Purchases and Sales Made in Q2 2023 in Invitae Corp (NVTA)
This table provides information about the institutional ownership of Invitae Corp (NVTA) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
12.7K+ 29.07% |
$13.3K - $20.7K
|
56.3K
$0
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
12.6KNew |
$13.2K - $20.5K
|
12.6K
$0
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
12.2K+ 66.99% |
$12.8K - $19.9K
|
30.5K
$0
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
12.2K+ 49.18% |
$12.8K - $19.8K
|
36.9K
$0
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11.5K+ 12.09% |
$12.1K - $18.8K
|
107K
$0
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11.4K+ 145.93% |
$12K - $18.6K
|
19.2K
$0
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.7K+ 49.74% |
$11.3K - $17.5K
|
32.3K
$0
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.7KNew |
$11.2K - $17.4K
|
10.7K
$0
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.3K+ 54.96% |
$10.8K - $16.7K
|
28.9K
$0
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.93K+ 27.72% |
$10.4K - $16.2K
|
45.8K
$0
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.34K+ 9.5% |
$9.8K - $15.2K
|
108K
$0
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
8.8K+ 7.48% |
$9.24K - $14.4K
|
126K
$0
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.06K+ 10.26% |
$7.42K - $11.5K
|
75.9K
$0
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.4K+ 37.62% |
$6.72K - $10.4K
|
23.4K
$0
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.25K+ 6.47% |
$6.57K - $10.2K
|
103K
$0
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.25K+ 6.47% |
$6.57K - $10.2K
|
103K
$0
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.89K+ 22.11% |
$6.18K - $9.6K
|
32.5K
$0
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.82K+ 21.83% |
$6.11K - $9.49K
|
32.5K
$0
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
5.76K+ 8.37% |
$6.05K - $9.39K
|
74.6K
$0
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
5.48K+ 19.09% |
$5.75K - $8.93K
|
34.2K
$0
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.82K+ 21.93% |
$5.06K - $7.85K
|
26.8K
$0
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.5K+ 66.79% |
$3.68K - $5.71K
|
8.74K
$0
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.73K+ 9.8% |
$2.87K - $4.45K
|
30.6K
$0
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.66K+ 9.82% |
$2.8K - $4.34K
|
29.8K
$0
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.49K+ 13.68% |
$2.62K - $4.06K
|
20.7K
$0
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.12K+ 374.25% |
$2.23K - $3.46K
|
2.69K
$0
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.84K+ 67.79% |
$1.93K - $2.99K
|
4.55K
$0
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
1.42K+ 10.19% |
$1.49K - $2.31K
|
15.3K
$0
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.33K+ 3.55% |
$1.39K - $2.16K
|
38.6K
$0
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.06K+ 2.3% |
$1.11K - $1.73K
|
47.2K
$0
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
900+ 2.0% |
$945 - $1.47K
|
45.9K
$0
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
695New |
$730 - $1.13K
|
695
$0
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
535+ 0.41% |
$562 - $872
|
130K
$0
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
529+ 1.52% |
$555 - $862
|
35.2K
$0
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
500New |
$525 - $815
|
500
$0
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
435+ 2.42% |
$457 - $709
|
18.4K
$0
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
392+ 9.82% |
$412 - $639
|
4.39K
$0
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
344+ 6.78% |
$361 - $561
|
5.42K
$0
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
213+ 1.85% |
$224 - $347
|
11.7K
$0
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
175New |
$184 - $285
|
175
$0
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
109+ 102.83% |
$114 - $178
|
215
$0
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
76+ 2.93% |
$79.8 - $124
|
2.67K
$0
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
57+ 25.0% |
$59.9 - $92.9
|
285
$0
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50New |
$52.5 - $81.5
|
50
$0
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50New |
$52.5 - $81.5
|
50
$0
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45+ 2.99% |
$47.3 - $73.4
|
1.55K
$0
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
15New |
$15.8 - $24.5
|
15
$0
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3+ 300.0% |
$3.15 - $4.89
|
4
$0
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$1.05 - $1.63
|
3.89K
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|