Institutional Ownership Invitae Corp (NVTA)
This table provides information about the institutional ownership of Invitae Corp (NVTA). We have compiled data on the 38 institutions that hold shares in the stock, with a total of 2.12 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 |
Aug 01, 2024 Q2 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%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
70,040
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 0.06%
|
|
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%
|
|
Evolution Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
36,000
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
28,205
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
28,016
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
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
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
10,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
10,000
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 05, 2024 Q2 2024 |
5,483
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 750.08%
|
|
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%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
4,168
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 5.54%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,401
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
1,357
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 3.27%
|
|
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%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
780
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1460.0%
|
|
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
|