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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1New |
$118 - $210
|
1
$65.8
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1New |
$118 - $210
|
1
$65.8
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$118 - $210
|
5.63K
$370K
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-1- 0.84% |
$118 - $210
|
118
$7.76K
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1- 0.06% |
$118 - $210
|
1.73K
$113K
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-2- 0.28% |
$237 - $420
|
715
$47K
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-2- 0.11% |
$237 - $420
|
1.84K
$121K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-3- 2.42% |
$355 - $630
|
121
$7.96K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3- 42.86% |
$355 - $630
|
4
$263
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-3- 2.4% |
$355 - $630
|
122
$8.02K
|
|
Jan 25, 2023
Q4 2022
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-4- 0.21% |
$474 - $840
|
1.9K
$125K
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-5- 38.46% |
$592 - $1.05K
|
8
$526
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6Closed |
$710 - $1.26K
|
0
$0
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-8- 17.02% |
$947 - $1.68K
|
39
$2.56K
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-8- 3.29% |
$947 - $1.68K
|
235
$15.5K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 1.09% |
$1.07K - $1.89K
|
820
$53.9K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 19.23% |
$1.18K - $2.1K
|
42
$2.76K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 8.13% |
$1.18K - $2.1K
|
113
$7.43K
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-10- 0.41% |
$1.18K - $2.1K
|
2.41K
$158K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-11- 34.38% |
$1.3K - $2.31K
|
21
$1.38K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11- 3.72% |
$1.3K - $2.31K
|
285
$18.7K
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-12- 3.85% |
$1.42K - $2.52K
|
300
$19.7K
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-13- 30.95% |
$1.54K - $2.73K
|
29
$1.91K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-14- 5.88% |
$1.66K - $2.94K
|
224
$14.7K
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-14- 0.31% |
$1.66K - $2.94K
|
4.44K
$292K
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-15- 0.46% |
$1.78K - $3.15K
|
3.24K
$213K
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-19- 0.15% |
$2.25K - $3.99K
|
12.7K
$833K
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-23- 0.14% |
$2.72K - $4.83K
|
15.9K
$1.05M
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-23- 0.64% |
$2.72K - $4.83K
|
3.56K
$234K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-25- 12.5% |
$2.96K - $5.25K
|
175
$11.5K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 21.74% |
$2.96K - $5.25K
|
90
$5.92K
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-28- 0.32% |
$3.31K - $5.88K
|
8.66K
$570K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-29- 8.98% |
$3.43K - $6.09K
|
294
$19.3K
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-30- 60.0% |
$3.55K - $6.3K
|
20
$1.32K
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-30- 1.08% |
$3.55K - $6.3K
|
2.74K
$180K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-34- 4.99% |
$4.02K - $7.14K
|
647
$42.5K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 10.13% |
$4.74K - $8.4K
|
355
$23.3K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-40- 1.79% |
$4.74K - $8.4K
|
2.19K
$144K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-41- 2.0% |
$4.85K - $8.61K
|
2.01K
$132K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-44- 28.57% |
$5.21K - $9.24K
|
110
$7.23K
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-48- 2.28% |
$5.68K - $10.1K
|
2.05K
$135K
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-48- 1.15% |
$5.68K - $10.1K
|
4.13K
$272K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-50- 27.03% |
$5.92K - $10.5K
|
135
$8.88K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-50- 0.37% |
$5.92K - $10.5K
|
13.3K
$876K
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-50- 0.5% |
$5.92K - $10.5K
|
10K
$658K
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-63- 4.98% |
$7.46K - $13.2K
|
1.2K
$79K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-65- 2.13% |
$7.69K - $13.7K
|
2.99K
$197K
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-65- 1.47% |
$7.69K - $13.7K
|
4.36K
$287K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-68- 9.19% |
$8.05K - $14.3K
|
672
$44.2K
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-75- 2.35% |
$8.88K - $15.8K
|
3.12K
$205K
|