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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
211+ 8.76% |
$2.03K - $2.89K
|
2.62K
$41.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
56.4KNew |
$541K - $773K
|
56.4K
$892K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
17.5KNew |
$168K - $240K
|
17.5K
$277K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.79KNew |
$36.4K - $52K
|
3.79K
$59.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2.3KNew |
$22.1K - $31.6K
|
2.3K
$36.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.32K- 86.83% |
$12.7K - $18.1K
|
200
$3.16K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.96K+ 18.52% |
$28.4K - $40.6K
|
18.9K
$300K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.71K+ 76.94% |
$26K - $37.1K
|
6.22K
$98.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
15.3K+ 10.75% |
$147K - $210K
|
158K
$2.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.08KNew |
$10.4K - $14.9K
|
1.08K
$17.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
27.3K+ 39.88% |
$262K - $375K
|
95.9K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
152New |
$1.46K - $2.09K
|
152
$2.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-1.23K- 39.63% |
$11.8K - $16.9K
|
1.88K
$29.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
16.2K+ 11.97% |
$156K - $222K
|
152K
$2.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
506KNew |
$4.86M - $6.94M
|
506K
$8.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.6K+ 13.97% |
$44.1K - $63.1K
|
37.5K
$594K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.8K+ 99.62% |
$152K - $217K
|
31.7K
$501K
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-1.13K- 2.2% |
$10.8K - $15.4K
|
50.1K
$792K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-110- 12.79% |
$1.06K - $1.51K
|
750
$11.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
18.7KNew |
$180K - $257K
|
18.7K
$296K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3- 0.02% |
$28.8 - $41.2
|
14.6K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
11.8KNew |
$114K - $162K
|
11.8K
$187K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
64.8KNew |
$622K - $889K
|
64.8K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-10.5K- 3.75% |
$101K - $144K
|
270K
$4.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
SELL
|
- |
-200- 0.62% |
$1.92K - $2.74K
|
32.1K
$508K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.13K- 9.48% |
$10.8K - $15.5K
|
10.8K
$171K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.1K+ 275.0% |
$10.6K - $15.1K
|
1.5K
$23.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
551+ 3.22% |
$5.29K - $7.56K
|
17.7K
$279K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.18K+ 3.92% |
$11.3K - $16.2K
|
31.3K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-400- 6.67% |
$3.84K - $5.49K
|
5.6K
$88.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
5.5K+ 100.0% |
$52.8K - $75.5K
|
11K
$174K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-119- 0.02% |
$1.14K - $1.63K
|
654K
$10.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2KNew |
$19.2K - $27.4K
|
2K
$31.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
171+ 2.97% |
$1.64K - $2.35K
|
5.92K
$93.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-331K- 20.02% |
$3.18M - $4.55M
|
1.32M
$20.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
105KNew |
$1.01M - $1.44M
|
105K
$1.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-560- 19.57% |
$5.38K - $7.68K
|
2.3K
$36.4K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.66KNew |
$15.9K - $22.8K
|
1.66K
$26.3K
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
24K+ 14.62% |
$243K - $335K
|
188K
$2.98M
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
10.1K+ 62.13% |
$102K - $141K
|
26.4K
$418K
|
|
|
Oct 02, 2025
Q1 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
43.5KNew |
$440K - $607K
|
43.5K
$688K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
160New |
$1.62K - $2.23K
|
160
$2.53K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2.04KNew |
$20.7K - $28.5K
|
2.04K
$32.3K
|
|
|
May 16, 2025
Q1 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
243KNew |
$2.46M - $3.39M
|
243K
$3.85M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
24.8K+ 222.35% |
$251K - $346K
|
36K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
76.6KNew |
$775K - $1.07M
|
76.6K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
25+ 125.0% |
$253 - $349
|
45
$712
|
|
|
May 15, 2025
Q1 2025
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
279KNew |
$2.82M - $3.89M
|
279K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
44K+ 44.0% |
$445K - $614K
|
144K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
1.29MNew |
$13.1M - $18.1M
|
1.29M
$20.5M
|
|