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Get Institutions for : 
Invitae Corp (NVTA)  
$0.00 0.00 (200.00%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 197    23
Total shares held : 
 155,874,179  
% of shares held : 
 68.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -31  
Amount of shares held : 
 2,638,522  
% of shares held change : 
   1.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $0.69  
Last Quarter's Ending Price : 
 $0.63  
Last Quarter's Average Price : 
 $0.60  
Change from last quarter's     
avg. price to the last closing  : 
0.60 (99.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 1,463,734
 0.94%
 
Increased Positions :
56
 11,987,214
 7.69%
 
Unchanged Positions :
66
 40,787,137
 26.17%
 
Decreased Positions :
64
-7,942,515
-5.1%
 
Closed Positions :
34
-2,869,911
-1.84%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Global Retirement Partners LLC 3095 *Closed 2024-03-31 0 $0 -7
   MARINER WEALTH ADVISORS, LLC 3027 *Closed 2023-12-31 0 $0 -15,463
   San Luis Wealth Advisors LLC 48 *Closed 2024-03-31 0 $0 -12,000
   TOTH FINANCIAL ADVISORY CORP 690 *Closed 2024-03-31 0 $0 -385
   GRADIENT INVESTMENTS LLC 1049 *Closed 2024-03-31 0 $0 -175
   Westside Investment Management Inc. 826 *Closed 2024-03-31 0 $0 -200
   COCONUT GROVE BANK 597 *Closed 2023-12-31 0 $0 -706
   VERITABLE LP 72 *Closed 2023-09-30 0 $0 -18,634
   HRT FINANCIAL LLC 2282 *Closed 2023-12-31 0 $0 -46,312
   BANK OF NEW YORK MELLON CORP 4148 *Closed 2024-03-31 0 $0 -849,472
   AMALGAMATED BANK 2959 *Closed 2024-03-31 0 $0 -34,468
   Snowden Capital Advisors LLC 1114 *Closed 2023-12-31 0 $0 -14,100
   GREAT WEST LIFE ASSURANCE CO /CAN/ 2196 *Closed 2023-12-31 0 $0 -28,534
   Apollon Wealth Management LLC 1086 *Closed 2023-12-31 0 $0 -22,245
   HEAD & ASSOCIATES LLC 295 *Closed 2023-12-31 0 $0 -65
   CI Private Wealth LLC 2264 *Closed 2023-12-31 0 $0 -39,397
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3399 *Closed 2024-03-31 0 $0 -16,482
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 2643 *Closed 2024-03-31 0 $0 -5,853
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. *Closed 2023-12-31 0 $0 -1,652,650
   Covestor Ltd 2437 *Closed 2023-12-31 0 $0 -74
   GILDER GAGNON HOWE & CO LLC 265 *Closed 2023-12-31 0 $0 -99,813
   FTB Advisors Inc. 2312 *Closed 2024-03-31 0 $0 -4,698
   PICTET ASSET MANAGEMENT SA 2001 *Closed 2023-06-30 0 $0 -29,032
   JustInvest LLC 1578 *Closed 2023-12-31 0 $0 -18,185
   Venturi Wealth Management LLC 1409 *Closed 2024-03-31 0 $0 -1,300
   DUNCKER STREETT & CO INC 486 *Closed 2024-03-31 0 $0 -53
   FINANCIAL NETWORK 2806 *Closed 2023-12-31 0 $0 -25,823
   Glass Jacobson Investment Advisors llc 749 *Closed 2024-03-31 0 $0 -400
   Farther Finance Advisors LLC 3259 *Closed 2023-12-31 0 $0 -50
   Security National Bank 326 *Closed 2024-03-31 0 $0 -106
   RAYMOND JAMES & ASSOCIATES 3901 *Closed 2024-03-31 0 $0 -16,843
   Quantum Private Wealth LLC 183 *Closed 2023-12-31 0 $0 -10,016
   SALEM INVESTMENT COUNSELORS INC 1139 *Closed 2024-03-31 0 $0 -700
   Independent Wealth Network Inc. 141 *Closed 2024-03-31 0 $0 -15,086
   Engineers Gate Manager LP 2175 *Closed 2023-12-31 0 $0 -44,129
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2440 *Closed 2024-03-31 0 $0 -15,919
   HM PAYSON & CO 1005 *Closed 2023-12-31 0 $0 -3,240
   STATE TREASURER STATE OF MICHIGAN 972 *Closed 2024-03-31 0 $0 -959,939
   Concord Wealth Partners 982 *Closed 2023-12-31 0 $0 -137
   GUERRA PAN ADVISORS LLC 103 *Closed 2023-12-31 0 $0 -10,335
   West Branch Capital LLC 414 *Closed 2024-03-31 0 $0 -121
   MCCORMACK ADVISORS INTERNATIONAL 1047 *Closed 2023-12-31 0 $0 -10,000
   Vident Investment Advisory LLC 908 *Closed 2023-09-30 0 $0 -14,714
   Rock Springs Capital Management LP 110 *Closed 2023-12-31 0 $0 -585,659
   Mendota Financial Group LLC 362 *Closed 2024-03-31 0 $0 -8,050
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 1197 *Closed 2024-03-31 0 $0 -10,532
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 1130 *Closed 2024-03-31 0 $0 -16,764,480
   NIA IMPACT ADVISORS LLC 62 *Closed 2023-06-30 0 $0 -10,505
   Cutler Group LP 1449 *Closed 2024-03-31 0 $0 -94
   MULTIFINANCIAL SECURITIES CORP 1805 *Closed 2023-12-31 0 $0 -11,377
   ARK Investment Management LLC 210 *Closed 2024-03-31 0 $0 -32,550,683
   Meridian Wealth Management LLC 535 *Closed 2024-03-31 0 $0 -11,150
   Cubist Systematic Strategies LLC 2518 *Closed 2023-12-31 0 $0 -73,957
   Harel Insurance Investments & Financial Services L 647 *Closed 2023-12-31 0 $0 -4,439
   Arete Wealth Advisors LLC 762 *Closed 2023-12-31 0 $0 -21,194
   Crestone Asset Management LLC 115 *Closed 2024-03-31 0 $0 -26,958
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 1911 *Closed 2023-12-31 0 $0 -26,483
   Divergent Planning LLC 29 *Closed 2024-03-31 0 $0 -115,386
   BOURNE STENSTROM CAPITAL MANAGEMENT INC 64 *Closed 2024-03-31 0 $0 -574,600
   TRUST CO OF VERMONT 883 *Closed 2023-12-31 0 $0 -400
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3382 *Closed 2024-03-31 0 $0 -59,489
  61 Records found
  1    
  Page 1 of 1
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