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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-2.13K- 15.35% |
$252K - $341K
|
11.7K
$462K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.22KNew |
$382K - $517K
|
3.22K
$127K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10- 0.59% |
$1.19K - $1.61K
|
1.69K
$66.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
170+ 7.01% |
$20.1K - $27.3K
|
2.6K
$102K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
20New |
$2.37K - $3.21K
|
20
$788
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
100New |
$11.9K - $16.1K
|
100
$3.94K
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
136+ 2.57% |
$16.1K - $21.8K
|
5.43K
$214K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
175New |
$20.7K - $28.1K
|
175
$6.9K
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.3K- 42.98% |
$154K - $209K
|
1.73K
$68K
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-11.4KClosed |
$1.35M - $1.82M
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
100New |
$11.9K - $16.1K
|
100
$3.94K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-10.3K- 98.17% |
$1.23M - $1.66M
|
193
$7.61K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8.92K+ 587.68% |
$1.06M - $1.43M
|
10.4K
$412K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-55- 50.0% |
$6.52K - $8.83K
|
55
$2.17K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-25- 3.25% |
$2.96K - $4.01K
|
745
$29.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
50+ 22.52% |
$5.93K - $8.03K
|
272
$10.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.48KNew |
$1M - $1.36M
|
8.48K
$334K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
117+ 2.39% |
$13.9K - $18.8K
|
5.02K
$198K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-530- 23.75% |
$62.8K - $85.1K
|
1.7K
$67.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
1.7KNew |
$201K - $273K
|
1.7K
$67K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.26KNew |
$267K - $362K
|
2.26K
$89K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-20- 0.62% |
$2.37K - $3.21K
|
3.19K
$126K
|
|
|
Jul 26, 2023
Q2 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
460+ 19.58% |
$54.5K - $73.8K
|
2.81K
$111K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-77- 92.77% |
$9.12K - $12.4K
|
6
$237
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
23+ 0.78% |
$2.73K - $3.69K
|
2.99K
$118K
|
|
|
Jul 26, 2023
Q2 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-77- 3.71% |
$9.12K - $12.4K
|
2K
$78.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
SELL
|
- |
-4.71K- 52.19% |
$558K - $756K
|
4.31K
$170K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-3.61K- 98.63% |
$428K - $580K
|
50
$1.97K
|
|
|
Jul 24, 2023
Q2 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-15.9K- 77.21% |
$1.89M - $2.56M
|
4.7K
$185K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-444- 88.8% |
$52.6K - $71.3K
|
56
$2.21K
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-58- 1.33% |
$6.87K - $9.31K
|
4.32K
$170K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
5New |
$593 - $803
|
5
$197
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$11.9K - $16.1K
|
100
$3.94K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
354+ 51.68% |
$41.9K - $56.8K
|
1.04K
$41K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
8New |
$948 - $1.28K
|
8
$315
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4New |
$474 - $642
|
4
$158
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-32- 1.83% |
$3.79K - $5.14K
|
1.72K
$67.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-27- 0.28% |
$3.2K - $4.33K
|
9.65K
$380K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-10- 6.33% |
$1.19K - $1.61K
|
148
$5.83K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4- 3.54% |
$474 - $642
|
109
$4.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
603+ 24.65% |
$71.5K - $96.8K
|
3.05K
$120K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10+ 100.0% |
$1.19K - $1.61K
|
20
$788
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-821- 0.66% |
$111K - $162K
|
124K
$4.89M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-4.26K- 6.87% |
$578K - $840K
|
57.8K
$2.28M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
1.5KNew |
$203K - $296K
|
1.5K
$59.1K
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-6.51KClosed |
$883K - $1.28M
|
0
$0
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
10New |
$1.36K - $1.97K
|
10
$394
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
40.4KNew |
$5.48M - $7.95M
|
40.4K
$1.59M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1Closed |
$136 - $197
|
0
$0
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
651+ 9.59% |
$88.3K - $128K
|
7.44K
$293K
|
|