# INVITAE CORP (NVTAQ)

> Institutional ownership reported to the SEC as of Q2 2024, from Form 13F filings. Source: https://holderbook.com/stocks/NVTAQ/

- Reporting holders: 9
- Reported value: $1.4K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Avior Wealth Management, LLC](https://holderbook.com/funds/1599868-avior-wealth-management-llc/) | $630 | 70,040 | 0.0% | 8 |
| [Redwood Wealth Management Group, LLC](https://holderbook.com/funds/1963839-redwood-wealth-management-group-llc/) | $254 | 28,205 | 0.0% | 1 |
| [Strategic Blueprint, LLC](https://holderbook.com/funds/1767821-strategic-blueprint-llc/) | $252 | 28,016 | 0.0% | 6 |
| [ADIRONDACK TRUST CO](https://holderbook.com/funds/1054257-adirondack-trust-co/) | $125 | 125 | 0.0% | 7 |
| [MAI Capital Management](https://holderbook.com/funds/1040197-mai-capital-management/) | $90 | 10,000 | 0.0% | 1 |
| [Lindbrook Capital, LLC](https://holderbook.com/funds/1767045-lindbrook-capital-llc/) | $90 | 10,000 | 0.0% | 2 |
| [Parallel Advisors, LLC](https://holderbook.com/funds/1690010-parallel-advisors-llc/) | $38 | 4,168 | 0.0% | 17 |
| [Kozak & Associates, Inc.](https://holderbook.com/funds/1764970-kozak-associates-inc/) | $2 | 5,483 | 0.0% | 12 |
| [C M BIDWELL & ASSOCIATES LTD](https://holderbook.com/funds/1091860-c-m-bidwell-associates-ltd/) | $1 | 112 | 0.0% | 7 |
| [Sunbelt Securities, Inc.](https://holderbook.com/funds/1632932-sunbelt-securities-inc/) | $1 | 109 | 0.0% | 6 |
| [EverSource Wealth Advisors, LLC](https://holderbook.com/funds/1710537-eversource-wealth-advisors-llc/) | $1 | 1,357 | 0.0% | 7 |
| [Gen-Wealth Partners Inc](https://holderbook.com/funds/2023375-gen-wealth-partners-inc/) | $1 | 66 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2024 | 9 | $1.4K |
| Q1 2024 | 29 | $68.0K |
| Q4 2023 | 200 | $103.8M |
| Q3 2023 | 217 | $95.8M |
| Q2 2023 | 232 | $189.4M |
| Q1 2023 | 272 | $253.3M |
| Q4 2022 | 274 | $343.8M |
| Q3 2022 | 263 | $479.9M |
| Q2 2022 | 269 | $556.5M |
| Q1 2022 | 309 | $1.7B |
| Q4 2021 | 325 | $3.3B |
| Q3 2021 | 350 | $6.0B |