Purchases and Sales Made in Q3 2023 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
48.5K+ 3.02% |
$330K - $397K
|
1.65M
$22.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
48.4K+ 100.0% |
$330K - $396K
|
96.8K
$1.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
46K+ 374.87% |
$314K - $377K
|
58.3K
$799K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
BUY
|
- |
41.3K+ 0.2% |
$281K - $338K
|
20.4M
$279M
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
40.3KNew |
$274K - $330K
|
40.3K
$552K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
36.8KNew |
$251K - $301K
|
36.8K
$505K
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
36.2KNew |
$246K - $296K
|
36.2K
$496K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
35.5KNew |
$242K - $291K
|
35.5K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
35.4KNew |
$241K - $290K
|
35.4K
$485K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
34KNew |
$232K - $278K
|
34K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
32.6KNew |
$222K - $266K
|
32.6K
$446K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
28.8K+ 131.74% |
$196K - $235K
|
50.6K
$693K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
27.8KNew |
$189K - $228K
|
27.8K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.5KNew |
$181K - $217K
|
26.5K
$363K
|
|
|
Nov 14, 2023
Q3 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
24.6K+ 4.97% |
$168K - $201K
|
520K
$7.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
24.5K+ 113.43% |
$167K - $200K
|
46.1K
$632K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
24.1K+ 0.24% |
$164K - $197K
|
10.2M
$140M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
23.7KNew |
$162K - $194K
|
23.7K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
23.6KNew |
$160K - $193K
|
23.6K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Shen Neil Nanpeng
N/A, K3 |
BUY
|
- |
23.3KNew |
$158K - $190K
|
23.3K
$319K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.1K+ 24.06% |
$157K - $189K
|
119K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
22.6K+ 6.16% |
$154K - $185K
|
389K
$5.33M
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
22K+ 3.35% |
$150K - $180K
|
680K
$9.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
22K+ 211.45% |
$150K - $180K
|
32.3K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
21.7KNew |
$148K - $177K
|
21.7K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
21.6KNew |
$147K - $177K
|
21.6K
$296K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
21.5K+ 8.9% |
$146K - $176K
|
263K
$3.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
21.4K+ 17.51% |
$146K - $175K
|
144K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
21KNew |
$143K - $172K
|
21K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21K+ 323.08% |
$143K - $172K
|
27.5K
$377K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
20.9K+ 7.65% |
$143K - $171K
|
295K
$4.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
20.7K+ 143.73% |
$141K - $169K
|
35.1K
$481K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
19.9K+ 83.35% |
$135K - $163K
|
43.8K
$599K
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
19.5K+ 17.28% |
$133K - $160K
|
132K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19.3K+ 37.23% |
$131K - $157K
|
71K
$972K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.2K+ 6.93% |
$131K - $157K
|
296K
$4.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
18.3K+ 189.56% |
$124K - $149K
|
27.9K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
18K+ 0.07% |
$123K - $147K
|
24.1M
$330M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.6K+ 85.81% |
$120K - $144K
|
38.1K
$522K
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
17.3KNew |
$118K - $141K
|
17.3K
$237K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
16.8KNew |
$114K - $137K
|
16.8K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.1K+ 2.37% |
$110K - $132K
|
697K
$9.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.8K+ 19.0% |
$107K - $129K
|
98.7K
$1.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
15.7KNew |
$107K - $129K
|
15.7K
$215K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
15.4KNew |
$105K - $126K
|
15.4K
$211K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
14.5K+ 5.0% |
$98.9K - $119K
|
305K
$4.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.1KNew |
$96.3K - $116K
|
14.1K
$194K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
13.8KNew |
$94.1K - $113K
|
13.8K
$189K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 21.53% |
$93K - $112K
|
77.1K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.2KNew |
$89.9K - $108K
|
13.2K
$181K
|