Purchases and Sales Made in Q1 2024 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.7KNew |
$103K - $156K
|
12.7K
$132K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.7KNew |
$103K - $156K
|
12.7K
$132K
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
12.6KNew |
$102K - $154K
|
12.6K
$131K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.6K+ 5.97% |
$102K - $154K
|
223K
$2.32M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
12.5KNew |
$101K - $153K
|
12.5K
$130K
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
12KNew |
$97.1K - $147K
|
12K
$124K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
11.9KNew |
$96.1K - $146K
|
11.9K
$123K
|
|
|
May 10, 2024
Q1 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
11.1K+ 4.33% |
$90.2K - $137K
|
269K
$2.79M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.1KNew |
$90.1K - $136K
|
11.1K
$116K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
11.1K+ 26.54% |
$89.8K - $136K
|
52.9K
$549K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.9KNew |
$88.5K - $134K
|
10.9K
$113K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
10.8KNew |
$87.7K - $133K
|
10.8K
$112K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$85.8K - $130K
|
10.6K
$110K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
10.6KNew |
$85.8K - $130K
|
10.6K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2K+ 6.13% |
$82.7K - $125K
|
177K
$1.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$80.9K - $123K
|
10K
$104K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.96KNew |
$80.6K - $122K
|
9.96K
$103K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
9.51K+ 2.7% |
$77K - $117K
|
362K
$3.76M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7.82K+ 68.48% |
$63.3K - $95.8K
|
19.2K
$200K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
7.74K+ 117.5% |
$62.6K - $94.8K
|
14.3K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.72K+ 34.15% |
$62.4K - $94.5K
|
30.3K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.5K+ 1569.25% |
$60.7K - $91.9K
|
7.98K
$82.7K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.28K+ 4.81% |
$58.9K - $89.2K
|
159K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
7K+ 7.49% |
$56.6K - $85.8K
|
100K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
6.84KNew |
$55.3K - $83.8K
|
6.84K
$70.9K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
6.6K+ 60.0% |
$53.4K - $80.8K
|
17.6K
$182K
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
6.41K+ 0.89% |
$51.9K - $78.5K
|
723K
$7.5M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
6.41K+ 0.89% |
$51.9K - $78.5K
|
723K
$7.5M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
6.3KNew |
$51K - $77.2K
|
6.3K
$65.4K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.21K+ 9.81% |
$50.2K - $76K
|
69.5K
$720K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.67K+ 178.98% |
$45.9K - $69.5K
|
8.84K
$91.7K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
5.58K+ 8.96% |
$45.1K - $68.3K
|
67.8K
$703K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
4.5K+ 7.2% |
$36.4K - $55.1K
|
67K
$695K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.5K+ 300.0% |
$36.4K - $55.1K
|
6K
$62.2K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
4.05K+ 81.15% |
$32.7K - $49.6K
|
9.04K
$93.7K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
4K+ 15.05% |
$32.4K - $49K
|
30.6K
$317K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.86K+ 5.1% |
$31.2K - $47.3K
|
79.5K
$824K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.5K+ 25.05% |
$28.3K - $42.8K
|
17.4K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.42K+ 1.31% |
$27.7K - $41.9K
|
265K
$2.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.18K+ 5300.0% |
$25.7K - $39K
|
3.24K
$33.6K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.14K+ 19.51% |
$25.4K - $38.5K
|
19.2K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
3.13K+ 4.95% |
$25.3K - $38.3K
|
66.2K
$687K
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.09K+ 1.55% |
$25K - $37.8K
|
203K
$2.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.04K+ 8.77% |
$24.6K - $37.2K
|
37.7K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
2.8K+ 1.2% |
$22.7K - $34.3K
|
237K
$2.46M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.77K+ 10.34% |
$22.4K - $33.9K
|
29.5K
$306K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.69K+ 11.76% |
$21.8K - $33K
|
25.6K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.64K+ 0.47% |
$21.4K - $32.4K
|
561K
$5.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.64K+ 10.92% |
$21.4K - $32.4K
|
26.8K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.4KNew |
$19.4K - $29.4K
|
2.4K
$24.9K
|