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 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-263K- 90.82% |
$2.66M - $3.66M
|
26.5K
$371K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
56.7K+ 212.14% |
$574K - $791K
|
83.4K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
198K+ 16.65% |
$2M - $2.76M
|
1.39M
$19.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 400.0% |
$121 - $167
|
15
$210
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15.4KNew |
$156K - $215K
|
15.4K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.4K- 71.79% |
$14.2K - $19.5K
|
550
$7.69K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
214New |
$2.17K - $2.99K
|
214
$2.99K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.94K+ 50.78% |
$60.1K - $82.8K
|
17.6K
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-42.9K- 13.3% |
$435K - $599K
|
280K
$3.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.42K+ 1.55% |
$14.3K - $19.8K
|
92.9K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
56.2KNew |
$569K - $784K
|
56.2K
$786K
|
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
207KNew |
$2.09M - $2.89M
|
207K
$2.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
10.1KNew |
$103K - $142K
|
10.1K
$142K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
13.3KNew |
$135K - $186K
|
13.3K
$187K
|
|
|
Apr 10, 2025
Q1 2025
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
4.14MNew |
$41.9M - $57.7M
|
4.14M
$57.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-47K- 6.79% |
$475K - $655K
|
645K
$9.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Ams Capital Ltda
|
BUY
|
- |
625K+ 42.74% |
$6.33M - $8.72M
|
2.09M
$29.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.5K+ 3.73% |
$25.3K - $34.9K
|
69.5K
$972K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.28K+ 14.9% |
$23.1K - $31.8K
|
17.6K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.48K- 41.33% |
$25.1K - $34.6K
|
3.52K
$49.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.28K+ 46.53% |
$53.4K - $73.6K
|
16.6K
$233K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-88- 0.18% |
$891 - $1.23K
|
49.8K
$697K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-29.3K- 28.53% |
$297K - $409K
|
73.5K
$1.03M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-264- 0.73% |
$2.67K - $3.68K
|
36.1K
$505K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
BUY
|
- |
1.5K+ 3.02% |
$15.2K - $20.9K
|
51.2K
$716K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.1K- 13.21% |
$186K - $288K
|
119K
$1.66M
|
|
|
May 30, 2025
Q4 2024
|
Dynamo Internacional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-8.63M- 47.84% |
$88.4M - $137M
|
9.41M
$132M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
57.2KNew |
$586K - $910K
|
57.2K
$801K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
10.3K+ 0.25% |
$105K - $163K
|
4.08M
$57.1M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
111KNew |
$1.14M - $1.77M
|
111K
$1.56M
|
|
|
Mar 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
540KNew |
$5.53M - $8.59M
|
540K
$7.56M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-28- 14.89% |
$287 - $445
|
160
$2.24K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.85KNew |
$18.9K - $29.4K
|
1.85K
$25.9K
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
51.5K+ 13.18% |
$527K - $818K
|
442K
$6.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
46+ 0.34% |
$471 - $731
|
13.7K
$192K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-3.31K- 19.58% |
$33.9K - $52.6K
|
13.6K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Old Well Partners, LLC
Charlotte, NC |
BUY
|
- |
79.3K+ 45.76% |
$812K - $1.26M
|
253K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.42M+ 6.18% |
$14.5M - $22.5M
|
24.4M
$341M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.53MNew |
$25.9M - $40.2M
|
2.53M
$35.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
2.05K+ 9.2% |
$21K - $32.6K
|
24.4K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
1.82MNew |
$18.6M - $28.9M
|
1.82M
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
57.7K+ 2.19% |
$590K - $916K
|
2.69M
$37.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
664KNew |
$6.8M - $10.6M
|
664K
$9.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-10.2K- 4.61% |
$104K - $162K
|
211K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
565New |
$5.79K - $8.98K
|
565
$7.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
129KNew |
$1.32M - $2.05M
|
129K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Softbank Group Corp
Minato Ku Tokyo, M0 |
SELL
|
- |
-2.33M- 10.0% |
$23.9M - $37.1M
|
21M
$294M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
40.5KNew |
$415K - $644K
|
40.5K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
48.9K+ 213.11% |
$501K - $777K
|
71.8K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11KNew |
$113K - $175K
|
11K
$154K
|
|