Purchases and Sales Made in Q4 2023 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
61.7K+ 514.66% |
$422K - $545K
|
73.7K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
61.4K+ 35.5% |
$420K - $542K
|
234K
$3.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
56.6KNew |
$387K - $500K
|
56.6K
$787K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.1K+ 147.3% |
$384K - $495K
|
94.2K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Flight Deck Capital, LP
San Francisco, CA |
BUY
|
- |
53.1K+ 4.55% |
$363K - $469K
|
1.22M
$17M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
52.1K+ 22.49% |
$356K - $460K
|
284K
$3.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49K+ 24.15% |
$335K - $432K
|
252K
$3.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
48.7K+ 2463.18% |
$333K - $430K
|
50.7K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
45.9K+ 35.3% |
$314K - $406K
|
176K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
45.8K+ 0.9% |
$313K - $404K
|
5.15M
$71.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
45K+ 5.52% |
$308K - $397K
|
860K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
44.5KNew |
$304K - $393K
|
44.5K
$619K
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
44K+ 37.73% |
$301K - $389K
|
161K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
41.8KNew |
$286K - $369K
|
41.8K
$582K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
41.4KNew |
$283K - $366K
|
41.4K
$576K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
41.4KNew |
$283K - $366K
|
41.4K
$576K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
40.9K+ 13.9% |
$280K - $362K
|
335K
$4.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
40.7KNew |
$279K - $360K
|
40.7K
$567K
|
|
|
Jan 18, 2024
Q4 2023
|
Ams Capital Ltda
|
BUY
|
- |
39.8K+ 9.72% |
$272K - $351K
|
449K
$6.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
39.1K+ 14.73% |
$267K - $345K
|
304K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
38K+ 52.86% |
$260K - $336K
|
110K
$1.53M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
37.4KNew |
$256K - $331K
|
37.4K
$521K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
37.1KNew |
$254K - $327K
|
37.1K
$516K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
35.7KNew |
$244K - $315K
|
35.7K
$497K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
34.6KNew |
$237K - $305K
|
34.6K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
32.4KNew |
$222K - $286K
|
32.4K
$451K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
30.8K+ 15413.5% |
$211K - $272K
|
31K
$432K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
30.5K+ 20.14% |
$209K - $269K
|
182K
$2.53M
|
|
|
May 15, 2024
Q4 2023
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
30KNew |
$205K - $265K
|
30K
$417K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
29.8K+ 7.65% |
$204K - $263K
|
419K
$5.83M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29.7K+ 88.33% |
$203K - $262K
|
63.2K
$880K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
28.7KNew |
$196K - $254K
|
28.7K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
28.3KNew |
$194K - $250K
|
28.3K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.3K+ 144.02% |
$186K - $241K
|
46.2K
$643K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
26.6KNew |
$182K - $235K
|
26.6K
$370K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
25.4KNew |
$174K - $225K
|
25.4K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.8KNew |
$169K - $219K
|
24.8K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
24.5KNew |
$168K - $216K
|
24.5K
$341K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.9KNew |
$164K - $211K
|
23.9K
$333K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
23.6KNew |
$161K - $208K
|
23.6K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
23.3KNew |
$159K - $206K
|
23.3K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
22.9KNew |
$156K - $202K
|
22.9K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
20.7KNew |
$142K - $183K
|
20.7K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
20.1KNew |
$137K - $177K
|
20.1K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
19.8KNew |
$136K - $175K
|
19.8K
$276K
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
19.8KNew |
$135K - $175K
|
19.8K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
19.6KNew |
$134K - $173K
|
19.6K
$272K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
19.4K+ 140.36% |
$133K - $171K
|
33.2K
$462K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
19.3KNew |
$132K - $170K
|
19.3K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
18.1KNew |
$124K - $160K
|
18.1K
$252K
|