Purchases and Sales Made in Q4 2023 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-275- 11.67% |
$19.1K - $28.7K
|
2.08K
$76.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-279- 9.01% |
$19.4K - $29.1K
|
2.82K
$104K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-280- 10.03% |
$19.5K - $29.2K
|
2.51K
$92.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-284- 14.18% |
$19.7K - $29.7K
|
1.72K
$63.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-285- 10.82% |
$19.8K - $29.8K
|
2.35K
$86.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-286- 12.13% |
$19.9K - $29.9K
|
2.07K
$76.4K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-287- 43.48% |
$19.9K - $30K
|
373
$13.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-288- 34.53% |
$20K - $30.1K
|
546
$20.1K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-289- 1.97% |
$20.1K - $30.2K
|
14.4K
$529K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-290- 8.7% |
$20.2K - $30.3K
|
3.04K
$112K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-293- 31.2% |
$20.4K - $30.6K
|
646
$23.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-306- 8.4% |
$21.3K - $32K
|
3.34K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-316- 1.15% |
$22K - $33K
|
27.1K
$998K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-319- 17.16% |
$22.2K - $33.3K
|
1.54K
$56.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-323- 10.06% |
$22.5K - $33.7K
|
2.89K
$106K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-325- 12.97% |
$22.6K - $33.9K
|
2.18K
$80.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-326- 5.83% |
$22.7K - $34K
|
5.26K
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-332- 2.59% |
$23.1K - $34.7K
|
12.5K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-346- 0.07% |
$24.1K - $36.1K
|
518K
$19.1M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-358- 1.12% |
$24.9K - $37.4K
|
31.6K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-366- 34.24% |
$25.4K - $38.2K
|
703
$25.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-370- 38.11% |
$25.7K - $38.6K
|
601
$22.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-379- 6.17% |
$26.3K - $39.6K
|
5.76K
$212K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-410- 44.61% |
$28.5K - $42.8K
|
509
$18.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-476- 16.03% |
$33.1K - $49.7K
|
2.49K
$91.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-485- 17.41% |
$33.7K - $50.6K
|
2.3K
$84.8K
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-493- 8.88% |
$34.3K - $51.5K
|
5.06K
$186K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-502- 12.29% |
$34.9K - $52.4K
|
3.58K
$132K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-503- 6.06% |
$35K - $52.5K
|
7.79K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-566- 1.8% |
$39.3K - $59.1K
|
30.9K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-571- 8.77% |
$39.7K - $59.6K
|
5.94K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-577- 1.22% |
$40.1K - $60.3K
|
46.7K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-599- 4.45% |
$41.6K - $62.6K
|
12.9K
$474K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-601- 9.64% |
$41.8K - $62.8K
|
5.63K
$208K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-609- 46.92% |
$42.3K - $63.6K
|
689
$25.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-630- 53.39% |
$43.8K - $65.8K
|
550
$20.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-630- 47.91% |
$43.8K - $65.8K
|
685
$25.2K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-637- 15.5% |
$44.3K - $66.5K
|
3.47K
$128K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-652- 3.64% |
$45.3K - $68.1K
|
17.2K
$635K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-660- 17.66% |
$45.9K - $68.9K
|
3.08K
$113K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-662- 19.64% |
$46K - $69.1K
|
2.71K
$99.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-665- 9.06% |
$46.2K - $69.4K
|
6.68K
$246K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-692- 71.19% |
$48.1K - $72.3K
|
280
$10.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-701- 0.76% |
$48.7K - $73.2K
|
91K
$3.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-735- 11.24% |
$51.1K - $76.8K
|
5.81K
$214K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-751- 6.01% |
$52.2K - $78.4K
|
11.7K
$433K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-769- 5.68% |
$53.5K - $80.3K
|
12.8K
$471K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-789- 19.1% |
$54.8K - $82.4K
|
3.34K
$123K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-809- 2.92% |
$56.2K - $84.5K
|
26.9K
$991K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-819- 92.65% |
$56.9K - $85.5K
|
65
$2.4K
|