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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2.6MNew |
$26.6M - $41.2M
|
2.6M
$36.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
30New |
$307 - $477
|
30
$420
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
200KNew |
$2.05M - $3.18M
|
200K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
14.7KNew |
$151K - $234K
|
14.7K
$206K
|
|
|
Feb 11, 2025
Q4 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
14.5KNew |
$148K - $230K
|
14.5K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-127K- 64.85% |
$1.3M - $2.02M
|
68.8K
$962K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
10.5KNew |
$108K - $167K
|
10.5K
$147K
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
19.1KNew |
$196K - $303K
|
19.1K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
39.2KNew |
$402K - $624K
|
39.2K
$549K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.43K- 14.2% |
$24.9K - $38.6K
|
14.7K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
4.8MNew |
$49.1M - $76.2M
|
4.8M
$67.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.55K- 10.85% |
$36.3K - $56.4K
|
29.2K
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Technology Crossover Management X, Ltd.
Menlo Park, CA |
SELL
|
- |
-13.9M- 20.0% |
$143M - $222M
|
55.8M
$780M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-31- 0.31% |
$317 - $493
|
10K
$140K
|
|
|
Feb 11, 2025
Q4 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
170KNew |
$1.74M - $2.7M
|
170K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-72.3K- 31.76% |
$740K - $1.15M
|
155K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
67New |
$686 - $1.06K
|
67
$937
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
172KNew |
$1.76M - $2.74M
|
172K
$2.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
300New |
$3.07K - $4.77K
|
300
$4.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
552K+ 149.72% |
$5.65M - $8.77M
|
921K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-257- 44.16% |
$2.63K - $4.08K
|
325
$4.55K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
48.6K+ 26.67% |
$497K - $772K
|
231K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
17.3K+ 33.03% |
$177K - $275K
|
69.7K
$975K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
31.4K+ 52.62% |
$321K - $499K
|
91.1K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.87KNew |
$80.6K - $125K
|
7.87K
$110K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
SELL
|
- |
-2.13M- 53.16% |
$21.8M - $33.8M
|
1.87M
$26.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
42.5KNew |
$436K - $676K
|
42.5K
$595K
|
|
|
Feb 05, 2025
Q4 2024
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
SELL
|
- |
-654K- 32.07% |
$6.69M - $10.4M
|
1.38M
$19.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
126New |
$1.29K - $2K
|
126
$1.76K
|
|
|
Feb 04, 2025
Q4 2024
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
BUY
|
- |
45K+ 45.0% |
$461K - $715K
|
145K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-5.51K- 19.08% |
$56.4K - $87.6K
|
23.4K
$327K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-683- 9.99% |
$6.99K - $10.9K
|
6.16K
$86.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.33K- 0.19% |
$13.7K - $21.2K
|
696K
$9.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
6.49MNew |
$66.5M - $103M
|
6.49M
$90.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$110K - $171K
|
10.8K
$150K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.49K- 12.62% |
$15.2K - $23.6K
|
10.3K
$144K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
395K+ 86.15% |
$4.05M - $6.28M
|
854K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$118K - $183K
|
11.5K
$161K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.73K- 9.72% |
$28K - $43.4K
|
25.4K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.28KNew |
$13.1K - $20.4K
|
1.28K
$17.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-722- 19.82% |
$7.39K - $11.5K
|
2.92K
$40.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-29KClosed |
$297K - $461K
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-13- 17.11% |
$133 - $207
|
63
$881
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-88- 9.93% |
$901 - $1.4K
|
798
$11.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
92New |
$942 - $1.46K
|
92
$1.29K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10New |
$102 - $159
|
10
$140
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 1.23% |
$1.02K - $1.59K
|
8K
$112K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.49KNew |
$15.2K - $23.6K
|
1.49K
$20.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-465- 3.59% |
$4.76K - $7.39K
|
12.5K
$175K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$71.7 - $111
|
7
$97.9
|