Purchases and Sales Made in Q2 2023 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-62- 0.55% |
$7.35K - $9.95K
|
11.2K
$414K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-66- 12.43% |
$7.82K - $10.6K
|
465
$17.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-66- 12.43% |
$7.82K - $10.6K
|
465
$17.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-69- 57.98% |
$8.18K - $11.1K
|
50
$1.84K
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-74- 1.62% |
$8.77K - $11.9K
|
4.48K
$165K
|
|
|
Jul 26, 2023
Q2 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-77- 3.71% |
$9.12K - $12.4K
|
2K
$73.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-77- 92.77% |
$9.12K - $12.4K
|
6
$221
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-89- 17.45% |
$10.5K - $14.3K
|
421
$15.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-90- 11.36% |
$10.7K - $14.4K
|
702
$25.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-92- 67.15% |
$10.9K - $14.8K
|
45
$1.66K
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-100- 1.35% |
$11.9K - $16.1K
|
7.31K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-100- 2.74% |
$11.9K - $16.1K
|
3.56K
$131K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-110- 1.91% |
$13K - $17.7K
|
5.66K
$208K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-117- 0.25% |
$13.9K - $18.8K
|
47.1K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-117- 4.33% |
$13.9K - $18.8K
|
2.59K
$95.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-118- 3.47% |
$14K - $18.9K
|
3.29K
$121K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-119- 0.22% |
$14.1K - $19.1K
|
53.7K
$1.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-120- 1.59% |
$14.2K - $19.3K
|
7.42K
$274K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-123- 26.97% |
$14.6K - $19.7K
|
333
$12.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-125- 3.92% |
$14.8K - $20.1K
|
3.07K
$113K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-127- 4.12% |
$15K - $20.4K
|
2.95K
$109K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-131- 0.19% |
$15.5K - $21K
|
68.8K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-138- 4.11% |
$16.4K - $22.2K
|
3.22K
$119K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-140- 0.36% |
$16.6K - $22.5K
|
38.8K
$1.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-149- 5.19% |
$17.7K - $23.9K
|
2.72K
$100K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-150- 7.66% |
$17.8K - $24.1K
|
1.81K
$66.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-152- 2.14% |
$18K - $24.4K
|
6.94K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-161- 8.28% |
$19.1K - $25.8K
|
1.78K
$65.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-163- 2.7% |
$19.3K - $26.2K
|
5.87K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-167- 6.86% |
$19.8K - $26.8K
|
2.27K
$83.6K
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-167- 2.22% |
$19.8K - $26.8K
|
7.35K
$271K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-188- 37.6% |
$22.3K - $30.2K
|
312
$11.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-200- 3.11% |
$23.7K - $32.1K
|
6.22K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 50.0% |
$23.7K - $32.1K
|
200
$7.37K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 62.5% |
$23.7K - $32.1K
|
120
$4.42K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-210- 12.36% |
$24.9K - $33.7K
|
1.49K
$54.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-210- 10.0% |
$24.9K - $33.7K
|
1.89K
$69.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-218- 1.37% |
$25.8K - $35K
|
15.7K
$578K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-220- 3.54% |
$26.1K - $35.3K
|
6K
$221K
|
|
|
Aug 11, 2023
Q2 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-222- 2.71% |
$26.3K - $35.6K
|
7.97K
$294K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-225- 9.82% |
$26.7K - $36.1K
|
2.07K
$76.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-229- 2.56% |
$27.1K - $36.8K
|
8.7K
$321K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-243- 8.0% |
$28.8K - $39K
|
2.8K
$103K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-250- 9.11% |
$29.6K - $40.1K
|
2.5K
$91.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-251- 6.77% |
$29.7K - $40.3K
|
3.46K
$127K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-253- 7.2% |
$30K - $40.6K
|
3.26K
$120K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-266- 9.2% |
$31.5K - $42.7K
|
2.63K
$96.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-270- 1.25% |
$32K - $43.3K
|
21.3K
$784K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-273- 5.67% |
$32.4K - $43.8K
|
4.54K
$167K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-280- 12.34% |
$33.2K - $44.9K
|
1.99K
$73.3K
|