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, 2023
Q4 2022
|
Euclidean Technologies Management, LLC
|
BUY
|
- |
1.25KNew |
$148K - $262K
|
1.25K
$42.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.43KNew |
$169K - $299K
|
1.43K
$48.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Parnassus Investments, LLC
|
SELL
|
- |
-53.4K- 7.65% |
$6.32M - $11.2M
|
644K
$21.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
10+ 22.22% |
$1.18K - $2.1K
|
55
$1.87K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-259- 71.35% |
$30.7K - $54.4K
|
104
$3.54K
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.17KNew |
$139K - $246K
|
1.17K
$39.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
323New |
$38.2K - $67.8K
|
323
$11K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
PUT |
40KNew |
$4.74M - $8.4M
|
40K
$1.36M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-5- 38.46% |
$592 - $1.05K
|
8
$272
|
|
|
Jan 27, 2023
Q4 2022
|
Trellus Management Company, LLC
|
BUY
|
CALL |
10KNew |
$1.18M - $2.1M
|
10K
$341K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
5KNew |
$592K - $1.05M
|
5K
$170K
|
|
|
Jan 25, 2023
Q4 2022
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-4- 0.21% |
$474 - $840
|
1.9K
$64.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.79KNew |
$211K - $375K
|
1.79K
$60.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
274New |
$32.4K - $57.6K
|
274
$9.33K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.19KNew |
$140K - $249K
|
1.19K
$40.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.32KNew |
$157K - $278K
|
1.32K
$45.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-830- 6.66% |
$98.3K - $174K
|
11.6K
$396K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
100+ 14.58% |
$11.8K - $21K
|
786
$26.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.44KNew |
$170K - $302K
|
1.44K
$48.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-30- 60.0% |
$3.55K - $6.3K
|
20
$681
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
BUY
|
- |
92.1KNew |
$10.9M - $19.3M
|
92.1K
$3.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
73New |
$8.64K - $15.3K
|
73
$2.49K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
516+ 9.29% |
$61.1K - $108K
|
6.07K
$207K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.49KNew |
$177K - $314K
|
1.49K
$50.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
50New |
$5.92K - $10.5K
|
50
$1.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-8- 17.02% |
$947 - $1.68K
|
39
$1.33K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-9.77K- 87.4% |
$1.16M - $2.05M
|
1.41K
$48K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
10New |
$1.18K - $2.1K
|
10
$341
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.34KNew |
$159K - $281K
|
1.34K
$45.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.62KNew |
$192K - $340K
|
1.62K
$55.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
558New |
$66.1K - $117K
|
558
$19K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.65K- 2.09% |
$195K - $346K
|
77.1K
$2.63M
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
100New |
$11.8K - $21K
|
100
$3.41K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1New |
$118 - $210
|
1
$34.1
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.42KNew |
$168K - $298K
|
1.42K
$48.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
115New |
$13.6K - $24.2K
|
115
$3.92K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
52New |
$6.16K - $10.9K
|
52
$1.77K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6New |
$710 - $1.26K
|
6
$204
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.24KNew |
$146K - $259K
|
1.24K
$42.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$178K - $315K
|
1.5K
$51.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
227New |
$26.9K - $47.7K
|
227
$7.73K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
570New |
$67.5K - $120K
|
570
$19.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
30New |
$3.55K - $6.3K
|
30
$1.02K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
123New |
$14.6K - $25.8K
|
123
$4.19K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.28KNew |
$151K - $268K
|
1.28K
$43.4K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10Closed |
$1.18K - $1.94K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4KNew |
$472K - $777K
|
4K
$136K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
9.86KNew |
$1.16M - $1.91M
|
9.86K
$336K
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-535Closed |
$63.2K - $104K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.21KNew |
$261K - $429K
|
2.21K
$75.3K
|
|