Purchases and Sales Made in Q1 2024 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q1 2024. 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 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4- 2.26% |
$341 - $462
|
173
$6.38K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4- 0.13% |
$341 - $462
|
3.12K
$115K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-5- 0.16% |
$427 - $577
|
3.13K
$115K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5- 0.27% |
$427 - $577
|
1.85K
$68.1K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-5- 0.06% |
$427 - $577
|
8.78K
$324K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-6- 2.03% |
$512 - $693
|
290
$10.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.36% |
$683 - $924
|
2.21K
$81.5K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10- 58.82% |
$854 - $1.15K
|
7
$258
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-11- 15.71% |
$939 - $1.27K
|
59
$2.17K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-13- 0.38% |
$1.11K - $1.5K
|
3.45K
$127K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-15- 0.71% |
$1.28K - $1.73K
|
2.1K
$77.2K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16- 1.35% |
$1.37K - $1.85K
|
1.17K
$43.2K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-18- 56.25% |
$1.54K - $2.08K
|
14
$516
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-19- 13.01% |
$1.62K - $2.19K
|
127
$4.68K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 80.0% |
$1.71K - $2.31K
|
5
$184
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-20- 0.39% |
$1.71K - $2.31K
|
5.16K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 16.41% |
$1.79K - $2.42K
|
107
$3.94K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-21- 65.63% |
$1.79K - $2.42K
|
11
$405
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-21- 0.91% |
$1.79K - $2.42K
|
2.28K
$83.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-26- 1.26% |
$2.22K - $3K
|
2.04K
$75.1K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-29- 2.82% |
$2.48K - $3.35K
|
1K
$36.9K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-29- 12.66% |
$2.48K - $3.35K
|
200
$7.37K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32- 0.43% |
$2.73K - $3.69K
|
7.34K
$271K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-34- 7.73% |
$2.9K - $3.92K
|
406
$15K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-35- 38.89% |
$2.99K - $4.04K
|
55
$2.03K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-36- 0.8% |
$3.07K - $4.16K
|
4.46K
$164K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-36- 0.92% |
$3.07K - $4.16K
|
3.86K
$142K
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-37- 1.03% |
$3.16K - $4.27K
|
3.54K
$130K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-39- 38.61% |
$3.33K - $4.5K
|
62
$2.28K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-39- 0.35% |
$3.33K - $4.5K
|
11K
$404K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-40- 1.76% |
$3.41K - $4.62K
|
2.23K
$82.1K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-41- 2.87% |
$3.5K - $4.73K
|
1.39K
$51.1K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-45- 0.51% |
$3.84K - $5.19K
|
8.79K
$324K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-45- 1.28% |
$3.84K - $5.19K
|
3.46K
$128K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-46- 58.97% |
$3.93K - $5.31K
|
32
$1.18K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-48- 9.38% |
$4.1K - $5.54K
|
464
$17.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-50- 1.73% |
$4.27K - $5.77K
|
2.84K
$105K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-50- 6.51% |
$4.27K - $5.77K
|
718
$26.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-50- 2.44% |
$4.27K - $5.77K
|
2K
$73.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 25.0% |
$4.27K - $5.77K
|
150
$5.53K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-52- 1.6% |
$4.44K - $6K
|
3.19K
$118K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-62- 0.95% |
$5.29K - $7.16K
|
6.43K
$237K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-68- 5.56% |
$5.81K - $7.85K
|
1.15K
$42.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-70- 0.89% |
$5.98K - $8.08K
|
7.78K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-72- 35.29% |
$6.15K - $8.31K
|
132
$4.86K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-75- 60.0% |
$6.4K - $8.66K
|
50
$1.84K
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-77- 6.73% |
$6.57K - $8.89K
|
1.07K
$39.3K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-80- 25.81% |
$6.83K - $9.24K
|
230
$8.48K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-85- 16.5% |
$7.26K - $9.81K
|
430
$15.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-85- 1.47% |
$7.26K - $9.81K
|
5.7K
$210K
|