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, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100New |
$11.8K - $21K
|
100
$4.26K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
100+ 14.58% |
$11.8K - $21K
|
786
$33.5K
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
100New |
$11.8K - $21K
|
100
$4.26K
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
81New |
$9.59K - $17K
|
81
$3.45K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
73New |
$8.64K - $15.3K
|
73
$3.11K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
73New |
$8.64K - $15.3K
|
73
$3.11K
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
68New |
$8.05K - $14.3K
|
68
$2.9K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
61New |
$7.22K - $12.8K
|
61
$2.6K
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
60New |
$7.1K - $12.6K
|
60
$2.55K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
52New |
$6.16K - $10.9K
|
52
$2.21K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
50New |
$5.92K - $10.5K
|
50
$2.13K
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
50New |
$5.92K - $10.5K
|
50
$2.13K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
30New |
$3.55K - $6.3K
|
30
$1.28K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
17New |
$2.01K - $3.57K
|
17
$724
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
10+ 22.22% |
$1.18K - $2.1K
|
55
$2.34K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
10New |
$1.18K - $2.1K
|
10
$426
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
9New |
$1.07K - $1.89K
|
9
$383
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6New |
$710 - $1.26K
|
6
$255
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$474 - $840
|
4
$170
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
4+ 100.0% |
$474 - $840
|
8
$341
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
2New |
$237 - $420
|
2
$85.2
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1New |
$118 - $210
|
1
$42.6
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1New |
$118 - $210
|
1
$42.6
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Todd Asset Management LLC
|
BUY
|
- |
113KNew |
$13.3M - $21.9M
|
113K
$4.79M
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
$1.72M - $2.83M
|
14.6K
$620K
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
14.2KNew |
$1.68M - $2.76M
|
14.2K
$604K
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
11.8KNew |
$1.4M - $2.3M
|
11.8K
$504K
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
9.86KNew |
$1.16M - $1.91M
|
9.86K
$420K
|
|
Nov 14, 2022
Q3 2022
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
5.42KNew |
$640K - $1.05M
|
5.42K
$231K
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4KNew |
$472K - $777K
|
4K
$170K
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.96KNew |
$468K - $770K
|
3.96K
$169K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.69KNew |
$436K - $716K
|
3.69K
$157K
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.66KNew |
$432K - $711K
|
3.66K
$156K
|
|
Nov 07, 2022
Q3 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
3.1KNew |
$366K - $602K
|
3.1K
$132K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.05KNew |
$360K - $591K
|
3.05K
$130K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.05KNew |
$360K - $591K
|
3.05K
$130K
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
2.4KNew |
$283K - $466K
|
2.4K
$102K
|
|
Nov 14, 2022
Q3 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.23KNew |
$264K - $434K
|
2.23K
$95.1K
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.21KNew |
$261K - $429K
|
2.21K
$94.1K
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1.77KNew |
$209K - $344K
|
1.77K
$75.5K
|
|
Nov 14, 2022
Q3 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
1.75KNew |
$207K - $340K
|
1.75K
$74.5K
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.71KNew |
$202K - $332K
|
1.71K
$72.7K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.5KNew |
$177K - $291K
|
1.5K
$63.9K
|
|
Nov 09, 2022
Q3 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.25KNew |
$148K - $243K
|
1.25K
$53.2K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1KNew |
$118K - $194K
|
1K
$42.6K
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
967+ 53.16% |
$114K - $188K
|
2.79K
$119K
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
948New |
$112K - $184K
|
948
$40.4K
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
CALL |
800New |
$94.5K - $155K
|
800
$34.1K
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
750New |
$88.6K - $146K
|
750
$31.9K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
400+ 13.91% |
$47.2K - $77.7K
|
3.28K
$139K
|