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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.89K+ 31.93% |
$26.6K - $34.4K
|
16.1K
$224K
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
3.5K+ 5.93% |
$23.9K - $30.9K
|
62.5K
$869K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.29K+ 10.48% |
$22.5K - $29K
|
34.6K
$482K
|
|
|
Feb 13, 2024
Q4 2023
|
Sands Capital Ventures, LLC
Arlington, VA |
BUY
|
- |
3.11K+ 0.03% |
$21.3K - $27.5K
|
9.16M
$127M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
3.11K+ 5.13% |
$21.2K - $27.4K
|
63.6K
$885K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
3.02K+ 10.86% |
$20.7K - $26.7K
|
30.8K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3K+ 5.05% |
$20.5K - $26.5K
|
62.5K
$869K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3K+ 10.91% |
$20.5K - $26.5K
|
30.5K
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.85K+ 19.19% |
$19.5K - $25.1K
|
17.7K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
2.45KNew |
$16.8K - $21.6K
|
2.45K
$34.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
2.45K+ 13.35% |
$16.7K - $21.6K
|
20.8K
$289K
|
|
|
Jan 24, 2024
Q4 2023
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
1.74K+ 6.25% |
$11.9K - $15.4K
|
29.6K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.68K+ 1.87% |
$11.5K - $14.9K
|
91.7K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.63K+ 11.9% |
$11.1K - $14.3K
|
15.3K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Rock Creek Group, LP
|
BUY
|
- |
1.62KNew |
$11K - $14.3K
|
1.62K
$22.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.58KNew |
$10.8K - $14K
|
1.58K
$22K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.58K+ 14.09% |
$10.8K - $13.9K
|
12.8K
$178K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.42K+ 8.48% |
$9.73K - $12.6K
|
18.2K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 131.04% |
$9.53K - $12.3K
|
2.46K
$34.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.38K+ 13.53% |
$9.44K - $12.2K
|
11.6K
$161K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.33K+ 10.06% |
$9.1K - $11.7K
|
14.6K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.32K+ 6.25% |
$8.99K - $11.6K
|
22.4K
$311K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.26K+ 5.5% |
$8.63K - $11.1K
|
24.2K
$337K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.14KNew |
$7.8K - $10.1K
|
1.14K
$15.9K
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1KNew |
$6.84K - $8.83K
|
1K
$13.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
952New |
$6.51K - $8.41K
|
952
$13.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
944+ 3.66% |
$6.46K - $8.34K
|
26.8K
$372K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
874New |
$5.98K - $7.72K
|
874
$12.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
800+ 2.25% |
$5.47K - $7.06K
|
36.3K
$505K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
712New |
$4.87K - $6.29K
|
712
$9.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
689+ 689.0% |
$4.71K - $6.08K
|
789
$11K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
582New |
$3.98K - $5.14K
|
582
$8.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
550New |
$3.76K - $4.86K
|
550
$7.65K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
516+ 288.27% |
$3.53K - $4.56K
|
695
$9.67K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
487+ 2.4% |
$3.33K - $4.3K
|
20.8K
$289K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
318New |
$2.18K - $2.81K
|
318
$4.42K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
275New |
$1.88K - $2.43K
|
275
$3.83K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
225New |
$1.54K - $1.99K
|
225
$3.13K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
206New |
$1.41K - $1.82K
|
206
$2.87K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
172+ 0.23% |
$1.18K - $1.52K
|
76.3K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
160New |
$1.09K - $1.41K
|
160
$2.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
144+ 1.28% |
$985 - $1.27K
|
11.4K
$159K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
135New |
$923 - $1.19K
|
135
$1.88K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
134+ 59.29% |
$917 - $1.18K
|
360
$5.01K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
120New |
$821 - $1.06K
|
120
$1.67K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
98New |
$670 - $865
|
98
$1.36K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
76+ 143.4% |
$520 - $671
|
129
$1.79K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
60New |
$410 - $530
|
60
$835
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
58New |
$397 - $512
|
58
$807
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
39New |
$267 - $344
|
39
$542
|