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 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.24K+ 51.74% |
$262K - $396K
|
6.57K
$224K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
35New |
$4.1K - $6.18K
|
35
$1.19K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1- 0.79% |
$117 - $177
|
125
$4.26K
|
|
|
Aug 10, 2022
Q2 2022
|
Impala Asset Management LLC
New Canaan, CT |
SELL
|
- |
-4.08KClosed |
$478K - $721K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
240New |
$28.1K - $42.4K
|
240
$8.17K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-28Closed |
$3.28K - $4.94K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-480- 21.1% |
$56.2K - $84.8K
|
1.8K
$61.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2+ 0.1% |
$234 - $353
|
2.07K
$70.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.7KNew |
$316K - $476K
|
2.7K
$91.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5.6K+ 43.75% |
$656K - $989K
|
18.4K
$627K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
100New |
$11.7K - $17.7K
|
100
$3.41K
|
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-689- 13.59% |
$80.7K - $122K
|
4.38K
$149K
|
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-950- 3.97% |
$111K - $168K
|
23K
$783K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1- 25.0% |
$117 - $177
|
3
$102
|
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.88K- 34.43% |
$220K - $331K
|
3.57K
$122K
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
174+ 37.1% |
$20.4K - $30.7K
|
643
$21.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-90- 42.06% |
$10.5K - $15.9K
|
124
$4.22K
|
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
SELL
|
- |
-99- 1.42% |
$11.6K - $17.5K
|
6.89K
$235K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
120+ 18.32% |
$14.1K - $21.2K
|
775
$26.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
337+ 20.65% |
$39.5K - $59.5K
|
1.97K
$67.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-123- 6.64% |
$14.4K - $21.7K
|
1.73K
$58.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.59KClosed |
$186K - $281K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
200+ 5.0% |
$23.4K - $35.3K
|
4.2K
$143K
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.49KClosed |
$291K - $439K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-50.7KClosed |
$5.94M - $8.95M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
SELL
|
- |
-17.6KClosed |
$2.06M - $3.1M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-313Closed |
$36.7K - $55.3K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-17- 0.42% |
$1.99K - $3K
|
4K
$136K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
518New |
$60.7K - $91.5K
|
518
$17.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
2.17K+ 2.77% |
$254K - $383K
|
80.5K
$2.74M
|
|
|
Aug 01, 2022
Q2 2022
|
Qvr LLC
|
SELL
|
- |
-188- 18.47% |
$22K - $33.2K
|
830
$28.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Qvr LLC
|
SELL
|
PUT |
-9.7K- 53.01% |
$1.14M - $1.71M
|
8.6K
$293K
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.1KClosed |
$363K - $548K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-34- 3.38% |
$3.98K - $6K
|
973
$33.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-65- 3.22% |
$7.61K - $11.5K
|
1.95K
$66.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
178New |
$20.8K - $31.4K
|
178
$6.06K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.23KClosed |
$144K - $217K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-78- 17.65% |
$9.14K - $13.8K
|
364
$12.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4New |
$469 - $706
|
4
$136
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-520Closed |
$60.9K - $91.8K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
2KNew |
$234K - $353K
|
2K
$68.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.22KClosed |
$142K - $215K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.24KClosed |
$146K - $220K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
SELL
|
- |
-1.34KClosed |
$157K - $237K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-355- 37.25% |
$41.6K - $62.7K
|
598
$20.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2- 1.46% |
$234 - $353
|
135
$4.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
100New |
$11.7K - $17.7K
|
100
$3.41K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
21.1KNew |
$2.47M - $3.72M
|
21.1K
$717K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-56.3KClosed |
$6.6M - $9.95M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-593- 12.84% |
$69.5K - $105K
|
4.03K
$137K
|