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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
36New |
$4.88K - $7.09K
|
36
$1.23K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-74- 5.34% |
$10K - $14.6K
|
1.31K
$44.7K
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
4.32KNew |
$586K - $851K
|
4.32K
$147K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-165- 8.99% |
$22.4K - $32.5K
|
1.67K
$56.9K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$136 - $197
|
1
$34.1
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.43KNew |
$194K - $281K
|
1.43K
$48.6K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
65+ 16.13% |
$8.82K - $12.8K
|
468
$15.9K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-394- 18.99% |
$53.5K - $77.6K
|
1.68K
$57.3K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8New |
$1.09K - $1.58K
|
8
$272
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-26- 36.11% |
$3.53K - $5.12K
|
46
$1.57K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-20- 9.09% |
$2.71K - $3.94K
|
200
$6.81K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.31KNew |
$177K - $257K
|
1.31K
$44.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.22K- 96.85% |
$300K - $436K
|
72
$2.45K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-915- 44.48% |
$124K - $180K
|
1.14K
$38.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-235- 14.79% |
$31.9K - $46.3K
|
1.35K
$46.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
332+ 26.62% |
$45K - $65.4K
|
1.58K
$53.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
40+ 3.03% |
$5.43K - $7.88K
|
1.36K
$46.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
100+ 6.35% |
$13.6K - $19.7K
|
1.68K
$57.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-117- 46.43% |
$15.9K - $23.1K
|
135
$4.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
4KNew |
$543K - $788K
|
4K
$136K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
100+ 7.27% |
$13.6K - $19.7K
|
1.48K
$50.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
600+ 100.0% |
$81.4K - $118K
|
1.2K
$40.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
30New |
$4.07K - $5.91K
|
30
$1.02K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
25+ 25.77% |
$3.39K - $4.93K
|
122
$4.16K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.01K+ 6683.33% |
$272K - $395K
|
2.04K
$69.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
220+ 16.82% |
$29.8K - $43.3K
|
1.53K
$52K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
11New |
$1.49K - $2.17K
|
11
$375
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.99KNew |
$270K - $392K
|
1.99K
$67.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-86- 71.07% |
$11.7K - $16.9K
|
35
$1.19K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 36.23% |
$13.6K - $19.7K
|
176
$5.99K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
4.95KNew |
$671K - $974K
|
4.95K
$168K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2New |
$271 - $394
|
2
$68.1
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
2.93K+ 53.52% |
$398K - $578K
|
8.41K
$286K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
1.49KNew |
$201K - $293K
|
1.49K
$50.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-90- 4.92% |
$12.2K - $17.7K
|
1.74K
$59.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
20.3KNew |
$2.75M - $4M
|
20.3K
$691K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-33- 20.25% |
$4.48K - $6.5K
|
130
$4.43K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.43KClosed |
$406K - $720K
|
0
$0
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
821+ 31.55% |
$97.2K - $172K
|
3.42K
$117K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
61New |
$7.22K - $12.8K
|
61
$2.08K
|
|
|
Feb 15, 2023
Q4 2022
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-3.09K- 50.84% |
$366K - $650K
|
2.99K
$102K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.44KNew |
$170K - $302K
|
1.44K
$48.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.25KNew |
$148K - $263K
|
1.25K
$42.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
68New |
$8.05K - $14.3K
|
68
$2.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-151- 8.06% |
$17.9K - $31.7K
|
1.72K
$58.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Orbimed Advisors LLC
San Diego, CA |
BUY
|
- |
82.6KNew |
$9.77M - $17.3M
|
82.6K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Health Invest Partners Ab
|
BUY
|
- |
187New |
$22.1K - $39.3K
|
187
$6.37K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
218+ 495.45% |
$25.8K - $45.8K
|
262
$8.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
9New |
$1.07K - $1.89K
|
9
$307
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.47KNew |
$174K - $310K
|
1.47K
$50.2K
|
|