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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.52KNew |
$342K - $497K
|
2.52K
$108K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.33KNew |
$316K - $458K
|
2.33K
$99.7K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.02KNew |
$273K - $397K
|
2.02K
$86.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.01K+ 6683.33% |
$272K - $395K
|
2.04K
$87.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.99KNew |
$270K - $392K
|
1.99K
$85.3K
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.9KNew |
$257K - $373K
|
1.9K
$81.2K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.52K+ 60.13% |
$206K - $299K
|
4.05K
$173K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
1.5KNew |
$203K - $296K
|
1.5K
$64.3K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.49KNew |
$202K - $293K
|
1.49K
$63.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
1.49KNew |
$201K - $293K
|
1.49K
$63.6K
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.47K+ 36.81% |
$199K - $289K
|
5.46K
$234K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.45KNew |
$196K - $285K
|
1.45K
$62K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.43KNew |
$194K - $282K
|
1.43K
$61.4K
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.43KNew |
$194K - $281K
|
1.43K
$61.2K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.41K+ 70.03% |
$192K - $279K
|
3.43K
$147K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.33K+ 860.39% |
$180K - $261K
|
1.48K
$63.4K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.31KNew |
$177K - $257K
|
1.31K
$56K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
985+ 4.43% |
$134K - $194K
|
23.2K
$996K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
740New |
$100K - $146K
|
740
$31.7K
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
651+ 9.59% |
$88.3K - $128K
|
7.44K
$319K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
634+ 23.52% |
$86K - $125K
|
3.33K
$143K
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
600+ 100.0% |
$81.4K - $118K
|
1.2K
$51.4K
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
500+ 5.0% |
$67.8K - $98.5K
|
10.5K
$450K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
486+ 22.16% |
$65.9K - $95.8K
|
2.68K
$115K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
445New |
$60.4K - $87.7K
|
445
$19.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
332+ 26.62% |
$45K - $65.4K
|
1.58K
$67.7K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
250+ 15.43% |
$33.9K - $49.3K
|
1.87K
$80.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
220+ 16.82% |
$29.8K - $43.3K
|
1.53K
$65.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
100+ 6.35% |
$13.6K - $19.7K
|
1.68K
$71.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
100+ 7.27% |
$13.6K - $19.7K
|
1.48K
$63.2K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
69New |
$9.36K - $13.6K
|
69
$2.96K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
65+ 16.13% |
$8.82K - $12.8K
|
468
$20.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
40+ 3.03% |
$5.43K - $7.88K
|
1.36K
$58.2K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
36New |
$4.88K - $7.09K
|
36
$1.54K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
35+ 1.74% |
$4.75K - $6.9K
|
2.04K
$87.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
30New |
$4.07K - $5.91K
|
30
$1.29K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
25+ 25.77% |
$3.39K - $4.93K
|
122
$5.23K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
20New |
$2.71K - $3.94K
|
20
$857
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
11New |
$1.49K - $2.17K
|
11
$471
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
10New |
$1.36K - $1.97K
|
10
$429
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
10New |
$1.36K - $1.97K
|
10
$429
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8New |
$1.09K - $1.58K
|
8
$343
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
7+ 63.64% |
$950 - $1.38K
|
18
$771
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2New |
$271 - $394
|
2
$85.7
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1+ 0.06% |
$136 - $197
|
1.54K
$66K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$136 - $197
|
1
$42.9
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.62MNew |
$311M - $551M
|
2.62M
$112M
|
|
|
Feb 14, 2023
Q4 2022
|
Oracle Investment Management Inc
Greenwich, CT |
BUY
|
CALL |
172KNew |
$20.4M - $36.1M
|
172K
$7.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
100KNew |
$11.8M - $21M
|
100K
$4.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
BUY
|
- |
92.1KNew |
$10.9M - $19.3M
|
92.1K
$3.95M
|
|