Purchases and Sales Made in Q2 2021 in Invitae Corp (NVTA)
This table provides information about the institutional ownership of Invitae Corp (NVTA) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.16K+ 13.9% |
$30.2K - $46.8K
|
9.5K
$0
|
|
|
Dec 27, 2021
Q2 2021
|
Resolute Advisors LLC
|
BUY
|
- |
1.15KNew |
$30.1K - $46.6K
|
1.15K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.15K+ 15.07% |
$30K - $46.5K
|
8.79K
$0
|
|
|
Apr 01, 2024
Q2 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.13K+ 15.38% |
$29.5K - $45.7K
|
8.48K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 10.12% |
$29.1K - $45K
|
12.1K
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
912+ 729.6% |
$23.8K - $36.8K
|
1.04K
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
846+ 7.91% |
$22.1K - $34.2K
|
11.5K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
802+ 23.16% |
$20.9K - $32.4K
|
4.27K
$0
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
793+ 68.01% |
$20.7K - $32K
|
1.96K
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
712New |
$18.6K - $28.8K
|
712
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
700+ 140.0% |
$18.3K - $28.3K
|
1.2K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
683+ 3.14% |
$17.8K - $27.6K
|
22.5K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
682+ 10.31% |
$17.8K - $27.6K
|
7.3K
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
600+ 120.0% |
$15.7K - $24.2K
|
1.1K
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
553+ 18.26% |
$14.4K - $22.3K
|
3.58K
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
515New |
$13.4K - $20.8K
|
515
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
480+ 42.18% |
$12.5K - $19.4K
|
1.62K
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
462+ 61.6% |
$12.1K - $18.7K
|
1.21K
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
458+ 38.91% |
$11.9K - $18.5K
|
1.64K
$0
|
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
415New |
$10.8K - $16.8K
|
415
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
410+ 5.73% |
$10.7K - $16.6K
|
7.57K
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
406+ 0.84% |
$10.6K - $16.4K
|
48.6K
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
355+ 1.81% |
$9.26K - $14.3K
|
20K
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
350New |
$9.13K - $14.1K
|
350
$0
|
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
339+ 1.52% |
$8.84K - $13.7K
|
22.7K
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Nvwm, LLC
|
BUY
|
- |
300New |
$7.83K - $12.1K
|
300
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
BUY
|
- |
290+ 1.99% |
$7.57K - $11.7K
|
14.9K
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
288+ 4.71% |
$7.51K - $11.6K
|
6.4K
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
283+ 4.4% |
$7.38K - $11.4K
|
6.71K
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
282New |
$7.36K - $11.4K
|
282
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
272+ 0.91% |
$7.1K - $11K
|
30.2K
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
256+ 711.11% |
$6.68K - $10.3K
|
292
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
253+ 4.3% |
$6.6K - $10.2K
|
6.14K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250+ 50.0% |
$6.52K - $10.1K
|
750
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
250+ 0.87% |
$6.52K - $10.1K
|
29.2K
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
225+ 2.87% |
$5.87K - $9.09K
|
8.07K
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
195New |
$5.09K - $7.88K
|
195
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
191+ 16.27% |
$4.98K - $7.72K
|
1.37K
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
172New |
$4.49K - $6.95K
|
172
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
164New |
$4.28K - $6.63K
|
164
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
147New |
$3.84K - $5.94K
|
147
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
127+ 1.51% |
$3.31K - $5.13K
|
8.52K
$0
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
121New |
$3.16K - $4.89K
|
121
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
110+ 11.92% |
$2.87K - $4.44K
|
1.03K
$0
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
100+ 1.57% |
$2.61K - $4.04K
|
6.45K
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
98+ 29.88% |
$2.56K - $3.96K
|
426
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
97+ 0.38% |
$2.53K - $3.92K
|
25.5K
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
95New |
$2.48K - $3.84K
|
95
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
85New |
$2.22K - $3.43K
|
85
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
75New |
$1.96K - $3.03K
|
75
$0
|