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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.91KNew |
$280K - $368K
|
2.91K
$99.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
SELL
|
- |
-500- 83.33% |
$48.2K - $63.3K
|
100
$3.41K
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.24K+ 6.74% |
$119K - $157K
|
19.6K
$668K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.3KNew |
$608K - $798K
|
6.3K
$215K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
25+ 1.29% |
$2.41K - $3.17K
|
1.97K
$67K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
13New |
$1.25K - $1.65K
|
13
$443
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
SELL
|
- |
-71.3K- 96.04% |
$6.87M - $9.02M
|
2.94K
$100K
|
|
|
Oct 26, 2023
Q3 2023
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-300- 1.02% |
$28.9K - $38K
|
29.1K
$991K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-930- 13.21% |
$89.7K - $118K
|
6.11K
$208K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-125- 55.56% |
$12.1K - $15.8K
|
100
$3.41K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
35New |
$3.37K - $4.43K
|
35
$1.19K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
266New |
$25.6K - $33.7K
|
266
$9.06K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-105- 3.52% |
$10.1K - $13.3K
|
2.88K
$98.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
86+ 614.29% |
$8.29K - $10.9K
|
100
$3.41K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
30New |
$2.89K - $3.8K
|
30
$1.02K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
248+ 5.23% |
$23.9K - $31.4K
|
4.99K
$170K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-20.5K- 25.94% |
$1.97M - $2.59M
|
58.4K
$1.99M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.89K+ 52.04% |
$761K - $999K
|
23.1K
$785K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
532+ 17.53% |
$51.3K - $67.4K
|
3.57K
$121K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12New |
$1.16K - $1.52K
|
12
$409
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-400- 2.53% |
$38.6K - $50.6K
|
15.4K
$525K
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-129- 4.75% |
$12.4K - $16.3K
|
2.59K
$88.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
259+ 5.35% |
$25K - $32.8K
|
5.1K
$174K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-285- 11.92% |
$27.5K - $36.1K
|
2.11K
$71.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
452+ 27.07% |
$43.6K - $57.2K
|
2.12K
$72.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
BUY
|
- |
1.64K+ 35.65% |
$158K - $208K
|
6.24K
$213K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-17- 0.53% |
$1.64K - $2.15K
|
3.17K
$108K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-330- 9.5% |
$31.8K - $41.8K
|
3.15K
$107K
|
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
19.9KNew |
$1.91M - $2.51M
|
19.9K
$676K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
170New |
$16.4K - $21.5K
|
170
$5.79K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
10New |
$964 - $1.27K
|
10
$341
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
200New |
$19.3K - $25.3K
|
200
$6.81K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$96.4 - $127
|
1
$34.1
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.59K+ 27.03% |
$153K - $201K
|
7.46K
$254K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-6.9K- 55.55% |
$665K - $873K
|
5.52K
$188K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.65K- 54.32% |
$670K - $907K
|
4.75K
$162K
|
|
|
Dec 18, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
162New |
$19.2K - $26K
|
162
$5.52K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.3KNew |
$391K - $530K
|
3.3K
$112K
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
SELL
|
- |
-7.83KClosed |
$928K - $1.26M
|
0
$0
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-107K- 58.15% |
$12.7M - $17.2M
|
77K
$2.62M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.55K+ 86.4% |
$184K - $249K
|
3.34K
$114K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
152New |
$18K - $24.4K
|
152
$5.18K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-14K- 88.36% |
$1.66M - $2.24M
|
1.84K
$62.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
232+ 5.58% |
$27.5K - $37.2K
|
4.39K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.15K- 27.41% |
$136K - $185K
|
3.05K
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$593 - $803
|
5
$170
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-161- 8.28% |
$19.1K - $25.8K
|
1.78K
$60.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Sender CO & Partners, Inc.
New York, NY |
SELL
|
- |
-989- 22.02% |
$117K - $159K
|
3.5K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 82.8% |
$132K - $179K
|
2.46K
$83.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
5.1KNew |
$604K - $819K
|
5.1K
$174K
|
|