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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17+ 8.63% |
$178 - $220
|
214
$2.64K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14+ 6.7% |
$147 - $181
|
223
$2.75K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8+ 0.02% |
$83.8 - $103
|
37.7K
$465K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6+ 0.05% |
$62.9 - $77.5
|
11.2K
$138K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.25% |
$10.5 - $12.9
|
401
$4.95K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-3- 2.42% |
$31.4 - $38.8
|
121
$1.49K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 5.36% |
$157 - $194
|
265
$3.27K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-25- 0.01% |
$262 - $323
|
177K
$2.19M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-51- 0.02% |
$534 - $659
|
216K
$2.66M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-148- 6.44% |
$1.55K - $1.91K
|
2.15K
$26.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-237- 1.62% |
$2.48K - $3.06K
|
14.4K
$178K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-267- 0.12% |
$2.8K - $3.45K
|
231K
$2.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-314- 25.61% |
$3.29K - $4.06K
|
912
$11.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-370- 0.7% |
$3.88K - $4.78K
|
52.5K
$648K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-413- 71.83% |
$4.33K - $5.34K
|
162
$2K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-618- 3.21% |
$6.48K - $7.98K
|
18.7K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-725- 0.57% |
$7.6K - $9.37K
|
126K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-850- 1.1% |
$8.91K - $11K
|
76.2K
$940K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-881- 0.22% |
$9.23K - $11.4K
|
401K
$4.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-888- 1.39% |
$9.31K - $11.5K
|
63.2K
$780K
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-895- 6.7% |
$9.38K - $11.6K
|
12.5K
$154K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-916- 2.61% |
$9.6K - $11.8K
|
34.2K
$422K
|
|
|
Aug 01, 2024
Q2 2024
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-1.22K- 6.29% |
$12.8K - $15.7K
|
18.1K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.35K- 10.59% |
$14.1K - $17.4K
|
11.4K
$140K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.35K- 10.59% |
$14.1K - $17.4K
|
11.4K
$140K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.4K- 17.58% |
$14.7K - $18.1K
|
6.58K
$81.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.4K- 11.82% |
$14.7K - $18.1K
|
10.5K
$129K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.59K- 11.1% |
$16.7K - $20.5K
|
12.7K
$157K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.62K- 1.77% |
$17K - $20.9K
|
89.7K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.72K- 3.82% |
$18K - $22.2K
|
43.3K
$534K
|
|
|
Jul 31, 2024
Q2 2024
|
C World Wide Group Holding A
|
SELL
|
- |
-1.81K- 2.35% |
$18.9K - $23.3K
|
75.2K
$928K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.97K- 7.85% |
$20.7K - $25.5K
|
23.1K
$285K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.03K- 6.25% |
$21.2K - $26.2K
|
30.4K
$375K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.09K- 0.58% |
$21.9K - $27K
|
360K
$4.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.85K- 21.44% |
$29.8K - $36.8K
|
10.4K
$129K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-3.48K- 38.25% |
$36.4K - $44.9K
|
5.61K
$69.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.52K- 9.0% |
$36.9K - $45.5K
|
35.6K
$440K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.87K- 8.45% |
$40.6K - $50K
|
41.9K
$518K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-3.93K- 4.17% |
$41.2K - $50.8K
|
90.5K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-4.04K- 3.79% |
$42.3K - $52.2K
|
103K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.19K- 4.05% |
$43.9K - $54.2K
|
99.2K
$1.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthews International Capital Management LLC
|
SELL
|
- |
-4.36K- 0.65% |
$45.7K - $56.3K
|
670K
$8.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.75K- 10.1% |
$49.8K - $61.4K
|
42.3K
$522K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-4.82K- 9.93% |
$50.5K - $62.2K
|
43.7K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.86K- 2.05% |
$50.9K - $62.8K
|
232K
$2.87M
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-4.9K- 11.81% |
$51.4K - $63.3K
|
36.6K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-5.18K- 57.36% |
$54.3K - $67K
|
3.85K
$47.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-5.43K- 24.28% |
$56.9K - $70.2K
|
16.9K
$209K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.47K- 0.8% |
$57.3K - $70.7K
|
679K
$8.38M
|