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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
850New |
$8.91K - $11K
|
850
$10.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
839+ 784.11% |
$8.79K - $10.8K
|
946
$11.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
825+ 0.31% |
$8.65K - $10.7K
|
266K
$3.28M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
815+ 56.25% |
$8.54K - $10.5K
|
2.26K
$27.9K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
650New |
$6.81K - $8.4K
|
650
$8.02K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
613+ 4.47% |
$6.42K - $7.92K
|
14.3K
$177K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
602+ 3.27% |
$6.31K - $7.78K
|
19K
$235K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
600New |
$6.29K - $7.75K
|
600
$7.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
590+ 4.62% |
$6.18K - $7.62K
|
13.4K
$165K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
576+ 3.14% |
$6.04K - $7.44K
|
18.9K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
565+ 1.85% |
$5.92K - $7.3K
|
31.1K
$384K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
552+ 1.56% |
$5.78K - $7.13K
|
35.9K
$443K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
470New |
$4.93K - $6.07K
|
470
$5.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
463+ 0.26% |
$4.85K - $5.98K
|
177K
$2.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
461+ 3.67% |
$4.83K - $5.96K
|
13K
$161K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
414+ 83.47% |
$4.34K - $5.35K
|
910
$11.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
395+ 6.27% |
$4.14K - $5.1K
|
6.7K
$82.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
330+ 15.42% |
$3.46K - $4.26K
|
2.47K
$30.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
290+ 25.99% |
$3.04K - $3.75K
|
1.41K
$17.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
272+ 0.45% |
$2.85K - $3.51K
|
60.3K
$744K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
250+ 17.42% |
$2.62K - $3.23K
|
1.69K
$20.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
231+ 4.7% |
$2.42K - $2.98K
|
5.15K
$63.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
231+ 0.35% |
$2.42K - $2.98K
|
66.5K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
211New |
$2.21K - $2.73K
|
211
$2.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
200New |
$2.1K - $2.58K
|
200
$2.47K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
192+ 96.0% |
$2.01K - $2.48K
|
392
$4.84K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
178New |
$1.87K - $2.3K
|
178
$2.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
175+ 0.34% |
$1.83K - $2.26K
|
52.3K
$645K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
149+ 229.23% |
$1.56K - $1.93K
|
214
$2.64K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
100New |
$1.05K - $1.29K
|
100
$1.23K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
98+ 27.22% |
$1.03K - $1.27K
|
458
$5.65K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84+ 50.0% |
$880 - $1.09K
|
252
$3.11K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
81+ 29.03% |
$849 - $1.05K
|
360
$4.44K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
68New |
$713 - $879
|
68
$839
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
65New |
$681 - $840
|
65
$802
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
59New |
$618 - $762
|
59
$728
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
56+ 0.23% |
$587 - $724
|
24.3K
$300K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
55New |
$576 - $711
|
55
$679
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
53+ 12.02% |
$555 - $685
|
494
$6.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
51+ 0.26% |
$534 - $659
|
19.3K
$238K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
46+ 3.37% |
$482 - $594
|
1.41K
$17.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
42+ 32.31% |
$440 - $543
|
172
$2.12K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
33+ 0.09% |
$346 - $426
|
36.3K
$448K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
31+ 4.81% |
$325 - $401
|
675
$8.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
26+ 0.01% |
$272 - $336
|
237K
$2.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25+ 50.0% |
$262 - $323
|
75
$926
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 119.05% |
$262 - $323
|
46
$568
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18+ 0.08% |
$189 - $233
|
23.6K
$291K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
18New |
$189 - $233
|
18
$222
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
17New |
$178 - $220
|
17
$210
|