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 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
33.1KNew |
$146K - $261K
|
33.1K
$524K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
25New |
$111 - $197
|
25
$396
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.2K- 6.25% |
$5.3K - $9.47K
|
18K
$285K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
99.9KNew |
$442K - $788K
|
99.9K
$1.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-469K- 60.64% |
$2.07M - $3.7M
|
305K
$4.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
136K+ 71.19% |
$600K - $1.07M
|
326K
$5.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
58.3KNew |
$257K - $460K
|
58.3K
$922K
|
|
| Q1 2023 | |||||||
|
May 07, 2025
Q1 2023
|
Symmetry Investments LP
|
BUY
|
PUT |
125KNew |
$435K - $668K
|
125K
$1.98M
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
10.5KNew |
$36.5K - $56.1K
|
10.5K
$166K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
23.7KNew |
$82.4K - $127K
|
23.7K
$375K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1New |
$3.48 - $5.34
|
1
$15.8
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-200- 40.0% |
$696 - $1.07K
|
300
$4.75K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.72KNew |
$5.99K - $9.18K
|
1.72K
$27.2K
|
|
|
May 15, 2023
Q1 2023
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
- |
-593K- 90.6% |
$2.06M - $3.16M
|
61.5K
$973K
|
|
|
May 15, 2023
Q1 2023
|
Think Investments LP
San Francisco, CA |
BUY
|
- |
669K+ 24.26% |
$2.33M - $3.57M
|
3.42M
$54.2M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5K- 1.92% |
$17.4K - $26.7K
|
255K
$4.04M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
871+ 0.73% |
$3.03K - $4.65K
|
119K
$1.89M
|
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13KNew |
$45.3K - $69.6K
|
13K
$206K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.02KNew |
$3.55K - $5.44K
|
1.02K
$16.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
10.5KNew |
$36.5K - $56.1K
|
10.5K
$166K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1KNew |
$3.48K - $5.34K
|
1K
$15.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
13KNew |
$45.3K - $69.5K
|
13K
$206K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
121New |
$421 - $646
|
121
$1.91K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2025
Q4 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
635KNew |
$2.38M - $3.23M
|
635K
$10.1M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
33.2KNew |
$124K - $169K
|
33.2K
$526K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
610KNew |
$2.28M - $3.11M
|
610K
$9.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-16K- 47.65% |
$59.7K - $81.2K
|
17.5K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
52.2KNew |
$195K - $266K
|
52.2K
$827K
|
|
|
Feb 14, 2023
Q4 2022
|
Slate Path Capital LP
New York, NY |
BUY
|
- |
976KNew |
$3.65M - $4.97M
|
976K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Wisconsin Foundation
Madison, WI |
BUY
|
CALL |
1.91MNew |
$7.14M - $9.72M
|
1.91M
$30.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
26.5KNew |
$98.9K - $135K
|
26.5K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
39.9KNew |
$149K - $203K
|
39.9K
$631K
|
|
|
Feb 14, 2023
Q4 2022
|
Adams Street Partners LLC
Chicago, IL |
BUY
|
- |
286KNew |
$1.07M - $1.46M
|
286K
$4.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
12.3KNew |
$46K - $62.6K
|
12.3K
$195K
|
|
|
Feb 08, 2023
Q4 2022
|
Bp PLC
|
BUY
|
- |
84.8KNew |
$317K - $432K
|
84.8K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
64New |
$239 - $326
|
64
$1.01K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
500New |
$1.87K - $2.55K
|
500
$7.91K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
10KNew |
$37.4K - $50.9K
|
10K
$158K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2023
Q3 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-54.5KClosed |
$206K - $301K
|
0
$0
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.76KNew |
$36.8K - $53.8K
|
9.76K
$154K
|
|
|
Nov 15, 2022
Q3 2022
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
473KNew |
$1.78M - $2.61M
|
473K
$7.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Prince Street Capital Management LLC
New York, NY |
BUY
|
- |
780K+ 60.0% |
$2.94M - $4.31M
|
2.08M
$32.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
12.3KNew |
$46.4K - $67.9K
|
12.3K
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
Schusterman Interests, LLC
Tulsa, OK |
BUY
|
- |
1.83M+ 61.15% |
$6.89M - $10.1M
|
4.81M
$76.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
17.2KNew |
$65K - $95.2K
|
17.2K
$273K
|
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
14.1KNew |
$53K - $77.6K
|
14.1K
$222K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
407KNew |
$1.53M - $2.25M
|
407K
$6.44M
|
|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
31.7KNew |
$120K - $175K
|
31.7K
$501K
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
- |
1.48K+ 329.56% |
$5.59K - $8.19K
|
1.93K
$30.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
BUY
|
- |
35.7KNew |
$134K - $197K
|
35.7K
$564K
|
|