Purchases and Sales Made in Q1 2025 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q1 2025. 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 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-182- 2.0% |
$1.84K - $2.54K
|
8.91K
$116K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-184- 0.54% |
$1.86K - $2.57K
|
34.1K
$446K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-221- 9.99% |
$2.24K - $3.08K
|
1.99K
$26K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-264- 0.73% |
$2.67K - $3.68K
|
36.1K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-274- 0.72% |
$2.77K - $3.82K
|
37.5K
$491K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-315- 0.01% |
$3.19K - $4.39K
|
4.68M
$61.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-478- 67.42% |
$4.84K - $6.67K
|
231
$3.02K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-504- 3.41% |
$5.1K - $7.03K
|
14.3K
$187K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-513- 2.28% |
$5.19K - $7.16K
|
22K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-544- 1.52% |
$5.51K - $7.59K
|
35.1K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-592- 1.37% |
$5.99K - $8.26K
|
42.6K
$556K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-609- 17.03% |
$6.16K - $8.5K
|
2.97K
$38.8K
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-749- 0.4% |
$7.58K - $10.4K
|
185K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-855- 6.86% |
$8.65K - $11.9K
|
11.6K
$152K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-881- 58.77% |
$8.92K - $12.3K
|
618
$8.08K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-894- 39.06% |
$9.05K - $12.5K
|
1.4K
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-980- 20.94% |
$9.92K - $13.7K
|
3.7K
$48.4K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-1K- 11.11% |
$10.1K - $14K
|
8K
$105K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1K- 11.13% |
$10.1K - $14K
|
7.98K
$104K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.17K- 8.91% |
$11.8K - $16.3K
|
12K
$156K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.19K- 11.36% |
$12K - $16.5K
|
9.25K
$121K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.25K- 3.97% |
$12.6K - $17.4K
|
30.1K
$394K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.4K- 71.79% |
$14.2K - $19.5K
|
550
$7.19K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.4K- 5.82% |
$14.2K - $19.5K
|
22.6K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.46K- 1.02% |
$14.7K - $20.3K
|
142K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.55K- 2.11% |
$15.7K - $21.6K
|
71.8K
$938K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.63KClosed |
$16.5K - $22.7K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.65K- 12.0% |
$16.7K - $23K
|
12.1K
$158K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.7K- 3.55% |
$17.2K - $23.7K
|
46.1K
$603K
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.73K- 7.85% |
$17.5K - $24.1K
|
20.3K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.76K- 13.25% |
$17.8K - $24.5K
|
11.5K
$150K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.82K- 2.84% |
$18.4K - $25.3K
|
62.1K
$811K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.84K- 42.45% |
$18.6K - $25.7K
|
2.5K
$32.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.01K- 29.62% |
$20.3K - $28K
|
4.77K
$62.3K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.12K- 2.66% |
$21.5K - $29.6K
|
77.7K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.24K- 3.38% |
$22.6K - $31.2K
|
63.9K
$835K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.25K- 42.36% |
$22.7K - $31.3K
|
3.06K
$40K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.29K- 2.23% |
$23.2K - $32K
|
100K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Proem Advisors LLC
|
SELL
|
- |
-2.39K- 0.56% |
$24.1K - $33.3K
|
423K
$5.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.48K- 41.33% |
$25.1K - $34.6K
|
3.52K
$46K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.75K- 16.94% |
$27.8K - $38.3K
|
13.5K
$176K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.84K- 14.66% |
$28.7K - $39.5K
|
16.5K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.87K- 9.06% |
$29K - $40K
|
28.8K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-3.04K- 7.82% |
$30.8K - $42.4K
|
35.8K
$469K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.31K- 18.35% |
$33.5K - $46.1K
|
14.7K
$192K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.31K- 4.68% |
$33.5K - $46.2K
|
67.5K
$882K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-3.44K- 6.85% |
$34.8K - $47.9K
|
46.7K
$611K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-3.75K- 5.25% |
$38K - $52.3K
|
67.7K
$885K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-3.81K- 7.81% |
$38.5K - $53.1K
|
44.9K
$587K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.1K- 83.67% |
$41.5K - $57.2K
|
800
$10.5K
|