Purchases and Sales Made in Q3 2021 in Invitae Corp (NVTA)
This table provides information about the institutional ownership of Invitae Corp (NVTA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-108- 4.31% |
$2.63K - $3.63K
|
2.4K
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-138- 32.39% |
$3.35K - $4.64K
|
288
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-147Closed |
$3.57K - $4.94K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-180- 0.71% |
$4.38K - $6.05K
|
25.3K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-195Closed |
$4.74K - $6.55K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-196- 26.13% |
$4.76K - $6.59K
|
554
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-200- 16.67% |
$4.86K - $6.72K
|
1K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-200Closed |
$4.86K - $6.72K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-200- 34.19% |
$4.86K - $6.72K
|
385
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-225Closed |
$5.47K - $7.56K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-235Closed |
$5.71K - $7.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-253Closed |
$6.15K - $8.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-283- 96.92% |
$6.88K - $9.51K
|
9
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-310- 4.1% |
$7.54K - $10.4K
|
7.26K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-350Closed |
$8.51K - $11.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-355- 12.93% |
$8.63K - $11.9K
|
2.39K
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-398- 49.32% |
$9.68K - $13.4K
|
409
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-400Closed |
$9.72K - $13.4K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-400- 1.37% |
$9.72K - $13.4K
|
28.8K
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-404- 0.07% |
$9.82K - $13.6K
|
578K
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-462- 38.12% |
$11.2K - $15.5K
|
750
$0
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-462- 23.58% |
$11.2K - $15.5K
|
1.5K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-496- 0.63% |
$12.1K - $16.7K
|
78.1K
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-512- 3.44% |
$12.4K - $17.2K
|
14.4K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-515Closed |
$12.5K - $17.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-524- 32.05% |
$12.7K - $17.6K
|
1.11K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-535- 8.62% |
$13K - $18K
|
5.68K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-582- 1.27% |
$14.1K - $19.6K
|
45.1K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-702- 3.12% |
$17.1K - $23.6K
|
21.8K
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-800- 8.34% |
$19.4K - $26.9K
|
8.79K
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-800- 77.15% |
$19.4K - $26.9K
|
237
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-913- 3.28% |
$22.2K - $30.7K
|
27K
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-943- 3.04% |
$22.9K - $31.7K
|
30K
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-954- 1.42% |
$23.2K - $32.1K
|
66.1K
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-959- 11.4% |
$23.3K - $32.2K
|
7.45K
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 82.0% |
$24.4K - $33.7K
|
220
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-1.18K- 8.13% |
$28.6K - $39.5K
|
13.3K
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.27K- 2.2% |
$30.8K - $42.6K
|
56.3K
$0
|
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.32K- 46.97% |
$32K - $44.3K
|
1.49K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.32K- 12.24% |
$32.1K - $44.4K
|
9.46K
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-1.45K- 59.74% |
$35.2K - $48.7K
|
977
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.5K- 0.52% |
$36.5K - $50.4K
|
289K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Xponance, Inc.
|
SELL
|
- |
-1.58K- 14.4% |
$38.4K - $53.1K
|
9.39K
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.58K- 3.46% |
$38.5K - $53.2K
|
44.2K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.68K- 6.59% |
$40.8K - $56.4K
|
23.8K
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.7K- 86.73% |
$41.3K - $57.1K
|
260
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.84K- 88.87% |
$44.6K - $61.7K
|
230
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Strs Ohio
|
SELL
|
- |
-2K- 7.87% |
$48.6K - $67.2K
|
23.4K
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2K- 44.05% |
$48.6K - $67.2K
|
2.54K
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2K- 6.54% |
$48.7K - $67.3K
|
28.6K
$0
|