Purchases and Sales Made in Q4 2024 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q4 2024. The information is specifically focused on institutions that hold shares of Nu Holdings Ltd..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
8.81M+ 122.28% |
$90.2M - $140M
|
16M
$198M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
1.71M+ 15.16% |
$17.5M - $27.2M
|
13M
$160M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.07M+ 5.35% |
$10.9M - $17M
|
21M
$260M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
659K+ 128.46% |
$6.75M - $10.5M
|
1.17M
$14.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
654KNew |
$6.7M - $10.4M
|
654K
$8.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
502K+ 50.14% |
$5.14M - $7.98M
|
1.5M
$18.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
481K+ 314.77% |
$4.92M - $7.64M
|
634K
$7.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
242K+ 73.34% |
$2.48M - $3.84M
|
572K
$7.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
193KNew |
$1.98M - $3.07M
|
193K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
110KNew |
$1.13M - $1.75M
|
110K
$1.36M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
80.7KNew |
$827K - $1.28M
|
80.7K
$996K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
68.9K+ 5.38% |
$705K - $1.09M
|
1.35M
$16.6M
|
|
|
Jan 13, 2025
Q4 2024
|
William Marsh Rice University
|
BUY
|
- |
58.6KNew |
$600K - $931K
|
58.6K
$723K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
58.2K+ 19.58% |
$596K - $925K
|
355K
$4.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
45.7KNew |
$468K - $727K
|
45.7K
$564K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.7K+ 85.78% |
$201K - $313K
|
42.6K
$526K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15.3KNew |
$157K - $243K
|
15.3K
$189K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.2KNew |
$156K - $242K
|
15.2K
$188K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
14.8K+ 16.76% |
$151K - $234K
|
103K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
14.7KNew |
$151K - $234K
|
14.7K
$181K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
13.8KNew |
$141K - $219K
|
13.8K
$170K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.7KNew |
$140K - $217K
|
13.7K
$168K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.6K+ 57.65% |
$119K - $184K
|
31.7K
$391K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 349.35% |
$115K - $178K
|
14.4K
$178K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
11KNew |
$113K - $175K
|
11K
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$104K - $161K
|
10.1K
$125K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
9KNew |
$92.2K - $143K
|
9K
$111K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.47K+ 17.2% |
$86.7K - $135K
|
57.7K
$712K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.26K+ 34.97% |
$74.4K - $115K
|
28K
$346K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
4.99K+ 5.17% |
$51.1K - $79.3K
|
102K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.96K+ 11.99% |
$40.6K - $62.9K
|
37K
$456K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
2.5K+ 500.0% |
$25.6K - $39.7K
|
3K
$37K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.15K+ 1.93% |
$22K - $34.2K
|
114K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.85K+ 11.71% |
$19K - $29.4K
|
17.7K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.68KNew |
$17.2K - $26.7K
|
1.68K
$20.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 9.9% |
$12.5K - $19.3K
|
13.5K
$167K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.1KNew |
$11.3K - $17.5K
|
1.1K
$13.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.06K+ 91.27% |
$10.8K - $16.8K
|
2.21K
$27.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1K+ 1.95% |
$10.2K - $15.9K
|
52.2K
$645K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 1.47% |
$10.2K - $15.9K
|
69.1K
$853K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
725New |
$7.42K - $11.5K
|
725
$8.95K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
604+ 31.52% |
$6.18K - $9.6K
|
2.52K
$31.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
570New |
$5.84K - $9.06K
|
570
$7.03K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
400New |
$4.1K - $6.36K
|
400
$4.94K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
140New |
$1.43K - $2.22K
|
140
$1.73K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
125+ 31.25% |
$1.28K - $1.99K
|
525
$6.48K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
116New |
$1.19K - $1.84K
|
116
$1.43K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
109+ 3633.33% |
$1.12K - $1.73K
|
112
$1.38K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
50New |
$512 - $795
|
50
$617
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
24+ 0.06% |
$246 - $381
|
37.7K
$466K
|