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 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.52K- 4.03% |
$638 - $1.09K
|
36.2K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.75K- 5.76% |
$736 - $1.26K
|
28.7K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2K- 47.16% |
$840 - $1.44K
|
2.24K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.4K- 6.51% |
$1.01K - $1.73K
|
34.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.42K- 13.3% |
$1.02K - $1.74K
|
15.8K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.52K- 86.78% |
$1.48K - $2.54K
|
537
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.91K- 6.88% |
$1.64K - $2.81K
|
52.9K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.94K- 11.78% |
$1.65K - $2.83K
|
29.5K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.12K- 3.86% |
$1.73K - $2.97K
|
103K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.08K- 93.65% |
$2.13K - $3.65K
|
344
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.3K- 24.33% |
$2.23K - $3.82K
|
16.5K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-5.32K- 2.37% |
$2.23K - $3.83K
|
219K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.88K- 5.07% |
$2.47K - $4.24K
|
110K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-8.3K- 29.59% |
$3.49K - $5.98K
|
19.8K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9K- 29.02% |
$3.78K - $6.48K
|
22K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-11K- 82.33% |
$4.61K - $7.9K
|
2.35K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.8K- 9.07% |
$4.95K - $8.48K
|
118K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.3K- 55.91% |
$5.6K - $9.59K
|
10.5K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-13.6K- 29.58% |
$5.69K - $9.76K
|
32.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-14.7K- 25.4% |
$6.19K - $10.6K
|
43.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-17.7K- 8.86% |
$7.42K - $12.7K
|
182K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-21.3K- 66.94% |
$8.95K - $15.3K
|
10.5K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.7K- 57.63% |
$9.09K - $15.6K
|
15.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.4K- 55.18% |
$9.39K - $16.1K
|
18.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-25.4K- 6.28% |
$10.7K - $18.3K
|
379K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-27.3K- 72.13% |
$11.4K - $19.6K
|
10.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-30.6K- 70.73% |
$12.8K - $22K
|
12.7K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35K- 5.84% |
$14.7K - $25.2K
|
565K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35.9K- 45.1% |
$15.1K - $25.9K
|
43.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.7K- 10.93% |
$15.4K - $26.4K
|
299K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.2K- 40.9% |
$17.3K - $29.6K
|
59.5K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-41.3K- 76.1% |
$17.4K - $29.8K
|
13K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-63.8K- 60.89% |
$26.8K - $45.9K
|
41K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-67.5K- 15.49% |
$28.4K - $48.6K
|
368K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-137K- 17.83% |
$57.4K - $98.3K
|
630K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-392K- 1.19% |
$165K - $282K
|
32.6M
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-484K- 53.48% |
$203K - $349K
|
421K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-545K- 33.68% |
$229K - $393K
|
1.07M
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-551K- 71.01% |
$231K - $397K
|
225K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Redmile Group, LLC
San Francisco, CA |
SELL
|
- |
-806K- 35.36% |
$339K - $581K
|
1.47M
$0
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1M- 51.02% |
$420K - $720K
|
960K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.54M- 7.4% |
$646K - $1.11M
|
19.3M
$0
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.78M- 22.38% |
$748K - $1.28M
|
6.18M
$0
|