Institutional Ownership Invitae Corp (NVTA)
This table provides information about the institutional ownership of Invitae Corp (NVTA). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 7.66 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 |
---|---|---|---|---|---|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
10,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
May 17, 2024 Q1 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
|
May 06, 2024 Q1 2024 |
4,168
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 5.54%
|
|
Operose Advisors LLC
Milwaukee, WI |
May 13, 2024 Q1 2024 |
4,000
shares
|
$0
0.0% of portfolio
|
Q1 2022
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
2,015
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 2.42%
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 19, 2024 Q1 2024 |
2,000
shares
|
$0
0.0% of portfolio
|
Q2 2021
New holding
|
|
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%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
1,314
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1214.0%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 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
|
|
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%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
200
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
200
shares
|
$0
0.0% of portfolio
|
Q4 2021
Reduced 84.97%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
185
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Adirondack Trust CO
|
Apr 09, 2024 Q1 2024 |
125
shares
|
$0
0.0% of portfolio
|
Q3 2021
Reduced 44.44%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 13, 2024 Q1 2024 |
112
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 87.97%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
109
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 49.3%
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
100
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|