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 31, 2025
Q4 2024
|
Paradice Investment Management LLC
|
BUY
|
- |
10.7KNew |
$110K - $170K
|
10.7K
$112K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.28KNew |
$13.1K - $20.4K
|
1.28K
$13.4K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-529K- 20.69% |
$5.42M - $8.41M
|
2.03M
$21.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-722- 19.82% |
$7.39K - $11.5K
|
2.92K
$30.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
27.5K+ 52.42% |
$281K - $436K
|
79.8K
$836K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
13.3KNew |
$136K - $211K
|
13.3K
$139K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-504K- 11.65% |
$5.16M - $8.01M
|
3.83M
$40.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
6.73K+ 25.22% |
$68.9K - $107K
|
33.4K
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.42K+ 8.58% |
$24.7K - $38.4K
|
30.6K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
66.8K+ 18.08% |
$684K - $1.06M
|
436K
$4.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-29KClosed |
$297K - $461K
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Ams Capital Ltda
|
BUY
|
- |
431K+ 41.79% |
$4.42M - $6.85M
|
1.46M
$15.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.25K- 22.3% |
$64K - $99.4K
|
21.8K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Inca Investments LLC
Miami, FL |
BUY
|
- |
367K+ 76.23% |
$3.76M - $5.83M
|
848K
$8.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-20.2K- 0.49% |
$207K - $320K
|
4.08M
$42.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-13- 17.11% |
$133 - $207
|
63
$660
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
13.7KNew |
$141K - $218K
|
13.7K
$144K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
514+ 300.58% |
$5.26K - $8.17K
|
685
$7.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-88- 9.93% |
$901 - $1.4K
|
798
$8.36K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
715+ 2042.86% |
$7.32K - $11.4K
|
750
$7.85K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
92New |
$942 - $1.46K
|
92
$963
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-41.1K- 18.06% |
$421K - $653K
|
187K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10New |
$102 - $159
|
10
$105
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.78K- 5.63% |
$48.9K - $75.9K
|
80.1K
$839K
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
46.2K+ 36.01% |
$473K - $734K
|
175K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.6K+ 131.66% |
$221K - $343K
|
38K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
599K+ 69.9% |
$6.14M - $9.52M
|
1.46M
$15.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-284K- 48.08% |
$2.9M - $4.51M
|
306K
$3.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
47.7K+ 21.4% |
$489K - $759K
|
271K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
160+ 9.82% |
$1.64K - $2.54K
|
1.79K
$18.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.35K+ 2.58% |
$13.9K - $21.5K
|
53.8K
$563K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-265K- 12.87% |
$2.71M - $4.21M
|
1.79M
$18.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.86K+ 5.99% |
$80.5K - $125K
|
139K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.01M- 7.32% |
$10.4M - $16.1M
|
12.8M
$134M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
231New |
$2.37K - $3.67K
|
231
$2.42K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
23.8K+ 8.24% |
$243K - $377K
|
312K
$3.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
21+ 0.06% |
$215 - $334
|
35.7K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
44.4K+ 3.77% |
$455K - $706K
|
1.22M
$12.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-9.53K- 88.05% |
$97.6K - $151K
|
1.29K
$13.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
41.4K+ 22.44% |
$424K - $658K
|
226K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-21.9M- 21.87% |
$224M - $348M
|
78.2M
$818M
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-37.8K- 11.56% |
$387K - $600K
|
289K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
572New |
$5.86K - $9.09K
|
572
$5.99K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 1.23% |
$1.02K - $1.59K
|
8K
$83.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
4.85M+ 108.07% |
$49.7M - $77.1M
|
9.34M
$97.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.69K+ 38.73% |
$58.3K - $90.5K
|
20.4K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.49KNew |
$15.2K - $23.6K
|
1.49K
$15.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
191K+ 47.65% |
$1.96M - $3.04M
|
593K
$6.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
56.3KNew |
$576K - $894K
|
56.3K
$589K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
20.2KNew |
$207K - $321K
|
20.2K
$211K
|