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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
125+ 31.25% |
$1.28K - $1.99K
|
525
$6.48K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
140New |
$1.43K - $2.22K
|
140
$1.73K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$71.7 - $111
|
7
$86.4
|
|
|
Jan 24, 2025
Q4 2024
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
502K+ 50.14% |
$5.14M - $7.98M
|
1.5M
$18.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
PUT |
-200KClosed |
$2.05M - $3.18M
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-60.3M- 62.29% |
$617M - $958M
|
36.5M
$450M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
14.7KNew |
$151K - $234K
|
14.7K
$181K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.2KNew |
$156K - $242K
|
15.2K
$188K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
1.71M+ 15.16% |
$17.5M - $27.2M
|
13M
$160M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
110KNew |
$1.13M - $1.75M
|
110K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
58.2K+ 19.58% |
$596K - $925K
|
355K
$4.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
193KNew |
$1.98M - $3.07M
|
193K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
659K+ 128.46% |
$6.75M - $10.5M
|
1.17M
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-4.3K- 29.01% |
$44K - $68.3K
|
10.5K
$130K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-15.2K- 58.08% |
$156K - $242K
|
11K
$136K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
116New |
$1.19K - $1.84K
|
116
$1.43K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-4.2K- 21.4% |
$43K - $66.7K
|
15.4K
$190K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.96K+ 11.99% |
$40.6K - $62.9K
|
37K
$456K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
24+ 0.06% |
$246 - $381
|
37.7K
$466K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
481K+ 314.77% |
$4.92M - $7.64M
|
634K
$7.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.26K+ 34.97% |
$74.4K - $115K
|
28K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
2.5K+ 500.0% |
$25.6K - $39.7K
|
3K
$37K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1New |
$10.2 - $15.9
|
1
$12.3
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-27.3K- 20.57% |
$279K - $433K
|
105K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Matthews International Capital Management LLC
|
SELL
|
- |
-229K- 51.14% |
$2.34M - $3.63M
|
218K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 9.9% |
$12.5K - $19.3K
|
13.5K
$167K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.06K+ 91.27% |
$10.8K - $16.8K
|
2.21K
$27.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.07M+ 5.35% |
$10.9M - $17M
|
21M
$260M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$104K - $161K
|
10.1K
$125K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-43.4K- 8.76% |
$444K - $689K
|
451K
$5.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
9KNew |
$92.2K - $143K
|
9K
$111K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.47K+ 17.2% |
$86.7K - $135K
|
57.7K
$712K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-821- 36.07% |
$8.41K - $13K
|
1.46K
$18K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.66K- 77.59% |
$57.9K - $89.9K
|
1.63K
$20.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.5K- 62.19% |
$25.6K - $39.7K
|
1.52K
$18.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
725New |
$7.42K - $11.5K
|
725
$8.95K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1K+ 1.95% |
$10.2K - $15.9K
|
52.2K
$645K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
400New |
$4.1K - $6.36K
|
400
$4.94K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.89K- 8.9% |
$19.3K - $30K
|
19.3K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-802K- 10.89% |
$8.21M - $12.7M
|
6.56M
$80.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-11.1K- 26.16% |
$114K - $177K
|
31.4K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
570New |
$5.84K - $9.06K
|
570
$7.03K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
45.7KNew |
$468K - $727K
|
45.7K
$564K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
50New |
$512 - $795
|
50
$617
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.7KNew |
$140K - $217K
|
13.7K
$168K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-154K- 85.22% |
$1.58M - $2.45M
|
26.7K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.92K- 39.3% |
$40.2K - $62.4K
|
6.06K
$74.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-232- 97.07% |
$2.38K - $3.69K
|
7
$86.4
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
242K+ 73.34% |
$2.48M - $3.84M
|
572K
$7.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Constellation Investimentos E Participacoes Ltda
|
SELL
|
- |
-1.25M- 33.7% |
$12.8M - $19.8M
|
2.46M
$30.3M
|