Purchases and Sales Made in Q1 2022 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q1 2022. The information is specifically focused on institutions that hold shares of Moderna, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22New |
$2.78K - $5.17K
|
22
$811
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
21New |
$2.66K - $4.94K
|
21
$774
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
20+ 20.0% |
$2.53K - $4.7K
|
120
$4.42K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
20+ 111.11% |
$2.53K - $4.7K
|
38
$1.4K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
18+ 21.95% |
$2.28K - $4.23K
|
100
$3.69K
|
|
|
May 17, 2022
Q1 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
17New |
$2.15K - $4K
|
17
$626
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
17+ 58.62% |
$2.15K - $4K
|
46
$1.7K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 0.31% |
$2.02K - $3.76K
|
5.2K
$191K
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
16+ 1.07% |
$2.02K - $3.76K
|
1.52K
$55.9K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
15+ 1.12% |
$1.9K - $3.53K
|
1.35K
$49.7K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15New |
$1.9K - $3.53K
|
15
$553
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
15New |
$1.9K - $3.53K
|
15
$553
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
15+ 53.57% |
$1.9K - $3.53K
|
43
$1.58K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
14+ 5.36% |
$1.77K - $3.29K
|
275
$10.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13New |
$1.64K - $3.06K
|
13
$479
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
12+ 3.87% |
$1.52K - $2.82K
|
322
$11.9K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11+ 157.14% |
$1.39K - $2.59K
|
18
$663
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10+ 1.48% |
$1.26K - $2.35K
|
686
$25.3K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
10New |
$1.26K - $2.35K
|
10
$369
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10+ 21.74% |
$1.26K - $2.35K
|
56
$2.06K
|
|
|
May 12, 2022
Q1 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
10+ 0.54% |
$1.26K - $2.35K
|
1.88K
$69.1K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 4.37% |
$1.26K - $2.35K
|
239
$8.81K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10New |
$1.26K - $2.35K
|
10
$369
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9New |
$1.14K - $2.12K
|
9
$332
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
7+ 116.67% |
$885 - $1.65K
|
13
$479
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7+ 3.07% |
$885 - $1.65K
|
235
$8.66K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
7+ 6.36% |
$885 - $1.65K
|
117
$4.31K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6+ 1.99% |
$759 - $1.41K
|
307
$11.3K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5+ 2.27% |
$632 - $1.18K
|
225
$8.29K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
5+ 0.33% |
$632 - $1.18K
|
1.54K
$56.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 2.61% |
$506 - $940
|
157
$5.79K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3+ 5.36% |
$379 - $705
|
59
$2.17K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
2New |
$253 - $470
|
2
$73.7
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 1.32% |
$253 - $470
|
153
$5.64K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2+ 0.11% |
$253 - $470
|
1.85K
$68.3K
|
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2New |
$253 - $470
|
2
$73.7
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 2.33% |
$126 - $235
|
44
$1.62K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 20.0% |
$126 - $235
|
6
$221
|
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 5.0% |
$126 - $235
|
19
$700
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1Closed |
$126 - $235
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1- 0.07% |
$126 - $235
|
1.47K
$54.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1Closed |
$126 - $235
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1Closed |
$126 - $235
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2Closed |
$253 - $470
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-2- 0.09% |
$253 - $470
|
2.11K
$77.8K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3- 0.14% |
$379 - $705
|
2.1K
$77.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-4Closed |
$506 - $940
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4- 0.15% |
$506 - $940
|
2.61K
$96.1K
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4- 0.32% |
$506 - $940
|
1.24K
$45.5K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5Closed |
$632 - $1.18K
|
0
$0
|