Purchases and Sales Made in Q1 2022 in Invitae Corp (NVTA)
This table provides information about the institutional ownership of Invitae Corp (NVTA) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
38+ 1.98% |
$239 - $592
|
1.96K
$0
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 33.7% |
$195 - $483
|
123
$0
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
23New |
$144 - $359
|
23
$0
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
20New |
$126 - $312
|
20
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-19Closed |
$119 - $296
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-20Closed |
$126 - $312
|
0
$0
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-31- 6.47% |
$195 - $483
|
448
$0
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-47Closed |
$295 - $733
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-50Closed |
$314 - $780
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-52- 17.93% |
$327 - $811
|
238
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-57Closed |
$358 - $889
|
0
$0
|
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-102- 0.35% |
$641 - $1.59K
|
28.9K
$0
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-106Closed |
$666 - $1.65K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-130Closed |
$816 - $2.03K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-198- 84.98% |
$1.24K - $3.09K
|
35
$0
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-200- 0.01% |
$1.26K - $3.12K
|
1.53M
$0
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-253- 4.47% |
$1.59K - $3.94K
|
5.41K
$0
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-255Closed |
$1.6K - $3.98K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-300Closed |
$1.88K - $4.68K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-349- 11.42% |
$2.19K - $5.44K
|
2.71K
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-350Closed |
$2.2K - $5.46K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-388Closed |
$2.44K - $6.05K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-400Closed |
$2.51K - $6.24K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-437- 1.86% |
$2.74K - $6.81K
|
23.1K
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-500Closed |
$3.14K - $7.8K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-518- 3.46% |
$3.25K - $8.08K
|
14.5K
$0
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-571- 20.93% |
$3.59K - $8.9K
|
2.16K
$0
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-622- 4.67% |
$3.91K - $9.7K
|
12.7K
$0
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-682Closed |
$4.28K - $10.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-705- 39.06% |
$4.43K - $11K
|
1.1K
$0
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-840- 15.59% |
$5.28K - $13.1K
|
4.55K
$0
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-870- 21.17% |
$5.46K - $13.6K
|
3.24K
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-875- 3.82% |
$5.5K - $13.6K
|
22K
$0
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-895- 1.88% |
$5.62K - $14K
|
46.7K
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-908Closed |
$5.7K - $14.2K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-952- 12.8% |
$5.98K - $14.8K
|
6.49K
$0
|
|
May 11, 2022
Q1 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-965- 8.3% |
$6.06K - $15K
|
10.7K
$0
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.1K- 16.85% |
$6.91K - $17.1K
|
5.43K
$0
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.3K- 92.86% |
$8.16K - $20.3K
|
100
$0
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.64K- 12.68% |
$10.3K - $25.5K
|
11.3K
$0
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.77K- 16.7% |
$11.1K - $27.5K
|
8.81K
$0
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.77K- 8.13% |
$11.1K - $27.5K
|
20K
$0
|
|
May 13, 2022
Q1 2022
|
Nan Fung Group Holdings LTD
Central, K3 |
SELL
|
- |
-1.86K- 1.18% |
$11.7K - $29K
|
156K
$0
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2K- 7.06% |
$12.6K - $31.2K
|
26.4K
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2K- 2.56% |
$12.6K - $31.2K
|
76.3K
$0
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.54KClosed |
$16K - $39.6K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-2.93K- 0.08% |
$18.4K - $45.6K
|
3.82M
$0
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3K- 21.43% |
$18.8K - $46.8K
|
11K
$0
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3K- 6.44% |
$18.8K - $46.8K
|
43.6K
$0
|