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Who owns Invitae?

Ticker: NVTAQ
CUSIP Number: 46185l103

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Analyze quarterly positions in Invitae with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Invitae stock

Who bought or sold Invitae this quarter?

Fund or Company Name	Shares Held	Valued At	Change in Shares	As Of	Actions
State of Wyoming	3.7M	$40k	781%	Mar 2024	View chart
Goldman Sachs Group	902k	$9.9k	-16%	Mar 2024	View chart
Green Alpha Advisors	450k	$5.0k	-1%	Mar 2024	View chart
Alliancebernstein	379k	$238k	-6%	Dec 2023	View chart
Guggenheim Capital, LLC Managers	368k	$231k	-15%	Dec 2023	View chart
Alphabet	236k	$0	0%	Mar 2024	View chart
Longitude	215k	$2.4k	-4%	Mar 2024	View chart
American International	131k	$82k	0%	Dec 2023	View chart
MetLife Investment Advisors	126k	$79k	0%	Dec 2023	View chart
Baird Financial	110k	$69k	-5%	Dec 2023	View chart
XTX Topco	86k	$944.471000	-18%	Mar 2024	View chart
Financial Gravity Wealth	74k	$801k	0%	Dec 2023	View chart
Nelson, Van Denburg & Campbell Wealth Management	70k	$770.440000	0%	Mar 2024	View chart
AdvisorNet Financial	50k	$550.000000	150%	Mar 2024	View chart
Change Path	40k	$25k	-1%	Dec 2023	View chart
Barclays	37k	$0	-91%	Mar 2024	View chart
Axxcess Wealth Management	36k	$23k	-4%	Dec 2023	View chart
Evolution Wealth Advisors	36k	$396.000000	0%	Mar 2024	View chart
Cantor Fitzgerald, L. P.	30k	$480.000000	-21%	Mar 2024	View chart
Strategic Blueprint	28k	$311.476000	-1%	Mar 2024	View chart
Fort Washington Investment Advisors	27k	$292.094000	0%	Mar 2024	View chart
CWM	22k	$0	3171%	Mar 2024	View chart
PayPay Securities Corp	17k	$190.454000	65%	Mar 2024	View chart
Mercer Global Advisors	16k	$0	-2%	Mar 2024	View chart
HighPoint Advisor	15k	$0	100%	Dec 2023	View chart
Scotia Capital	12k	$7.7k	-11%	Dec 2023	View chart
Hsbc Holdings	11k	$6.7k	-56%	Dec 2023	View chart
Lindbrook Capital	10k	$110.000000	100%	Mar 2024	View chart
Kozak & Associates	5.5k	$10.966000	0%	Mar 2024	View chart
Parallel Advisors	4.2k	$45.848000	-19%	Mar 2024	View chart
Operose Advisors	4.0k	$44.000000	0%	Mar 2024	View chart
National Bank Of Canada /fi/	2.4k	$1.5k	503%	Dec 2023	View chart
Metropolitan Life Insurance Company	2.4k	$1.5k	-82%	Dec 2023	View chart
Steward Partners Investment Advisory	2.0k	$21.963500	0%	Mar 2024	View chart
JTC Employer Solutions Trustee	2.0k	$0	0%	Mar 2024	View chart
Farther Finance Advisors	780.00	$8.034000	100%	Mar 2024	View chart
Baystate Wealth Management	300.00	$188.010000	100%	Dec 2023	View chart
Register Financial Advisors	200.00	$2.000000	100%	Mar 2024	View chart
Harbour Investments	200.00	$125.000000	0%	Dec 2023	View chart
Federation des caisses Desjardins du Quebec	185.00	$1.998000	100%	Mar 2024	View chart
Adirondack Trust	125.00	$1.000000	0%	Mar 2024	View chart
C.M. Bidwell & Associates	112.00	$0.996800	-88%	Mar 2024	View chart
Sunbelt Securities	109.00	$1.002800	0%	Mar 2024	View chart
EverSource Wealth Advisors	100.00	$63.000000	0%	Mar 2024	View chart
Main Street Group	100.00	$62.000000	100%	Dec 2023	View chart
Gen-Wealth Partners	66.00	$1.003200	100%	Mar 2024	View chart
Rise Advisors	25.00	$0	0%	Mar 2024	View chart
IFP Advisors	24.00	$15.000000	0%	Dec 2023	View chart
West Paces Advisors	15.00	$0	0%	Mar 2024	View chart

Who sold out of Invitae?

