Purchases and Sales Made in Q2 2023 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
15.7K+ 1.51% |
$69.4K - $124K
|
1.06M
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
15.1KNew |
$66.6K - $119K
|
15.1K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
14.3KNew |
$63.1K - $113K
|
14.3K
$148K
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
12.3KNew |
$54.3K - $96.9K
|
12.3K
$127K
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
12K+ 32.97% |
$53K - $94.7K
|
48.4K
$502K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12KNew |
$52.9K - $94.4K
|
12K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.5K+ 230.64% |
$51K - $91K
|
16.5K
$171K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.9KNew |
$48K - $85.8K
|
10.9K
$113K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.8KNew |
$47.7K - $85.2K
|
10.8K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.4KNew |
$46.2K - $82.4K
|
10.4K
$108K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10.1KNew |
$44.6K - $79.6K
|
10.1K
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
10KNew |
$44.2K - $78.9K
|
10K
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
10KNew |
$44.2K - $78.9K
|
10K
$104K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.46K+ 41.55% |
$41.8K - $74.6K
|
32.2K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.27K+ 4.42% |
$41K - $73.1K
|
219K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
8.99KNew |
$39.7K - $70.9K
|
8.99K
$93.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.53K+ 11.99% |
$33.3K - $59.4K
|
70.3K
$729K
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.57K+ 30.57% |
$29K - $51.9K
|
28.1K
$291K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
6K+ 15.31% |
$26.5K - $47.3K
|
45.2K
$469K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.38K+ 35.63% |
$23.8K - $42.5K
|
20.5K
$213K
|
|
|
Mar 07, 2024
Q2 2023
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
BUY
|
- |
5K+ 5.0% |
$22.1K - $39.5K
|
105K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.86K+ 18.13% |
$12.7K - $22.6K
|
18.7K
$194K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.45K+ 8.15% |
$10.8K - $19.3K
|
32.5K
$337K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.37K+ 2.95% |
$10.5K - $18.7K
|
83K
$860K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.2K+ 4.45% |
$9.74K - $17.4K
|
51.7K
$536K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.95K+ 16.02% |
$8.61K - $15.4K
|
14.1K
$146K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.64K+ 36.96% |
$7.25K - $12.9K
|
6.08K
$63.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
1.5K+ 3.9% |
$6.63K - $11.8K
|
40K
$415K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.5K+ 62.5% |
$6.63K - $11.8K
|
3.9K
$40.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.4K+ 32.47% |
$6.19K - $11K
|
5.71K
$59.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.36K+ 6.19% |
$6K - $10.7K
|
23.3K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
BUY
|
- |
1.25K+ 42.7% |
$5.53K - $9.88K
|
4.18K
$43.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.15K+ 144.89% |
$5.08K - $9.07K
|
1.94K
$20.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.13KNew |
$4.99K - $8.9K
|
1.13K
$11.7K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
935+ 39.79% |
$4.13K - $7.38K
|
3.29K
$34.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
844+ 0.12% |
$3.73K - $6.66K
|
681K
$7.06M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
575New |
$2.54K - $4.54K
|
575
$5.96K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
500New |
$2.21K - $3.95K
|
500
$5.19K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
477New |
$2.11K - $3.76K
|
477
$4.95K
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
430+ 0.06% |
$1.9K - $3.39K
|
695K
$7.21M
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
430+ 0.06% |
$1.9K - $3.39K
|
695K
$7.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
348+ 2.84% |
$1.54K - $2.75K
|
12.6K
$130K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
311New |
$1.37K - $2.45K
|
311
$3.23K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
218+ 0.72% |
$964 - $1.72K
|
30.6K
$318K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
200+ 18.18% |
$884 - $1.58K
|
1.3K
$13.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
162New |
$716 - $1.28K
|
162
$1.68K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
107+ 108.08% |
$473 - $844
|
206
$2.14K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
32New |
$141 - $252
|
32
$332
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
25New |
$111 - $197
|
25
$259
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|