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 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
2.38KNew |
$165K - $248K
|
2.38K
$87.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.33K+ 0.92% |
$162K - $243K
|
255K
$9.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.3KNew |
$160K - $240K
|
2.3K
$84.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.28KNew |
$158K - $238K
|
2.28K
$83.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.26KNew |
$157K - $236K
|
2.26K
$83.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.25K+ 59.31% |
$156K - $234K
|
6.03K
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.23KNew |
$155K - $233K
|
2.23K
$82.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.23KNew |
$155K - $233K
|
2.23K
$82.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.21KNew |
$154K - $231K
|
2.21K
$81.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.19KNew |
$152K - $228K
|
2.19K
$80.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.17KNew |
$151K - $227K
|
2.17K
$80K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.17KNew |
$150K - $226K
|
2.17K
$79.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.11K+ 86.88% |
$147K - $221K
|
4.55K
$167K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.11KNew |
$147K - $220K
|
2.11K
$77.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
2.08KNew |
$144K - $217K
|
2.08K
$76.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.06KNew |
$143K - $215K
|
2.06K
$76K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.06KNew |
$143K - $215K
|
2.06K
$75.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.02KNew |
$141K - $211K
|
2.02K
$74.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.02K+ 90.77% |
$140K - $211K
|
4.24K
$156K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.01KNew |
$140K - $210K
|
2.01K
$74.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.99K+ 40.05% |
$139K - $208K
|
6.97K
$257K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.99KNew |
$138K - $208K
|
1.99K
$73.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.91K+ 41.26% |
$132K - $199K
|
6.53K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.89K+ 24.19% |
$131K - $197K
|
9.68K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
1.88K+ 32.71% |
$131K - $197K
|
7.64K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.86K+ 83.51% |
$129K - $195K
|
4.09K
$151K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.85K+ 31.04% |
$129K - $193K
|
7.81K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.82K+ 12.71% |
$127K - $190K
|
16.1K
$595K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.79K+ 21.82% |
$125K - $187K
|
10K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.75K+ 10.14% |
$121K - $182K
|
19K
$699K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.64K+ 69.79% |
$114K - $171K
|
3.99K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
1.6K+ 58.39% |
$111K - $167K
|
4.34K
$160K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.55K+ 2.74% |
$108K - $162K
|
58.3K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.53K+ 42.06% |
$107K - $160K
|
5.18K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.5K+ 84.99% |
$104K - $156K
|
3.25K
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.42K+ 1429.29% |
$98.4K - $148K
|
1.51K
$55.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.4K+ 29.55% |
$97.4K - $146K
|
6.14K
$226K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.39K+ 57.37% |
$96.3K - $145K
|
3.8K
$140K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.37K+ 14.39% |
$95.3K - $143K
|
10.9K
$402K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.28K+ 55.8% |
$88.6K - $133K
|
3.56K
$131K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.26K+ 9.46% |
$87.7K - $132K
|
14.6K
$538K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.26K+ 24.02% |
$87.4K - $131K
|
6.5K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.24K+ 35.43% |
$86.5K - $130K
|
4.76K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.23K+ 4.54% |
$85.5K - $128K
|
28.4K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.17K+ 14.34% |
$81.3K - $122K
|
9.33K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
1.1K+ 7.33% |
$76.5K - $115K
|
16.1K
$593K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.08KNew |
$75K - $113K
|
1.08K
$39.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.07K+ 18.0% |
$74K - $111K
|
6.98K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 6.85% |
$71.4K - $107K
|
16K
$591K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
978+ 32.33% |
$68K - $102K
|
4K
$148K
|