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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-88- 1.99% |
$7.51K - $10.2K
|
4.32K
$159K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-95- 32.2% |
$8.11K - $11K
|
200
$7.37K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-95- 5.49% |
$8.11K - $11K
|
1.64K
$60.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-100- 84.03% |
$8.54K - $11.5K
|
19
$700
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-102- 4.7% |
$8.71K - $11.8K
|
2.07K
$76.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-104- 0.71% |
$8.88K - $12K
|
14.5K
$534K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-107- 0.23% |
$9.13K - $12.4K
|
45.4K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-116- 6.35% |
$9.9K - $13.4K
|
1.71K
$63K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-120- 0.81% |
$10.2K - $13.9K
|
14.8K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-120- 96.0% |
$10.2K - $13.9K
|
5
$184
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-123- 0.91% |
$10.5K - $14.2K
|
13.4K
$493K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-125- 4.71% |
$10.7K - $14.4K
|
2.53K
$93.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-133- 30.3% |
$11.4K - $15.4K
|
306
$11.3K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-140- 1.98% |
$12K - $16.2K
|
6.94K
$256K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-141- 1.14% |
$12K - $16.3K
|
12.2K
$451K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-152- 57.58% |
$13K - $17.5K
|
112
$4.13K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-170- 38.55% |
$14.5K - $19.6K
|
271
$9.99K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-174- 3.1% |
$14.9K - $20.1K
|
5.44K
$200K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-177- 0.22% |
$15.1K - $20.4K
|
81.7K
$3.01M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-182- 1.88% |
$15.5K - $21K
|
9.5K
$350K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-190- 87.16% |
$16.2K - $21.9K
|
28
$1.03K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-197- 9.15% |
$16.8K - $22.7K
|
1.96K
$72K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-198- 4.68% |
$16.9K - $22.9K
|
4.03K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-200- 2.35% |
$17.1K - $23.1K
|
8.32K
$307K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 61.73% |
$17.1K - $23.1K
|
124
$4.57K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-200- 5.1% |
$17.1K - $23.1K
|
3.73K
$137K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-206- 47.25% |
$17.6K - $23.8K
|
230
$8.48K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-218- 33.75% |
$18.6K - $25.2K
|
428
$15.8K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-218- 39.93% |
$18.6K - $25.2K
|
328
$12.1K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-227- 1.56% |
$19.4K - $26.2K
|
14.3K
$527K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-237- 9.43% |
$20.2K - $27.4K
|
2.28K
$83.8K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-251- 34.57% |
$21.4K - $29K
|
475
$17.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-261- 7.39% |
$22.3K - $30.1K
|
3.27K
$121K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-263- 11.19% |
$22.5K - $30.4K
|
2.09K
$76.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-266- 53.2% |
$22.7K - $30.7K
|
234
$8.62K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-272- 39.71% |
$23.2K - $31.4K
|
413
$15.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-280- 9.94% |
$23.9K - $32.3K
|
2.54K
$93.5K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-282- 1.97% |
$24.1K - $32.6K
|
14K
$517K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-288- 0.13% |
$24.6K - $33.2K
|
219K
$8.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-300- 8.6% |
$25.6K - $34.6K
|
3.19K
$118K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-301- 49.34% |
$25.7K - $34.7K
|
309
$11.4K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-303- 10.01% |
$25.9K - $35K
|
2.73K
$100K
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-334- 5.06% |
$28.5K - $38.6K
|
6.27K
$231K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-352- 5.05% |
$30.1K - $40.6K
|
6.62K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-354- 6.56% |
$30.2K - $40.9K
|
5.05K
$186K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-355- 10.63% |
$30.3K - $41K
|
2.99K
$110K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-381- 0.97% |
$32.5K - $44K
|
38.9K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-395- 22.98% |
$33.7K - $45.6K
|
1.32K
$48.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-411- 10.27% |
$35.1K - $47.4K
|
3.59K
$132K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-416- 23.62% |
$35.5K - $48K
|
1.35K
$49.6K
|