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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
42.5KNew |
$436K - $676K
|
42.5K
$445K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.73K- 78.13% |
$17.7K - $27.5K
|
485
$5.08K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
177KNew |
$1.82M - $2.82M
|
177K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
SELL
|
- |
-654K- 32.07% |
$6.69M - $10.4M
|
1.38M
$14.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.78K+ 10.45% |
$18.3K - $28.3K
|
18.8K
$197K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
126New |
$1.29K - $2K
|
126
$1.32K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-67.9K- 21.72% |
$695K - $1.08M
|
245K
$2.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-79.3K- 1.1% |
$812K - $1.26M
|
7.15M
$74.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-19K- 20.97% |
$194K - $301K
|
71.5K
$748K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
183KNew |
$1.87M - $2.9M
|
183K
$1.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.44K- 37.28% |
$55.7K - $86.4K
|
9.15K
$95.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-431- 6.94% |
$4.41K - $6.85K
|
5.78K
$60.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.8K+ 1166.1% |
$161K - $250K
|
17.1K
$179K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
168KNew |
$1.72M - $2.67M
|
168K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
BUY
|
- |
45K+ 45.0% |
$461K - $715K
|
145K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
C World Wide Group Holding A
|
SELL
|
- |
-1.47K- 2.91% |
$15K - $23.3K
|
49K
$513K
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-5.51K- 19.08% |
$56.4K - $87.6K
|
23.4K
$245K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20.4K+ 47.07% |
$209K - $324K
|
63.7K
$667K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.85K+ 12.28% |
$59.9K - $93K
|
53.5K
$560K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.63K+ 16.81% |
$16.7K - $25.9K
|
11.3K
$119K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
33.4KNew |
$342K - $530K
|
33.4K
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-683- 9.99% |
$6.99K - $10.9K
|
6.16K
$64.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5.28K+ 2.5% |
$54.1K - $83.9K
|
216K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-29.1K- 1.38% |
$298K - $463K
|
2.09M
$21.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.33K- 0.19% |
$13.7K - $21.2K
|
696K
$7.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
6.49MNew |
$66.5M - $103M
|
6.49M
$68M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$110K - $171K
|
10.8K
$113K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.69K+ 2.43% |
$17.3K - $26.9K
|
71.2K
$746K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
37.3K+ 168.14% |
$382K - $592K
|
59.4K
$622K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.77K+ 18.75% |
$48.8K - $75.7K
|
30.2K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.49K- 12.62% |
$15.2K - $23.6K
|
10.3K
$108K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-72.3K- 8.6% |
$740K - $1.15M
|
769K
$8.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
20K+ 23.49% |
$205K - $318K
|
105K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
6KNew |
$61.4K - $95.3K
|
6K
$62.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
282K+ 31.05% |
$2.89M - $4.48M
|
1.19M
$12.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
395K+ 86.15% |
$4.05M - $6.28M
|
854K
$8.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-75K- 12.0% |
$768K - $1.19M
|
550K
$5.76M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.32K- 15.56% |
$64.7K - $100K
|
34.3K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4K+ 22.78% |
$41K - $63.6K
|
21.6K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$118K - $183K
|
11.5K
$121K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-445- 18.56% |
$4.56K - $7.07K
|
1.95K
$20.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
BUY
|
- |
14.9M+ 7.08% |
$152M - $236M
|
225M
$2.36B
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.46K+ 34.24% |
$55.9K - $86.8K
|
21.4K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
267KNew |
$2.74M - $4.25M
|
267K
$2.8M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
187K+ 15.94% |
$1.92M - $2.98M
|
1.36M
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.73K- 9.72% |
$28K - $43.4K
|
25.4K
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-68.3K- 39.91% |
$699K - $1.08M
|
103K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
213+ 0.14% |
$2.18K - $3.38K
|
148K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
14.2K+ 84.65% |
$146K - $226K
|
31.1K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.98K- 24.32% |
$61.3K - $95.1K
|
18.6K
$195K
|