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 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
335+ 15.15% |
$39.7K - $53.8K
|
2.55K
$93.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
331+ 2.6% |
$39.2K - $53.1K
|
13.1K
$482K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
324+ 9.27% |
$38.4K - $52K
|
3.82K
$141K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
312+ 131.09% |
$37K - $50.1K
|
550
$20.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
308+ 5.57% |
$36.5K - $49.4K
|
5.83K
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
304+ 21.65% |
$36K - $48.8K
|
1.71K
$62.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
300+ 0.48% |
$35.6K - $48.2K
|
62.4K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
300New |
$35.6K - $48.2K
|
300
$11.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
300+ 6.76% |
$35.6K - $48.2K
|
4.74K
$175K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
300+ 14.1% |
$35.6K - $48.2K
|
2.43K
$89.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
287+ 16.87% |
$34K - $46.1K
|
1.99K
$73.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
276+ 1.75% |
$32.7K - $44.3K
|
16K
$590K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
271+ 9.73% |
$32.1K - $43.5K
|
3.06K
$113K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
266+ 9.02% |
$31.5K - $42.7K
|
3.22K
$118K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
264+ 2.78% |
$31.3K - $42.4K
|
9.76K
$359K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
263+ 37.09% |
$31.2K - $42.2K
|
972
$35.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
260+ 17.31% |
$30.8K - $41.7K
|
1.76K
$64.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
258+ 6.44% |
$30.6K - $41.4K
|
4.27K
$157K
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
250+ 1250.0% |
$29.6K - $40.1K
|
270
$9.95K
|
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
246+ 1.46% |
$29.2K - $39.5K
|
17.2K
$632K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
244+ 0.82% |
$28.9K - $39.2K
|
29.9K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
236+ 0.9% |
$28K - $37.9K
|
26.4K
$971K
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
235+ 3.11% |
$27.8K - $37.7K
|
7.78K
$287K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
232+ 5.58% |
$27.5K - $37.2K
|
4.39K
$162K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$23.7K - $32.1K
|
200
$7.37K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
197+ 69.86% |
$23.3K - $31.6K
|
479
$17.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
197+ 10.08% |
$23.3K - $31.6K
|
2.15K
$79.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
190+ 1.28% |
$22.5K - $30.5K
|
15K
$554K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
184+ 0.48% |
$21.8K - $29.5K
|
38.4K
$1.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
179+ 5.95% |
$21.2K - $28.7K
|
3.19K
$117K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
176+ 23.34% |
$20.9K - $28.3K
|
930
$34.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
175New |
$20.7K - $28.1K
|
175
$6.45K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
173+ 0.37% |
$20.5K - $27.8K
|
47.4K
$1.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
170+ 7.01% |
$20.1K - $27.3K
|
2.6K
$95.6K
|
|
|
Dec 18, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
162New |
$19.2K - $26K
|
162
$5.97K
|
|
|
Aug 08, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
162New |
$19.2K - $26K
|
162
$5.97K
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
160+ 7.35% |
$19K - $25.7K
|
2.34K
$86.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
157+ 2.7% |
$18.6K - $25.2K
|
5.98K
$220K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
153+ 6.44% |
$18.1K - $24.6K
|
2.53K
$93.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
153+ 5.0% |
$18.1K - $24.6K
|
3.21K
$118K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
152New |
$18K - $24.4K
|
152
$5.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
150+ 6.02% |
$17.8K - $24.1K
|
2.64K
$97.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
150+ 1.52% |
$17.8K - $24.1K
|
10K
$369K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
145+ 9.51% |
$17.2K - $23.3K
|
1.67K
$61.5K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
140+ 2.93% |
$16.6K - $22.5K
|
4.91K
$181K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
137+ 1.2% |
$16.2K - $22K
|
11.5K
$425K
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
136+ 2.57% |
$16.1K - $21.8K
|
5.43K
$200K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
135+ 7.79% |
$16K - $21.7K
|
1.87K
$68.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
135+ 7.79% |
$16K - $21.7K
|
1.87K
$68.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
130+ 14.54% |
$15.4K - $20.9K
|
1.02K
$37.7K
|