Purchases and Sales Made in Q4 2023 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
18.1KNew |
$124K - $160K
|
18.1K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
18K+ 2.06% |
$123K - $159K
|
891K
$9.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
17.7KNew |
$121K - $156K
|
17.7K
$185K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
16.6K+ 5535.12% |
$113K - $146K
|
16.8K
$176K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
16.5K+ 0.58% |
$113K - $146K
|
2.85M
$29.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
16.4K+ 43.34% |
$112K - $145K
|
54.3K
$569K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
16.3KNew |
$111K - $144K
|
16.3K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.7K+ 118.01% |
$107K - $138K
|
28.9K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.6KNew |
$99.5K - $128K
|
14.6K
$152K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
14.3KNew |
$98K - $127K
|
14.3K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.3KNew |
$98K - $126K
|
14.3K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.3KNew |
$97.6K - $126K
|
14.3K
$149K
|
|
|
Feb 12, 2024
Q4 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
14.2KNew |
$97.3K - $126K
|
14.2K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
14.1KNew |
$96.3K - $124K
|
14.1K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
13.6K+ 151.39% |
$93.1K - $120K
|
22.6K
$237K
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
13K+ 54.76% |
$88.9K - $115K
|
36.7K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$85.3K - $110K
|
12.5K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.3KNew |
$83.9K - $108K
|
12.3K
$128K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
12.2KNew |
$83.4K - $108K
|
12.2K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12KNew |
$82.2K - $106K
|
12K
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
11.9KNew |
$81.4K - $105K
|
11.9K
$125K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
11.9KNew |
$81.3K - $105K
|
11.9K
$124K
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
11.6KNew |
$79K - $102K
|
11.6K
$121K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.3KNew |
$77.3K - $99.8K
|
11.3K
$118K
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
11.1KNew |
$75.8K - $97.9K
|
11.1K
$116K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.9K+ 0.25% |
$74.3K - $95.9K
|
4.31M
$45.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
10.7K+ 29.53% |
$73.1K - $94.4K
|
46.9K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
10K+ 20.0% |
$68.4K - $88.3K
|
60K
$628K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
10K+ 7.55% |
$68.4K - $88.3K
|
143K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10KNew |
$68.4K - $88.3K
|
10K
$105K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.72KNew |
$66.5K - $85.8K
|
9.72K
$102K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9.35K+ 288.49% |
$64K - $82.6K
|
12.6K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
8.92K+ 1.26% |
$61K - $78.7K
|
714K
$7.48M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
8.19K+ 4.2% |
$56K - $72.3K
|
203K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.18K+ 24.14% |
$56K - $72.2K
|
42.1K
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.54K+ 5.24% |
$51.6K - $66.6K
|
151K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.3K+ 0.5% |
$49.9K - $64.5K
|
1.47M
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.2K+ 49.39% |
$49.3K - $63.6K
|
21.8K
$228K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6.76K+ 41.9% |
$46.2K - $59.7K
|
22.9K
$240K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
6.59KNew |
$45.1K - $58.2K
|
6.59K
$69K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.55K+ 78.57% |
$44.8K - $57.9K
|
14.9K
$156K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.52K+ 65.17% |
$44.6K - $57.5K
|
16.5K
$173K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.38K+ 6.7% |
$43.7K - $56.4K
|
102K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.29KNew |
$43K - $55.5K
|
6.29K
$65.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.04KNew |
$41.3K - $53.3K
|
6.04K
$63.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.42K+ 0.78% |
$37.1K - $47.9K
|
703K
$7.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.23K+ 14.88% |
$35.7K - $46.1K
|
40.3K
$422K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
4.73K+ 278.55% |
$32.3K - $41.7K
|
6.42K
$67.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.4K+ 11.72% |
$30.1K - $38.9K
|
42K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
4K+ 2.19% |
$27.4K - $35.3K
|
187K
$1.95M
|