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
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.72K+ 2.01% |
$27.5K - $37.9K
|
138K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.7K+ 5.9% |
$27.3K - $37.6K
|
48.4K
$633K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.64K+ 0.34% |
$26.7K - $36.9K
|
783K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.59K+ 17.61% |
$26.2K - $36.1K
|
17.3K
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.5K+ 3.73% |
$25.3K - $34.9K
|
69.5K
$908K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.47K+ 26.96% |
$25K - $34.4K
|
11.6K
$152K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.42K+ 11.85% |
$24.5K - $33.7K
|
22.8K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.39K+ 128.74% |
$24.2K - $33.4K
|
4.25K
$55.5K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.37K+ 21.61% |
$24K - $33.1K
|
13.3K
$174K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.35K+ 7.69% |
$23.8K - $32.8K
|
32.9K
$430K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.33KNew |
$23.5K - $32.4K
|
2.33K
$30.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.28K+ 14.9% |
$23.1K - $31.8K
|
17.6K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.2K+ 31414.29% |
$22.3K - $30.7K
|
2.21K
$28.8K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.91K+ 17.09% |
$19.3K - $26.6K
|
13.1K
$171K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.9KNew |
$19.2K - $26.5K
|
1.9K
$24.8K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.8K+ 1602.68% |
$18.2K - $25K
|
1.91K
$24.9K
|
|
|
May 12, 2025
Q1 2025
|
Paradice Investment Management LLC
|
BUY
|
- |
1.68K+ 15.72% |
$17K - $23.4K
|
12.4K
$162K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.57K+ 12.94% |
$15.9K - $21.9K
|
13.7K
$179K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.54K+ 4.94% |
$15.5K - $21.4K
|
32.6K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.5K+ 13.64% |
$15.2K - $20.9K
|
12.5K
$163K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
BUY
|
- |
1.5K+ 3.02% |
$15.2K - $20.9K
|
51.2K
$669K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.49K+ 7.9% |
$15.1K - $20.8K
|
20.3K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1.45K+ 4.35% |
$14.7K - $20.3K
|
34.9K
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.42K+ 1.55% |
$14.3K - $19.8K
|
92.9K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.4K+ 107.69% |
$14.2K - $19.5K
|
2.7K
$35.3K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.36K+ 0.77% |
$13.7K - $18.9K
|
179K
$2.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1.33K+ 74.06% |
$13.4K - $18.5K
|
3.11K
$40.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.3K+ 51.39% |
$13.1K - $18.1K
|
3.82K
$49.9K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.25K+ 43.63% |
$12.6K - $17.4K
|
4.12K
$53.8K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 7.05% |
$11.8K - $16.2K
|
17.6K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 8.41% |
$11.5K - $15.8K
|
14.6K
$191K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 87.93% |
$10.9K - $15K
|
2.3K
$30.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1K+ 7.53% |
$10.1K - $14K
|
14.3K
$187K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
999+ 113.27% |
$10.1K - $13.9K
|
1.88K
$24.6K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
911+ 84.51% |
$9.22K - $12.7K
|
1.99K
$26K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
876+ 4.15% |
$8.87K - $12.2K
|
22K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
838+ 5.54% |
$8.48K - $11.7K
|
16K
$209K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
834+ 57.32% |
$8.44K - $11.6K
|
2.29K
$29.9K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
832+ 3.8% |
$8.42K - $11.6K
|
22.8K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
805New |
$8.15K - $11.2K
|
805
$10.5K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
775+ 0.87% |
$7.84K - $10.8K
|
90.1K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
772New |
$7.81K - $10.8K
|
772
$10.1K
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
757+ 6.91% |
$7.66K - $10.6K
|
11.7K
$153K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
660+ 68.82% |
$6.68K - $9.21K
|
1.62K
$21.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
520+ 0.46% |
$5.26K - $7.25K
|
114K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
500+ 1.18% |
$5.06K - $6.98K
|
43K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
500+ 10.42% |
$5.06K - $6.98K
|
5.3K
$69.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
500+ 1.96% |
$5.06K - $6.98K
|
26K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
478+ 206.93% |
$4.84K - $6.67K
|
709
$9.27K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
462+ 2.78% |
$4.68K - $6.44K
|
17.1K
$223K
|