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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-257- 44.16% |
$2.63K - $4.08K
|
325
$4.25K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-354- 75.32% |
$3.62K - $5.63K
|
116
$1.52K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-405- 84.38% |
$4.15K - $6.44K
|
75
$980
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-431- 6.94% |
$4.41K - $6.85K
|
5.78K
$75.5K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-445- 18.56% |
$4.56K - $7.07K
|
1.95K
$25.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-465- 3.59% |
$4.76K - $7.39K
|
12.5K
$163K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-524- 1.04% |
$5.37K - $8.33K
|
49.9K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-588- 3.45% |
$6.02K - $9.34K
|
16.5K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-683- 9.99% |
$6.99K - $10.9K
|
6.16K
$80.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-722- 19.82% |
$7.39K - $11.5K
|
2.92K
$38.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-735- 43.39% |
$7.53K - $11.7K
|
959
$12.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-757- 3.34% |
$7.75K - $12K
|
21.9K
$286K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-792- 19.23% |
$8.11K - $12.6K
|
3.33K
$43.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-821- 36.07% |
$8.41K - $13K
|
1.46K
$19K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-829- 2.23% |
$8.49K - $13.2K
|
36.4K
$476K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-935- 7.87% |
$9.57K - $14.9K
|
11K
$143K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-951- 0.96% |
$9.74K - $15.1K
|
98.2K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.06K- 2.44% |
$10.8K - $16.8K
|
42.3K
$553K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.11K- 2.77% |
$11.4K - $17.7K
|
39.1K
$510K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.22K- 1.81% |
$12.5K - $19.4K
|
66.1K
$864K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.24K- 10.63% |
$12.7K - $19.7K
|
10.4K
$136K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.33K- 0.19% |
$13.7K - $21.2K
|
696K
$9.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.36K- 3.89% |
$13.9K - $21.5K
|
33.5K
$438K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.38K- 87.42% |
$14.1K - $21.9K
|
198
$2.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.38K- 4.94% |
$14.1K - $21.9K
|
26.6K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.41K- 2.16% |
$14.4K - $22.4K
|
63.9K
$835K
|
|
|
Feb 04, 2025
Q4 2024
|
C World Wide Group Holding A
|
SELL
|
- |
-1.47K- 2.91% |
$15K - $23.3K
|
49K
$640K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.49K- 12.62% |
$15.2K - $23.6K
|
10.3K
$134K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.73K- 78.13% |
$17.7K - $27.5K
|
485
$6.34K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.79K- 8.61% |
$18.3K - $28.4K
|
19K
$248K
|
|
|
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
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.99K- 4.87% |
$20.4K - $31.6K
|
38.9K
$508K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.43K- 14.2% |
$24.9K - $38.6K
|
14.7K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.5K- 2.6% |
$25.5K - $39.6K
|
93.4K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.5K- 62.19% |
$25.6K - $39.7K
|
1.52K
$19.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.73K- 9.72% |
$28K - $43.4K
|
25.4K
$332K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.88K- 3.77% |
$29.4K - $45.7K
|
73.3K
$958K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.91K- 16.13% |
$29.8K - $46.3K
|
15.1K
$198K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-3.31K- 19.58% |
$33.9K - $52.6K
|
13.6K
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.52K- 76.57% |
$36.1K - $56K
|
1.08K
$14.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.55K- 10.85% |
$36.3K - $56.4K
|
29.2K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-3.68K- 9.52% |
$37.7K - $58.5K
|
35K
$457K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-3.69K- 19.96% |
$37.8K - $58.6K
|
14.8K
$193K
|
|
|
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
$79.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-3.95K- 15.54% |
$40.5K - $62.8K
|
21.5K
$281K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.98K- 18.66% |
$40.8K - $63.2K
|
17.3K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.05K- 15.27% |
$41.5K - $64.3K
|
22.5K
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-4.2K- 21.4% |
$43K - $66.7K
|
15.4K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-4.3K- 29.01% |
$44K - $68.3K
|
10.5K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.47K- 2.23% |
$45.8K - $71K
|
196K
$2.56M
|