Purchases and Sales Made in Q4 2025 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q4 2025. 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 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
11.5M+ 71.35% |
$169M - $188M
|
27.6M
$436M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
2.26M+ 17.74% |
$33.3M - $37.1M
|
15M
$237M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
528K+ 619.39% |
$7.78M - $8.66M
|
613K
$9.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
504KNew |
$7.42M - $8.25M
|
504K
$7.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
131K+ 804.59% |
$1.93M - $2.14M
|
147K
$2.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
120KNew |
$1.77M - $1.97M
|
120K
$1.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
66.4KNew |
$978K - $1.09M
|
66.4K
$1.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
33.5KNew |
$494K - $549K
|
33.5K
$530K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
17.6K+ 47.04% |
$259K - $289K
|
55K
$871K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.3K+ 38.81% |
$196K - $218K
|
47.6K
$753K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
12.8KNew |
$188K - $209K
|
12.8K
$202K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
8.9KNew |
$131K - $146K
|
8.9K
$141K
|
|
|
Jan 16, 2026
Q4 2025
|
Hillman CO
|
BUY
|
- |
8KNew |
$118K - $131K
|
8K
$127K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.69K+ 41.51% |
$98.6K - $110K
|
22.8K
$361K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4.28K+ 74.16% |
$63K - $70.1K
|
10K
$159K
|
|
|
Jan 16, 2026
Q4 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
3.72K+ 1.75% |
$54.9K - $61K
|
216K
$3.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.7K+ 10.59% |
$39.8K - $44.3K
|
28.2K
$446K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.89K+ 18.74% |
$27.9K - $31K
|
12K
$190K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 6.86% |
$20.5K - $22.8K
|
21.7K
$343K
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.19K+ 8.72% |
$17.5K - $19.4K
|
14.8K
$234K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
802+ 22.33% |
$11.8K - $13.1K
|
4.39K
$69.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
708+ 0.3% |
$10.4K - $11.6K
|
234K
$3.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
463+ 0.53% |
$6.82K - $7.59K
|
87.5K
$1.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
450+ 2.27% |
$6.63K - $7.38K
|
20.3K
$321K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
420New |
$6.19K - $6.88K
|
420
$6.64K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
255New |
$3.76K - $4.18K
|
255
$4.03K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
230+ 80.42% |
$3.39K - $3.77K
|
516
$8.16K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
98New |
$1.44K - $1.61K
|
98
$1.55K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
35+ 23.81% |
$516 - $574
|
182
$2.88K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
33New |
$486 - $541
|
33
$522
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26+ 7.65% |
$383 - $426
|
366
$5.79K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20+ 9.17% |
$295 - $328
|
238
$3.77K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10- 0.01% |
$147 - $164
|
79K
$1.25M
|
|
|
Jan 13, 2026
Q4 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-130- 0.84% |
$1.91K - $2.13K
|
15.3K
$242K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-242- 1.43% |
$3.56K - $3.97K
|
16.6K
$263K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-389- 3.44% |
$5.73K - $6.38K
|
10.9K
$173K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.14K- 2.25% |
$16.8K - $18.7K
|
49.5K
$783K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.22K- 0.36% |
$17.9K - $19.9K
|
340K
$5.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 6.49% |
$18.3K - $20.3K
|
17.8K
$282K
|
|
|
Jan 14, 2026
Q4 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-2.36K- 1.09% |
$34.8K - $38.7K
|
214K
$3.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.01K- 7.17% |
$44.4K - $49.4K
|
39K
$617K
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-3.25K- 15.16% |
$47.9K - $53.3K
|
18.2K
$288K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-4.8K- 5.2% |
$70.7K - $78.7K
|
87.6K
$1.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.01K- 3.22% |
$103K - $115K
|
211K
$3.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-7.06K- 24.01% |
$104K - $116K
|
22.4K
$354K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-10.9KClosed |
$161K - $179K
|
0
$0
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-52.4K- 2.45% |
$772K - $859K
|
2.09M
$33M
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-106K- 14.51% |
$1.56M - $1.73M
|
623K
$9.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-108K- 4.93% |
$1.59M - $1.77M
|
2.08M
$32.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-285K- 12.07% |
$4.2M - $4.67M
|
2.08M
$32.8M
|
|