Institutional Ownership Invitae Corp (NVTA)
This table provides information about the institutional ownership of Invitae Corp (NVTA). We have compiled data on the 20 institutions that hold shares in the stock, with a total of 1.92 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ah Equity Partners Bio Ii, L.L.C.
Menlo Park, CA |
Nov 14, 2022 Q3 2022 |
1,276,541
shares
|
$0
2.19% of portfolio
|
Q3 2022
Added 9.09%
|
|
|
Alphabet Inc.
Mountain View, CA |
Nov 07, 2024 Q3 2024 |
235,606
shares
|
$0
0.0% of portfolio
|
Q1 2023
Added 9.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
157,972
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 48.51%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
100,000
shares
|
$0
0.0% of portfolio
|
Q2 2022
Reduced 2.91%
|
|
|
Rayliant Investment Research
Santa Monica, CA |
Feb 14, 2023 Q4 2022 |
50,388
shares
|
$0
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
47,766
shares
|
$0
0.0% of portfolio
|
Q2 2020
Added 134.0%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
21,561
shares
|
$0
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
14,500
shares
|
$0
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,405
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,000
shares
|
$0
0.02% of portfolio
|
Q3 2022
Added 16.28%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,401
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,350
shares
|
$0
0.0% of portfolio
|
Q1 2023
Reduced 1.96%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
1,325
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 8.62%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
706
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
450
shares
|
$0
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
300
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
269
shares
|
$0
0.0% of portfolio
|
Q1 2022
Added 13350.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
59
shares
|
$0
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
50
shares
|
$0
0.0% of portfolio
|
Q1 2020
New holding
|