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 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
239+ 202.54% |
$16.6K - $25K
|
357
$9.37K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.02K+ 90.77% |
$140K - $211K
|
4.24K
$111K
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.38KNew |
$166K - $249K
|
2.38K
$62.5K
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-419K- 98.24% |
$29.2M - $43.8M
|
7.5K
$197K
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
30KNew |
$2.09M - $3.13M
|
30K
$788K
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-17.8K- 33.65% |
$1.24M - $1.86M
|
35.1K
$922K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$174K - $261K
|
2.5K
$65.7K
|
|
Feb 14, 2024
Q4 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-237- 8.29% |
$16.5K - $24.7K
|
2.62K
$68.9K
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.26KNew |
$157K - $236K
|
2.26K
$59.3K
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
6.01KNew |
$418K - $628K
|
6.01K
$158K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
28+ 186.67% |
$1.95K - $2.92K
|
43
$1.13K
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
7.15KNew |
$497K - $746K
|
7.15K
$188K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.03K- 20.01% |
$71.6K - $108K
|
4.12K
$108K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
209New |
$14.5K - $21.8K
|
209
$5.49K
|
|
Feb 14, 2024
Q4 2023
|
Ikarian Capital, LLC
Dallas, TX |
BUY
|
- |
24.5KNew |
$1.71M - $2.56M
|
24.5K
$645K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
330New |
$22.9K - $34.5K
|
330
$8.67K
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
8.5KNew |
$591K - $888K
|
8.5K
$223K
|
|
Feb 14, 2024
Q4 2023
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
600KNew |
$41.7M - $62.7M
|
600K
$15.8M
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
10New |
$695 - $1.04K
|
10
$263
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$13.9K - $20.9K
|
200
$5.25K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.23KNew |
$155K - $233K
|
2.23K
$58.5K
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-366- 34.24% |
$25.4K - $38.2K
|
703
$18.5K
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
200+ 8.33% |
$13.9K - $20.9K
|
2.6K
$68.3K
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-93- 1.55% |
$6.46K - $9.71K
|
5.89K
$155K
|
|
Feb 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
CALL |
1.5KNew |
$104K - $157K
|
1.5K
$39.4K
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.94KNew |
$344K - $516K
|
4.94K
$130K
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-44- 5.61% |
$3.06K - $4.59K
|
741
$19.5K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
15.2KNew |
$1.06M - $1.59M
|
15.2K
$399K
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-14.5K- 86.03% |
$1.01M - $1.51M
|
2.35K
$61.7K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.78KClosed |
$124K - $186K
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-1.18K- 4.06% |
$81.7K - $123K
|
27.8K
$729K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6KNew |
$417K - $626K
|
6K
$157K
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-325- 12.97% |
$22.6K - $33.9K
|
2.18K
$57.2K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5New |
$348 - $522
|
5
$131
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.86K+ 83.51% |
$129K - $195K
|
4.09K
$108K
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.64K+ 69.79% |
$114K - $171K
|
3.99K
$105K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-251- 65.54% |
$17.4K - $26.2K
|
132
$3.47K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4New |
$278 - $418
|
4
$105
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-571- 8.77% |
$39.7K - $59.6K
|
5.94K
$156K
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-35- 72.92% |
$2.43K - $3.66K
|
13
$341
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-49- 1.95% |
$3.41K - $5.12K
|
2.47K
$64.8K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-286- 12.13% |
$19.9K - $29.9K
|
2.07K
$54.4K
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
5New |
$348 - $522
|
5
$131
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-90- 81.82% |
$6.26K - $9.4K
|
20
$525
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
32New |
$2.22K - $3.34K
|
32
$840
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-271- 9.97% |
$18.8K - $28.3K
|
2.45K
$64.2K
|
|
Feb 05, 2024
Q4 2023
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
BUY
|
- |
31.2KNew |
$2.17M - $3.26M
|
31.2K
$821K
|
|
Feb 02, 2024
Q4 2023
|
Sycomore Asset Management
|
BUY
|
- |
46.3KNew |
$3.22M - $4.84M
|
46.3K
$1.22M
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-28.7K- 79.42% |
$1.99M - $2.99M
|
7.43K
$195K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15New |
$1.04K - $1.57K
|
15
$394
|