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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Hillman CO
|
BUY
|
- |
8KNew |
$118K - $131K
|
8K
$127K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.01K- 7.17% |
$44.4K - $49.4K
|
39K
$617K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
131K+ 804.59% |
$1.93M - $2.14M
|
147K
$2.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
2.26M+ 17.74% |
$33.3M - $37.1M
|
15M
$237M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
98New |
$1.44K - $1.61K
|
98
$1.55K
|
|
|
Jan 16, 2026
Q4 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
3.72K+ 1.75% |
$54.9K - $61K
|
216K
$3.42M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 6.86% |
$20.5K - $22.8K
|
21.7K
$343K
|
|
|
Jan 15, 2026
Q4 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
708+ 0.3% |
$10.4K - $11.6K
|
234K
$3.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-106K- 14.51% |
$1.56M - $1.73M
|
623K
$9.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.69K+ 41.51% |
$98.6K - $110K
|
22.8K
$361K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
33New |
$486 - $541
|
33
$522
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.01K- 3.22% |
$103K - $115K
|
211K
$3.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26+ 7.65% |
$383 - $426
|
366
$5.79K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-7.06K- 24.01% |
$104K - $116K
|
22.4K
$354K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
463+ 0.53% |
$6.82K - $7.59K
|
87.5K
$1.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
120KNew |
$1.77M - $1.97M
|
120K
$1.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.19K+ 8.72% |
$17.5K - $19.4K
|
14.8K
$234K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-285K- 12.07% |
$4.2M - $4.67M
|
2.08M
$32.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-2.36K- 1.09% |
$34.8K - $38.7K
|
214K
$3.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
35+ 23.81% |
$516 - $574
|
182
$2.88K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
504KNew |
$7.42M - $8.25M
|
504K
$7.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
12.8KNew |
$188K - $209K
|
12.8K
$202K
|
|
|
Jan 13, 2026
Q4 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-130- 0.84% |
$1.91K - $2.13K
|
15.3K
$242K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
33.5KNew |
$494K - $549K
|
33.5K
$530K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.14K- 2.25% |
$16.8K - $18.7K
|
49.5K
$783K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.7K+ 10.59% |
$39.8K - $44.3K
|
28.2K
$446K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 6.49% |
$18.3K - $20.3K
|
17.8K
$282K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
420New |
$6.19K - $6.88K
|
420
$6.64K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
11.5M+ 71.35% |
$169M - $188M
|
27.6M
$436M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
528K+ 619.39% |
$7.78M - $8.66M
|
613K
$9.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-52.4K- 2.45% |
$772K - $859K
|
2.09M
$33M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-108K- 4.93% |
$1.59M - $1.77M
|
2.08M
$32.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
17.6K+ 47.04% |
$259K - $289K
|
55K
$871K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.22K- 0.36% |
$17.9K - $19.9K
|
340K
$5.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
10KNew |
$147K - $164K
|
10K
$158K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
230+ 80.42% |
$3.39K - $3.77K
|
516
$8.16K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4.28K+ 74.16% |
$63K - $70.1K
|
10K
$159K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20+ 9.17% |
$295 - $328
|
238
$3.77K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
255New |
$3.76K - $4.18K
|
255
$4.03K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
450+ 2.27% |
$6.63K - $7.38K
|
20.3K
$321K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-10.9KClosed |
$161K - $179K
|
0
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
66.4KNew |
$978K - $1.09M
|
66.4K
$1.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-4.8K- 5.2% |
$70.7K - $78.7K
|
87.6K
$1.39M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
802+ 22.33% |
$11.8K - $13.1K
|
4.39K
$69.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10- 0.01% |
$147 - $164
|
79K
$1.25M
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-3.25K- 15.16% |
$47.9K - $53.3K
|
18.2K
$288K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.3K+ 38.81% |
$196K - $218K
|
47.6K
$753K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-242- 1.43% |
$3.56K - $3.97K
|
16.6K
$263K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.89K+ 18.74% |
$27.9K - $31K
|
12K
$190K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.1K+ 54.57% |
$168K - $230K
|
40K
$632K
|
|