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 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
18+ 0.9% |
$184 - $286
|
2.02K
$26.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10New |
$102 - $159
|
10
$131
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$71.7 - $111
|
7
$92
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1New |
$10.2 - $15.9
|
1
$13.1
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2- 14.29% |
$20.5 - $31.8
|
12
$158
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-13- 17.11% |
$133 - $207
|
63
$828
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-88- 9.93% |
$901 - $1.4K
|
798
$10.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 1.23% |
$1.02K - $1.59K
|
8K
$105K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-124- 7.78% |
$1.27K - $1.97K
|
1.47K
$19.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-232- 97.07% |
$2.38K - $3.69K
|
7
$92
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-445- 18.56% |
$4.56K - $7.07K
|
1.95K
$25.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-465- 3.59% |
$4.76K - $7.39K
|
12.5K
$164K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-524- 1.04% |
$5.37K - $8.33K
|
49.9K
$655K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-722- 19.82% |
$7.39K - $11.5K
|
2.92K
$38.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-757- 3.34% |
$7.75K - $12K
|
21.9K
$288K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-792- 19.23% |
$8.11K - $12.6K
|
3.33K
$43.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-821- 36.07% |
$8.41K - $13K
|
1.46K
$19.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-829- 2.23% |
$8.49K - $13.2K
|
36.4K
$478K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-935- 7.87% |
$9.57K - $14.9K
|
11K
$144K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.24K- 10.63% |
$12.7K - $19.7K
|
10.4K
$137K
|
|
|
Feb 04, 2025
Q4 2024
|
C World Wide Group Holding A
|
SELL
|
- |
-1.47K- 2.91% |
$15K - $23.3K
|
49K
$643K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.89K- 8.9% |
$19.3K - $30K
|
19.3K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.5K- 62.19% |
$25.6K - $39.7K
|
1.52K
$20K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.73K- 9.72% |
$28K - $43.4K
|
25.4K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.88K- 3.77% |
$29.4K - $45.7K
|
73.3K
$963K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.91K- 16.13% |
$29.8K - $46.3K
|
15.1K
$199K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-3.69K- 19.96% |
$37.8K - $58.6K
|
14.8K
$194K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.92K- 39.3% |
$40.2K - $62.4K
|
6.06K
$79.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-3.95K- 15.54% |
$40.5K - $62.8K
|
21.5K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-4.2K- 21.4% |
$43K - $66.7K
|
15.4K
$203K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-4.3K- 29.01% |
$44K - $68.3K
|
10.5K
$138K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.78K- 5.63% |
$48.9K - $75.9K
|
80.1K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.99K- 11.66% |
$51.1K - $79.3K
|
37.8K
$497K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.04K- 13.21% |
$51.6K - $80.1K
|
33.1K
$435K
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-5.51K- 19.08% |
$56.4K - $87.6K
|
23.4K
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.66K- 77.59% |
$57.9K - $89.9K
|
1.63K
$21.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.98K- 24.32% |
$61.3K - $95.1K
|
18.6K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.25K- 22.3% |
$64K - $99.4K
|
21.8K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.32K- 15.56% |
$64.7K - $100K
|
34.3K
$451K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-9.53K- 88.05% |
$97.6K - $151K
|
1.29K
$17K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-11.1K- 26.16% |
$114K - $177K
|
31.4K
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-15.2K- 58.08% |
$156K - $242K
|
11K
$145K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-16.2K- 38.06% |
$166K - $258K
|
26.4K
$347K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-17.2K- 19.53% |
$176K - $273K
|
70.8K
$930K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-20.2K- 0.49% |
$207K - $320K
|
4.08M
$53.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-27.3K- 20.57% |
$279K - $433K
|
105K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-29KClosed |
$297K - $461K
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-37.8K- 11.56% |
$387K - $600K
|
289K
$3.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-41.1K- 18.06% |
$421K - $653K
|
187K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-43.4K- 8.76% |
$444K - $689K
|
451K
$5.93M
|