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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
38.3K+ 22.87% |
$388K - $535K
|
206K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
35.1K+ 11.72% |
$355K - $490K
|
335K
$4.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-9.94K- 19.11% |
$101K - $139K
|
42.1K
$589K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
4.34KNew |
$43.9K - $60.5K
|
4.34K
$60.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
CALL |
7.9KNew |
$79.9K - $110K
|
7.9K
$111K
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
170K+ 30.91% |
$1.72M - $2.37M
|
720K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6KNew |
$60.7K - $83.7K
|
6K
$83.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
805New |
$8.15K - $11.2K
|
805
$11.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
24.8KNew |
$251K - $346K
|
24.8K
$347K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
276+ 40.29% |
$2.79K - $3.85K
|
961
$13.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25.5K+ 4.38% |
$258K - $355K
|
607K
$8.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
155KNew |
$1.56M - $2.16M
|
155K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
26.9K+ 6.3% |
$272K - $375K
|
453K
$6.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
10.1KNew |
$103K - $141K
|
10.1K
$142K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
48.3KNew |
$489K - $674K
|
48.3K
$676K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
156New |
$1.58K - $2.18K
|
156
$2.18K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-5K- 20.0% |
$50.6K - $69.8K
|
20K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
10.7KNew |
$109K - $150K
|
10.7K
$150K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-881- 58.77% |
$8.92K - $12.3K
|
618
$8.65K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
124K+ 3.83% |
$1.25M - $1.72M
|
3.35M
$46.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-150K- 9.43% |
$1.52M - $2.09M
|
1.44M
$20.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15+ 12.93% |
$152 - $209
|
131
$1.83K
|
|
|
Apr 29, 2025
Q1 2025
|
Yong Rong (Hk) Asset Management LTD
|
BUY
|
- |
2MNew |
$20.2M - $27.9M
|
2M
$28M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
520+ 0.46% |
$5.26K - $7.25K
|
114K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.66K+ 32.33% |
$77.6K - $107K
|
31.4K
$439K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
18.7KNew |
$190K - $261K
|
18.7K
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
600New |
$6.07K - $8.37K
|
600
$8.39K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-855- 6.86% |
$8.65K - $11.9K
|
11.6K
$162K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
13.9KNew |
$140K - $193K
|
13.9K
$194K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
456+ 23.35% |
$4.61K - $6.36K
|
2.41K
$33.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$147K - $203K
|
14.5K
$203K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
500+ 1.96% |
$5.06K - $6.98K
|
26K
$364K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-1.17M- 1.5% |
$11.8M - $16.3M
|
77M
$1.08B
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.73K- 7.85% |
$17.5K - $24.1K
|
20.3K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
388+ 1.17% |
$3.93K - $5.41K
|
33.5K
$469K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
50New |
$506 - $698
|
50
$700
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
81New |
$820 - $1.13K
|
81
$1.13K
|
|
|
Apr 28, 2025
Q1 2025
|
Inca Investments LLC
Miami, FL |
BUY
|
- |
175K+ 20.67% |
$1.77M - $2.45M
|
1.02M
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-51.4K- 7.55% |
$520K - $717K
|
629K
$8.8M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.54K+ 4.94% |
$15.5K - $21.4K
|
32.6K
$456K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-49.9K- 18.65% |
$505K - $696K
|
218K
$3.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.7K+ 5.9% |
$27.3K - $37.6K
|
48.4K
$677K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
14New |
$142 - $195
|
14
$196
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.55K- 2.11% |
$15.7K - $21.6K
|
71.8K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-468K- 3.65% |
$4.74M - $6.53M
|
12.4M
$173M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
89K+ 14.04% |
$900K - $1.24M
|
723K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
440New |
$4.45K - $6.14K
|
440
$6.16K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
11.5K+ 5.33% |
$117K - $161K
|
228K
$3.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.01K- 29.62% |
$20.3K - $28K
|
4.77K
$66.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-105K- 5.84% |
$1.06M - $1.46M
|
1.69M
$23.6M
|