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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.57K+ 28.6% |
$304K - $412K
|
11.5K
$425K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
2.4K+ 58.44% |
$285K - $386K
|
6.52K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.34K+ 132.33% |
$277K - $376K
|
4.11K
$151K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.29KNew |
$272K - $368K
|
2.29K
$84.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.28KNew |
$270K - $366K
|
2.28K
$84.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.26KNew |
$267K - $362K
|
2.26K
$83.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.23KNew |
$264K - $358K
|
2.23K
$82.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.21K+ 63.76% |
$262K - $355K
|
5.68K
$209K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.14K+ 75.76% |
$254K - $344K
|
4.97K
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.12K+ 9.1% |
$252K - $341K
|
25.4K
$938K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.05KNew |
$243K - $329K
|
2.05K
$75.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.04K+ 7.75% |
$242K - $328K
|
28.4K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
2.04KNew |
$241K - $327K
|
2.04K
$75K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2K+ 139.96% |
$237K - $321K
|
3.43K
$126K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.98KNew |
$235K - $318K
|
1.98K
$73.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.98K+ 11.8% |
$234K - $317K
|
18.7K
$690K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.92K+ 19230.0% |
$228K - $309K
|
1.93K
$71.2K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.82KNew |
$216K - $293K
|
1.82K
$67.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.81K+ 29.45% |
$215K - $291K
|
7.96K
$293K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$212K - $288K
|
1.79K
$66K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.76KNew |
$209K - $283K
|
1.76K
$64.9K
|
|
|
Aug 14, 2023
Q2 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
1.75KNew |
$207K - $281K
|
1.75K
$64.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.72K+ 36.71% |
$204K - $276K
|
6.41K
$236K
|
|
|
Aug 09, 2023
Q2 2023
|
Must Asset Management Inc.
|
BUY
|
- |
1.72KNew |
$203K - $275K
|
1.72K
$63.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.7K+ 71.83% |
$202K - $273K
|
4.07K
$150K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
1.7KNew |
$201K - $273K
|
1.7K
$62.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.65K+ 99.88% |
$195K - $265K
|
3.3K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.63K+ 29.76% |
$194K - $262K
|
7.12K
$263K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.55K+ 86.4% |
$184K - $249K
|
3.34K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.54K+ 40.7% |
$182K - $247K
|
5.32K
$196K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.49K+ 3.02% |
$176K - $239K
|
50.7K
$1.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.43K+ 94.15% |
$170K - $230K
|
2.95K
$109K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.37K+ 1.78% |
$162K - $220K
|
78.6K
$2.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
1.31K+ 13.38% |
$155K - $210K
|
11.1K
$409K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.28K+ 46.53% |
$152K - $206K
|
4.04K
$149K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.26K+ 1.87% |
$150K - $203K
|
68.9K
$2.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
BUY
|
- |
1.25K+ 37.31% |
$148K - $201K
|
4.6K
$170K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.24K+ 238.61% |
$146K - $198K
|
1.75K
$64.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.22K+ 20.2% |
$144K - $195K
|
7.23K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.19K+ 28.77% |
$141K - $191K
|
5.34K
$197K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.17K+ 2.08% |
$138K - $187K
|
57.2K
$2.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
1.15K+ 7.71% |
$137K - $185K
|
16.1K
$593K
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.12K+ 0.33% |
$133K - $180K
|
344K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 82.8% |
$132K - $179K
|
2.46K
$90.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
1.11K+ 31.35% |
$131K - $177K
|
4.63K
$171K
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.1K+ 2.55% |
$130K - $177K
|
44.2K
$1.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.09K+ 16.03% |
$129K - $175K
|
7.91K
$291K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.05K+ 50.07% |
$124K - $168K
|
3.14K
$116K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
958+ 2.22% |
$114K - $154K
|
44.1K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
938+ 1.44% |
$111K - $151K
|
65.9K
$2.43M
|