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 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
645New |
$15.7K - $21.7K
|
645
$0
|
|
|
Nov 08, 2021
Q3 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
630+ 0.98% |
$15.3K - $21.2K
|
65.2K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
626+ 5.03% |
$15.2K - $21K
|
13.1K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
500+ 6.67% |
$12.2K - $16.8K
|
8K
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
438+ 32.09% |
$10.6K - $14.7K
|
1.8K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
435New |
$10.6K - $14.6K
|
435
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
426+ 60.68% |
$10.4K - $14.3K
|
1.13K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
400+ 15.53% |
$9.72K - $13.4K
|
2.98K
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
300New |
$7.29K - $10.1K
|
300
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
298+ 28.85% |
$7.24K - $10K
|
1.33K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
250+ 1.71% |
$6.08K - $8.4K
|
14.9K
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
249+ 31.13% |
$6.05K - $8.37K
|
1.05K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
241+ 15.42% |
$5.86K - $8.1K
|
1.8K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
232New |
$5.64K - $7.8K
|
232
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
225+ 300.0% |
$5.47K - $7.56K
|
300
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
205+ 12.67% |
$4.98K - $6.89K
|
1.82K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
168+ 0.93% |
$4.08K - $5.64K
|
18.2K
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
151New |
$3.67K - $5.07K
|
151
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
150+ 157.89% |
$3.65K - $5.04K
|
245
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
136+ 0.74% |
$3.31K - $4.57K
|
18.5K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
130New |
$3.16K - $4.37K
|
130
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
105+ 6.18% |
$2.55K - $3.53K
|
1.81K
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
103+ 0.55% |
$2.5K - $3.46K
|
18.8K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
100New |
$2.43K - $3.36K
|
100
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
94+ 2.05% |
$2.29K - $3.16K
|
4.67K
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
88+ 2.46% |
$2.14K - $2.96K
|
3.67K
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
83+ 0.93% |
$2.02K - $2.79K
|
8.99K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
72+ 94.74% |
$1.75K - $2.42K
|
148
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
70+ 15.02% |
$1.7K - $2.35K
|
536
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
53New |
$1.29K - $1.78K
|
53
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
50+ 0.71% |
$1.22K - $1.68K
|
7.05K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
50New |
$1.22K - $1.68K
|
50
$0
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
30+ 12.88% |
$729 - $1.01K
|
263
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
27New |
$656 - $907
|
27
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
11New |
$267 - $370
|
11
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10New |
$243 - $336
|
10
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7New |
$170 - $235
|
7
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
5+ 3.05% |
$122 - $168
|
169
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4New |
$97.2 - $134
|
4
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
2+ 2.56% |
$48.6 - $67.2
|
80
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-9- 39.13% |
$219 - $302
|
14
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-10- 1.4% |
$243 - $336
|
702
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-10Closed |
$243 - $336
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-33- 0.01% |
$802 - $1.11K
|
240K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-40- 0.25% |
$972 - $1.34K
|
15.7K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50Closed |
$1.22K - $1.68K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-62Closed |
$1.51K - $2.08K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-100- 8.67% |
$2.43K - $3.36K
|
1.05K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
SELL
|
- |
-100- 44.44% |
$2.43K - $3.36K
|
125
$0
|