Latest Institutional Transactions on Nu Holdings Ltd. (NU)
This table provides information on the latest institutional transactions involving Nu Holdings Ltd. (NU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-400- 6.67% |
$3.84K - $5.49K
|
5.6K
$73.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
5.5K+ 100.0% |
$52.8K - $75.5K
|
11K
$144K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-241- 14.76% |
$2.31K - $3.31K
|
1.39K
$18.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-16K- 2.4% |
$153K - $219K
|
649K
$8.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-119- 0.02% |
$1.14K - $1.63K
|
654K
$8.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.84K+ 36.13% |
$46.5K - $66.4K
|
18.2K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.5K- 4.04% |
$33.6K - $48K
|
83.2K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
205K+ 4.07% |
$1.96M - $2.81M
|
5.23M
$68.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.84K+ 34.15% |
$94.5K - $135K
|
38.7K
$505K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.24K- 16.78% |
$79.1K - $113K
|
40.9K
$534K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.71K+ 38.37% |
$26K - $37.1K
|
9.76K
$127K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.49K+ 9.82% |
$43.1K - $61.6K
|
50.2K
$656K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2KNew |
$19.2K - $27.4K
|
2K
$26.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-5.77K- 26.6% |
$55.4K - $79.2K
|
15.9K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
171+ 2.97% |
$1.64K - $2.35K
|
5.92K
$77.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-331K- 20.02% |
$3.18M - $4.55M
|
1.32M
$17.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-320K- 3.67% |
$3.07M - $4.39M
|
8.39M
$110M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.46K- 4.56% |
$52.4K - $74.9K
|
114K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-855- 0.9% |
$8.21K - $11.7K
|
94.2K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.86K+ 20.13% |
$17.9K - $25.5K
|
11.1K
$145K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
767+ 18.05% |
$7.36K - $10.5K
|
5.02K
$65.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
214KNew |
$2.06M - $2.94M
|
214K
$2.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.58K+ 1477.57% |
$15.2K - $21.7K
|
1.69K
$22.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
294+ 2.32% |
$2.82K - $4.03K
|
13K
$169K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.61K+ 4.86% |
$73K - $104K
|
164K
$2.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-415- 3.54% |
$3.98K - $5.69K
|
11.3K
$148K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-97.3K- 19.51% |
$934K - $1.33M
|
401K
$5.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
6.47K+ 21.74% |
$62.2K - $88.8K
|
36.3K
$474K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
50.1K+ 17.73% |
$481K - $687K
|
332K
$4.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
105KNew |
$1.01M - $1.44M
|
105K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.49M+ 374.52% |
$14.3M - $20.4M
|
1.89M
$24.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
PUT |
410KNew |
$3.93M - $5.62M
|
410K
$5.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-6.24K- 13.61% |
$59.9K - $85.6K
|
39.6K
$518K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
9.39K+ 8.75% |
$90.1K - $129K
|
117K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1.26K- 57.21% |
$12.1K - $17.3K
|
944
$12.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-5.72K- 10.03% |
$54.9K - $78.5K
|
51.3K
$670K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-150- 0.83% |
$1.44K - $2.06K
|
17.9K
$234K
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-359K- 78.16% |
$3.45M - $4.93M
|
100K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-560- 19.57% |
$5.38K - $7.68K
|
2.3K
$30.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-710- 18.61% |
$6.82K - $9.74K
|
3.11K
$40.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.02K+ 0.04% |
$9.82K - $14K
|
2.28M
$29.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.24K+ 169.47% |
$31.1K - $44.5K
|
5.16K
$67.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.09K+ 15.28% |
$20.1K - $28.7K
|
15.8K
$206K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
34K+ 6.85% |
$326K - $466K
|
531K
$6.94M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
398+ 2.79% |
$3.82K - $5.46K
|
14.7K
$192K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.66KNew |
$15.9K - $22.8K
|
1.66K
$21.7K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2.04KNew |
$20.7K - $28.5K
|
2.04K
$26.7K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
33.8K+ 33823.0% |
$342K - $472K
|
33.9K
$443K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-199K- 60.45% |
$2.01M - $2.78M
|
130K
$1.7M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-894- 39.06% |
$9.05K - $12.5K
|
1.4K
$18.2K
|
|