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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.24K+ 169.47% |
$31.1K - $44.5K
|
5.16K
$82K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.15K+ 4.93% |
$30.2K - $43.2K
|
67.1K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.09K+ 13.04% |
$29.6K - $42.4K
|
26.8K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3K+ 11.34% |
$28.8K - $41.1K
|
29.4K
$468K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
2.98K+ 2.65% |
$28.6K - $40.9K
|
115K
$1.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.96K+ 18.52% |
$28.4K - $40.6K
|
18.9K
$301K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.81K+ 17.02% |
$27K - $38.5K
|
19.3K
$307K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.8KNew |
$26.9K - $38.4K
|
2.8K
$44.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.72K+ 13.4% |
$26.2K - $37.4K
|
23.1K
$367K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.71K+ 76.94% |
$26K - $37.1K
|
6.22K
$99K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.71K+ 38.37% |
$26K - $37.1K
|
9.76K
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.68K+ 1.41% |
$25.7K - $36.8K
|
192K
$3.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.61KNew |
$25.1K - $35.8K
|
2.61K
$41.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.56K+ 9.47% |
$24.6K - $35.2K
|
29.6K
$471K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.52K+ 8.69% |
$24.2K - $34.6K
|
31.6K
$502K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.37K+ 296.87% |
$22.7K - $32.5K
|
3.17K
$50.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2.3KNew |
$22.1K - $31.6K
|
2.3K
$36.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.21K+ 2.06% |
$21.2K - $30.3K
|
110K
$1.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
2.1K+ 1.16% |
$20.1K - $28.7K
|
183K
$2.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.09K+ 15.28% |
$20.1K - $28.7K
|
15.8K
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2KNew |
$19.2K - $27.4K
|
2K
$31.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.92K+ 474.07% |
$18.4K - $26.3K
|
2.33K
$37K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.91K+ 17.16% |
$18.3K - $26.2K
|
13K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.86K+ 20.13% |
$17.9K - $25.5K
|
11.1K
$177K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.82K+ 920.2% |
$17.5K - $25K
|
2.02K
$32.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.76K+ 7.98% |
$16.8K - $24.1K
|
23.7K
$378K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.66KNew |
$15.9K - $22.8K
|
1.66K
$26.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.6K+ 166.6% |
$15.4K - $22K
|
2.56K
$40.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.59K+ 0.38% |
$15.2K - $21.7K
|
423K
$6.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.58K+ 1477.57% |
$15.2K - $21.7K
|
1.69K
$26.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.54K+ 2.81% |
$14.8K - $21.1K
|
56.3K
$895K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1.5KNew |
$14.4K - $20.6K
|
1.5K
$23.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 63.54% |
$14.1K - $20.1K
|
3.77K
$59.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.35K+ 3.19% |
$13K - $18.5K
|
43.7K
$695K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.31K+ 7.59% |
$12.6K - $18K
|
18.6K
$296K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.28K+ 1.78% |
$12.3K - $17.6K
|
73.1K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.18K+ 3.92% |
$11.3K - $16.2K
|
31.3K
$498K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.17K+ 1.88% |
$11.2K - $16K
|
63.3K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.1K+ 275.0% |
$10.6K - $15.1K
|
1.5K
$23.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.08KNew |
$10.4K - $14.9K
|
1.08K
$17.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.06K+ 1.41% |
$10.2K - $14.6K
|
76.2K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.05K+ 6.29% |
$10K - $14.4K
|
17.7K
$281K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.02K+ 0.04% |
$9.82K - $14K
|
2.28M
$36.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1K+ 8.7% |
$9.6K - $13.7K
|
12.5K
$199K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
960+ 282.35% |
$9.22K - $13.2K
|
1.3K
$20.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
942+ 2.87% |
$9.04K - $12.9K
|
33.7K
$537K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
900New |
$8.64K - $12.3K
|
900
$14.3K
|
|
|
Aug 14, 2025
Q2 2025
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
800+ 0.8% |
$7.68K - $11K
|
101K
$1.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
800+ 0.03% |
$7.68K - $11K
|
2.49M
$39.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
800New |
$7.68K - $11K
|
800
$12.7K
|