Latest Institutional Purchases of Moderna, Inc. (MRNA)
This list provides information on the latest institutional transactions involving Moderna, Inc. (MRNA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
40New |
$2.78K - $4.18K
|
40
$1.67K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
32New |
$2.22K - $3.34K
|
32
$1.33K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$2.09K - $3.13K
|
30
$1.25K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
30New |
$2.09K - $3.13K
|
30
$1.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
28+ 186.67% |
$1.95K - $2.92K
|
43
$1.79K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
22+ 1.47% |
$1.53K - $2.3K
|
1.52K
$63.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
20New |
$1.39K - $2.09K
|
20
$833
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
20New |
$1.39K - $2.09K
|
20
$833
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15New |
$1.04K - $1.57K
|
15
$624
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
14New |
$973 - $1.46K
|
14
$583
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
10New |
$695 - $1.04K
|
10
$416
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5New |
$348 - $522
|
5
$208
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5New |
$348 - $522
|
5
$208
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
5New |
$348 - $522
|
5
$208
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4New |
$278 - $418
|
4
$167
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.38MNew |
$326M - $428M
|
3.38M
$141M
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
CALL |
1.5MNew |
$145M - $190M
|
1.5M
$62.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
CALL |
250KNew |
$24.1M - $31.7M
|
250K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Deep Track Capital, LP
Greenwich, CT |
BUY
|
- |
200KNew |
$19.3M - $25.3M
|
200K
$8.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
BUY
|
- |
30KNew |
$2.89M - $3.8M
|
30K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Mark Asset Management LP
New York, NY |
BUY
|
CALL |
25KNew |
$2.41M - $3.17M
|
25K
$1.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
19.9KNew |
$1.91M - $2.51M
|
19.9K
$827K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15.2KNew |
$1.47M - $1.93M
|
15.2K
$635K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street LLC
|
BUY
|
- |
13KNew |
$1.25M - $1.65M
|
13K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street LLC
|
BUY
|
PUT |
13KNew |
$1.25M - $1.65M
|
13K
$541K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.89K+ 52.04% |
$761K - $999K
|
23.1K
$960K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.3KNew |
$608K - $798K
|
6.3K
$262K
|
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
6.26KNew |
$603K - $792K
|
6.26K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.77KNew |
$556K - $730K
|
5.77K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.35KNew |
$419K - $550K
|
4.35K
$181K
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
4.24K+ 8.18% |
$409K - $537K
|
56.1K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.78KNew |
$364K - $478K
|
3.78K
$157K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
3.49K+ 9.54% |
$336K - $442K
|
40.1K
$1.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.33KNew |
$321K - $422K
|
3.33K
$139K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.91KNew |
$280K - $368K
|
2.91K
$121K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.66K+ 41.56% |
$257K - $337K
|
9.07K
$377K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.62KNew |
$252K - $331K
|
2.62K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.13K+ 104.68% |
$205K - $269K
|
4.16K
$173K
|
|
|
Nov 06, 2023
Q3 2023
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
2KNew |
$193K - $253K
|
2K
$83.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.93K+ 7.65% |
$186K - $244K
|
27.1K
$1.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
BUY
|
- |
1.64K+ 35.65% |
$158K - $208K
|
6.24K
$260K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.59K+ 27.03% |
$153K - $201K
|
7.46K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.33K+ 6.14% |
$128K - $168K
|
22.9K
$953K
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.24K+ 6.74% |
$119K - $157K
|
19.6K
$817K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
PUT |
1.2KNew |
$116K - $152K
|
1.2K
$50K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.11K+ 43.93% |
$107K - $140K
|
3.63K
$151K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1KNew |
$96.4K - $127K
|
1K
$41.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
817+ 6.25% |
$78.8K - $103K
|
13.9K
$579K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
700+ 40.98% |
$67.5K - $88.6K
|
2.41K
$100K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
532+ 17.53% |
$51.3K - $67.4K
|
3.57K
$148K
|
|