Purchases and Sales Made in Q3 2024 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-183- 0.29% |
$1.96K - $2.77K
|
62.1K
$651K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-215- 0.45% |
$2.3K - $3.26K
|
47.6K
$499K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-300- 60.0% |
$3.21K - $4.54K
|
200
$2.09K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-300- 0.58% |
$3.21K - $4.54K
|
51.2K
$537K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-308- 2.31% |
$3.3K - $4.66K
|
13K
$137K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-360- 3.95% |
$3.86K - $5.45K
|
8.76K
$91.8K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-450- 2.38% |
$4.82K - $6.81K
|
18.5K
$193K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-506- 0.75% |
$5.42K - $7.66K
|
67.4K
$705K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-511- 0.16% |
$5.47K - $7.74K
|
312K
$3.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-524- 0.49% |
$5.61K - $7.93K
|
106K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-537- 1.05% |
$5.75K - $8.13K
|
50.4K
$528K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-542- 34.59% |
$5.8K - $8.21K
|
1.03K
$10.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-589- 5.55% |
$6.31K - $8.92K
|
10K
$105K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-606- 4.7% |
$6.49K - $9.17K
|
12.3K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-654- 1.32% |
$7K - $9.9K
|
49.1K
$514K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-786- 1.82% |
$8.42K - $11.9K
|
42.5K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-845- 3.24% |
$9.05K - $12.8K
|
25.2K
$264K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-934- 2.75% |
$10K - $14.1K
|
33K
$346K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-961- 20.88% |
$10.3K - $14.5K
|
3.64K
$38.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-976- 6.92% |
$10.5K - $14.8K
|
13.1K
$137K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1K- 1.67% |
$10.7K - $15.1K
|
58.8K
$615K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.04K- 1.72% |
$11.1K - $15.7K
|
59.3K
$621K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.06K- 8.32% |
$11.4K - $16K
|
11.7K
$122K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.08K- 9.16% |
$11.5K - $16.3K
|
10.7K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.14K- 6.36% |
$12.2K - $17.3K
|
16.8K
$176K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.18K- 6.52% |
$12.6K - $17.9K
|
16.9K
$177K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.33K- 3.17% |
$14.2K - $20.1K
|
40.6K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.43K- 7.55% |
$15.3K - $21.7K
|
17.5K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-1.53K- 9.01% |
$16.4K - $23.1K
|
15.4K
$161K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.54K- 8.05% |
$16.5K - $23.3K
|
17.6K
$184K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.56K- 8.19% |
$16.7K - $23.6K
|
17.5K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.64K- 0.61% |
$17.6K - $24.8K
|
268K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.95K- 0.34% |
$20.9K - $29.6K
|
576K
$6.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-2K- 80.0% |
$21.4K - $30.3K
|
500
$5.24K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.06K- 1.71% |
$22.1K - $31.2K
|
119K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-2.51K- 3.31% |
$26.9K - $38K
|
73.4K
$768K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.84K- 0.38% |
$30.4K - $42.9K
|
747K
$7.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-2.99K- 1.3% |
$32K - $45.3K
|
228K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-3.46K- 5.0% |
$37.1K - $52.4K
|
65.8K
$689K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.61K- 8.54% |
$38.7K - $54.7K
|
38.7K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-3.64K- 8.65% |
$38.9K - $55K
|
38.4K
$402K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.89K- 26.74% |
$41.6K - $58.8K
|
10.6K
$111K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.93K- 1.92% |
$42.1K - $59.5K
|
201K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.14K- 10.31% |
$44.3K - $62.6K
|
36K
$377K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.27K- 1.99% |
$45.8K - $64.7K
|
211K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-4.28K- 24.69% |
$45.8K - $64.8K
|
13.1K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-4.3K- 3.55% |
$46.1K - $65.1K
|
117K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.47K- 4.5% |
$47.9K - $67.7K
|
94.9K
$994K
|
|
|
Oct 30, 2024
Q3 2024
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-4.5K- 13.48% |
$48.2K - $68.1K
|
28.9K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-4.83K- 0.68% |
$51.8K - $73.2K
|
709K
$7.42M
|