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 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-11.1K- 26.16% |
$114K - $177K
|
31.4K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
570New |
$5.84K - $9.06K
|
570
$5.97K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
45.7KNew |
$468K - $727K
|
45.7K
$479K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
50New |
$512 - $795
|
50
$524
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.7KNew |
$140K - $217K
|
13.7K
$143K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-154K- 85.22% |
$1.58M - $2.45M
|
26.7K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.92K- 39.3% |
$40.2K - $62.4K
|
6.06K
$63.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-232- 97.07% |
$2.38K - $3.69K
|
7
$73.3
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
242K+ 73.34% |
$2.48M - $3.84M
|
572K
$5.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Constellation Investimentos E Participacoes Ltda
|
SELL
|
- |
-1.25M- 33.7% |
$12.8M - $19.8M
|
2.46M
$25.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.24K- 10.63% |
$12.7K - $19.7K
|
10.4K
$109K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
604+ 31.52% |
$6.18K - $9.6K
|
2.52K
$26.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.15K+ 1.93% |
$22K - $34.2K
|
114K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.99K- 11.66% |
$51.1K - $79.3K
|
37.8K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.1KNew |
$11.3K - $17.5K
|
1.1K
$11.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15.3KNew |
$157K - $243K
|
15.3K
$160K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
109+ 3633.33% |
$1.12K - $1.73K
|
112
$1.17K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-935- 7.87% |
$9.57K - $14.9K
|
11K
$115K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
4.99K+ 5.17% |
$51.1K - $79.3K
|
102K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.85K+ 11.71% |
$19K - $29.4K
|
17.7K
$185K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
8.81M+ 122.28% |
$90.2M - $140M
|
16M
$168M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.6K+ 57.65% |
$119K - $184K
|
31.7K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 349.35% |
$115K - $178K
|
14.4K
$151K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
11KNew |
$113K - $175K
|
11K
$115K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
68.9K+ 5.38% |
$705K - $1.09M
|
1.35M
$14.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-524- 1.04% |
$5.37K - $8.33K
|
49.9K
$522K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.68KNew |
$17.2K - $26.7K
|
1.68K
$17.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-3.95K- 15.54% |
$40.5K - $62.8K
|
21.5K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-167K- 7.14% |
$1.71M - $2.65M
|
2.17M
$22.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-757- 3.34% |
$7.75K - $12K
|
21.9K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.88K- 3.77% |
$29.4K - $45.7K
|
73.3K
$768K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.7K+ 85.78% |
$201K - $313K
|
42.6K
$446K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-829- 2.23% |
$8.49K - $13.2K
|
36.4K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
William Marsh Rice University
|
BUY
|
- |
58.6KNew |
$600K - $931K
|
58.6K
$614K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-78.8K- 97.59% |
$807K - $1.25M
|
1.95K
$20.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 1.47% |
$10.2K - $15.9K
|
69.1K
$724K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-16.2K- 38.06% |
$166K - $258K
|
26.4K
$276K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
654KNew |
$6.7M - $10.4M
|
654K
$6.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
13.8KNew |
$141K - $219K
|
13.8K
$144K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-3.69K- 19.96% |
$37.8K - $58.6K
|
14.8K
$155K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
14.8K+ 16.76% |
$151K - $234K
|
103K
$1.08M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-124- 7.78% |
$1.27K - $1.97K
|
1.47K
$15.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-792- 19.23% |
$8.11K - $12.6K
|
3.33K
$34.8K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.19M- 4.43% |
$12.8M - $18M
|
25.7M
$269M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
797K+ 3880.29% |
$8.53M - $12.1M
|
817K
$8.56M
|
|
|
Jan 28, 2025
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
25K+ 208233.33% |
$268K - $378K
|
25K
$262K
|
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
235KNew |
$2.52M - $3.56M
|
235K
$2.46M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
71.7KNew |
$768K - $1.09M
|
71.7K
$751K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
247New |
$2.65K - $3.74K
|
247
$2.59K
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-90.8K- 87.8% |
$973K - $1.37M
|
12.6K
$132K
|
|