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 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
69New |
$9.36K - $13.6K
|
69
$1.81K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.49KNew |
$202K - $293K
|
1.49K
$39K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
486+ 22.16% |
$65.9K - $95.8K
|
2.68K
$70.4K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
634+ 23.52% |
$86K - $125K
|
3.33K
$87.4K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-100- 5.24% |
$13.6K - $19.7K
|
1.81K
$47.5K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.43KNew |
$194K - $282K
|
1.43K
$37.6K
|
|
|
May 09, 2023
Q1 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
19KNew |
$2.58M - $3.74M
|
19K
$499K
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.47K+ 36.81% |
$199K - $289K
|
5.46K
$143K
|
|
|
May 09, 2023
Q1 2023
|
Integral Health Asset Management, LLC
|
SELL
|
- |
-65K- 65.0% |
$8.82M - $12.8M
|
35K
$919K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 0.01% |
$1.22K - $1.77K
|
117K
$3.08M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-27- 1.42% |
$3.66K - $5.32K
|
1.87K
$49.2K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100- 90.91% |
$13.6K - $19.7K
|
10
$263
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
445New |
$60.4K - $87.7K
|
445
$11.7K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
35+ 1.74% |
$4.75K - $6.9K
|
2.04K
$53.6K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.45KNew |
$196K - $285K
|
1.45K
$38K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
16.7K+ 16720.0% |
$2.27M - $3.29M
|
16.8K
$442K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1+ 0.06% |
$136 - $197
|
1.54K
$40.5K
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
7.89KNew |
$1.07M - $1.55M
|
7.89K
$207K
|
|
|
May 04, 2023
Q1 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-52.3K- 55.59% |
$7.09M - $10.3M
|
41.7K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
36New |
$4.88K - $7.09K
|
36
$945
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-74- 5.34% |
$10K - $14.6K
|
1.31K
$34.5K
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
4.32KNew |
$586K - $851K
|
4.32K
$113K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-165- 8.99% |
$22.4K - $32.5K
|
1.67K
$43.9K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$136 - $197
|
1
$26.3
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.43KNew |
$194K - $281K
|
1.43K
$37.5K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
65+ 16.13% |
$8.82K - $12.8K
|
468
$12.3K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8New |
$1.09K - $1.58K
|
8
$210
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-26- 36.11% |
$3.53K - $5.12K
|
46
$1.21K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-20- 9.09% |
$2.71K - $3.94K
|
200
$5.25K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.31KNew |
$177K - $257K
|
1.31K
$34.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.22K- 96.85% |
$300K - $436K
|
72
$1.89K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-915- 44.48% |
$124K - $180K
|
1.14K
$30K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-235- 14.79% |
$31.9K - $46.3K
|
1.35K
$35.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
332+ 26.62% |
$45K - $65.4K
|
1.58K
$41.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
40+ 3.03% |
$5.43K - $7.88K
|
1.36K
$35.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
100+ 6.35% |
$13.6K - $19.7K
|
1.68K
$44K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-117- 46.43% |
$15.9K - $23.1K
|
135
$3.55K
|
|
|
Apr 24, 2023
Q1 2023
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
4KNew |
$543K - $788K
|
4K
$105K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
100+ 7.27% |
$13.6K - $19.7K
|
1.48K
$38.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
600+ 100.0% |
$81.4K - $118K
|
1.2K
$31.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
30New |
$4.07K - $5.91K
|
30
$788
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
25+ 25.77% |
$3.39K - $4.93K
|
122
$3.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.01K+ 6683.33% |
$272K - $395K
|
2.04K
$53.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
220+ 16.82% |
$29.8K - $43.3K
|
1.53K
$40.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
11New |
$1.49K - $2.17K
|
11
$289
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.99KNew |
$270K - $392K
|
1.99K
$52.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-86- 71.07% |
$11.7K - $16.9K
|
35
$919
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 36.23% |
$13.6K - $19.7K
|
176
$4.62K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
4.95KNew |
$671K - $974K
|
4.95K
$130K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2New |
$271 - $394
|
2
$52.5
|