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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Shen Neil Nanpeng
N/A, K3 |
BUY
|
- |
23.3KNew |
$158K - $190K
|
23.3K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19.3K+ 37.23% |
$131K - $157K
|
71K
$993K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
155KNew |
$1.06M - $1.27M
|
155K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Octahedron Capital Management L.P.
San Francisco, CA |
BUY
|
CALL |
750KNew |
$5.11M - $6.14M
|
750K
$10.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.5KNew |
$17K - $20.5K
|
2.5K
$35K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
9New |
$61.3 - $73.6
|
9
$126
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
188K+ 100.16% |
$1.28M - $1.54M
|
375K
$5.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
15.4KNew |
$105K - $126K
|
15.4K
$215K
|
|
|
Nov 02, 2023
Q3 2023
|
Industry Ventures, L.L.C.
|
SELL
|
- |
-302K- 11.34% |
$2.06M - $2.47M
|
2.36M
$33M
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-11.2K- 29.45% |
$76.1K - $91.4K
|
26.8K
$374K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ribbit Capital Gp Iii, Ltd.
Palo Alto, CA |
SELL
|
- |
-15.3M- 40.0% |
$67.7M - $121M
|
23M
$321M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
21KNew |
$92.8K - $166K
|
21K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
175KNew |
$774K - $1.38M
|
175K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.68MNew |
$16.2M - $29M
|
3.68M
$51.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-31.7K- 48.95% |
$140K - $250K
|
33.1K
$463K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.4K+ 32.47% |
$6.19K - $11K
|
5.71K
$79.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
10KNew |
$44.2K - $78.9K
|
10K
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.5K+ 230.64% |
$51K - $91K
|
16.5K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
16.5KNew |
$73.1K - $130K
|
16.5K
$231K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
21.4KNew |
$94.4K - $169K
|
21.4K
$299K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
33.1KNew |
$146K - $261K
|
33.1K
$464K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
25New |
$111 - $197
|
25
$350
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.2K- 6.25% |
$5.3K - $9.47K
|
18K
$252K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
99.9KNew |
$442K - $788K
|
99.9K
$1.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-469K- 60.64% |
$2.07M - $3.7M
|
305K
$4.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
136K+ 71.19% |
$600K - $1.07M
|
326K
$4.57M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
58.3KNew |
$257K - $460K
|
58.3K
$815K
|
|
| Q1 2023 | |||||||
|
May 07, 2025
Q1 2023
|
Symmetry Investments LP
|
BUY
|
PUT |
125KNew |
$435K - $668K
|
125K
$1.75M
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
10.5KNew |
$36.5K - $56.1K
|
10.5K
$147K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
23.7KNew |
$82.4K - $127K
|
23.7K
$331K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1New |
$3.48 - $5.34
|
1
$14
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-200- 40.0% |
$696 - $1.07K
|
300
$4.2K
|
|
|
Jun 23, 2023
Q1 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
77KNew |
$268K - $411K
|
77K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.72KNew |
$5.99K - $9.18K
|
1.72K
$24.1K
|
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
112KNew |
$391K - $600K
|
112K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
- |
-593K- 90.6% |
$2.06M - $3.16M
|
61.5K
$861K
|
|
|
May 15, 2023
Q1 2023
|
Think Investments LP
San Francisco, CA |
BUY
|
- |
669K+ 24.26% |
$2.33M - $3.57M
|
3.42M
$47.9M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5K- 1.92% |
$17.4K - $26.7K
|
255K
$3.57M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
871+ 0.73% |
$3.03K - $4.65K
|
119K
$1.67M
|
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13KNew |
$45.3K - $69.6K
|
13K
$182K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.02KNew |
$3.55K - $5.44K
|
1.02K
$14.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
10.5KNew |
$36.5K - $56.1K
|
10.5K
$147K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1KNew |
$3.48K - $5.34K
|
1K
$14K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
13KNew |
$45.3K - $69.5K
|
13K
$182K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
121New |
$421 - $646
|
121
$1.69K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2025
Q4 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
635KNew |
$2.38M - $3.23M
|
635K
$8.89M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
33.2KNew |
$124K - $169K
|
33.2K
$465K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
610KNew |
$2.28M - $3.11M
|
610K
$8.54M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.1KNew |
$52.7K - $71.8K
|
14.1K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-16K- 47.65% |
$59.7K - $81.2K
|
17.5K
$245K
|
|