Purchases and Sales Made in Q1 2023 in Invitae Corp (NVTA)
This table provides information about the institutional ownership of Invitae Corp (NVTA) during Q1 2023. The information is specifically focused on institutions that hold shares of Invitae Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.09K+ 2.59% |
$2.51K - $5.71K
|
82.8K
$0
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.99KNew |
$2.38K - $5.42K
|
1.99K
$0
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.91K+ 0.65% |
$2.29K - $5.21K
|
293K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.91K+ 5.62% |
$2.29K - $5.2K
|
35.8K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.59K+ 1.25% |
$1.91K - $4.35K
|
130K
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.25K+ 30.01% |
$1.5K - $3.42K
|
5.42K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.19KNew |
$1.43K - $3.25K
|
1.19K
$0
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
934+ 3.78% |
$1.12K - $2.55K
|
25.7K
$0
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
872+ 3.33% |
$1.05K - $2.38K
|
27K
$0
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
729New |
$875 - $1.99K
|
729
$0
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
508+ 4.67% |
$610 - $1.39K
|
11.4K
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
500New |
$600 - $1.37K
|
500
$0
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
427+ 13.45% |
$512 - $1.17K
|
3.6K
$0
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
334New |
$401 - $912
|
334
$0
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
265+ 4.65% |
$318 - $723
|
5.97K
$0
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
177+ 4.64% |
$212 - $483
|
3.99K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
165+ 0.24% |
$198 - $450
|
68.4K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
130+ 5.27% |
$156 - $355
|
2.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
119+ 165.28% |
$143 - $325
|
191
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
106New |
$127 - $289
|
106
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66+ 33.0% |
$79.2 - $180
|
266
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
59+ 34.91% |
$70.8 - $161
|
228
$0
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1New |
$1.2 - $2.73
|
1
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-16- 10.46% |
$19.2 - $43.7
|
137
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-26- 0.25% |
$31.2 - $71
|
10.4K
$0
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-27- 1.96% |
$32.4 - $73.7
|
1.35K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-82- 0.45% |
$98.4 - $224
|
18K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-91- 0.37% |
$109 - $248
|
24.7K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-139- 2.65% |
$167 - $379
|
5.12K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-150- 9.38% |
$180 - $410
|
1.45K
$0
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-150- 17.52% |
$180 - $410
|
706
$0
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-200- 0.11% |
$240 - $546
|
177K
$0
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-231- 47.83% |
$277 - $631
|
252
$0
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-285- 1.27% |
$342 - $778
|
22.1K
$0
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-362- 39.65% |
$434 - $988
|
551
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-400- 3.31% |
$480 - $1.09K
|
11.7K
$0
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-500- 4.66% |
$600 - $1.37K
|
10.2K
$0
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-600- 15.38% |
$720 - $1.64K
|
3.3K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-685- 97.44% |
$822 - $1.87K
|
18
$0
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-700- 63.93% |
$840 - $1.91K
|
395
$0
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-860- 48.18% |
$1.03K - $2.35K
|
925
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-875- 1.02% |
$1.05K - $2.39K
|
84.6K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-885- 5.12% |
$1.06K - $2.42K
|
16.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-924- 6.49% |
$1.11K - $2.52K
|
13.3K
$0
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1K- 8.35% |
$1.2K - $2.73K
|
11K
$0
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.07K- 2.4% |
$1.29K - $2.93K
|
43.6K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.13K- 2.1% |
$1.35K - $3.07K
|
52.3K
$0
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.76K- 39.43% |
$2.12K - $4.82K
|
2.71K
$0
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.85K- 77.64% |
$2.22K - $5.06K
|
534
$0
|