Purchases and Sales Made in Q4 2022 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q4 2022. 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 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
127+ 43.49% |
$15K - $26.7K
|
419
$15.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
125+ 7.27% |
$14.8K - $26.3K
|
1.85K
$68K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
123New |
$14.6K - $25.8K
|
123
$4.53K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
120+ 13.87% |
$14.2K - $25.2K
|
985
$36.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
116+ 0.44% |
$13.7K - $24.4K
|
26.5K
$975K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
115New |
$13.6K - $24.2K
|
115
$4.24K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
113+ 100.0% |
$13.4K - $23.7K
|
226
$8.33K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
108New |
$12.8K - $22.7K
|
108
$3.98K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
100New |
$11.8K - $21K
|
100
$3.69K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100New |
$11.8K - $21K
|
100
$3.69K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
100New |
$11.8K - $21K
|
100
$3.69K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100New |
$11.8K - $21K
|
100
$3.69K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
100+ 14.58% |
$11.8K - $21K
|
786
$29K
|
|
|
Feb 10, 2023
Q4 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
88+ 1.39% |
$10.4K - $18.5K
|
6.42K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
87+ 0.51% |
$10.3K - $18.3K
|
17.2K
$634K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
86+ 3.39% |
$10.2K - $18.1K
|
2.62K
$96.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
81New |
$9.59K - $17K
|
81
$2.98K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
73New |
$8.64K - $15.3K
|
73
$2.69K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
73New |
$8.64K - $15.3K
|
73
$2.69K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
72New |
$8.52K - $15.1K
|
72
$2.65K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
71+ 2.55% |
$8.4K - $14.9K
|
2.85K
$105K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
70+ 125.0% |
$8.29K - $14.7K
|
126
$4.64K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
70+ 2.31% |
$8.29K - $14.7K
|
3.11K
$114K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
69New |
$8.17K - $14.5K
|
69
$2.54K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
69+ 32.7% |
$8.17K - $14.5K
|
280
$10.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
68New |
$8.05K - $14.3K
|
68
$2.51K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
61+ 0.87% |
$7.22K - $12.8K
|
7.09K
$261K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
61New |
$7.22K - $12.8K
|
61
$2.25K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
61New |
$7.22K - $12.8K
|
61
$2.25K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
57New |
$6.75K - $12K
|
57
$2.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
52New |
$6.16K - $10.9K
|
52
$1.92K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
50New |
$5.92K - $10.5K
|
50
$1.84K
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
50+ 1.66% |
$5.92K - $10.5K
|
3.07K
$113K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
50New |
$5.92K - $10.5K
|
50
$1.84K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
48+ 12.66% |
$5.68K - $10.1K
|
427
$15.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48+ 0.12% |
$5.68K - $10.1K
|
39.5K
$1.46M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
45+ 145.16% |
$5.33K - $9.45K
|
76
$2.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
44+ 2.26% |
$5.21K - $9.24K
|
1.99K
$73.4K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41+ 30.83% |
$4.85K - $8.61K
|
174
$6.41K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
40+ 3.2% |
$4.74K - $8.4K
|
1.29K
$47.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
40+ 9.76% |
$4.74K - $8.4K
|
450
$16.6K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
39+ 105.41% |
$4.62K - $8.19K
|
76
$2.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
38New |
$4.5K - $7.98K
|
38
$1.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
38+ 111.76% |
$4.5K - $7.98K
|
72
$2.65K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
32New |
$3.79K - $6.72K
|
32
$1.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
30+ 2.33% |
$3.55K - $6.3K
|
1.32K
$48.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
30New |
$3.55K - $6.3K
|
30
$1.11K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
30New |
$3.55K - $6.3K
|
30
$1.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26New |
$3.08K - $5.46K
|
26
$958
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
26+ 25.24% |
$3.08K - $5.46K
|
129
$4.75K
|