Purchases and Sales Made in Q3 2023 in Invitae Corp (NVTA)
This table provides information about the institutional ownership of Invitae Corp (NVTA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
10KNew |
$6K - $15.3K
|
10K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10K+ 100.0% |
$6K - $15.3K
|
20K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.97K+ 27.77% |
$5.38K - $13.7K
|
41.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8.75K+ 50.93% |
$5.25K - $13.4K
|
25.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.6K+ 32.46% |
$4.56K - $11.6K
|
31K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
7.21K+ 7.01% |
$4.33K - $11K
|
110K
$0
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
7.21K+ 7.01% |
$4.33K - $11K
|
110K
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.31KNew |
$3.79K - $9.66K
|
6.31K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
4.66K+ 3.69% |
$2.8K - $7.14K
|
131K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.35K+ 1.01% |
$2.61K - $6.65K
|
436K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.35K+ 18.2% |
$2.01K - $5.13K
|
21.8K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.11K+ 6.8% |
$1.87K - $4.76K
|
48.9K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3K+ 34.32% |
$1.8K - $4.59K
|
11.7K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.96K+ 0.85% |
$1.78K - $4.53K
|
352K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
2.33K+ 8.83% |
$1.4K - $3.57K
|
28.8K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.32K+ 11.98% |
$794 - $2.02K
|
12.4K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
1.11K+ 2.49% |
$667 - $1.7K
|
45.8K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1K+ 274.73% |
$600 - $1.53K
|
1.36K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
777+ 712.84% |
$466 - $1.19K
|
886
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
750New |
$450 - $1.15K
|
750
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
706New |
$424 - $1.08K
|
706
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
706New |
$424 - $1.08K
|
706
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
463+ 0.21% |
$278 - $708
|
221K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
390+ 0.52% |
$234 - $597
|
75K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
299+ 2.55% |
$179 - $457
|
12K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
290+ 0.31% |
$174 - $444
|
95.3K
$0
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
193New |
$116 - $295
|
193
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150New |
$90 - $230
|
150
$0
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
137New |
$82.2 - $210
|
137
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
100+ 13.23% |
$60 - $153
|
856
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
65New |
$39 - $99.5
|
65
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
54+ 1.23% |
$32.4 - $82.6
|
4.44K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40+ 20.0% |
$24 - $61.2
|
240
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
27+ 1.01% |
$16.2 - $41.3
|
2.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
27+ 57.45% |
$16.2 - $41.3
|
74
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
9New |
$5.4 - $13.8
|
9
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-21- 0.2% |
$12.6 - $32.1
|
10.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-38- 0.11% |
$22.8 - $58.1
|
34.1K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48- 0.05% |
$28.8 - $73.4
|
101K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-56- 0.06% |
$33.6 - $85.7
|
99.8K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-100- 0.22% |
$60 - $153
|
45.8K
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-106- 49.3% |
$63.6 - $162
|
109
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-125- 8.62% |
$75 - $191
|
1.33K
$0
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-230- 55.42% |
$138 - $352
|
185
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-261- 0.6% |
$157 - $399
|
43.2K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-297- 1.05% |
$178 - $454
|
28.1K
$0
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-300- 5.54% |
$180 - $459
|
5.12K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-300- 5.54% |
$180 - $459
|
5.12K
$0
|