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 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
18.8K+ 5.15% |
$180K - $258K
|
384K
$6.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
18.8K+ 17.57% |
$180K - $258K
|
126K
$2M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
18.4KNew |
$177K - $253K
|
18.4K
$293K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
17.8K+ 31.54% |
$171K - $245K
|
74.4K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
17.5KNew |
$168K - $240K
|
17.5K
$278K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.4K+ 4.55% |
$167K - $239K
|
400K
$6.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17K+ 45.53% |
$163K - $233K
|
54.3K
$864K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.9K+ 49.76% |
$162K - $232K
|
50.8K
$808K
|
|
|
Aug 18, 2025
Q2 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
16.4KNew |
$158K - $225K
|
16.4K
$261K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.4K+ 0.49% |
$157K - $224K
|
3.37M
$53.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
16.2K+ 39.99% |
$156K - $222K
|
56.7K
$902K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
16.2K+ 11.97% |
$156K - $222K
|
152K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
16.1KNew |
$155K - $221K
|
16.1K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
- |
16.1KNew |
$155K - $221K
|
16.1K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
16.1K+ 2.28% |
$155K - $221K
|
723K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.1K+ 42.77% |
$154K - $220K
|
53.6K
$853K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.8K+ 38.15% |
$152K - $217K
|
57.3K
$911K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.8K+ 99.62% |
$152K - $217K
|
31.7K
$504K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.5K+ 88.36% |
$149K - $213K
|
33.1K
$527K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
15.3K+ 10.75% |
$147K - $210K
|
158K
$2.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.1K+ 8.78% |
$145K - $207K
|
187K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
15KNew |
$144K - $206K
|
15K
$239K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14.2K+ 105.27% |
$136K - $194K
|
27.6K
$439K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.6KNew |
$131K - $187K
|
13.6K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Edge Point Investment Group Inc.
Toronto, A6 |
BUY
|
- |
13.6KNew |
$130K - $186K
|
13.6K
$216K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
13.4K+ 35.65% |
$129K - $184K
|
51.1K
$813K
|
|
|
Aug 15, 2025
Q2 2025
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
13.3K+ 20.72% |
$128K - $183K
|
77.6K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
13.2K+ 5.07% |
$127K - $182K
|
274K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.9K+ 4.24% |
$124K - $177K
|
317K
$5.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
12.9K+ 2.24% |
$124K - $177K
|
586K
$9.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.8KNew |
$123K - $176K
|
12.8K
$204K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.7K+ 57.14% |
$122K - $174K
|
34.9K
$555K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
12.6K+ 5.54% |
$121K - $173K
|
240K
$3.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
12.6KNew |
$121K - $172K
|
12.6K
$200K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.3K+ 89.87% |
$118K - $169K
|
26.1K
$415K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.9K+ 1.97% |
$115K - $164K
|
619K
$9.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.9K+ 8.66% |
$115K - $164K
|
150K
$2.38M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
11.8KNew |
$114K - $162K
|
11.8K
$188K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.7KNew |
$113K - $161K
|
11.7K
$187K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
11.7K+ 102.14% |
$112K - $160K
|
23.1K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
11.1K+ 11.99% |
$107K - $153K
|
104K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Sands Capital Ventures, LLC
Arlington, VA |
BUY
|
- |
11.1K+ 0.15% |
$106K - $152K
|
7.18M
$114M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
10.9KNew |
$104K - $149K
|
10.9K
$173K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.6K+ 39.38% |
$102K - $146K
|
37.5K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
10.5KNew |
$101K - $144K
|
10.5K
$167K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
10.4K+ 20.5% |
$99.9K - $143K
|
61.2K
$973K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
10.3K+ 38.52% |
$99.2K - $142K
|
37.2K
$591K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
10.2KNew |
$97.8K - $140K
|
10.2K
$162K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10.1KNew |
$97.4K - $139K
|
10.1K
$161K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
10K+ 188.68% |
$96K - $137K
|
15.3K
$243K
|