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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1.33K+ 74.06% |
$13.4K - $18.5K
|
3.11K
$43.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
67+ 0.31% |
$678 - $935
|
21.6K
$303K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
29K+ 28.5% |
$293K - $404K
|
131K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-15.3K- 2.68% |
$155K - $214K
|
556K
$7.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
18.1KNew |
$183K - $253K
|
18.1K
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
42.1K+ 291.66% |
$426K - $588K
|
56.6K
$791K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.59K+ 1.4% |
$86.9K - $120K
|
620K
$8.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
10K+ 5.73% |
$101K - $140K
|
185K
$2.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.8KNew |
$109K - $151K
|
10.8K
$151K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-478- 67.42% |
$4.84K - $6.67K
|
231
$3.23K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
69.4K+ 15.92% |
$703K - $969K
|
506K
$7.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-59- 0.16% |
$597 - $823
|
37.7K
$527K
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
BUY
|
- |
37.9K+ 3.1% |
$383K - $529K
|
1.26M
$17.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
55.1K+ 7.46% |
$558K - $769K
|
794K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
22+ 4.19% |
$223 - $307
|
547
$7.65K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.06K+ 2.16% |
$31K - $42.7K
|
145K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-126- 92.65% |
$1.28K - $1.76K
|
10
$140
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.63KClosed |
$16.5K - $22.7K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
138K+ 517.92% |
$1.4M - $1.93M
|
165K
$2.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
14.9KNew |
$151K - $208K
|
14.9K
$208K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
11.1KNew |
$113K - $155K
|
11.1K
$156K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
178New |
$1.8K - $2.48K
|
178
$2.49K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
222KNew |
$2.24M - $3.09M
|
222K
$3.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
94.4KNew |
$955K - $1.32M
|
94.4K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.5K- 3.65% |
$147K - $202K
|
383K
$5.36M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
22.3K+ 110.45% |
$226K - $311K
|
42.5K
$594K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
110+ 14.67% |
$1.11K - $1.53K
|
860
$12K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.9KNew |
$19.2K - $26.5K
|
1.9K
$26.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.56K+ 12.71% |
$76.5K - $105K
|
67K
$937K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.7KNew |
$158K - $218K
|
15.7K
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
87.1K+ 154.84% |
$881K - $1.22M
|
143K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-52.8K- 66.21% |
$534K - $736K
|
26.9K
$377K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthews International Capital Management LLC
|
BUY
|
- |
63.2K+ 28.93% |
$640K - $882K
|
282K
$3.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
433K+ 36.97% |
$4.39M - $6.05M
|
1.61M
$22.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.27K+ 33.36% |
$73.5K - $101K
|
29.1K
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.62MNew |
$16.4M - $22.7M
|
1.62M
$22.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10KNew |
$101K - $140K
|
10K
$140K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-3.44K- 6.85% |
$34.8K - $47.9K
|
46.7K
$654K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.5K+ 4642.86% |
$65.8K - $90.7K
|
6.64K
$92.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.35K+ 7.69% |
$23.8K - $32.8K
|
32.9K
$461K
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
BUY
|
- |
31.5KNew |
$318K - $439K
|
31.5K
$440K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1K+ 7.53% |
$10.1K - $14K
|
14.3K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 18.75% |
$60.7 - $83.7
|
26
$364
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
584K+ 40.06% |
$5.91M - $8.14M
|
2.04M
$28.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
CALL |
100KNew |
$1.01M - $1.4M
|
100K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-315- 0.01% |
$3.19K - $4.39K
|
4.68M
$65.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1New |
$10.1 - $14
|
1
$14
|
|
|
Apr 17, 2025
Q1 2025
|
Constellation Investimentos E Participacoes Ltda
|
SELL
|
- |
-1.69M- 68.67% |
$17.1M - $23.5M
|
770K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14.9K+ 56.03% |
$151K - $208K
|
41.5K
$580K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-13K- 12.38% |
$132K - $182K
|
92.3K
$1.29M
|