Nu Holdings Ownership
| NU Stock | USD 13.53 0.41 2.94% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Nu Holdings |
Nu Holdings Stock Ownership Analysis
About 84.0% of the company shares are owned by institutional investors. The company last dividend was issued on the December 11, 2014. Nu Holdings Ltd. operates as a digital financial services platform and technology company primarily in Brazil, Mexico, and Colombia. The company was founded in 2013 and is headquartered in Sao Paulo, Brazil. Nu Holdings is traded on New York Stock Exchange in the United States. To find out more about Nu Holdings contact the company at 800-592-2000 or learn more at https://www.nubank.com.br.Besides selling stocks to institutional investors, Nu Holdings also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Nu Holdings' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Nu Holdings' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Nu Holdings Quarterly Liabilities And Stockholders Equity |
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About 7.0% of Nu Holdings are currently held by insiders. Unlike Nu Holdings' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Nu Holdings' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Nu Holdings' insider trades
Nu Holdings Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Nu Holdings is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Nu Holdings backward and forwards among themselves. Nu Holdings' institutional investor refers to the entity that pools money to purchase Nu Holdings' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Coatue Management Llc | 2024-09-30 | 62.8 M | Fmr Inc | 2024-09-30 | 61.8 M | Fidelity International Ltd | 2024-06-30 | 39.4 M | Millennium Management Llc | 2024-06-30 | 39.2 M | State Street Corp | 2024-06-30 | 38.3 M | T. Rowe Price Associates, Inc. | 2024-06-30 | 36.3 M | Artisan Partners Limited Partnership | 2024-09-30 | 36 M | Norges Bank | 2024-06-30 | 35.5 M | Scge Management, L.p. | 2024-09-30 | 33.2 M | Sc Us (ttgp), Ltd. | 2024-06-30 | 251.3 M | Capital Research Global Investors | 2024-09-30 | 248 M |
Nu Holdings Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Nu Holdings insiders, such as employees or executives, is commonly permitted as long as it does not rely on Nu Holdings' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Nu Holdings insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Nolan Joseph R Jr over six months ago Disposition of 5942 shares by Nolan Joseph R Jr of Nu Holdings at 44.6248 subject to Rule 16b-3 | ||
Schweiger Werner J over six months ago Disposition of 2488 shares by Schweiger Werner J of Nu Holdings at 55.8 subject to Rule 16b-3 |
Nu Holdings' latest congressional trading
Congressional trading in companies like Nu Holdings, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Nu Holdings by those in governmental positions are based on the same information available to the general public.
| 2024-11-08 | Representative Byron Donalds | Acquired Under $15K | Verify | ||
| 2023-11-16 | Senator Tommy Tuberville | Acquired $100K to $250K | Verify | ||
| 2023-11-15 | Senator Tommy Tuberville | Acquired $100K to $250K | Verify | ||
| 2023-06-15 | Senator Tommy Tuberville | Acquired $15K to $50K | Verify |
Nu Holdings Outstanding Bonds
Nu Holdings issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Nu Holdings uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Nu Holdings bonds can be classified according to their maturity, which is the date when Nu Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View |
Nu Holdings Corporate Filings
6K | 25th of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
13A | 8th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
| 4th of November 2024 Other Reports | ViewVerify |
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