Purchases and Sales Made in Q1 2024 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q1 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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
2.27K+ 20.43% |
$18.3K - $27.7K
|
13.4K
$140K
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.21K+ 8.03% |
$17.9K - $27K
|
29.7K
$311K
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.2KNew |
$17.8K - $27K
|
2.2K
$23K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.09K+ 1016.02% |
$16.9K - $25.6K
|
2.3K
$24.1K
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.09K+ 11.82% |
$16.9K - $25.6K
|
19.8K
$207K
|
|
May 15, 2024
Q1 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
2.06K+ 4.39% |
$16.6K - $25.2K
|
48.9K
$512K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.98K+ 17.48% |
$16K - $24.2K
|
13.3K
$139K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.87K+ 17.63% |
$15.2K - $23K
|
12.5K
$131K
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
1.56KNew |
$12.6K - $19.1K
|
1.56K
$16.3K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.37KNew |
$11.1K - $16.7K
|
1.37K
$14.3K
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.3K+ 3.24% |
$10.5K - $16K
|
41.5K
$434K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.3KNew |
$10.5K - $15.9K
|
1.3K
$13.6K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.29K+ 186.19% |
$10.5K - $15.9K
|
1.99K
$20.8K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.21KNew |
$9.78K - $14.8K
|
1.21K
$12.7K
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.02K+ 8.33% |
$8.27K - $12.5K
|
13.3K
$139K
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1K+ 10.0% |
$8.09K - $12.3K
|
11K
$115K
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
974+ 5.51% |
$7.88K - $11.9K
|
18.6K
$195K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
900+ 0.1% |
$7.28K - $11K
|
916K
$9.59M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
882+ 7.64% |
$7.14K - $10.8K
|
12.4K
$130K
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
750New |
$6.07K - $9.19K
|
750
$7.85K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
750New |
$6.07K - $9.19K
|
750
$7.85K
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
722New |
$5.84K - $8.84K
|
722
$7.56K
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
708New |
$5.73K - $8.67K
|
708
$7.41K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
644New |
$5.21K - $7.89K
|
644
$6.74K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
599+ 1535.9% |
$4.85K - $7.34K
|
638
$6.68K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
575+ 65.79% |
$4.65K - $7.04K
|
1.45K
$15.2K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
575New |
$4.65K - $7.04K
|
575
$6.02K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
572New |
$4.63K - $7.01K
|
572
$5.99K
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
500New |
$4.05K - $6.13K
|
500
$5.24K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
496New |
$4.01K - $6.08K
|
496
$5.19K
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
426+ 3.68% |
$3.45K - $5.22K
|
12K
$126K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
404+ 1091.89% |
$3.27K - $4.95K
|
441
$4.62K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
327+ 41.44% |
$2.65K - $4.01K
|
1.12K
$11.7K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
300New |
$2.43K - $3.68K
|
300
$3.14K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
296+ 1409.52% |
$2.39K - $3.63K
|
317
$3.32K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
209New |
$1.69K - $2.56K
|
209
$2.19K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200New |
$1.62K - $2.45K
|
200
$2.09K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
198New |
$1.6K - $2.43K
|
198
$2.07K
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
112+ 0.22% |
$906 - $1.37K
|
52.1K
$546K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
110New |
$890 - $1.35K
|
110
$1.15K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
107New |
$866 - $1.31K
|
107
$1.12K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100+ 1.25% |
$809 - $1.23K
|
8.1K
$84.8K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
100+ 0.34% |
$809 - $1.23K
|
29.6K
$310K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
86+ 7.54% |
$696 - $1.05K
|
1.23K
$12.8K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
81New |
$655 - $992
|
81
$848
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
68+ 56.67% |
$550 - $833
|
188
$1.97K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
65New |
$526 - $796
|
65
$681
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
55+ 24.44% |
$445 - $674
|
280
$2.93K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50New |
$405 - $613
|
50
$524
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
43New |
$348 - $527
|
43
$450
|