Fund or Company Name	Date Sold	Shares Held	Valued At
ARK Investment Management	Dec 2023	33M	$20M
BlackRock	Sep 2023	21M	$13M
Sumitomo Mitsui Trust Holdings	Dec 2023	17M	$11M
Nikko Asset Management Americas	Dec 2023	17M	$11M
Vanguard Group	Dec 2023	15M	$9.2M
Geode Capital Management	Sep 2023	5.1M	$3.1M
D. E. Shaw & Co	Dec 2023	3.1M	$1.9M
Susquehanna International	Sep 2023	3.1M	$1.9M
Northern Trust	Sep 2023	2.2M	$1.4M
AH Capital Management	Dec 2023	2.2M	$1.4M
Charles Schwab Investment Management	Dec 2023	2.1M	$1.3M
Baker Bros. Advisors	Dec 2023	1.8M	$1.1M
Jpmorgan Chase & Co	Dec 2023	1.7M	$1.1M
Morgan Stanley	Sep 2023	1.6M	$990k
Redmile Group	Dec 2023	1.5M	$924k
UBS Group	Dec 2023	1.2M	$593k
Citadel Advisors	Dec 2023	1.1M	$665k
State Treasurer State Of Michigan	Dec 2023	960k	$602k
Credit Suisse	Dec 2023	942k	$591k
Bank of New York Mellon	Dec 2023	850k	$532k
Vestmark Advisory Solutions	Dec 2023	839k	$526k
CIBC World Markets	Sep 2023	766k	$464k
Group One Trading	Sep 2023	748k	$453k
Millennium Management	Dec 2023	689k	$432k
Bank of America Corporation	Dec 2023	679k	$425k
Rock Springs Capital Management	Sep 2023	586k	$354k
Bourne Lent Asset Management	Dec 2023	575k	$360k
OTR - Nominee Name for The State Teachers Retirement Board of Ohio	Dec 2023	570k	$357k
HighTower Advisors	Dec 2023	565k	$341k
Tudor Investment Corporation	Dec 2023	543k	$340k
Jane Street	Dec 2023	504k	$316k
Gts Securities	Dec 2023	495k	$310k
Pathstone Holdings	Dec 2023	458k	$287k
Bank Of Montreal	Dec 2023	440k	$302k
AQR Capital Management	Dec 2023	424k	$266k
Rhumbline Advisers	Dec 2023	352k	$221k
LPL Financial	Sep 2023	336k	$203k
MIC Capital Management UK	Dec 2023	327k	$205k
Norges Bank Investment Management	Dec 2023	239k	$150k
Bnp Paribas Arbitrage, Snc	Dec 2023	239k	$150k
Nuveen Asset Management	Sep 2023	229k	$139k
Prosperity Wealth Management	Dec 2023	229k	$144k
Harbor Capital Advisors	Dec 2023	219k	$138k
Advisor Group Holdings	Dec 2023	177k	$111k
Deutsche Bank Aktiengesellschaft	Dec 2023	139k	$87k
T. Rowe Price Associates	Dec 2023	123k	$78k
Wells Fargo & Company	Dec 2023	118k	$74k
Envestnet Asset Management	Sep 2023	116k	$70k
Divergent Planning	Dec 2023	115k	$71k
Ing Investment Management	Sep 2023	110k	$67k
Gilder, Gagnon, Howe & Co	Sep 2023	100k	$60k
Commonwealth Equity Services	Dec 2023	98k	$61k
SG Americas Securities	Dec 2023	92k	$58k
Orin Green Financial	Dec 2023	77k	$48k
Florida State Board of Administration	Dec 2023	75k	$47k
Janney Montgomery Scott	Dec 2023	63k	$40k
Modera Wealth Management	Dec 2023	62k	$39k
Cambridge Investment Research Advisors	Dec 2023	60k	$37k
Royal Bank of Canada	Dec 2023	59k	$0
California State Teachers Retirement System	Sep 2023	58k	$35k
TD Waterhouse Canada	Dec 2023	46k	$26k
New York State Common Retirement Fund	Dec 2023	45k	$28k
Engineers Gate Manager	Sep 2023	44k	$27k
Stifel Financial	Dec 2023	44k	$27k
Aviva	Dec 2023	41k	$26k
Two Sigma Advisers	Dec 2023	39k	$24k
Wexford Capital	Dec 2023	38k	$24k
Citigroup	Dec 2023	38k	$24k
Victory Capital Management	Dec 2023	37k	$24k
Amalgamated Bank	Dec 2023	35k	$22k
ProShare Advisors	Sep 2023	34k	$21k
FDx Advisors	Sep 2023	33k	$20k
Redwood Wealth Management Group	Dec 2023	32k	$20k
Principal Financial Group	Dec 2023	32k	$20k
Deuterium Capital Management	Dec 2023	30k	$19k
Interchange Capital Partners	Dec 2023	29k	$18k
Legal & General Group	Dec 2023	28k	$17k
Verus Capital Partners	Dec 2023	27k	$17k
Pine Valley Investments Ltd Liability	Dec 2023	27k	$17k
