Purchases and Sales Made in Q4 2024 in Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
13.3KNew |
$136K - $211K
|
13.3K
$174K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.6K+ 57.65% |
$119K - $184K
|
31.7K
$416K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$118K - $183K
|
11.5K
$152K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 349.35% |
$115K - $178K
|
14.4K
$190K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
11KNew |
$113K - $175K
|
11K
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
Paradice Investment Management LLC
|
BUY
|
- |
10.7KNew |
$110K - $170K
|
10.7K
$141K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
10.7KNew |
$109K - $170K
|
10.7K
$140K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$104K - $161K
|
10.1K
$133K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
9KNew |
$92.2K - $143K
|
9K
$118K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.47K+ 17.2% |
$86.7K - $135K
|
57.7K
$758K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.86K+ 5.99% |
$80.5K - $125K
|
139K
$1.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.26K+ 34.97% |
$74.4K - $115K
|
28K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
6.73K+ 25.22% |
$68.9K - $107K
|
33.4K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.69K+ 38.73% |
$58.3K - $90.5K
|
20.4K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.46K+ 34.24% |
$55.9K - $86.8K
|
21.4K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
4.99K+ 5.17% |
$51.1K - $79.3K
|
102K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4K+ 22.78% |
$41K - $63.6K
|
21.6K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.96K+ 11.99% |
$40.6K - $62.9K
|
37K
$486K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
2.5K+ 500.0% |
$25.6K - $39.7K
|
3K
$39.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.42K+ 8.58% |
$24.7K - $38.4K
|
30.6K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.15K+ 1.93% |
$22K - $34.2K
|
114K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.85K+ 11.71% |
$19K - $29.4K
|
17.7K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.68KNew |
$17.2K - $26.7K
|
1.68K
$22.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.49KNew |
$15.2K - $23.6K
|
1.49K
$19.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.35K+ 2.58% |
$13.9K - $21.5K
|
53.8K
$707K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.28KNew |
$13.1K - $20.4K
|
1.28K
$16.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 9.9% |
$12.5K - $19.3K
|
13.5K
$177K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.1KNew |
$11.3K - $17.5K
|
1.1K
$14.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.06K+ 91.27% |
$10.8K - $16.8K
|
2.21K
$29.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 1.47% |
$10.2K - $15.9K
|
69.1K
$908K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1K+ 1.95% |
$10.2K - $15.9K
|
52.2K
$686K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
725New |
$7.42K - $11.5K
|
725
$9.53K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
720+ 0.79% |
$7.37K - $11.4K
|
91.5K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
715+ 2042.86% |
$7.32K - $11.4K
|
750
$9.86K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
604+ 31.52% |
$6.18K - $9.6K
|
2.52K
$33.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
572New |
$5.86K - $9.09K
|
572
$7.52K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
570New |
$5.84K - $9.06K
|
570
$7.49K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
514+ 300.58% |
$5.26K - $8.17K
|
685
$9K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
400New |
$4.1K - $6.36K
|
400
$5.26K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
231New |
$2.37K - $3.67K
|
231
$3.04K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
213+ 0.14% |
$2.18K - $3.38K
|
148K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
160+ 9.82% |
$1.64K - $2.54K
|
1.79K
$23.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
140New |
$1.43K - $2.22K
|
140
$1.84K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
125+ 31.25% |
$1.28K - $1.99K
|
525
$6.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
116New |
$1.19K - $1.84K
|
116
$1.52K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
109+ 3633.33% |
$1.12K - $1.73K
|
112
$1.47K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
92New |
$942 - $1.46K
|
92
$1.21K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
50New |
$512 - $795
|
50
$657
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
24+ 0.06% |
$246 - $381
|
37.7K
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
21+ 0.06% |
$215 - $334
|
35.7K
$469K
|