Invitae Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STATE OF WYOMING | 05/14/2024 | 3.65 M | $40,155 | 781.24% | 1.32% |
| GOLDMAN SACHS GROUP INC | 05/15/2024 | 902,109 | $9,923 | -15.99% | 0.33% |
| GREEN ALPHA ADVISORS, LLC | 04/10/2024 | 450,148 | $4,952 | -0.54% | 0.16% |
| LONGITUDE (CAYMAN) LTD. | 05/09/2024 | 215,000 | $2,365 | -4.44% | 0.08% |
| XTX TOPCO LTD | 05/13/2024 | 85,861 | $944 | 109.66% | 0.03% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 04/30/2024 | 70,040 | $770 | 0.00% | 0.03% |
| CREATIVEONE WEALTH, LLC | 05/14/2024 | 58,064 | $1,000 | 44.93% | 0.02% |
| ADVISORNET FINANCIAL, INC | 04/12/2024 | 50,000 | $550 | 150.00% | 0.02% |
| EVOLUTION WEALTH ADVISORS, LLC | 04/19/2024 | 36,000 | $396 | 0.00% | 0.01% |
| CANTOR FITZGERALD, L. P. | 05/15/2024 | 30,000 | $480 | -21.26% | 0.01% |
| STRATEGIC BLUEPRINT, LLC | 04/23/2024 | 28,316 | $311 | -0.75% | 0.01% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 05/13/2024 | 26,554 | $292 | 0.00% | 0.01% |
| PAYPAY SECURITIES CORP | 04/18/2024 | 17,314 | $190 | 64.50% | 0.01% |
| LINDBROOK CAPITAL, LLC | 04/25/2024 | 10,000 | $110 | 100.00% | 0.00% |
| KOZAK & ASSOCIATES, INC. | 05/17/2024 | 5,483 | $11 | 0.00% | 0.00% |
| CAMBRIDGE TRUST CO | 05/30/2024 | 5,405 | $59 | 100.00% | 0.00% |
| PARALLEL ADVISORS, LLC | 05/06/2024 | 4,168 | $46 | -19.35% | 0.00% |
| OPEROSE ADVISORS LLC | 05/13/2024 | 4,000 | $44 | 0.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/15/2024 | 2,015 | $22 | 0.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 06/11/2024 | 1,314 | $1 | 1,214.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 05/14/2024 | 780 | $8 | 100.00% | 0.00% |
| REGISTER FINANCIAL ADVISORS LLC | 04/16/2024 | 200 | $2 | 100.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/15/2024 | 185 | $2 | 0.00% | 0.00% |
| ADIRONDACK TRUST CO | 04/09/2024 | 125 | $1 | 0.00% | 0.00% |
| C M BIDWELL & ASSOCIATES LTD | 05/14/2024 | 112 | $1 | 0.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 04/15/2024 | 109 | $1 | 0.00% | 0.00% |
| MAIN STREET GROUP, LTD | 05/15/2024 | 100 | $1 | 0.00% | 0.00% |
| GEN-WEALTH PARTNERS INC | 05/15/2024 | 66 | $1 | 100.00% | 0.00% |
| AMERICAN INTERNATIONAL GROUP, INC. | 05/13/2024 | 0 | $0 | -100.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 05/10/2024 | 0 | $0 | -100.00% | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 05/10/2024 | 0 | $0 | -100.00% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 0 | $0 | -100.00% | 0.00% |
| US BANCORP \DE\ | 05/08/2024 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/15/2024 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/10/2024 | 0 | $0 | -100.00% | 0.00% |
| NORTHERN TRUST CORP | 05/14/2024 | 0 | $0 | -100.00% | 0.00% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2024 | 0 | $0 | -100.00% | 0.00% |
| STATE STREET CORP | 05/15/2024 | 0 | $0 | -100.00% | 0.00% |
| VANGUARD GROUP INC | 05/10/2024 | 0 | $0 | -100.00% | 0.00% |
| BARCLAYS PLC | 05/15/2024 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 05/13/2024 | 0 | $0 | -100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/10/2024 | 0 | $0 | -100.00% | 0.00% |
| STIFEL FINANCIAL CORP | 05/14/2024 | 0 | $0 | -100.00% | 0.00% |
| FIRST MANHATTAN CO. LLC. | 05/15/2024 | 0 | $0 | -100.00% | 0.00% |
| METROPOLITAN LIFE INSURANCE CO/NY | 05/14/2024 | 0 | $0 | -100.00% | 0.00% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 04/18/2024 | 0 | $0 | -100.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 07/01/2024 | 0 | $0 | -100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 07/22/2024 | 0 | $0 | -100.00% | 0.00% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/07/2024 | 0 | $0 | -100.00% | 0.00% |
| STRS OHIO | 05/13/2024 | 0 | $0 | -100.00% | 0.00% |
Invitae Corporationinstitutional Ownership - FAQ's
During the previous two years, 65 institutional investors and hedge funds held shares of Invitae Corporation. The most heavily invested institutionals were:
CAMBRIDGE TRUST CO: 5,405
Crestone Asset Management LLC: 0
CREDIT SUISSE AG/: 0
Baystate Wealth Management LLC: 300
PATHSTONE FAMILY OFFICE, LLC: 157,972
Antonetti Capital Management LLC: 1,325
2.05% of Invitae Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 9.04 M shares in the last 24 months. This purchase volume represents approximately $180,891 in transactions.