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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-200- 37.45% |
$13.9K - $20.9K
|
334
$8.77K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
90New |
$6.26K - $9.4K
|
90
$2.36K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$2.09K - $3.13K
|
30
$788
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
22+ 1.47% |
$1.53K - $2.3K
|
1.52K
$39.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
20New |
$1.39K - $2.09K
|
20
$525
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-235- 7.17% |
$16.3K - $24.5K
|
3.04K
$79.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-55- 36.67% |
$3.82K - $5.74K
|
95
$2.49K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
200New |
$13.9K - $20.9K
|
200
$5.25K
|
|
|
Jan 29, 2024
Q4 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
3KNew |
$209K - $313K
|
3K
$78.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.06K- 24.08% |
$73.8K - $111K
|
3.35K
$87.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
30New |
$2.09K - $3.13K
|
30
$788
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
46New |
$3.2K - $4.8K
|
46
$1.21K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-176- 30.56% |
$12.2K - $18.4K
|
400
$10.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-74- 91.36% |
$5.14K - $7.73K
|
7
$184
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
4.92KNew |
$342K - $514K
|
4.92K
$129K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 74.63% |
$3.48K - $5.22K
|
17
$446
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10- 0.5% |
$695 - $1.04K
|
2K
$52.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-65- 13.77% |
$4.52K - $6.79K
|
407
$10.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
237+ 3385.71% |
$16.5K - $24.7K
|
244
$6.41K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
8.21K+ 128.67% |
$571K - $857K
|
14.6K
$383K
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-2.26K- 47.83% |
$157K - $235K
|
2.46K
$64.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-250- 44.01% |
$17.4K - $26.1K
|
318
$8.35K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-70- 18.42% |
$4.87K - $7.31K
|
310
$8.14K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
200New |
$13.9K - $20.9K
|
200
$5.25K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-637- 15.5% |
$44.3K - $66.5K
|
3.47K
$91.2K
|
|
| Q3 2023 | |||||||
|
May 15, 2025
Q3 2023
|
Clear Street LLC
|
BUY
|
- |
13KNew |
$1.25M - $1.65M
|
13K
$341K
|
|
|
May 15, 2025
Q3 2023
|
Clear Street LLC
|
BUY
|
PUT |
13KNew |
$1.25M - $1.65M
|
13K
$341K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
277+ 25.51% |
$26.7K - $35.1K
|
1.36K
$35.8K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20New |
$1.93K - $2.53K
|
20
$525
|
|
|
Nov 22, 2023
Q3 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.99K- 28.62% |
$191K - $251K
|
4.95K
$130K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
22New |
$2.12K - $2.79K
|
22
$578
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1KNew |
$96.4K - $127K
|
1K
$26.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$9.64K - $12.7K
|
100
$2.63K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-70- 97.22% |
$6.75K - $8.86K
|
2
$52.5
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
50New |
$4.82K - $6.33K
|
50
$1.31K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.13K+ 104.68% |
$205K - $269K
|
4.16K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.35KNew |
$419K - $550K
|
4.35K
$114K
|
|
|
Nov 14, 2023
Q3 2023
|
Deep Track Capital, LP
Greenwich, CT |
BUY
|
- |
200KNew |
$19.3M - $25.3M
|
200K
$5.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
470+ 11.02% |
$45.3K - $59.5K
|
4.74K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.58K- 30.04% |
$345K - $453K
|
8.33K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
CALL |
1.5MNew |
$145M - $190M
|
1.5M
$39.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-26.5K- 62.91% |
$2.55M - $3.35M
|
15.6K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Mark Asset Management LP
New York, NY |
BUY
|
CALL |
25KNew |
$2.41M - $3.17M
|
25K
$657K
|
|
|
Nov 14, 2023
Q3 2023
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
CALL |
250KNew |
$24.1M - $31.7M
|
250K
$6.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.66K+ 41.56% |
$257K - $337K
|
9.07K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.33K+ 6.14% |
$128K - $168K
|
22.9K
$601K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-204- 42.59% |
$19.7K - $25.8K
|
275
$7.22K
|
|
|
Nov 13, 2023
Q3 2023
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
BUY
|
- |
30KNew |
$2.89M - $3.8M
|
30K
$788K
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.77KNew |
$556K - $730K
|
5.77K
$151K
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
4.24K+ 8.18% |
$409K - $537K
|
56.1K
$1.47M
|
|