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 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39+ 30.23% |
$316 - $478
|
168
$1.74K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34New |
$275 - $417
|
34
$353
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
32+ 32.65% |
$259 - $392
|
130
$1.35K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28+ 0.22% |
$227 - $343
|
12.8K
$132K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
26New |
$210 - $319
|
26
$270
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21New |
$170 - $257
|
21
$218
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18+ 6.55% |
$146 - $221
|
293
$3.04K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-11- 8.15% |
$89 - $135
|
124
$1.29K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 0.8% |
$129 - $196
|
1.98K
$20.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-36- 0.1% |
$291 - $441
|
36.3K
$376K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-137- 1.49% |
$1.11K - $1.68K
|
9.09K
$94.2K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-152- 0.62% |
$1.23K - $1.86K
|
24.2K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-328- 0.83% |
$2.65K - $4.02K
|
39.1K
$405K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-345- 0.86% |
$2.79K - $4.23K
|
40K
$415K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-372- 1.12% |
$3.01K - $4.56K
|
32.8K
$340K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-375- 1.8% |
$3.03K - $4.59K
|
20.4K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
SELL
|
- |
-434- 0.49% |
$3.51K - $5.32K
|
87.7K
$910K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-529- 4.04% |
$4.28K - $6.48K
|
12.6K
$130K
|
|
|
May 13, 2024
Q1 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-567- 35.11% |
$4.59K - $6.95K
|
1.05K
$10.9K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-579- 0.96% |
$4.68K - $7.09K
|
60K
$623K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.04K- 8.51% |
$8.4K - $12.7K
|
11.2K
$116K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-1.06K- 5.52% |
$8.61K - $13K
|
18.2K
$189K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.14K- 21.35% |
$9.18K - $13.9K
|
4.18K
$43.4K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.17K- 5.73% |
$9.48K - $14.4K
|
19.3K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.41K- 6.03% |
$11.4K - $17.3K
|
22K
$228K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.49K- 94.83% |
$12K - $18.2K
|
81
$840
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.62K- 2.01% |
$13.1K - $19.9K
|
79.3K
$822K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.8K- 6.26% |
$14.6K - $22K
|
26.9K
$279K
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.83K- 8.02% |
$14.8K - $22.4K
|
21K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.94K- 10.64% |
$15.7K - $23.7K
|
16.3K
$169K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.04K- 48.79% |
$16.5K - $25K
|
2.14K
$22.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.98K- 12.03% |
$24.1K - $36.5K
|
21.8K
$226K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.46K- 17.22% |
$28K - $42.3K
|
16.6K
$172K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-4.43K- 13.34% |
$35.9K - $54.3K
|
28.8K
$299K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.55K- 31.28% |
$36.8K - $55.8K
|
10K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-4.62K- 2.63% |
$37.4K - $56.6K
|
171K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.9K- 32.09% |
$39.7K - $60.1K
|
10.4K
$108K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-6.43K- 28.73% |
$52K - $78.7K
|
15.9K
$165K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-6.92K- 13.66% |
$56K - $84.8K
|
43.8K
$454K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-7.12K- 2.98% |
$57.6K - $87.2K
|
232K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-7.2K- 11.32% |
$58.3K - $88.2K
|
56.4K
$585K
|
|
|
May 06, 2024
Q1 2024
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-7.27K- 24.52% |
$58.8K - $89.1K
|
22.4K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-7.89K- 9.72% |
$63.8K - $96.6K
|
73.3K
$760K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-9.16K- 65.07% |
$74.1K - $112K
|
4.92K
$51K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-9.92K- 10.38% |
$80.3K - $122K
|
85.7K
$888K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
SELL
|
- |
-15.3K- 41.36% |
$124K - $188K
|
21.7K
$225K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-16.4K- 1.12% |
$132K - $200K
|
1.45M
$15M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-16.6K- 8.37% |
$134K - $203K
|
182K
$1.88M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-16.6K- 68.44% |
$134K - $203K
|
7.65K
$79.3K
|