Crestone Asset Management	Dec 2023	27k	$17k
Public Employees' Retirement Association of Colorado	Sep 2023	27k	$16k
Summit Investment Advisors	Dec 2023	26k	$16k
Tyler-Stone Wealth Management	Dec 2023	24k	$15k
Gotham Asset Management	Dec 2023	23k	$15k
FMR	Sep 2023	22k	$13k
Neuberger Berman Group	Dec 2023	21k	$13k
Tower Research Capital	Sep 2023	21k	$13k
Signature Estate and Investment Advisors	Dec 2023	21k	$13k
Townsquare Capital	Dec 2023	20k	$12k
HAP Trading	Sep 2023	18k	$84.640000
Eqis Capital Management	Sep 2023	18k	$11k
Creative Planning	Dec 2023	18k	$11k
Two Sigma Securities	Dec 2023	17k	$11k
Raymond James & Associates	Dec 2023	17k	$11k
Raymond James Financial Services Advisors	Dec 2023	17k	$10k
Wealth Enhancement Advisory Services	Dec 2023	16k	$10k
Corepath Wealth Partners	Dec 2023	16k	$8.0k
Mackenzie Financial	Dec 2023	15k	$9.7k
Fis	Dec 2023	15k	$9.6k
Independent Wealth Network	Dec 2023	15k	$9.5k
Mount Yale Investment Advisors	Sep 2023	14k	$8.6k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Dec 2023	13k	$8.1k
Advisory Services Network	Dec 2023	13k	$7.9k
Granite Bay Wealth Management	Dec 2023	13k	$8.0k
Oppenheimer & Co	Sep 2023	12k	$7.5k
San Luis Wealth Advisors	Dec 2023	12k	$8.0k
Private Advisor	Dec 2023	12k	$7.4k
Captrust Financial Advisors	Dec 2023	12k	$7.3k
Newman Dignan & Sheerar	Dec 2023	12k	$7.2k
Meridian Wealth Management	Dec 2023	11k	$7.0k
Fairfield Research Corporation	Sep 2023	11k	$6.6k
Concurrent Investment Advisors	Dec 2023	11k	$6.8k
Thomas Stevens, CFA"	Dec 2023	11k	$6.6k
Draper Asset Management	Dec 2023	10k	$1.000000
Credit Agricole	Sep 2023	10k	$6.1k
Mendota Financial Group	Dec 2023	8.1k	$5.0k
Brian McDonald	Sep 2023	6.3k	$3.8k
Zurcher Kantonalbank	Dec 2023	5.9k	$3.7k
FTB Advisors	Dec 2023	4.7k	$2.9k
Signature	Dec 2023	2.2k	$1.4k
Goss Wealth Management	Sep 2023	1.6k	$953.032500
Benjamin Edwards	Dec 2023	1.5k	$1.0k
CarsonAllaria Wealth Management	Dec 2023	1.4k	$854.955200
Venturi Wealth Management	Dec 2023	1.3k	$814.970000
Pnc Financial Services	Dec 2023	1.1k	$713.012700
Carmichael Hill & Associates	Dec 2023	1.0k	$9.1k
First Manhattan	Sep 2023	1.0k	$605.000000
Larson Financial Group	Dec 2023	886.00	$554.990400
Orion Capital Management	Dec 2023	750.00	$470.025000
Salem Investment Counselors	Dec 2023	700.00	$438.970000
Brown Brothers Harriman & Co.	Dec 2023	695.00	$435.973500
Householder Group Estate & Retirement Specialist	Dec 2023	587.00	$0
Us Bancorp	Dec 2023	537.00	$337.074900
Ronald Blue Trust	Dec 2023	456.00	$0
Glass Jacobson Investment Advisors	Dec 2023	400.00	$251.000000
Principal Securities	Dec 2023	398.00	$248.988800
Toth Financial Advisory Corporation	Dec 2023	385.00	$242.011000
NISA Investment Advisors	Dec 2023	348.00	$217.987200
GPS Wealth Strategies Group	Dec 2023	344.00	$215.997600
Naples Money Management	Dec 2023	312.00	$195.998400
Ables, Iannone, Moore & Associates	Dec 2023	300.00	$188.010000
Westside Investment Management	Dec 2023	200.00	$125.000000
Cutler	Dec 2023	194.00	$0
Gradient Investments	Dec 2023	175.00	$110.005000
Northwestern Mutual Wealth Management Company	Sep 2023	150.00	$91.005000
West Branch Capital	Dec 2023	121.00	$76.000100
Delos Wealth Advisors	Dec 2023	75.00	$48.000000
Headinvest	Sep 2023	65.00	$44.999500
WealthTrust DunckerStreett	Dec 2023	53.00	$32.997800
Oliver Lagore Vanvalin Investment Group	Dec 2023	50.00	$31.000000
Vima	Dec 2023	10.00	$6.000000

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