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 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.35K+ 65.41% |
$183K - $266K
|
3.42K
$126K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.34K+ 2.95% |
$182K - $265K
|
46.9K
$1.73M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.33K+ 860.39% |
$180K - $261K
|
1.48K
$54.5K
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.31KNew |
$178K - $259K
|
1.31K
$48.4K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.31K+ 8.38% |
$177K - $257K
|
16.9K
$623K
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.31KNew |
$177K - $257K
|
1.31K
$48.1K
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
1.29KNew |
$175K - $254K
|
1.29K
$47.5K
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.29K+ 2.12% |
$175K - $254K
|
62.1K
$2.29M
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.14K+ 446.09% |
$155K - $225K
|
1.4K
$51.5K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.09K+ 55.04% |
$148K - $215K
|
3.08K
$113K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.06K+ 19.51% |
$143K - $208K
|
6.47K
$238K
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1K+ 186.92% |
$136K - $197K
|
1.54K
$56.6K
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
997+ 80.6% |
$135K - $196K
|
2.23K
$82.3K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
985+ 4.43% |
$134K - $194K
|
23.2K
$856K
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
921+ 12.69% |
$125K - $181K
|
8.18K
$301K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
905+ 120.67% |
$123K - $178K
|
1.66K
$61K
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
900+ 0.91% |
$122K - $177K
|
99.8K
$3.68M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
843+ 45.69% |
$114K - $166K
|
2.69K
$99.1K
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
807New |
$109K - $159K
|
807
$29.7K
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
760+ 11.32% |
$103K - $150K
|
7.47K
$275K
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
755+ 7.29% |
$102K - $149K
|
11.1K
$409K
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
745+ 10.61% |
$101K - $147K
|
7.77K
$286K
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
740New |
$100K - $146K
|
740
$27.3K
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
700+ 13.17% |
$95K - $138K
|
6.01K
$222K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
684+ 44.79% |
$92.8K - $135K
|
2.21K
$81.5K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
681+ 57.86% |
$92.4K - $134K
|
1.86K
$68.5K
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
680+ 4.66% |
$92.2K - $134K
|
15.3K
$563K
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
678+ 2.82% |
$92K - $134K
|
24.7K
$912K
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
651+ 9.59% |
$88.3K - $128K
|
7.44K
$274K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
638+ 21.83% |
$86.6K - $126K
|
3.56K
$131K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
634+ 23.52% |
$86K - $125K
|
3.33K
$123K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
613+ 19.36% |
$83.2K - $121K
|
3.78K
$139K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
610+ 7.53% |
$82.8K - $120K
|
8.71K
$321K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
608+ 7.52% |
$82.5K - $120K
|
8.7K
$320K
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
600+ 100.0% |
$81.4K - $118K
|
1.2K
$44.2K
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
600New |
$81.4K - $118K
|
600
$22.1K
|
|
Apr 24, 2023
Q1 2023
|
Redwood Investments, LLC
|
BUY
|
- |
599+ 2.99% |
$81.3K - $118K
|
20.6K
$760K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
588+ 0.5% |
$79.8K - $116K
|
117K
$4.33M
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
585+ 10.02% |
$79.4K - $115K
|
6.42K
$237K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
576+ 6.94% |
$78.1K - $113K
|
8.87K
$327K
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
573+ 1.99% |
$77.7K - $113K
|
29.3K
$1.08M
|
|
May 15, 2023
Q1 2023
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
572+ 1.81% |
$77.6K - $113K
|
32.2K
$1.19M
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
544+ 28.2% |
$73.8K - $107K
|
2.47K
$91.1K
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
539+ 23.57% |
$73.1K - $106K
|
2.83K
$104K
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
537+ 0.71% |
$72.8K - $106K
|
75.8K
$2.79M
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
515+ 2.13% |
$69.9K - $101K
|
24.7K
$910K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
510+ 3.17% |
$69.2K - $100K
|
16.6K
$611K
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
508New |
$68.9K - $100K
|
508
$18.7K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
500+ 227.27% |
$67.8K - $98.5K
|
720
$26.5K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
495+ 970.59% |
$67.2K - $97.5K
|
546
$20.1K
|