Latest Institutional Transactions on Invitae Corp (NVTA)
This table provides information on the latest institutional transactions involving Invitae Corp (NVTA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.2K- 40.9% |
$17.3K - $29.6K
|
59.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.8K- 9.07% |
$4.95K - $8.48K
|
118K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.52K- 86.78% |
$1.48K - $2.54K
|
537
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.95K+ 5.5% |
$821 - $1.41K
|
37.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-82- 6.73% |
$34.4 - $59
|
1.14K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.17M+ 7210.99% |
$491K - $842K
|
1.18M
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-30.6K- 70.73% |
$12.8K - $22K
|
12.7K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11.5KNew |
$4.84K - $8.3K
|
11.5K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
794+ 0.23% |
$333 - $572
|
352K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
528K+ 127.56% |
$222K - $380K
|
942K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.28K+ 11.54% |
$1.38K - $2.36K
|
31.7K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
398New |
$167 - $287
|
398
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.52K- 4.03% |
$638 - $1.09K
|
36.2K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.5K+ 1.36% |
$12K - $20.5K
|
2.13M
$0
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.99K+ 502.53% |
$834 - $1.43K
|
2.38K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.18K- 43.8% |
$497 - $852
|
1.52K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-27.3K- 72.13% |
$11.4K - $19.6K
|
10.5K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.4K- 6.51% |
$1.01K - $1.73K
|
34.5K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.52K- 24.42% |
$638 - $1.09K
|
4.7K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
450+ 3.94% |
$189 - $324
|
11.9K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
839KNew |
$352K - $604K
|
839K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.92K+ 3.08% |
$1.23K - $2.1K
|
97.6K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
8.69K+ 30.21% |
$3.65K - $6.25K
|
37.4K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-493- 1.08% |
$207 - $355
|
45.3K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2K- 47.16% |
$840 - $1.44K
|
2.24K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
312New |
$131 - $225
|
312
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-435- 6.92% |
$183 - $313
|
5.85K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
229KNew |
$96.2K - $165K
|
229K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.7K- 57.63% |
$9.09K - $15.6K
|
15.9K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
40+ 0.06% |
$16.8 - $28.8
|
70K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
300New |
$126 - $216
|
300
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-41.3K- 76.1% |
$17.4K - $29.8K
|
13K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.2K+ 98.6% |
$4.3K - $7.37K
|
20.6K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
348New |
$146 - $251
|
348
$0
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
188New |
$79 - $135
|
188
$0
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1M- 51.02% |
$420K - $720K
|
960K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8.05KNew |
$3.38K - $5.8K
|
8.05K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
200K+ 53.35% |
$84K - $144K
|
575K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
216+ 90.0% |
$90.7 - $156
|
456
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-6- 6.0% |
$2.52 - $4.32
|
94
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-392K- 1.19% |
$165K - $282K
|
32.6M
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4.84K+ 750.08% |
$2.03K - $3.48K
|
5.48K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.18K- 6.56% |
$496 - $851
|
16.8K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.3K- 24.33% |
$2.23K - $3.82K
|
16.5K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
43.7K+ 90.66% |
$18.4K - $31.5K
|
91.9K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
15.1KNew |
$6.34K - $10.9K
|
15.1K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 75.0% |
$252 - $432
|
200
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.08K- 93.65% |
$2.13K - $3.65K
|
344
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.75K- 5.76% |
$736 - $1.26K
|
28.7K
$0
|