Purchases and Sales Made in Q1 2023 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q1 2023. The information is specifically focused on institutions that hold shares of Nu Holdings Ltd..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.29K+ 18.04% |
$11.4K - $17.5K
|
21.5K
$223K
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
3.12K+ 7.58% |
$10.8K - $16.6K
|
44.3K
$459K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.11K+ 15.83% |
$10.8K - $16.6K
|
22.8K
$236K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
3K+ 6.41% |
$10.4K - $16K
|
49.8K
$516K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.89K+ 28.84% |
$10.1K - $15.4K
|
12.9K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.84K+ 6.21% |
$9.87K - $15.1K
|
48.5K
$503K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
2.5KNew |
$8.7K - $13.4K
|
2.5K
$25.9K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.4KNew |
$8.35K - $12.8K
|
2.4K
$24.9K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.07K+ 22.38% |
$7.21K - $11.1K
|
11.3K
$117K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2K+ 50.0% |
$6.96K - $10.7K
|
6K
$62.2K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2KNew |
$6.96K - $10.7K
|
2K
$20.7K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.84K+ 12.79% |
$6.42K - $9.85K
|
16.3K
$169K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.72KNew |
$5.99K - $9.18K
|
1.72K
$17.8K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.71K+ 4.88% |
$5.95K - $9.13K
|
36.7K
$381K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.7K+ 3.93% |
$5.92K - $9.08K
|
45K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 2.05% |
$5.64K - $8.66K
|
80.6K
$836K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.41K+ 6.85% |
$4.89K - $7.51K
|
21.9K
$227K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.02KNew |
$3.55K - $5.44K
|
1.02K
$10.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1KNew |
$3.48K - $5.34K
|
1K
$10.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1KNew |
$3.48K - $5.34K
|
1K
$10.4K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
871+ 0.73% |
$3.03K - $4.65K
|
119K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
750+ 34.37% |
$2.61K - $4.01K
|
2.93K
$30.4K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
700New |
$2.44K - $3.74K
|
700
$7.26K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
695+ 1120.97% |
$2.42K - $3.71K
|
757
$7.85K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
500New |
$1.74K - $2.67K
|
500
$5.19K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150+ 6.82% |
$522 - $801
|
2.35K
$24.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
121New |
$421 - $646
|
121
$1.25K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
99New |
$345 - $529
|
99
$1.03K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
70+ 0.11% |
$244 - $374
|
61.8K
$641K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12+ 0.34% |
$41.8 - $64.1
|
3.54K
$36.7K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 2.29% |
$13.9 - $21.4
|
179
$1.86K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1New |
$3.48 - $5.34
|
1
$10.4
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-200- 40.0% |
$696 - $1.07K
|
300
$3.11K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-249- 14.71% |
$867 - $1.33K
|
1.44K
$15K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-753- 0.76% |
$2.62K - $4.02K
|
98.2K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-959- 17.76% |
$3.34K - $5.12K
|
4.44K
$46K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1K- 4.76% |
$3.48K - $5.34K
|
20K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.49K- 0.2% |
$5.2K - $7.98K
|
740K
$7.68M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.2K- 1.28% |
$7.67K - $11.8K
|
170K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-3.07K- 3.86% |
$10.7K - $16.4K
|
76.3K
$792K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.86K- 6.98% |
$16.9K - $26K
|
64.8K
$672K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.89K- 12.48% |
$17K - $26.1K
|
34.3K
$356K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5K- 1.92% |
$17.4K - $26.7K
|
255K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-5.5K- 8.94% |
$19.1K - $29.4K
|
56K
$581K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.66K- 30.84% |
$19.7K - $30.2K
|
12.7K
$132K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.21K- 16.96% |
$21.6K - $33.2K
|
30.4K
$315K
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-6.23K- 21.08% |
$21.7K - $33.2K
|
23.3K
$242K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.67K- 1.75% |
$26.7K - $40.9K
|
430K
$4.46M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10K- 31.36% |
$34.8K - $53.4K
|
21.9K
$227K
|