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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
45KNew |
$455K - $627K
|
45K
$711K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-208K- 94.65% |
$2.1M - $2.9M
|
11.8K
$186K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
421New |
$4.26K - $5.87K
|
421
$6.66K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
660+ 68.82% |
$6.68K - $9.21K
|
1.62K
$25.6K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.65K- 12.0% |
$16.7K - $23K
|
12.1K
$191K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-1K- 11.11% |
$10.1K - $14K
|
8K
$127K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-221- 9.99% |
$2.24K - $3.08K
|
1.99K
$31.5K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24.6KNew |
$248K - $343K
|
24.6K
$388K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
4.34KNew |
$43.9K - $60.5K
|
4.34K
$68.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
CALL |
7.9KNew |
$79.9K - $110K
|
7.9K
$125K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
10.1KNew |
$103K - $141K
|
10.1K
$160K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
48.3KNew |
$489K - $674K
|
48.3K
$764K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-881- 58.77% |
$8.92K - $12.3K
|
618
$9.78K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15+ 12.93% |
$152 - $209
|
131
$2.07K
|
|
|
Apr 29, 2025
Q1 2025
|
Yong Rong (Hk) Asset Management LTD
|
BUY
|
- |
2MNew |
$20.2M - $27.9M
|
2M
$31.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
600New |
$6.07K - $8.37K
|
600
$9.49K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-855- 6.86% |
$8.65K - $11.9K
|
11.6K
$184K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
50New |
$506 - $698
|
50
$791
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
440New |
$4.45K - $6.14K
|
440
$6.96K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.01K- 29.62% |
$20.3K - $28K
|
4.77K
$75.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-126- 92.65% |
$1.28K - $1.76K
|
10
$158
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.63KClosed |
$16.5K - $22.7K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
178New |
$1.8K - $2.48K
|
178
$2.82K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
87.1K+ 154.84% |
$881K - $1.22M
|
143K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.62MNew |
$16.4M - $22.7M
|
1.62M
$25.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10KNew |
$101K - $140K
|
10K
$158K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 18.75% |
$60.7 - $83.7
|
26
$411
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
CALL |
100KNew |
$1.01M - $1.4M
|
100K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-315- 0.01% |
$3.19K - $4.39K
|
4.68M
$74.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15.4KNew |
$156K - $215K
|
15.4K
$244K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.4K- 71.79% |
$14.2K - $19.5K
|
550
$8.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
13.3KNew |
$135K - $186K
|
13.3K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.5K+ 3.73% |
$25.3K - $34.9K
|
69.5K
$1.1M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-29.3K- 28.53% |
$297K - $409K
|
73.5K
$1.16M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-264- 0.73% |
$2.67K - $3.68K
|
36.1K
$572K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.85KNew |
$18.9K - $29.4K
|
1.85K
$29.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Old Well Partners, LLC
Charlotte, NC |
BUY
|
- |
79.3K+ 45.76% |
$812K - $1.26M
|
253K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.42M+ 6.18% |
$14.5M - $22.5M
|
24.4M
$386M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
2.05K+ 9.2% |
$21K - $32.6K
|
24.4K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
1.82MNew |
$18.6M - $28.9M
|
1.82M
$28.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
664KNew |
$6.8M - $10.6M
|
664K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
565New |
$5.79K - $8.98K
|
565
$8.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
48.9K+ 213.11% |
$501K - $777K
|
71.8K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11KNew |
$113K - $175K
|
11K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.7KNew |
$110K - $171K
|
10.7K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-9.65K- 16.42% |
$98.8K - $153K
|
49.1K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.99K+ 4.19% |
$30.6K - $47.5K
|
74.3K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
5.47KNew |
$56K - $87K
|
5.47K
$86.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
20.8KNew |
$213K - $330K
|
20.8K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Investment Fund
Riyadh, T0 |
BUY
|
- |
3.02M+ 79.51% |
$31M - $48M
|
6.83M
$108M
|
|