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 16, 2022
Q1 2022
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-6- 0.08% |
$759 - $1.41K
|
7.69K
$283K
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-6- 0.2% |
$759 - $1.41K
|
2.97K
$109K
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-6Closed |
$759 - $1.41K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6- 28.57% |
$759 - $1.41K
|
15
$553
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-7- 0.01% |
$885 - $1.65K
|
117K
$4.31M
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-8- 1.06% |
$1.01K - $1.88K
|
750
$27.6K
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
SELL
|
- |
-9Closed |
$1.14K - $2.12K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-9- 14.06% |
$1.14K - $2.12K
|
55
$2.03K
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-9- 16.07% |
$1.14K - $2.12K
|
47
$1.73K
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-11Closed |
$1.39K - $2.59K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-13Closed |
$1.64K - $3.06K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-13Closed |
$1.64K - $3.06K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 3.44% |
$1.64K - $3.06K
|
365
$13.5K
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-13- 6.91% |
$1.64K - $3.06K
|
175
$6.45K
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-14- 0.36% |
$1.77K - $3.29K
|
3.92K
$144K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14- 17.95% |
$1.77K - $3.29K
|
64
$2.36K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-14- 0.57% |
$1.77K - $3.29K
|
2.46K
$90.5K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-15- 10.0% |
$1.9K - $3.53K
|
135
$4.97K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-15Closed |
$1.9K - $3.53K
|
0
$0
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-15- 17.65% |
$1.9K - $3.53K
|
70
$2.58K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-18- 0.29% |
$2.28K - $4.23K
|
6.11K
$225K
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-19- 1.04% |
$2.4K - $4.47K
|
1.81K
$66.6K
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-19Closed |
$2.4K - $4.47K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-20Closed |
$2.53K - $4.7K
|
0
$0
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-20Closed |
$2.53K - $4.7K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-22- 6.57% |
$2.78K - $5.17K
|
313
$11.5K
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-23Closed |
$2.91K - $5.41K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-25- 23.81% |
$3.16K - $5.88K
|
80
$2.95K
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25Closed |
$3.16K - $5.88K
|
0
$0
|
|
May 24, 2022
Q1 2022
|
Chelsea Counsel CO
|
SELL
|
- |
-25- 0.39% |
$3.16K - $5.88K
|
6.38K
$235K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-25- 23.58% |
$3.16K - $5.88K
|
81
$2.98K
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-25Closed |
$3.16K - $5.88K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-28- 2.62% |
$3.54K - $6.58K
|
1.04K
$38.4K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-28- 16.97% |
$3.54K - $6.58K
|
137
$5.05K
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-30Closed |
$3.79K - $7.05K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-31- 10.4% |
$3.92K - $7.29K
|
267
$9.84K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34- 1.39% |
$4.3K - $7.99K
|
2.41K
$88.7K
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-49- 29.17% |
$6.2K - $11.5K
|
119
$4.39K
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-50- 0.43% |
$6.32K - $11.8K
|
11.5K
$422K
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-50- 3.78% |
$6.32K - $11.8K
|
1.27K
$46.9K
|
|
Feb 07, 2023
Q1 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-50- 0.5% |
$6.32K - $11.8K
|
10K
$369K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-51- 4.03% |
$6.45K - $12K
|
1.22K
$44.8K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-61- 37.65% |
$7.71K - $14.3K
|
101
$3.72K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-65- 3.37% |
$8.22K - $15.3K
|
1.87K
$68.7K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-70- 38.67% |
$8.85K - $16.5K
|
111
$4.09K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-70- 66.67% |
$8.85K - $16.5K
|
35
$1.29K
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-75Closed |
$9.48K - $17.6K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-76- 0.61% |
$9.61K - $17.9K
|
12.3K
$454K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-77Closed |
$9.74K - $18.1K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-82- 5.78% |
$10.4K - $19.3K
|
1.34K
$49.3K
|