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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
75+ 5.04% |
$1.96K - $3.03K
|
1.56K
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
65+ 0.86% |
$1.7K - $2.63K
|
7.67K
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
62New |
$1.62K - $2.5K
|
62
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50New |
$1.3K - $2.02K
|
50
$0
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 12.02% |
$652 - $1.01K
|
233
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$261 - $404
|
10
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10New |
$261 - $404
|
10
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
7+ 0.51% |
$183 - $283
|
1.38K
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6- 0.09% |
$157 - $242
|
6.93K
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-20Closed |
$522 - $808
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-20Closed |
$522 - $808
|
0
$0
|
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-43Closed |
$1.12K - $1.74K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-45- 0.97% |
$1.17K - $1.82K
|
4.58K
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-50Closed |
$1.3K - $2.02K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-77- 9.88% |
$2.01K - $3.11K
|
702
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-95Closed |
$2.48K - $3.84K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
SELL
|
- |
-106- 29.36% |
$2.77K - $4.28K
|
255
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-113Closed |
$2.95K - $4.57K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-128- 0.92% |
$3.34K - $5.17K
|
13.8K
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-193- 63.91% |
$5.04K - $7.8K
|
109
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-197- 3.7% |
$5.14K - $7.96K
|
5.12K
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-200- 0.5% |
$5.22K - $8.08K
|
40K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-202- 3.02% |
$5.27K - $8.16K
|
6.49K
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-220Closed |
$5.74K - $8.89K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-290- 7.8% |
$7.57K - $11.7K
|
3.43K
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$7.83K - $12.1K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-301Closed |
$7.85K - $12.2K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-319Closed |
$8.32K - $12.9K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-325Closed |
$8.48K - $13.1K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-400- 33.14% |
$10.4K - $16.2K
|
807
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-534- 94.01% |
$13.9K - $21.6K
|
34
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-551- 68.53% |
$14.4K - $22.3K
|
253
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-555Closed |
$14.5K - $22.4K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-596Closed |
$15.5K - $24.1K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-600Closed |
$15.7K - $24.2K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Tobam
|
SELL
|
- |
-616Closed |
$16.1K - $24.9K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-691- 6.02% |
$18K - $27.9K
|
10.8K
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-700Closed |
$18.3K - $28.3K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-810- 4.18% |
$21.1K - $32.7K
|
18.6K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-863- 3.08% |
$22.5K - $34.9K
|
27.2K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-890- 3.91% |
$23.2K - $36K
|
21.9K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-900- 4.98% |
$23.5K - $36.4K
|
17.2K
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
SELL
|
- |
-986- 28.89% |
$25.7K - $39.8K
|
2.43K
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
SELL
|
- |
-997- 10.6% |
$26K - $40.3K
|
8.41K
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.14K- 3.17% |
$29.7K - $46K
|
34.8K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-1.15KClosed |
$30.1K - $46.6K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.2K- 15.39% |
$31.3K - $48.5K
|
6.6K
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.26K- 2.33% |
$33K - $51K
|
53K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.3KClosed |
$33.9K - $52.5K
|
0
$0
|