Purchases and Sales Made in Q2 2024 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q2 2024. 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 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20.6K+ 29.71% |
$216K - $267K
|
90.1K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
20.6K+ 20.51% |
$216K - $266K
|
121K
$1.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20.4KNew |
$214K - $263K
|
20.4K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
18.9KNew |
$198K - $244K
|
18.9K
$251K
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
18.9K+ 14.56% |
$198K - $244K
|
149K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
18.2K+ 2.61% |
$190K - $235K
|
714K
$9.49M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
18.1KNew |
$190K - $234K
|
18.1K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.7K+ 11.5% |
$186K - $229K
|
172K
$2.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
17.6K+ 11.33% |
$185K - $228K
|
173K
$2.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
17.5KNew |
$183K - $226K
|
17.5K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.9K+ 127.1% |
$177K - $218K
|
30.2K
$402K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16.6K+ 216.9% |
$174K - $214K
|
24.2K
$322K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
16.4K+ 57.84% |
$172K - $211K
|
44.7K
$594K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.6K+ 482.41% |
$164K - $202K
|
18.9K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.4KNew |
$151K - $186K
|
14.4K
$192K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
14.1KNew |
$148K - $182K
|
14.1K
$188K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
13.4K+ 8.4% |
$141K - $174K
|
173K
$2.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13.4K+ 4473.67% |
$141K - $173K
|
13.7K
$182K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
13.2KNew |
$138K - $171K
|
13.2K
$176K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9KNew |
$135K - $167K
|
12.9K
$172K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.8K+ 103.07% |
$134K - $165K
|
25.2K
$336K
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
12.5K+ 12.98% |
$131K - $162K
|
109K
$1.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.5KNew |
$131K - $161K
|
12.5K
$166K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 24.48% |
$127K - $157K
|
61.8K
$822K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
11.7KNew |
$122K - $151K
|
11.7K
$155K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
11.6K+ 38.25% |
$122K - $150K
|
41.9K
$557K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
11.3KNew |
$119K - $146K
|
11.3K
$151K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.9K+ 2.67% |
$114K - $140K
|
419K
$5.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$113K - $140K
|
10.8K
$144K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.7K+ 6.41% |
$112K - $139K
|
178K
$2.37M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.5KNew |
$110K - $136K
|
10.5K
$139K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
10.4KNew |
$109K - $135K
|
10.4K
$139K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2K+ 34.77% |
$107K - $132K
|
39.7K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.9K+ 62.11% |
$104K - $128K
|
25.8K
$344K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
9.79K+ 495.59% |
$103K - $126K
|
11.8K
$156K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
9.59K+ 5.61% |
$101K - $124K
|
180K
$2.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9.59K+ 37.93% |
$100K - $124K
|
34.9K
$464K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
9.51K+ 16.94% |
$99.6K - $123K
|
65.6K
$873K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
9.12KNew |
$95.6K - $118K
|
9.12K
$121K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.12K+ 11.17% |
$95.6K - $118K
|
90.8K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9KNew |
$94.3K - $116K
|
9K
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
8.6K+ 12.99% |
$90.1K - $111K
|
74.8K
$995K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.47K+ 79.72% |
$88.8K - $109K
|
19.1K
$254K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.24K+ 10.39% |
$86.3K - $106K
|
87.5K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8.24K+ 44.18% |
$86.3K - $106K
|
26.9K
$358K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
8.2K+ 30.54% |
$85.9K - $106K
|
35K
$466K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.63K+ 4.64% |
$80K - $98.6K
|
172K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
7.6K+ 71.66% |
$79.6K - $98.1K
|
18.2K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7.51K+ 6.12% |
$78.7K - $97K
|
130K
$1.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
7.19K+ 35.17% |
$75.3K - $92.9K
|
27.6K
$367K
|