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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
13.7KNew |
$140K - $217K
|
13.7K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-216K- 30.45% |
$2.21M - $3.43M
|
493K
$7.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
SELL
|
- |
-46.3M- 53.52% |
$474M - $735M
|
40.2M
$636M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-305K- 51.54% |
$3.12M - $4.85M
|
287K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
243KNew |
$2.49M - $3.86M
|
243K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Flight Deck Capital, LP
San Francisco, CA |
BUY
|
- |
284K+ 35.53% |
$2.91M - $4.51M
|
1.08M
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jericho Capital Asset Management L.P.
New York, NY |
BUY
|
- |
8.9MNew |
$91.1M - $141M
|
8.9M
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Sora Investors LLC
Bryn Mawr, PA |
BUY
|
- |
429KNew |
$4.39M - $6.81M
|
429K
$6.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Thorn Tree Capital Partners LP
Boston, MA |
BUY
|
CALL |
750KNew |
$7.68M - $11.9M
|
750K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
100New |
$1.02K - $1.59K
|
100
$1.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
41.1KNew |
$421K - $653K
|
41.1K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-5.13K- 24.31% |
$52.5K - $81.5K
|
16K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2KNew |
$20.5K - $31.8K
|
2K
$31.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
100New |
$1.02K - $1.59K
|
100
$1.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
47.2KNew |
$483K - $749K
|
47.2K
$746K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-18.8K- 50.82% |
$193K - $299K
|
18.2K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-11.3K- 51.18% |
$115K - $179K
|
10.7K
$170K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
760+ 6.48% |
$7.78K - $12.1K
|
12.5K
$197K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.29K+ 16.38% |
$23.5K - $36.4K
|
16.3K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
63.9KNew |
$654K - $1.01M
|
63.9K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.04K+ 14.34% |
$20.9K - $32.5K
|
16.3K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2.6MNew |
$26.6M - $41.2M
|
2.6M
$41.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
30New |
$307 - $477
|
30
$475
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
14.7KNew |
$151K - $234K
|
14.7K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
14.5KNew |
$148K - $230K
|
14.5K
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
10.5KNew |
$108K - $167K
|
10.5K
$166K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
39.2KNew |
$402K - $624K
|
39.2K
$621K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.55K- 10.85% |
$36.3K - $56.4K
|
29.2K
$461K
|
|
|
Feb 11, 2025
Q4 2024
|
Technology Crossover Management X, Ltd.
Menlo Park, CA |
SELL
|
- |
-13.9M- 20.0% |
$143M - $222M
|
55.8M
$882M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-31- 0.31% |
$317 - $493
|
10K
$158K
|
|
|
Feb 11, 2025
Q4 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
170KNew |
$1.74M - $2.7M
|
170K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-72.3K- 31.76% |
$740K - $1.15M
|
155K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
67New |
$686 - $1.06K
|
67
$1.06K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
172KNew |
$1.76M - $2.74M
|
172K
$2.72M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
17.3K+ 33.03% |
$177K - $275K
|
69.7K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.87KNew |
$80.6K - $125K
|
7.87K
$125K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
42.5KNew |
$436K - $676K
|
42.5K
$673K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
126New |
$1.29K - $2K
|
126
$1.99K
|
|
|
Feb 04, 2025
Q4 2024
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
BUY
|
- |
45K+ 45.0% |
$461K - $715K
|
145K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-5.51K- 19.08% |
$56.4K - $87.6K
|
23.4K
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-683- 9.99% |
$6.99K - $10.9K
|
6.16K
$97.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.33K- 0.19% |
$13.7K - $21.2K
|
696K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
6.49MNew |
$66.5M - $103M
|
6.49M
$103M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$110K - $171K
|
10.8K
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.49K- 12.62% |
$15.2K - $23.6K
|
10.3K
$163K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.28KNew |
$13.1K - $20.4K
|
1.28K
$20.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-29KClosed |
$297K - $461K
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
92New |
$942 - $1.46K
|
92
$1.46K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10New |
$102 - $159
|
10
$158
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 1.23% |
$1.02K - $1.59K
|
8K
$127K
|
|