NVTA(NVTA)
NVTA
Institutional Ownership
Top 65 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CAMBRIDGE TRUST CO | 5.41K | Mar 31, 24 | +5.41K | 0.00% |
| CREDIT SUISSE AG/ | -- | Mar 31, 24 | -942.43K | -- |
| Crestone Asset Management LLC | -- | Mar 31, 24 | -26.96K | -- |
| Baystate Wealth Management LLC | 300 | Dec 31, 23 | +300 | 0.00% |
| PATHSTONE FAMILY OFFICE, LLC | 157.97K | Sep 30, 23 | +76.64K | 0.06% |
| Antonetti Capital Management LLC | 1.32K | Sep 30, 23 | -125 | 0.00% |
| SILVERHAWK ASSET MANAGEMENT, LLC | 21.56K | Jun 30, 23 | -- | 0.01% |
| Veritable, L.P. | 18.63K | Jun 30, 23 | -- | 0.01% |
| Vident Investment Advisory, LLC | 14.71K | Jun 30, 23 | -57.06K | 0.01% |
| Kistler-Tiffany Companies, LLC | 1.35K | Jun 30, 23 | -- | 0.00% |
| BerganKDV Wealth Management, LLC | 450 | Jun 30, 23 | -- | 0.00% |
| PICTET ASSET MANAGEMENT SA | -- | Jun 30, 23 | -29.03K | -- |
| Rayliant Investment Research | 50.39K | Dec 31, 22 | +50.39K | 0.02% |
| Newman & Schimel, LLC | 14.50K | Dec 31, 22 | +14.50K | 0.01% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 59 | Dec 31, 22 | +59 | 0.00% |
| AH Equity Partners Bio II, L.L.C. | 1.28M | Sep 30, 22 | +106.41K | 0.45% |
| EATON VANCE MANAGEMENT | 100.00K | Sep 30, 22 | -- | 0.03% |
| American Portfolios Advisors | 47.77K | Sep 30, 22 | -1.52K | 0.02% |
| Strategic Asset Management, LLC | 5.00K | Sep 30, 22 | +700 | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1.40K | Sep 30, 22 | +1.40K | 0.00% |
| Covington Capital Management | 500 | Sep 30, 22 | +500 | 0.00% |
| Private Capital Group, LLC | 269 | Jun 30, 22 | -- | 0.00% |
| Lake Point Wealth Management | 50 | Jun 30, 22 | -- | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 358.50K | Mar 31, 22 | +164.15K | 0.13% |
| Amalgamated Financial Corp. | 26.36K | Mar 31, 22 | +26.36K | 0.01% |
| PRICE MICHAEL F | 25.00K | Mar 31, 22 | +25.00K | 0.01% |
| NEXT Financial Group, Inc | 7.70K | Dec 31, 21 | -6.89K | 0.00% |
| Ameritas Investment Company, LLC | 7.15K | Sep 30, 21 | +700 | 0.00% |
| Sonora Investment Management, LLC | 700 | Sep 30, 21 | -- | 0.00% |
| Berman Capital Advisors, LLC | 243 | Sep 30, 21 | +93 | 0.00% |
| PICTET ASSET MANAGEMENT LTD | 11.22K | Jun 30, 21 | -1.38K | 0.00% |
| SMITH ASSET MANAGEMENT GROUP LP | 130 | Jun 30, 21 | -- | 0.00% |
| CARILLON TOWER ADVISERS, INC. | 303.41K | Dec 31, 20 | -29.64K | 0.11% |
| Aperio Group, LLC | 32.97K | Dec 31, 20 | +6.87K | 0.01% |
| Paul John Balson | 5.20K | Dec 31, 20 | -- | 0.00% |
| Haafor (Singapore) Pte. Ltd. | 5.20K | Dec 31, 20 | +5.20K | 0.00% |
| Winslow, Evans & Crocker, Inc. | 2.17K | Dec 31, 20 | +1.50K | 0.00% |
| BRINKER CAPITAL INC | 8.42K | Jun 30, 20 | +8.42K | 0.00% |
| NumerixS Investment Technologies Inc | 2.07K | Jun 30, 20 | -32 | 0.00% |
| Xact Kapitalforvaltning AB | 23.30K | Mar 31, 20 | -- | 0.01% |
| PagnatoKarp Partners LLC | 14.67K | Mar 31, 20 | +4.56K | 0.01% |
| Advisor Group, Inc. | 29.17K | Dec 31, 19 | -2.48K | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 8.48K | Dec 31, 19 | -2.30K | 0.00% |
| BOSTON ADVISORS LLC | 61.50K | Sep 30, 19 | +23.32K | 0.02% |
| TIVERTON ASSET MANAGEMENT LLC | 3.56K | Sep 30, 19 | +3.56K | 0.00% |
| Neuburgh Advisers LLC | 1.16K | Sep 30, 19 | +1.16K | 0.00% |
| Flinton Capital Management LLC | 952 | Sep 30, 19 | +952 | 0.00% |
| Tyers Asset Management LLC | 748 | Sep 30, 19 | +748 | 0.00% |
| Glen Harbor Capital Management LLC | 544 | Sep 30, 19 | +544 | 0.00% |
| Stevens First Principles Investment Advisors | 20 | Jun 30, 19 | +20 | 0.00% |
| Balter Liquid Alternatives, LLC | -- | Jun 30, 19 | -19.34K | -- |
| TEACHERS ADVISORS, LLC | 967.12K | Mar 31, 19 | +111.64K | 0.34% |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 634.80K | Mar 31, 19 | +57.88K | 0.22% |
| Daiwa SB Investments Ltd. | 138.33K | Mar 31, 19 | -181.08K | 0.05% |
| HL FINANCIAL SERVICES LLC | 32.82K | Mar 31, 19 | +32.82K | 0.01% |
| SECOR Capital Advisors, LP | -- | Mar 31, 19 | -23.22K | -- |
| WealthTrust-Arizona, LLC | 300 | Dec 31, 18 | -200 | 0.00% |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -1.71K | -- |
| Numeric Investors LLC | 38.60K | Dec 31, 17 | +38.60K | 0.01% |
| TFS CAPITAL LLC | 77.08K | Jun 30, 17 | +77.08K | 0.03% |
| BLACKROCK ADVISORS LLC | 2.05M | Dec 31, 16 | -139.90K | 0.72% |
| BlackRock Fund Advisors | 780.74K | Dec 31, 16 | +149.24K | 0.27% |
| BlackRock Group LTD | 750.02K | Dec 31, 16 | -81.46K | 0.26% |
| BlackRock Institutional Trust Company, N.A. | 561.85K | Dec 31, 16 | +207.88K | 0.20% |
| BlackRock Investment Management, LLC | 352.68K | Dec 31, 16 | -1.26K | 0.12% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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