Purchases and Sales Made in Q1 2023 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q1 2023. 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 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
5.29KNew |
$718K - $1.04M
|
5.29K
$195K
|
|
|
May 15, 2023
Q1 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
5.26K+ 63.28% |
$713K - $1.04M
|
13.6K
$500K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.03K+ 166.94% |
$682K - $991K
|
8.04K
$296K
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
5K+ 100.0% |
$678K - $985K
|
10K
$369K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
4.95KNew |
$671K - $974K
|
4.95K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.89KNew |
$663K - $963K
|
4.89K
$180K
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
4.79KNew |
$650K - $945K
|
4.79K
$177K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.78K+ 114.03% |
$648K - $942K
|
8.97K
$331K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.7KNew |
$638K - $927K
|
4.7K
$173K
|
|
|
May 11, 2023
Q1 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
4.7KNew |
$638K - $926K
|
4.7K
$173K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.69KNew |
$636K - $923K
|
4.69K
$173K
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.68KNew |
$635K - $923K
|
4.68K
$173K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
4.57K+ 41.48% |
$620K - $900K
|
15.6K
$574K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.57K+ 7.25% |
$619K - $899K
|
67.5K
$2.49M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
4.53KNew |
$614K - $892K
|
4.53K
$167K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.52K+ 60.59% |
$614K - $891K
|
12K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
4.49KNew |
$609K - $885K
|
4.49K
$166K
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
4.32KNew |
$586K - $851K
|
4.32K
$159K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.29KNew |
$582K - $846K
|
4.29K
$158K
|
|
|
May 10, 2023
Q1 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4.26KNew |
$578K - $840K
|
4.26K
$157K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4.26K+ 89.53% |
$578K - $839K
|
9.01K
$332K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.26K+ 2.79% |
$577K - $839K
|
157K
$5.78M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.16KNew |
$564K - $819K
|
4.16K
$153K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
4.11KNew |
$558K - $810K
|
4.11K
$152K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.05K+ 274.39% |
$549K - $798K
|
5.53K
$204K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.04K+ 36.56% |
$548K - $796K
|
15.1K
$556K
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
3.92K+ 16.4% |
$532K - $772K
|
27.8K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.7K+ 30.53% |
$502K - $729K
|
15.8K
$583K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.7K+ 70.68% |
$502K - $729K
|
8.93K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.68K+ 75.6% |
$500K - $726K
|
8.56K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.47KNew |
$471K - $683K
|
3.47K
$128K
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.43K+ 35.98% |
$465K - $676K
|
13K
$478K
|
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.36KNew |
$456K - $662K
|
3.36K
$124K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.25K+ 142.08% |
$441K - $640K
|
5.53K
$204K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.22K+ 3.73% |
$437K - $635K
|
89.6K
$3.3M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
3.22KNew |
$437K - $634K
|
3.22K
$119K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.11K+ 6.55% |
$422K - $613K
|
50.6K
$1.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
3.09K+ 83.17% |
$420K - $610K
|
6.81K
$251K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.06K+ 9.56% |
$416K - $603K
|
35.1K
$1.29M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.96KNew |
$402K - $584K
|
2.96K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.95K+ 4.55% |
$400K - $580K
|
67.6K
$2.49M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
2.93K+ 53.52% |
$398K - $578K
|
8.41K
$310K
|
|
|
May 11, 2023
Q1 2023
|
Heron Bay Capital Management
|
BUY
|
- |
2.89KNew |
$392K - $570K
|
2.89K
$107K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.89KNew |
$392K - $570K
|
2.89K
$107K
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.89KNew |
$392K - $569K
|
2.89K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.88K+ 9.35% |
$391K - $568K
|
33.7K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.87KNew |
$389K - $566K
|
2.87K
$106K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.87K+ 6.6% |
$389K - $565K
|
46.3K
$1.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.73K+ 2.07% |
$371K - $539K
|
135K
$4.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
2.61K+ 2.49% |
$354K - $514K
|
107K
$3.95M
|