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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18.1KNew |
$183K - $252K
|
18.1K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
17.7KNew |
$179K - $247K
|
17.7K
$231K
|
|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
17.6K+ 116.3% |
$178K - $246K
|
32.8K
$429K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.5K+ 6.62% |
$177K - $245K
|
282K
$3.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.5K+ 12.61% |
$177K - $245K
|
157K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
16.8KNew |
$170K - $235K
|
16.8K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
16.6K+ 6.77% |
$168K - $231K
|
261K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
16.3KNew |
$165K - $227K
|
16.3K
$213K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
16.2K+ 22.0% |
$164K - $226K
|
89.9K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
15.9K+ 38.67% |
$161K - $222K
|
57K
$745K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.9KNew |
$161K - $221K
|
15.9K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.7KNew |
$158K - $218K
|
15.7K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15.4KNew |
$156K - $215K
|
15.4K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.4K+ 9.83% |
$156K - $214K
|
172K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
15.3K+ 28.84% |
$155K - $214K
|
68.5K
$896K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.3K+ 4.53% |
$155K - $214K
|
354K
$4.63M
|
|
|
May 07, 2025
Q1 2025
|
Dauntless Investment Group, LLC
Commerce Township, MI |
BUY
|
- |
15KNew |
$152K - $209K
|
15K
$196K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
15K+ 42.86% |
$152K - $209K
|
50K
$654K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
14.9KNew |
$151K - $208K
|
14.9K
$195K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14.9K+ 56.03% |
$151K - $208K
|
41.5K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
14.8KNew |
$150K - $206K
|
14.8K
$193K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
14.7KNew |
$149K - $205K
|
14.7K
$192K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$147K - $203K
|
14.5K
$190K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
14.4K+ 39.64% |
$146K - $201K
|
50.8K
$663K
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
14K+ 7.66% |
$141K - $195K
|
197K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
13.9KNew |
$140K - $193K
|
13.9K
$181K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13.4KNew |
$136K - $187K
|
13.4K
$175K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
13.3KNew |
$135K - $186K
|
13.3K
$174K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
13.1KNew |
$132K - $183K
|
13.1K
$171K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.7KNew |
$128K - $177K
|
12.7K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
12.2KNew |
$123K - $170K
|
12.2K
$159K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
11.9KNew |
$121K - $166K
|
11.9K
$156K
|
|
|
May 06, 2025
Q1 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
11.9K+ 56.17% |
$120K - $166K
|
33K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11.8K+ 77.56% |
$120K - $165K
|
27K
$353K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.7KNew |
$118K - $163K
|
11.7K
$153K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
11.6K+ 115.66% |
$118K - $162K
|
21.7K
$283K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
11.5K+ 5.33% |
$117K - $161K
|
228K
$2.97M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11.5KNew |
$116K - $160K
|
11.5K
$150K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.5K+ 26.45% |
$116K - $160K
|
54.7K
$715K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
11.1KNew |
$113K - $155K
|
11.1K
$145K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.8KNew |
$109K - $151K
|
10.8K
$141K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
10.7KNew |
$109K - $150K
|
10.7K
$140K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
10.7KNew |
$108K - $149K
|
10.7K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
10.5KNew |
$106K - $146K
|
10.5K
$137K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.4KNew |
$105K - $145K
|
10.4K
$136K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.2K+ 33.74% |
$103K - $142K
|
40.4K
$527K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
10.1KNew |
$103K - $142K
|
10.1K
$133K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
10.1KNew |
$103K - $141K
|
10.1K
$132K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10KNew |
$101K - $140K
|
10K
$131K
|
|
|
Apr 24, 2025
Q1 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
10K+ 5.73% |
$101K - $140K
|
185K
$2.41M
|