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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
29.4K+ 7.4% |
$301K - $467K
|
426K
$4.46M
|
|
|
Feb 10, 2025
Q4 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
28.4K+ 15.58% |
$291K - $451K
|
211K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
28KNew |
$287K - $445K
|
28K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
27.9K+ 10.03% |
$286K - $444K
|
306K
$3.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
27.5K+ 52.42% |
$281K - $436K
|
79.8K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
27.4K+ 12.38% |
$281K - $435K
|
249K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
27.4K+ 7.56% |
$280K - $435K
|
389K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
26.9K+ 94.98% |
$275K - $427K
|
55.2K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
26.2K+ 109.28% |
$268K - $416K
|
50.2K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
26K+ 19.08% |
$266K - $413K
|
162K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
25.3KNew |
$259K - $402K
|
25.3K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
25K+ 83.33% |
$256K - $397K
|
55K
$576K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
24KNew |
$246K - $382K
|
24K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
24K+ 2.03% |
$245K - $381K
|
1.2M
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
23.8K+ 8.24% |
$243K - $377K
|
312K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
23.2K+ 0.56% |
$238K - $369K
|
4.19M
$43.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
23K+ 27.47% |
$235K - $365K
|
107K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.6K+ 131.66% |
$221K - $343K
|
38K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
21.3K+ 107.26% |
$218K - $338K
|
41.1K
$431K
|
|
|
Feb 13, 2025
Q4 2024
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
21.1K+ 148.42% |
$216K - $335K
|
35.3K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
20.8KNew |
$213K - $330K
|
20.8K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20.4K+ 47.07% |
$209K - $324K
|
63.7K
$667K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
20.2KNew |
$207K - $321K
|
20.2K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
20K+ 23.49% |
$205K - $318K
|
105K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.7K+ 85.78% |
$201K - $313K
|
42.6K
$446K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.5K+ 16.84% |
$200K - $310K
|
135K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
19.1KNew |
$196K - $303K
|
19.1K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
18.6KNew |
$190K - $295K
|
18.6K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
18KNew |
$184K - $286K
|
18K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.7K+ 4.65% |
$181K - $281K
|
397K
$4.16M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
17.3K+ 33.03% |
$177K - $275K
|
69.7K
$729K
|
|
|
Feb 13, 2025
Q4 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
16.7K+ 9.87% |
$171K - $265K
|
186K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
16.7KNew |
$171K - $265K
|
16.7K
$175K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16.6KNew |
$170K - $264K
|
16.6K
$174K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.8K+ 1166.1% |
$161K - $250K
|
17.1K
$179K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
15.4K+ 7.07% |
$157K - $244K
|
233K
$2.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15.3KNew |
$157K - $243K
|
15.3K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15.2KNew |
$156K - $242K
|
15.2K
$159K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.2KNew |
$156K - $242K
|
15.2K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.1KNew |
$155K - $241K
|
15.1K
$158K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
14.8K+ 16.76% |
$151K - $234K
|
103K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
14.7KNew |
$151K - $234K
|
14.7K
$154K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
14.7KNew |
$151K - $234K
|
14.7K
$154K
|
|
|
Feb 11, 2025
Q4 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
14.5KNew |
$148K - $230K
|
14.5K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
14.3KNew |
$146K - $227K
|
14.3K
$149K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
14.2K+ 84.65% |
$146K - $226K
|
31.1K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.1K+ 111.44% |
$144K - $223K
|
26.7K
$279K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
13.8KNew |
$141K - $219K
|
13.8K
$144K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
13.7KNew |
$141K - $218K
|
13.7K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
13.7KNew |
$140K - $217K
|
13.7K
$143K
|