InvitaeNVTAQ
13F holders, Q1 2024 (March 31)37holders
$0.01avg. 13F price*
At the end of Q1 2024, 37 institutions reported holding Invitae Corp. (NVTAQ) in their 13F filings. The largest holders were State of Wyoming ($40K), Goldman Sachs Group Inc. ($10K) and Green Alpha Advisors, LLC ($5K).
- Company
- Invitae Corp.
- CUSIP
- 46185L103
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $179 |
| Exits | 172 | $96.4M |
Ownership 37 holders
| State of Wyoming | 0.01% | Add +781.2% | 3,650,491 | $40K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.0% | 902,109 | $10K |
| Green Alpha Advisors, LLC | 0.00% | Reduce -0.5% | 450,148 | $5K |
| Longitude (Cayman) Ltd. | 0.00% | Reduce -4.4% | 215,000 | $2K |
| CreativeOne Wealth, LLC | 0.00% | Add +44.9% | 58,064 | $1K |
| XTX Topco Ltd | 0.00% | Add +109.7% | 85,861 | $944 |
| Avior Wealth Management, LLC | 0.00% | No change | 70,040 | $770 |
| AdvisorNet Financial, Inc | 0.00% | Add +150.0% | 50,000 | $550 |
| Cantor Fitzgerald, L. P. | 0.00% | Reduce -21.3% | 30,000 | $480 |
| Barclays PLC | 0.00% | Reduce -91.2% | 37,151 | $409 |
| Evolution Wealth Advisors, LLC | 0.00% | No change | 36,000 | $396 |
| Strategic Blueprint, LLC | 0.00% | Reduce -0.8% | 28,316 | $311 |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 26,554 | $292 |
| PayPay Securities Corp | 0.01% | Add +64.5% | 17,314 | $190 |
| Lindbrook Capital, LLC | 0.00% | New | 10,000 | $110 |
| Cambridge Trust Co. | 0.00% | New | 5,405 | $59 |
| Parallel Advisors, LLC | 0.00% | Reduce -19.4% | 4,168 | $46 |
| Operose Advisors LLC | 0.00% | No change | 4,000 | $44 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,015 | $22 |
| Kozak & Associates, Inc. | 0.00% | No change | 5,483 | $11 |
| Farther Finance Advisors, LLC | 0.00% | New | 780 | $8 |
| Register Financial Advisors LLC | 0.00% | New | 200 | $2 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 185 | $2 |
| Adirondack Trust Co. | 0.00% | No change | 125 | $1 |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 112 | $1 |
| Sunbelt Securities, Inc. | 0.00% | No change | 109 | $1 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1214.0% | 1,314 | $1 |
| Main Street Group, LTD | 0.00% | No change | 100 | $1 |
| Gen-Wealth Partners Inc | 0.00% | — | 66 | $1 |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.0% | 16,215 | $0 |
| Cwm, LLC | 0.00% | Add +3171.1% | 21,851 | $0 |
| HighPoint Advisor Group LLC | 0.00% | No change | 15,426 | $0 |
| IFP Advisors, Inc | 0.00% | No change | 24 | $0 |
| Alphabet Inc. | 0.00% | No change | 235,606 | $0 |
| Rise Advisors, LLC | 0.00% | No change | 25 | $0 |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 2,000 | $0 |
| West Paces Advisors Inc. | 0.00% | No change | 15 | $0 |
"% of holder's portfolio" is NVTAQ's weight in each manager's 13F, not the share of Invitae Corp. the manager owns.