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 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-290- 43.81% |
$34.3K - $60.9K
|
372
$13.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-292- 2.25% |
$34.6K - $61.3K
|
12.7K
$467K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-293- 4.68% |
$34.7K - $61.5K
|
5.96K
$220K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-293- 2.22% |
$34.7K - $61.5K
|
12.9K
$475K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-300- 13.64% |
$35.5K - $63K
|
1.9K
$70K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-310- 16.82% |
$36.7K - $65.1K
|
1.53K
$56.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-327- 87.67% |
$38.7K - $68.7K
|
46
$1.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-330- 0.9% |
$39.1K - $69.3K
|
36.3K
$1.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-341- 93.68% |
$40.4K - $71.6K
|
23
$848
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-347- 0.62% |
$41.1K - $72.9K
|
56.1K
$2.07M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-351- 24.06% |
$41.6K - $73.7K
|
1.11K
$40.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-363- 15.43% |
$43K - $76.2K
|
1.99K
$73.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-374- 18.09% |
$44.3K - $78.6K
|
1.69K
$62.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-381- 3.97% |
$45.1K - $80K
|
9.22K
$340K
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-395- 5.81% |
$46.8K - $83K
|
6.41K
$236K
|
|
|
Jan 12, 2023
Q4 2022
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-400- 6.12% |
$47.4K - $84K
|
6.14K
$226K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-403- 4.55% |
$47.7K - $84.6K
|
8.46K
$312K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-416- 1.06% |
$49.2K - $87.4K
|
38.7K
$1.43M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
SELL
|
- |
-420- 6.77% |
$49.7K - $88.2K
|
5.78K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-424- 20.0% |
$50.2K - $89.1K
|
1.7K
$62.5K
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-431- 3.77% |
$51K - $90.5K
|
11K
$406K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-439- 15.22% |
$52K - $92.2K
|
2.45K
$90.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-444- 22.03% |
$52.6K - $93.3K
|
1.57K
$57.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-450- 13.6% |
$53.3K - $94.5K
|
2.86K
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-450- 18.86% |
$53.3K - $94.5K
|
1.94K
$71.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-460- 25.4% |
$54.5K - $96.6K
|
1.35K
$49.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-460- 25.4% |
$54.5K - $96.6K
|
1.35K
$49.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-460- 4.2% |
$54.5K - $96.6K
|
10.5K
$387K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-464- 48.13% |
$54.9K - $97.5K
|
500
$18.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-491- 28.17% |
$58.1K - $103K
|
1.25K
$46.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Humankind Investments LLC
|
SELL
|
- |
-491- 20.11% |
$58.1K - $103K
|
1.95K
$71.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-492- 25.36% |
$58.2K - $103K
|
1.45K
$53.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
SELL
|
- |
-500- 45.45% |
$59.2K - $105K
|
600
$22.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-500- 26.51% |
$59.2K - $105K
|
1.39K
$51.1K
|
|
|
Jan 04, 2023
Q4 2022
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-520- 4.95% |
$61.6K - $109K
|
9.98K
$368K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-520- 5.68% |
$61.6K - $109K
|
8.63K
$318K
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-521- 6.72% |
$61.7K - $109K
|
7.23K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-524- 5.68% |
$62K - $110K
|
8.71K
$321K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-533- 2.69% |
$63.1K - $112K
|
19.3K
$711K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-550- 16.35% |
$65.1K - $116K
|
2.81K
$104K
|
|
|
Feb 10, 2023
Q4 2022
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-575- 3.14% |
$68.1K - $121K
|
17.7K
$653K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-580- 28.21% |
$68.7K - $122K
|
1.48K
$54.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-588- 5.56% |
$69.6K - $124K
|
9.98K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-589- 7.98% |
$69.7K - $124K
|
6.79K
$250K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-600- 23.91% |
$71K - $126K
|
1.91K
$70.3K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-601- 8.35% |
$71.1K - $126K
|
6.6K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-607- 4.7% |
$71.9K - $127K
|
12.3K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-621- 19.14% |
$73.5K - $130K
|
2.62K
$96.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-645- 2.26% |
$76.4K - $135K
|
27.9K
$1.03M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-648- 11.86% |
$76.7K - $136K
|
4.82K
$178K
|