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 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
456+ 23.35% |
$4.61K - $6.36K
|
2.41K
$31.5K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
443+ 30.14% |
$4.48K - $6.18K
|
1.91K
$25K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
440New |
$4.45K - $6.14K
|
440
$5.75K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
421New |
$4.26K - $5.87K
|
421
$5.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
405New |
$4.1K - $5.65K
|
405
$5.29K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
388+ 1.17% |
$3.93K - $5.41K
|
33.5K
$438K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
340New |
$3.44K - $4.74K
|
340
$4.44K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
311+ 64.12% |
$3.15K - $4.34K
|
796
$10.4K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
285+ 0.21% |
$2.88K - $3.98K
|
136K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
276+ 40.29% |
$2.79K - $3.85K
|
961
$12.6K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
218New |
$2.21K - $3.04K
|
218
$2.85K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
214New |
$2.17K - $2.99K
|
214
$2.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
178New |
$1.8K - $2.48K
|
178
$2.33K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
156New |
$1.58K - $2.18K
|
156
$2.04K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
153New |
$1.55K - $2.13K
|
153
$2K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
149+ 0.02% |
$1.51K - $2.08K
|
654K
$8.55M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
137+ 0.76% |
$1.39K - $1.91K
|
18.1K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
136+ 1.01% |
$1.38K - $1.9K
|
13.6K
$178K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
127New |
$1.29K - $1.77K
|
127
$1.66K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
110+ 14.67% |
$1.11K - $1.53K
|
860
$11.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
107New |
$1.08K - $1.49K
|
107
$1.4K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
102New |
$1.03K - $1.42K
|
102
$1.33K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
81New |
$820 - $1.13K
|
81
$1.06K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
74New |
$749 - $1.03K
|
74
$967
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
67+ 0.31% |
$678 - $935
|
21.6K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
61+ 0.25% |
$617 - $851
|
24.6K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
61+ 2.72% |
$617 - $851
|
2.31K
$30.2K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
50New |
$506 - $698
|
50
$654
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
37+ 0.1% |
$374 - $516
|
38.7K
$506K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
35New |
$354 - $488
|
35
$457
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29+ 38.67% |
$293 - $405
|
104
$1.36K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
25+ 125.0% |
$253 - $349
|
45
$588
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
25New |
$253 - $349
|
25
$327
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
22New |
$223 - $307
|
22
$288
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
22+ 4.19% |
$223 - $307
|
547
$7.15K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
20New |
$202 - $279
|
20
$261
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
16New |
$162 - $223
|
16
$209
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15+ 12.93% |
$152 - $209
|
131
$1.71K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
14New |
$142 - $195
|
14
$183
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 400.0% |
$121 - $167
|
15
$196
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
7+ 1.22% |
$70.8 - $97.6
|
579
$7.57K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1New |
$10.1 - $14
|
1
$13.1
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 18.75% |
$60.7 - $83.7
|
26
$340
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-39- 0.17% |
$395 - $544
|
22.9K
$299K
|
|
|
May 08, 2025
Q1 2025
|
Parametrica Management LTD
|
SELL
|
- |
-50- 0.01% |
$506 - $698
|
362K
$4.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-59- 0.16% |
$597 - $823
|
37.7K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-63- 0.07% |
$638 - $879
|
91.8K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-77- 0.22% |
$779 - $1.07K
|
34.2K
$447K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-88- 0.18% |
$891 - $1.23K
|
49.8K
$651K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-126- 92.65% |
$1.28K - $1.76K
|
10
$131
|