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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.85K- 21.44% |
$29.8K - $36.8K
|
10.4K
$146K
|
|
|
Aug 09, 2024
Q2 2024
|
Carlyle Group Inc.
Washington, DC |
SELL
|
- |
-16.9K- 23.39% |
$177K - $219K
|
55.4K
$775K
|
|
|
Aug 09, 2024
Q2 2024
|
Alp Invest Partners B.V.
Amsterdam, P7 |
SELL
|
- |
-717K- 23.51% |
$7.52M - $9.27M
|
2.33M
$32.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25+ 50.0% |
$262 - $323
|
75
$1.05K
|
|
|
Aug 08, 2024
Q2 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-182K- 82.44% |
$1.91M - $2.35M
|
38.8K
$542K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
13.2KNew |
$138K - $171K
|
13.2K
$185K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
17.5KNew |
$183K - $226K
|
17.5K
$245K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
24.8K+ 7807.57% |
$259K - $320K
|
25.1K
$351K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
178New |
$1.87K - $2.3K
|
178
$2.49K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
5New |
$52.4 - $64.6
|
5
$70
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-49.7K- 32.98% |
$521K - $642K
|
101K
$1.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
3.38K+ 9.02% |
$35.4K - $43.6K
|
40.8K
$571K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
414+ 83.47% |
$4.34K - $5.35K
|
910
$12.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.08K+ 16.27% |
$21.8K - $26.9K
|
14.9K
$208K
|
|
|
Aug 02, 2024
Q2 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-231K- 15.8% |
$2.42M - $2.98M
|
1.23M
$17.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
150K+ 150.0% |
$1.57M - $1.94M
|
250K
$3.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
40.1K+ 124.98% |
$420K - $517K
|
72.1K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
600New |
$6.29K - $7.75K
|
600
$8.39K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
207KNew |
$2.17M - $2.68M
|
207K
$2.9M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
38.4KNew |
$403K - $496K
|
38.4K
$537K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
23.1KNew |
$242K - $298K
|
23.1K
$323K
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-16.3K- 60.42% |
$170K - $210K
|
10.7K
$149K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
CALL |
3KNew |
$31.4K - $38.8K
|
3K
$42K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
30.4KNew |
$319K - $393K
|
30.4K
$425K
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-8.33K- 44.74% |
$87.3K - $108K
|
10.3K
$144K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
850New |
$8.91K - $11K
|
850
$11.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1KNew |
$10.5K - $12.9K
|
1K
$14K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
650New |
$6.81K - $8.4K
|
650
$9.09K
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
BUY
|
- |
97KNew |
$1.02M - $1.25M
|
97K
$1.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
100New |
$1.05K - $1.29K
|
100
$1.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 5.36% |
$157 - $194
|
265
$3.71K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
200New |
$2.1K - $2.58K
|
200
$2.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
52.5KNew |
$551K - $679K
|
52.5K
$735K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
53.1KNew |
$556K - $686K
|
53.1K
$742K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
CALL |
93KNew |
$975K - $1.2M
|
93K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
65.1KNew |
$682K - $841K
|
65.1K
$911K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.35K- 10.59% |
$14.1K - $17.4K
|
11.4K
$159K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
68New |
$713 - $879
|
68
$951
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
55.9KNew |
$585K - $722K
|
55.9K
$781K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
395+ 6.27% |
$4.14K - $5.1K
|
6.7K
$93.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
923New |
$9.67K - $11.9K
|
923
$12.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.05KNew |
$11K - $13.6K
|
1.05K
$14.7K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-6.19K- 3.43% |
$50.1K - $75.9K
|
175K
$2.44M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
24.2MNew |
$196M - $296M
|
24.2M
$339M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
16.7KNew |
$135K - $205K
|
16.7K
$234K
|
|
|
Aug 21, 2024
Q1 2024
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-1.4MClosed |
$11.3M - $17.1M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Joho Capital LLC
New York, NY |
BUY
|
- |
981K+ 85.3% |
$7.94M - $12M
|
2.13M
$29.8M
|
|
|
May 15, 2024
Q1 2024
|
Gladstone Capital Management LLP
London, X0 |
BUY
|
- |
1.88MNew |
$15.2M - $23M
|
1.88M
$26.3M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-99.2K- 11.25% |
$802K - $1.21M
|
782K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-26.1K- 52.72% |
$211K - $319K
|
23.4K
$327K
|
|