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 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
12.2KNew |
$83.1K - $99.8K
|
12.2K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
12KNew |
$81.7K - $98.1K
|
12K
$167K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.8KNew |
$80.1K - $96.2K
|
11.8K
$164K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11.5KNew |
$78.5K - $94.3K
|
11.5K
$160K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
11.3KNew |
$76.8K - $92.3K
|
11.3K
$157K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
11KNew |
$74.9K - $89.9K
|
11K
$153K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.6KNew |
$72.3K - $86.8K
|
10.6K
$148K
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
10.3KNew |
$70.4K - $84.6K
|
10.3K
$144K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10.2KNew |
$69.5K - $83.4K
|
10.2K
$142K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.2K+ 22.57% |
$69.2K - $83.1K
|
55.2K
$767K
|
|
|
Nov 14, 2023
Q3 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
10K+ 25.0% |
$68.1K - $81.8K
|
50K
$696K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.65K+ 0.22% |
$65.7K - $78.9K
|
4.3M
$59.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
9.5K+ 40.76% |
$64.7K - $77.7K
|
32.8K
$456K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.99K+ 3.69% |
$61.2K - $73.6K
|
253K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.84K+ 47.34% |
$60.2K - $72.3K
|
27.5K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.49K+ 81.28% |
$57.8K - $69.4K
|
18.9K
$263K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
6.78KNew |
$46.1K - $55.4K
|
6.78K
$94.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.32K+ 234.35% |
$36.2K - $43.5K
|
7.59K
$106K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
5K+ 9.26% |
$34.1K - $40.9K
|
59K
$821K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.36K+ 41.64% |
$29.7K - $35.7K
|
14.8K
$206K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.08K+ 4.48% |
$27.8K - $33.4K
|
95.2K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.83K+ 1232.48% |
$26.1K - $31.4K
|
4.14K
$57.6K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
3.47K+ 0.29% |
$23.6K - $28.4K
|
1.19M
$16.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.29K+ 11.71% |
$22.4K - $26.9K
|
31.4K
$436K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.2K+ 16.19% |
$21.8K - $26.1K
|
22.9K
$319K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.02KNew |
$20.6K - $24.7K
|
3.02K
$42K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.79K+ 25.63% |
$19K - $22.8K
|
13.7K
$190K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.53K+ 10.86% |
$17.2K - $20.7K
|
25.8K
$359K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.5KNew |
$17K - $20.5K
|
2.5K
$34.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.26K+ 37.13% |
$15.4K - $18.5K
|
8.34K
$116K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.03K+ 14.43% |
$13.9K - $16.6K
|
16.1K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.96KNew |
$13.4K - $16.1K
|
1.96K
$27.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.8K+ 124.52% |
$12.2K - $14.7K
|
3.24K
$45.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.7KNew |
$11.6K - $13.9K
|
1.7K
$23.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.56K+ 14.44% |
$10.6K - $12.8K
|
12.4K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.36K+ 4.23% |
$9.29K - $11.2K
|
33.6K
$467K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.3K+ 10.85% |
$8.85K - $10.6K
|
13.3K
$185K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.06K+ 7.09% |
$7.18K - $8.63K
|
15.9K
$222K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
981+ 8.02% |
$6.68K - $8.02K
|
13.2K
$184K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
882+ 2.4% |
$6.01K - $7.21K
|
37.6K
$523K
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
709+ 6.76% |
$4.83K - $5.8K
|
11.2K
$156K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
650+ 2.12% |
$4.43K - $5.32K
|
31.3K
$435K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
600+ 1.02% |
$4.09K - $4.91K
|
59.5K
$827K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
503+ 4.0% |
$3.43K - $4.11K
|
13.1K
$182K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
478New |
$3.26K - $3.91K
|
478
$6.65K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
299New |
$2.04K - $2.45K
|
299
$4.16K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
200+ 15.38% |
$1.36K - $1.64K
|
1.5K
$20.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
100New |
$681 - $818
|
100
$1.39K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
73+ 35.44% |
$497 - $597
|
279
$3.88K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
66+ 0.06% |
$449 - $540
|
112K
$1.55M
|