Latest Institutional Transactions on Moderna, Inc. (MRNA)
This table provides information on the latest institutional transactions involving Moderna, Inc. (MRNA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-20- 0.39% |
$1.71K - $2.31K
|
5.16K
$176K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
232+ 9.43% |
$19.8K - $26.8K
|
2.69K
$91.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.69KNew |
$230K - $311K
|
2.69K
$91.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
845+ 38.22% |
$72.1K - $97.5K
|
3.06K
$104K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-102- 4.7% |
$8.71K - $11.8K
|
2.07K
$70.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
21New |
$1.79K - $2.42K
|
21
$715
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
27New |
$2.3K - $3.12K
|
27
$920
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
152New |
$13K - $17.5K
|
152
$5.18K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
24.9KNew |
$2.12M - $2.87M
|
24.9K
$848K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
700+ 243.06% |
$59.8K - $80.8K
|
988
$33.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
8New |
$683 - $924
|
8
$272
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-200- 5.1% |
$17.1K - $23.1K
|
3.73K
$127K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-35- 38.89% |
$2.99K - $4.04K
|
55
$1.87K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
80+ 160.0% |
$6.83K - $9.24K
|
130
$4.43K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-13.9K- 95.86% |
$1.19M - $1.6M
|
600
$20.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.24KNew |
$191K - $259K
|
2.24K
$76.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-280- 9.94% |
$23.9K - $32.3K
|
2.54K
$86.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
835+ 20.73% |
$71.3K - $96.4K
|
4.86K
$166K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
300New |
$25.6K - $34.6K
|
300
$10.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
12.5KNew |
$1.07M - $1.45M
|
12.5K
$427K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-206- 47.25% |
$17.6K - $23.8K
|
230
$7.83K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 80.0% |
$1.71K - $2.31K
|
5
$170
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-15- 0.71% |
$1.28K - $1.73K
|
2.1K
$71.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.09KNew |
$264K - $357K
|
3.09K
$105K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
195+ 1300.0% |
$16.6K - $22.5K
|
210
$7.15K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
46+ 9.2% |
$3.93K - $5.31K
|
546
$18.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
122+ 5.97% |
$10.4K - $14.1K
|
2.16K
$73.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
35New |
$2.99K - $4.04K
|
35
$1.19K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-88- 1.99% |
$7.51K - $10.2K
|
4.32K
$147K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-411- 10.27% |
$35.1K - $47.4K
|
3.59K
$122K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-6- 2.03% |
$512 - $693
|
290
$9.88K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
315+ 41.34% |
$26.9K - $36.4K
|
1.08K
$36.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
59.9KNew |
$5.11M - $6.91M
|
59.9K
$2.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-197- 9.15% |
$16.8K - $22.7K
|
1.96K
$66.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-100- 84.03% |
$8.54K - $11.5K
|
19
$647
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-50- 2.44% |
$4.27K - $5.77K
|
2K
$68.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
7New |
$598 - $808
|
7
$238
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
47New |
$4.01K - $5.43K
|
47
$1.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
PUT |
10New |
$854 - $1.15K
|
10
$341
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
173New |
$14.8K - $20K
|
173
$5.89K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-266- 53.2% |
$22.7K - $30.7K
|
234
$7.97K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.4K- 15.48% |
$120K - $162K
|
7.65K
$260K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
5.8KNew |
$495K - $670K
|
5.8K
$198K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.95K+ 6.4% |
$135K - $204K
|
32.4K
$1.1M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-609- 46.92% |
$42.3K - $63.6K
|
689
$23.5K
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-77.7K- 75.51% |
$5.4M - $8.11M
|
25.2K
$858K
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
16.5KNew |
$1.14M - $1.72M
|
16.5K
$561K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5New |
$348 - $522
|
5
$170
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
700New |
$48.7K - $73.1K
|
700
$23.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
70New |
$4.87K - $7.31K
|
70
$2.38K
|
|