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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-251- 65.54% |
$17.4K - $26.2K
|
132
$4.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4New |
$278 - $418
|
4
$136
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-571- 8.77% |
$39.7K - $59.6K
|
5.94K
$202K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-35- 72.92% |
$2.43K - $3.66K
|
13
$443
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-49- 1.95% |
$3.41K - $5.12K
|
2.47K
$84.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-286- 12.13% |
$19.9K - $29.9K
|
2.07K
$70.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
5New |
$348 - $522
|
5
$170
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-90- 81.82% |
$6.26K - $9.4K
|
20
$681
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
32New |
$2.22K - $3.34K
|
32
$1.09K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-271- 9.97% |
$18.8K - $28.3K
|
2.45K
$83.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
BUY
|
- |
31.2KNew |
$2.17M - $3.26M
|
31.2K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Sycomore Asset Management
|
BUY
|
- |
46.3KNew |
$3.22M - $4.84M
|
46.3K
$1.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-28.7K- 79.42% |
$1.99M - $2.99M
|
7.43K
$253K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15New |
$1.04K - $1.57K
|
15
$511
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
20New |
$1.39K - $2.09K
|
20
$681
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-250- 36.98% |
$17.4K - $26.1K
|
426
$14.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-200- 37.45% |
$13.9K - $20.9K
|
334
$11.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
90New |
$6.26K - $9.4K
|
90
$3.07K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$2.09K - $3.13K
|
30
$1.02K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
22+ 1.47% |
$1.53K - $2.3K
|
1.52K
$51.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
20New |
$1.39K - $2.09K
|
20
$681
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-235- 7.17% |
$16.3K - $24.5K
|
3.04K
$104K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-55- 36.67% |
$3.82K - $5.74K
|
95
$3.24K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
200New |
$13.9K - $20.9K
|
200
$6.81K
|
|
|
Jan 29, 2024
Q4 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
3KNew |
$209K - $313K
|
3K
$102K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.06K- 24.08% |
$73.8K - $111K
|
3.35K
$114K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
30New |
$2.09K - $3.13K
|
30
$1.02K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
46New |
$3.2K - $4.8K
|
46
$1.57K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
14New |
$973 - $1.46K
|
14
$477
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-176- 30.56% |
$12.2K - $18.4K
|
400
$13.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-74- 91.36% |
$5.14K - $7.73K
|
7
$238
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-14- 70.0% |
$973 - $1.46K
|
6
$204
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
4.92KNew |
$342K - $514K
|
4.92K
$168K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 74.63% |
$3.48K - $5.22K
|
17
$579
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10- 0.5% |
$695 - $1.04K
|
2K
$68.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-65- 13.77% |
$4.52K - $6.79K
|
407
$13.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
237+ 3385.71% |
$16.5K - $24.7K
|
244
$8.31K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
8.21K+ 128.67% |
$571K - $857K
|
14.6K
$497K
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-2.26K- 47.83% |
$157K - $235K
|
2.46K
$83.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-250- 44.01% |
$17.4K - $26.1K
|
318
$10.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-70- 18.42% |
$4.87K - $7.31K
|
310
$10.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
4.49KNew |
$312K - $469K
|
4.49K
$153K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
200New |
$13.9K - $20.9K
|
200
$6.81K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-637- 15.5% |
$44.3K - $66.5K
|
3.47K
$118K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.38MNew |
$326M - $428M
|
3.38M
$115M
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
277+ 25.51% |
$26.7K - $35.1K
|
1.36K
$46.4K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20New |
$1.93K - $2.53K
|
20
$681
|
|
|
Nov 22, 2023
Q3 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.99K- 28.62% |
$191K - $251K
|
4.95K
$169K
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
95New |
$9.16K - $12K
|
95
$3.24K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
22New |
$2.12K - $2.79K
|
22
$749
|
|