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 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.99K+ 336.84% |
$95.9K - $137K
|
13K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.88K+ 5.91% |
$94.8K - $135K
|
177K
$2.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.84K+ 34.15% |
$94.5K - $135K
|
38.7K
$615K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.64K+ 2.52% |
$92.6K - $132K
|
393K
$6.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
9.55K+ 82.76% |
$91.7K - $131K
|
21.1K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
9.5K+ 19.62% |
$91.2K - $130K
|
57.9K
$922K
|
|
|
Aug 13, 2025
Q2 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
9.4K+ 0.76% |
$90.2K - $129K
|
1.25M
$19.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.39K+ 119.2% |
$90.2K - $129K
|
17.3K
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
9.39K+ 8.75% |
$90.1K - $129K
|
117K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.74K+ 39.79% |
$83.9K - $120K
|
30.7K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.48K+ 12.57% |
$81.4K - $116K
|
76K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.22K+ 9.91% |
$79K - $113K
|
91.2K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
8.2K+ 268.37% |
$78.8K - $113K
|
11.3K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
7.76K+ 63.73% |
$74.5K - $106K
|
19.9K
$317K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.61K+ 4.86% |
$73K - $104K
|
164K
$2.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.52K+ 1.49% |
$72.2K - $103K
|
513K
$8.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.63K+ 8.84% |
$63.7K - $91K
|
81.6K
$1.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
6.47K+ 21.74% |
$62.2K - $88.8K
|
36.3K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
6.46K+ 0.44% |
$62K - $88.7K
|
1.49M
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.33K+ 3.37% |
$60.7K - $86.8K
|
194K
$3.09M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.78K+ 17.89% |
$55.5K - $79.4K
|
38.1K
$606K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.78K+ 17.89% |
$55.5K - $79.4K
|
38.1K
$606K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.65K+ 3.77% |
$54.2K - $77.5K
|
155K
$2.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.59K+ 3.39% |
$53.6K - $76.7K
|
170K
$2.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.55K+ 694.0% |
$53.3K - $76.2K
|
6.35K
$101K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.36K+ 36.58% |
$51.4K - $73.5K
|
20K
$318K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5.33K+ 35.78% |
$51.2K - $73.1K
|
20.2K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.33K+ 279.44% |
$51.2K - $73.1K
|
7.24K
$115K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.29K+ 0.76% |
$50.8K - $72.5K
|
700K
$11.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.84K+ 36.13% |
$46.5K - $66.4K
|
18.2K
$290K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.76K+ 33.32% |
$45.7K - $65.3K
|
19K
$303K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.6K+ 13.97% |
$44.1K - $63.1K
|
37.5K
$597K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.52K+ 23.85% |
$43.4K - $62K
|
23.5K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
4.49K+ 35.73% |
$43.1K - $61.7K
|
17.1K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.49K+ 9.82% |
$43.1K - $61.6K
|
50.2K
$799K
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4.46K+ 37.97% |
$42.8K - $61.2K
|
16.2K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.45K+ 1.06% |
$42.7K - $61.1K
|
424K
$6.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4.44K+ 5.43% |
$42.6K - $60.9K
|
86.2K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.39K+ 39.39% |
$42.2K - $60.3K
|
15.5K
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.39K+ 6.55% |
$42.1K - $60.2K
|
71.4K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
4.29K+ 0.95% |
$41.1K - $58.8K
|
458K
$7.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.16K+ 16.48% |
$39.9K - $57.1K
|
29.4K
$468K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
4K+ 7.84% |
$38.4K - $54.9K
|
55K
$875K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
3.86K+ 33.59% |
$37.1K - $53K
|
15.4K
$244K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.79KNew |
$36.4K - $52K
|
3.79K
$60.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.75K+ 16.56% |
$36K - $51.5K
|
26.4K
$420K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.55K+ 2.45% |
$34K - $48.6K
|
148K
$2.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.4K+ 33.48% |
$32.6K - $46.6K
|
13.5K
$215K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.38K+ 13.61% |
$32.4K - $46.3K
|
28.2K
$448K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.34K+ 334100.0% |
$32.1K - $45.8K
|
3.34K
$53.2K
|