Purchases and Sales Made in Q2 2025 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-84- 80.77% |
$806 - $1.15K
|
20
$318
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-108- 0.15% |
$1.04K - $1.48K
|
74.1K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-110- 12.79% |
$1.06K - $1.51K
|
750
$11.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-115- 35.38% |
$1.1K - $1.58K
|
210
$3.34K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-119- 0.02% |
$1.14K - $1.63K
|
654K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-122- 0.13% |
$1.17K - $1.67K
|
93.4K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-150- 0.83% |
$1.44K - $2.06K
|
17.9K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-155- 0.21% |
$1.49K - $2.13K
|
73.3K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-160- 69.26% |
$1.54K - $2.2K
|
71
$1.13K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-184- 0.21% |
$1.77K - $2.52K
|
87K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
SELL
|
- |
-200- 0.62% |
$1.92K - $2.74K
|
32.1K
$511K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-201- 0.88% |
$1.93K - $2.76K
|
22.6K
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-221- 0.9% |
$2.12K - $3.03K
|
24.3K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-228- 1.96% |
$2.19K - $3.13K
|
11.4K
$181K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-241- 14.76% |
$2.31K - $3.31K
|
1.39K
$22.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-299- 8.08% |
$2.87K - $4.1K
|
3.4K
$54.1K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-370- 2.83% |
$3.55K - $5.08K
|
12.7K
$202K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-388- 2.8% |
$3.72K - $5.32K
|
13.5K
$214K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-400- 6.67% |
$3.84K - $5.49K
|
5.6K
$89.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-400- 73.13% |
$3.84K - $5.49K
|
147
$2.34K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-415- 3.54% |
$3.98K - $5.69K
|
11.3K
$180K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-509- 2.08% |
$4.89K - $6.98K
|
23.9K
$381K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-560- 19.57% |
$5.38K - $7.68K
|
2.3K
$36.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-695- 4.78% |
$6.67K - $9.54K
|
13.8K
$220K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-710- 18.61% |
$6.82K - $9.74K
|
3.11K
$49.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-735- 91.3% |
$7.06K - $10.1K
|
70
$1.11K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-797- 4.9% |
$7.65K - $10.9K
|
15.5K
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-840- 12.65% |
$8.06K - $11.5K
|
5.8K
$92.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-855- 0.9% |
$8.21K - $11.7K
|
94.2K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-898- 1.37% |
$8.62K - $12.3K
|
64.6K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.06K- 0.53% |
$10.2K - $14.5K
|
199K
$3.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-1.13K- 2.2% |
$10.8K - $15.4K
|
50.1K
$797K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.13K- 9.48% |
$10.8K - $15.5K
|
10.8K
$172K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-1.23K- 39.63% |
$11.8K - $16.9K
|
1.88K
$29.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1.26K- 57.21% |
$12.1K - $17.3K
|
944
$15K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.29K- 1.97% |
$12.4K - $17.7K
|
63.9K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.31K- 3.85% |
$12.6K - $18K
|
32.8K
$522K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.32K- 86.83% |
$12.7K - $18.1K
|
200
$3.18K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.34K- 2.02% |
$12.8K - $18.3K
|
65K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.43K- 16.39% |
$13.7K - $19.6K
|
7.3K
$116K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.47K- 1.89% |
$14.1K - $20.1K
|
76.2K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.67K- 1.8% |
$16K - $22.9K
|
91.3K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-2.07K- 1.59% |
$19.9K - $28.4K
|
128K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2.07K- 15.53% |
$19.9K - $28.4K
|
11.3K
$179K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.17K- 3.68% |
$20.8K - $29.7K
|
56.7K
$902K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.38K- 14.06% |
$22.9K - $32.7K
|
14.6K
$232K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.39K- 15.28% |
$23K - $32.8K
|
13.3K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-3K- 22.92% |
$28.8K - $41.2K
|
10.1K
$161K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-3K- 16.16% |
$28.8K - $41.2K
|
15.6K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.28K- 5.28% |
$31.4K - $44.9K
|
58.8K
$935K
|