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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.17K+ 19.14% |
$61.7K - $84.3K
|
32.2K
$509K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
27.2KNew |
$324K - $444K
|
27.2K
$431K
|
|
|
Oct 29, 2025
Q3 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-97.9K- 38.5% |
$1.17M - $1.6M
|
156K
$2.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-11.8K- 31.87% |
$141K - $192K
|
25.2K
$399K
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$119K - $163K
|
10K
$158K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.34K- 30.92% |
$63.7K - $87K
|
11.9K
$189K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
10.6KNew |
$126K - $173K
|
10.6K
$168K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.64K- 4.73% |
$19.5K - $26.7K
|
33K
$522K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
50+ 0.18% |
$596 - $815
|
28.2K
$446K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.35K+ 39.4% |
$111K - $152K
|
33.1K
$523K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
PUT |
3KNew |
$35.8K - $48.9K
|
3K
$47.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
177KNew |
$2.11M - $2.88M
|
177K
$2.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.7M+ 14.21% |
$20.3M - $27.8M
|
13.7M
$217M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.92K+ 3.94% |
$58.7K - $80.2K
|
130K
$2.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.49KNew |
$17.7K - $24.2K
|
1.49K
$23.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
46.1K+ 8.69% |
$549K - $751K
|
577K
$9.12M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
12.5KNew |
$150K - $204K
|
12.5K
$198K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-205K- 3.6% |
$2.44M - $3.34M
|
5.49M
$86.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.4K+ 9.41% |
$184K - $252K
|
180K
$2.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-400- 50.0% |
$4.77K - $6.52K
|
400
$6.33K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.14K- 91.83% |
$25.4K - $34.8K
|
190
$3.01K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
550New |
$6.56K - $8.97K
|
550
$8.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.02K+ 4.5% |
$36K - $49.2K
|
70.1K
$1.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.43K- 66.13% |
$17.1K - $23.3K
|
733
$11.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.42K+ 12.14% |
$17K - $23.2K
|
13.2K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Nixon Capital, LLC
Austin, TX |
SELL
|
- |
-5.71K- 0.35% |
$68K - $93K
|
1.63M
$25.8M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
209New |
$2.49K - $3.41K
|
209
$3.31K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
39.9K+ 5.52% |
$476K - $650K
|
763K
$12.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
33.3K+ 13.61% |
$397K - $543K
|
278K
$4.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.29K+ 22.08% |
$63K - $86.2K
|
29.2K
$462K
|
|
|
Oct 23, 2025
Q3 2025
|
Hosking Partners LLP
|
BUY
|
- |
615K+ 206.46% |
$7.33M - $10M
|
913K
$14.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22.5KNew |
$268K - $367K
|
22.5K
$356K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.21K- 5.75% |
$38.2K - $52.3K
|
52.6K
$832K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-28- 0.06% |
$334 - $456
|
50.2K
$794K
|
|
|
Oct 23, 2025
Q3 2025
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-64.5K- 8.38% |
$768K - $1.05M
|
704K
$11.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-156- 42.86% |
$1.86K - $2.54K
|
208
$3.29K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
37K+ 7.22% |
$442K - $604K
|
550K
$8.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.8K+ 6.95% |
$331K - $453K
|
428K
$6.77M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-300- 2.01% |
$3.58K - $4.89K
|
14.6K
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-220K- 1.75% |
$2.62M - $3.58M
|
12.3M
$195M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.57K+ 9.64% |
$54.5K - $74.5K
|
52K
$822K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.39K- 6.79% |
$16.5K - $22.6K
|
19K
$301K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
4.98K+ 5.99% |
$59.4K - $81.2K
|
88.1K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.2K+ 1.64% |
$121K - $166K
|
629K
$9.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
2.25MNew |
$26.8M - $36.7M
|
2.25M
$35.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
6.18M+ 603.49% |
$73.6M - $101M
|
7.2M
$114M
|
|
|
Oct 21, 2025
Q3 2025
|
Sullivan Wood Capital Management LLC
Washington, DC |
BUY
|
- |
17.5K+ 22.31% |
$208K - $284K
|
95.7K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
11KNew |
$131K - $179K
|
11K
$174K
|
|
|
Oct 21, 2025
Q3 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
18K+ 13.27% |
$214K - $293K
|
153K
$2.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
11KNew |
$131K - $179K
|
11K
$174K
|
|