40.6K - $62.9K
|
37K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.22K+ 190.8% |
$32.9K - $51.1K
|
4.9K
$51.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.99K+ 4.19% |
$30.6K - $47.5K
|
74.3K
$778K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.87KNew |
$29.3K - $45.5K
|
2.87K
$30K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.74K+ 17.96% |
$28.1K - $43.6K
|
18K
$189K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
2.5K+ 500.0% |
$25.6K - $39.7K
|
3K
$31.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.42K+ 8.58% |
$24.7K - $38.4K
|
30.6K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.29K+ 16.38% |
$23.5K - $36.4K
|
16.3K
$171K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.15K+ 1.93% |
$22K - $34.2K
|
114K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.14KNew |
$21.9K - $33.9K
|
2.14K
$22.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.13K+ 0.15% |
$21.8K - $33.9K
|
1.42M
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.12K+ 6.19% |
$21.7K - $33.7K
|
36.3K
$381K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.09K+ 1.19% |
$21.4K - $33.1K
|
178K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
2.05K+ 9.2% |
$21K - $32.6K
|
24.4K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.04K+ 14.34% |
$20.9K - $32.5K
|
16.3K
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2KNew |
$20.5K - $31.8K
|
2K
$20.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.85K+ 11.71% |
$19K - $29.4K
|
17.7K
$185K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.85KNew |
$18.9K - $29.4K
|
1.85K
$19.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.78K+ 10.45% |
$18.3K - $28.3K
|
18.8K
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.69K+ 2.43% |
$17.3K - $26.9K
|
71.2K
$746K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.68KNew |
$17.2K - $26.7K
|
1.68K
$17.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.63K+ 16.81% |
$16.7K - $25.9K
|
11.3K
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.5KNew |
$15.3K - $23.8K
|
1.5K
$15.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.49KNew |
$15.2K - $23.6K
|
1.49K
$15.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.35K+ 2.58% |
$13.9K - $21.5K
|
53.8K
$563K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.3KNew |
$13.3K - $20.7K
|
1.3K
$13.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.28KNew |
$13.1K - $20.4K
|
1.28K
$13.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 9.9% |
$12.5K - $19.3K
|
13.5K
$141K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.21K+ 0.15% |
$12.4K - $19.2K
|
828K
$8.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.21K+ 15.27% |
$12.3K - $19.1K
|
9.1K
$95.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.1KNew |
$11.3K - $17.5K
|
1.1K
$11.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.06K+ 91.27% |
$10.8K - $16.8K
|
2.21K
$23.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 1.47% |
$10.2K - $15.9K
|
69.1K
$724K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1K+ 1.95% |
$10.2K - $15.9K
|
52.2K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
986New |
$10.1K - $15.7K
|
986
$10.3K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
760+ 6.48% |
$7.78K - $12.1K
|
12.5K
$131K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
725New |
$7.42K - $11.5K
|
725
$7.59K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
720+ 0.79% |
$7.37K - $11.4K
|
91.5K
$958K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
715+ 2042.86% |
$7.32K - $11.4K
|
750
$7.85K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
684+ 126.2% |
$7K - $10.9K
|
1.23K
$12.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
604+ 31.52% |
$6.18K - $9.6K
|
2.52K
$26.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
572New |
$5.86K - $9.09K
|
572
$5.99K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
570New |
$5.84K - $9.06K
|
570
$5.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
565New |
$5.79K - $8.98K
|
565
$5.92K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
514+ 300.58% |
$5.26K - $8.17K
|
685
$7.17K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
422+ 29.39% |
$4.32K - $6.71K
|
1.86K
$19.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
400New |
$4.1K - $6.36K
|
400
$4.19K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
398+ 0.67% |
$4.08K - $6.32K
|
59.9K
$628K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
352+ 29.53% |
$3.6K - $5.59K
|
1.54K
$16.2K
|