Purchases and Sales Made in Q4 2023 in Invitae Corp (NVTA)
This table provides information about the institutional ownership of Invitae Corp (NVTA) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
9.36K+ 27.41% |
$3.93K - $6.74K
|
43.5K
$0
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.87K+ 71.25% |
$3.72K - $6.38K
|
21.3K
$0
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
8.69K+ 30.21% |
$3.65K - $6.25K
|
37.4K
$0
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8.05KNew |
$3.38K - $5.8K
|
8.05K
$0
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.02K+ 40.84% |
$2.11K - $3.61K
|
17.3K
$0
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5K+ 22.48% |
$2.1K - $3.6K
|
27.2K
$0
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4.84K+ 750.08% |
$2.03K - $3.48K
|
5.48K
$0
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.75K+ 3.14% |
$1.57K - $2.7K
|
123K
$0
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.53K+ 28.53% |
$1.48K - $2.54K
|
15.9K
$0
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.53K+ 0.23% |
$1.48K - $2.54K
|
1.51M
$0
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.28K+ 11.54% |
$1.38K - $2.36K
|
31.7K
$0
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.92K+ 3.08% |
$1.23K - $2.1K
|
97.6K
$0
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.99K+ 502.53% |
$834 - $1.43K
|
2.38K
$0
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.95K+ 5.5% |
$821 - $1.41K
|
37.5K
$0
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.04K+ 0.47% |
$437 - $750
|
222K
$0
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
794+ 0.23% |
$333 - $572
|
352K
$0
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
450+ 3.94% |
$189 - $324
|
11.9K
$0
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
398New |
$167 - $287
|
398
$0
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
348New |
$146 - $251
|
348
$0
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
312New |
$131 - $225
|
312
$0
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
300New |
$126 - $216
|
300
$0
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
300New |
$126 - $216
|
300
$0
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
216+ 90.0% |
$90.7 - $156
|
456
$0
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
188New |
$79 - $135
|
188
$0
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150+ 100.0% |
$63 - $108
|
300
$0
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
106New |
$44.5 - $76.3
|
106
$0
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$42 - $72
|
100
$0
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
49+ 0.96% |
$20.6 - $35.3
|
5.17K
$0
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
40+ 0.06% |
$16.8 - $28.8
|
70K
$0
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
9+ 900.0% |
$3.78 - $6.48
|
10
$0
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$0.42 - $0.72
|
1
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-6- 6.0% |
$2.52 - $4.32
|
94
$0
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 2.42% |
$21 - $36
|
2.02K
$0
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-82- 6.73% |
$34.4 - $59
|
1.14K
$0
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100- 0.22% |
$42 - $72
|
46K
$0
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-188- 21.96% |
$79 - $135
|
668
$0
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-427- 3.56% |
$179 - $307
|
11.6K
$0
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-435- 6.92% |
$183 - $313
|
5.85K
$0
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-493- 1.08% |
$207 - $355
|
45.3K
$0
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-500- 1.23% |
$210 - $360
|
40.1K
$0
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-528- 0.4% |
$222 - $380
|
131K
$0
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 75.0% |
$252 - $432
|
200
$0
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-825- 89.19% |
$347 - $594
|
100
$0
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.14K- 18.1% |
$480 - $822
|
5.17K
$0
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.18K- 6.56% |
$496 - $851
|
16.8K
$0
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.18K- 43.8% |
$497 - $852
|
1.52K
$0
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.49K- 8.28% |
$627 - $1.08K
|
16.6K
$0
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.5K- 10.84% |
$630 - $1.08K
|
12.3K
$0
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.52K- 24.42% |
$638 - $1.09K
|
4.7K
$0
|