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 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
30KNew |
$358K - $489K
|
30K
$475K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.37K+ 18.19% |
$28.3K - $38.6K
|
15.4K
$244K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.55K+ 22.87% |
$42.4K - $57.9K
|
19.1K
$302K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
943New |
$11.2K - $15.4K
|
943
$14.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
2.58K+ 0.4% |
$30.8K - $42.1K
|
652K
$10.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.1K+ 516.78% |
$192K - $262K
|
19.2K
$303K
|
|
|
Oct 21, 2025
Q3 2025
|
Ariose Capital Management LTD
Central, Hong Kong, K3 |
BUY
|
- |
113KNew |
$1.35M - $1.85M
|
113K
$1.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Constellation Investimentos E Participacoes Ltda
|
SELL
|
- |
-61.2K- 4.41% |
$729K - $997K
|
1.32M
$21M
|
|
|
Oct 20, 2025
Q3 2025
|
Paradice Investment Management LLC
|
BUY
|
- |
3.85K+ 30.63% |
$45.9K - $62.7K
|
16.4K
$260K
|
|
|
Oct 20, 2025
Q3 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
14.4KNew |
$171K - $234K
|
14.4K
$228K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.03M- 27.22% |
$24.2M - $33.2M
|
5.44M
$86M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
24.5K+ 73.91% |
$292K - $399K
|
57.6K
$912K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
26New |
$310 - $424
|
26
$411
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-600- 4.63% |
$7.15K - $9.78K
|
12.4K
$195K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-9.83K- 12.94% |
$117K - $160K
|
66.2K
$1.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
500New |
$5.96K - $8.15K
|
500
$7.91K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
26KNew |
$310K - $424K
|
26K
$411K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.5K- 74.33% |
$17.9K - $24.5K
|
518
$8.19K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-366K- 38.05% |
$4.36M - $5.97M
|
596K
$9.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Matthews International Capital Management LLC
|
BUY
|
- |
31.5K+ 30.24% |
$376K - $514K
|
136K
$2.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-339K- 69.12% |
$4.05M - $5.53M
|
152K
$2.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.14K+ 1404.94% |
$13.6K - $18.5K
|
1.22K
$19.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
114+ 0.89% |
$1.36K - $1.86K
|
12.9K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
81+ 426.32% |
$966 - $1.32K
|
100
$1.58K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-5.47K- 4.26% |
$65.2K - $89.1K
|
123K
$1.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.65K+ 6.92% |
$67.4K - $92.1K
|
87.3K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
2.67K+ 8.13% |
$31.8K - $43.5K
|
35.5K
$562K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
PUT |
-220K- 53.72% |
$2.62M - $3.59M
|
190K
$3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.26K+ 84.93% |
$50.8K - $69.5K
|
9.28K
$147K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.41K+ 3.73% |
$40.6K - $55.5K
|
94.7K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
211K+ 181.18% |
$2.52M - $3.45M
|
328K
$5.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
1.36K+ 8.51% |
$16.2K - $22.1K
|
17.3K
$273K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 7.14% |
$11.9 - $16.3
|
15
$237
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.52M+ 573.22% |
$30M - $41M
|
2.95M
$46.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
8.12K+ 7.1% |
$96.8K - $132K
|
122K
$1.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
10KNew |
$119K - $163K
|
10K
$158K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.73K- 14.03% |
$68.3K - $93.4K
|
35.1K
$556K
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
61.6KNew |
$735K - $1M
|
61.6K
$975K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
8.64K+ 11.61% |
$103K - $141K
|
83K
$1.31M
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-132K- 20.46% |
$1.57M - $2.15M
|
513K
$8.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-550- 52.38% |
$6.56K - $8.97K
|
500
$7.91K
|
|
|
Oct 07, 2025
Q3 2025
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
1.13MNew |
$13.4M - $18.4M
|
1.13M
$17.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-230- 0.15% |
$2.74K - $3.75K
|
149K
$2.36M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-270- 2.04% |
$3.22K - $4.4K
|
13K
$206K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
22.3KNew |
$266K - $364K
|
22.3K
$353K
|
|
| Q2 2025 | |||||||
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
7.2K+ 424.78% |
$69.1K - $98.8K
|
8.9K
$141K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-589- 1.14% |
$5.65K - $8.08K
|
51.3K
$812K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
358K+ 161.84% |
$3.43M - $4.9M
|
578K
$9.15M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
644K+ 26.47% |
$6.18M - $8.84M
|
3.08M
$48.7M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1.5KNew |
$14.4K - $20.6K
|
1.5K
$23.7K
|
|