Latest Institutional Transactions on Moderna, Inc. (MRNA)
This table provides information on the latest institutional transactions involving Moderna, Inc. (MRNA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
8New |
$948 - $1.28K
|
8
$258
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4New |
$474 - $642
|
4
$129
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-32- 1.83% |
$3.79K - $5.14K
|
1.72K
$55.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-27- 0.28% |
$3.2K - $4.33K
|
9.65K
$311K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-10- 6.33% |
$1.19K - $1.61K
|
148
$4.77K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4- 3.54% |
$474 - $642
|
109
$3.51K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
603+ 24.65% |
$71.5K - $96.8K
|
3.05K
$98.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10+ 100.0% |
$1.19K - $1.61K
|
20
$644
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
1.5KNew |
$203K - $296K
|
1.5K
$48.3K
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-6.51KClosed |
$883K - $1.28M
|
0
$0
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
10New |
$1.36K - $1.97K
|
10
$322
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
40.4KNew |
$5.48M - $7.95M
|
40.4K
$1.3M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1Closed |
$136 - $197
|
0
$0
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
651+ 9.59% |
$88.3K - $128K
|
7.44K
$240K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15- 0.87% |
$2.03K - $2.96K
|
1.7K
$54.7K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.33K+ 860.39% |
$180K - $261K
|
1.48K
$47.6K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.55KClosed |
$482K - $700K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-47- 3.32% |
$6.38K - $9.26K
|
1.37K
$44.1K
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
6.54KNew |
$887K - $1.29M
|
6.54K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.56% |
$543 - $788
|
711
$22.9K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-900- 45.05% |
$122K - $177K
|
1.1K
$35.4K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
6.8KNew |
$922K - $1.34M
|
6.8K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
7+ 63.64% |
$950 - $1.38K
|
18
$580
|
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-196- 8.13% |
$26.6K - $38.6K
|
2.22K
$71.4K
|
|
|
May 15, 2023
Q1 2023
|
Precept Management LLC
Dallas, TX |
BUY
|
PUT |
30KNew |
$4.07M - $5.91M
|
30K
$966K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.02KNew |
$273K - $397K
|
2.02K
$64.9K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.68K+ 75.6% |
$500K - $726K
|
8.56K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.52K+ 60.13% |
$206K - $299K
|
4.05K
$130K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-237K- 98.91% |
$32.1M - $46.7M
|
2.6K
$83.7K
|
|
|
May 15, 2023
Q1 2023
|
Endurant Capital Management LP
San Mateo, CA |
BUY
|
- |
36.1KNew |
$4.9M - $7.12M
|
36.1K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-204K- 99.91% |
$27.7M - $40.3M
|
190
$6.12K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-89- 5.91% |
$12.1K - $17.5K
|
1.42K
$45.7K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.41K+ 70.03% |
$192K - $279K
|
3.43K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
BUY
|
- |
177K+ 13.09% |
$24M - $34.9M
|
1.53M
$49.3M
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-2.8KClosed |
$380K - $552K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-286- 6.28% |
$38.8K - $56.3K
|
4.27K
$137K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
64.4KNew |
$8.73M - $12.7M
|
64.4K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Artia Global Partners LP
Miami, FL |
BUY
|
- |
10K+ 13.38% |
$1.36M - $1.97M
|
84.7K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.52KNew |
$342K - $497K
|
2.52K
$81.2K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-20- 0.86% |
$2.71K - $3.94K
|
2.3K
$74.2K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
10New |
$1.36K - $1.97K
|
10
$322
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5.73KNew |
$777K - $1.13M
|
5.73K
$184K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-10- 0.02% |
$1.36K - $1.97K
|
53.3K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
7.11KNew |
$965K - $1.4M
|
7.11K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5- 2.0% |
$678 - $985
|
245
$7.89K
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
19.7KNew |
$2.67M - $3.88M
|
19.7K
$634K
|
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.36KNew |
$456K - $662K
|
3.36K
$108K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
740New |
$100K - $146K
|
740
$23.8K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-98- 2.5% |
$13.3K - $19.3K
|
3.83K
$123K
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-50- 2.97% |
$6.78K - $9.85K
|
1.63K
$52.5K
|
|