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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
767+ 18.05% |
$7.36K - $10.5K
|
5.02K
$79.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
757+ 347.25% |
$7.27K - $10.4K
|
975
$15.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
744New |
$7.14K - $10.2K
|
744
$11.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
656New |
$6.3K - $9K
|
656
$10.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
619+ 1.24% |
$5.94K - $8.49K
|
50.4K
$802K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
586New |
$5.63K - $8.04K
|
586
$9.32K
|
|
|
Jul 25, 2025
Q2 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
572+ 0.28% |
$5.49K - $7.85K
|
208K
$3.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
551+ 3.22% |
$5.29K - $7.56K
|
17.7K
$281K
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
526+ 1.17% |
$5.05K - $7.22K
|
45.4K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
465+ 0.52% |
$4.46K - $6.38K
|
90.6K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
440+ 22.12% |
$4.22K - $6.04K
|
2.43K
$38.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
430+ 2.56% |
$4.13K - $5.9K
|
17.2K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
420+ 0.46% |
$4.03K - $5.76K
|
92.7K
$1.48M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
398+ 2.79% |
$3.82K - $5.46K
|
14.7K
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
351+ 0.55% |
$3.37K - $4.82K
|
64.4K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
347+ 1.97% |
$3.33K - $4.76K
|
18K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
337+ 0.22% |
$3.24K - $4.62K
|
153K
$2.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
304+ 0.36% |
$2.92K - $4.17K
|
83.7K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
294+ 2.32% |
$2.82K - $4.03K
|
13K
$206K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
283+ 15.05% |
$2.72K - $3.88K
|
2.16K
$34.4K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
241New |
$2.31K - $3.31K
|
241
$3.83K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
215+ 977.27% |
$2.06K - $2.95K
|
237
$3.77K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
211+ 8.76% |
$2.03K - $2.89K
|
2.62K
$41.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
208+ 133.33% |
$2K - $2.85K
|
364
$5.79K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
206+ 8.93% |
$1.98K - $2.83K
|
2.51K
$40K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
190+ 6.51% |
$1.82K - $2.61K
|
3.11K
$49.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Paradice Investment Management LLC
|
BUY
|
- |
184+ 1.49% |
$1.77K - $2.52K
|
12.6K
$200K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
172+ 0.98% |
$1.65K - $2.36K
|
17.8K
$283K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
171+ 2.97% |
$1.64K - $2.35K
|
5.92K
$94.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
169New |
$1.62K - $2.32K
|
169
$2.69K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
166+ 28.67% |
$1.59K - $2.28K
|
745
$11.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
152New |
$1.46K - $2.09K
|
152
$2.42K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
147New |
$1.41K - $2.02K
|
147
$2.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
100New |
$960 - $1.37K
|
100
$1.59K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
100New |
$960 - $1.37K
|
100
$1.59K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84+ 10.55% |
$806 - $1.15K
|
880
$14K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
74+ 34.58% |
$710 - $1.02K
|
288
$4.58K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.31% |
$547 - $782
|
18.2K
$289K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
55+ 35.95% |
$528 - $755
|
208
$3.31K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
53+ 6.87% |
$509 - $727
|
825
$13.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
45New |
$432 - $617
|
45
$716
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19New |
$182 - $261
|
19
$302
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
15+ 23.81% |
$144 - $206
|
78
$1.24K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9+ 7.09% |
$86.4 - $123
|
136
$2.16K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7+ 0.0% |
$67.2 - $96
|
150K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
6+ 0.0% |
$57.6 - $82.3
|
4.48M
$71.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 26.67% |
$38.4 - $54.9
|
19
$302
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3- 0.02% |
$28.8 - $41.2
|
14.6K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-50- 0.18% |
$480 - $686
|
27.3K
$434K
|