Purchases and Sales Made in Q3 2024 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q3 2024. 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 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
308+ 2.14% |
$3.3K - $4.66K
|
14.7K
$196K
|
|
|
Oct 16, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
301New |
$3.22K - $4.56K
|
301
$4.01K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
259+ 1.81% |
$2.77K - $3.92K
|
14.6K
$194K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
247New |
$2.65K - $3.74K
|
247
$3.29K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
247+ 11.48% |
$2.65K - $3.74K
|
2.4K
$31.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
239New |
$2.56K - $3.62K
|
239
$3.18K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
231+ 34.22% |
$2.47K - $3.5K
|
906
$12.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
200+ 1.29% |
$2.14K - $3.03K
|
15.7K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
197New |
$2.11K - $2.98K
|
197
$2.62K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
182+ 50.56% |
$1.95K - $2.76K
|
542
$7.22K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
177+ 0.34% |
$1.9K - $2.68K
|
52.5K
$699K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
173+ 11.88% |
$1.85K - $2.62K
|
1.63K
$21.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
171New |
$1.83K - $2.59K
|
171
$2.28K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
168New |
$1.8K - $2.54K
|
168
$2.24K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
124+ 27.07% |
$1.33K - $1.88K
|
582
$7.75K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
89New |
$953 - $1.35K
|
89
$1.19K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
78New |
$835 - $1.18K
|
78
$1.04K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
76New |
$814 - $1.15K
|
76
$1.01K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
72New |
$771 - $1.09K
|
72
$959
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
48+ 0.25% |
$514 - $727
|
19.3K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
41New |
$439 - $621
|
41
$546
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
39+ 0.22% |
$418 - $590
|
17.6K
$235K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35New |
$375 - $530
|
35
$466
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$343 - $484
|
32
$426
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 2.13% |
$321 - $454
|
1.44K
$19.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
25+ 0.04% |
$268 - $379
|
65.8K
$876K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
23New |
$246 - $348
|
23
$306
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21New |
$225 - $318
|
21
$280
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
14New |
$150 - $212
|
14
$186
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12+ 0.03% |
$129 - $182
|
37.7K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3New |
$32.1 - $45.4
|
3
$40
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.25% |
$10.7 - $15.1
|
400
$5.33K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-5- 4.13% |
$53.6 - $75.7
|
116
$1.55K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 33.33% |
$64.3 - $90.8
|
12
$160
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-26- 2.85% |
$278 - $394
|
886
$11.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-26- 0.03% |
$278 - $394
|
79K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-35- 15.7% |
$375 - $530
|
188
$2.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-85- 0.24% |
$910 - $1.29K
|
35.9K
$478K
|
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-143- 0.72% |
$1.53K - $2.17K
|
19.6K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-149- 69.63% |
$1.6K - $2.26K
|
65
$866
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-150- 0.29% |
$1.61K - $2.27K
|
51.1K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-183- 0.29% |
$1.96K - $2.77K
|
62.1K
$828K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-215- 0.45% |
$2.3K - $3.26K
|
47.6K
$635K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-300- 60.0% |
$3.21K - $4.54K
|
200
$2.66K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-300- 0.58% |
$3.21K - $4.54K
|
51.2K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-308- 2.31% |
$3.3K - $4.66K
|
13K
$174K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-360- 3.95% |
$3.86K - $5.45K
|
8.76K
$117K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-450- 2.38% |
$4.82K - $6.81K
|
18.5K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-506- 0.75% |
$5.42K - $7.66K
|
67.4K
$897K
|