Latest Institutional Sells of Moderna, Inc. (MRNA)
This list provides information on the latest institutional transactions involving Moderna, Inc. (MRNA) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-20- 0.62% |
$2.37K - $3.21K
|
3.19K
$105K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10- 0.59% |
$1.19K - $1.61K
|
1.69K
$55.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-10- 6.33% |
$1.19K - $1.61K
|
148
$4.88K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4- 3.54% |
$474 - $642
|
109
$3.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3- 0.18% |
$356 - $482
|
1.68K
$55.3K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-237K- 98.91% |
$32.1M - $46.7M
|
2.6K
$85.8K
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-204K- 99.91% |
$27.7M - $40.3M
|
190
$6.27K
|
|
|
May 09, 2023
Q1 2023
|
Integral Health Asset Management, LLC
|
SELL
|
- |
-65K- 65.0% |
$8.82M - $12.8M
|
35K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-52.3K- 55.59% |
$7.09M - $10.3M
|
41.7K
$1.38M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-6.51KClosed |
$883K - $1.28M
|
0
$0
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.55KClosed |
$482K - $700K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-2.8KClosed |
$380K - $552K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.22K- 96.85% |
$300K - $436K
|
72
$2.38K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.44K- 40.54% |
$196K - $284K
|
2.12K
$69.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-915- 44.48% |
$124K - $180K
|
1.14K
$37.7K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-900- 45.05% |
$122K - $177K
|
1.1K
$36.2K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-394- 18.99% |
$53.5K - $77.6K
|
1.68K
$55.5K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-286- 6.28% |
$38.8K - $56.3K
|
4.27K
$141K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-235- 14.79% |
$31.9K - $46.3K
|
1.35K
$44.7K
|
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-196- 8.13% |
$26.6K - $38.6K
|
2.22K
$73.1K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-165- 8.99% |
$22.4K - $32.5K
|
1.67K
$55.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-117- 46.43% |
$15.9K - $23.1K
|
135
$4.45K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-100- 5.24% |
$13.6K - $19.7K
|
1.81K
$59.7K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100- 90.91% |
$13.6K - $19.7K
|
10
$330
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 36.23% |
$13.6K - $19.7K
|
176
$5.81K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-98- 2.5% |
$13.3K - $19.3K
|
3.83K
$126K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-90- 4.92% |
$12.2K - $17.7K
|
1.74K
$57.4K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-89- 5.91% |
$12.1K - $17.5K
|
1.42K
$46.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-86- 71.07% |
$11.7K - $16.9K
|
35
$1.15K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-74- 5.34% |
$10K - $14.6K
|
1.31K
$43.3K
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-50- 2.97% |
$6.78K - $9.85K
|
1.63K
$53.8K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-47- 3.32% |
$6.38K - $9.26K
|
1.37K
$45.2K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-40- 50.0% |
$5.43K - $7.88K
|
40
$1.32K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-33- 20.25% |
$4.48K - $6.5K
|
130
$4.29K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-27- 1.42% |
$3.66K - $5.32K
|
1.87K
$61.8K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-26- 36.11% |
$3.53K - $5.12K
|
46
$1.52K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-20- 0.86% |
$2.71K - $3.94K
|
2.3K
$76K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-20- 9.09% |
$2.71K - $3.94K
|
200
$6.6K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15- 0.87% |
$2.03K - $2.96K
|
1.7K
$56.1K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-10- 0.02% |
$1.36K - $1.97K
|
53.3K
$1.76M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 0.01% |
$1.22K - $1.77K
|
117K
$3.86M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5- 2.0% |
$678 - $985
|
245
$8.08K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.56% |
$543 - $788
|
711
$23.5K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1Closed |
$136 - $197
|
0
$0
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Parnassus Investments, LLC
|
SELL
|
- |
-53.4K- 7.65% |
$6.32M - $11.2M
|
644K
$21.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-24.9K- 94.55% |
$2.95M - $5.23M
|
1.44K
$47.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-23.8K- 86.55% |
$2.82M - $5M
|
3.7K
$122K
|
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-17K- 50.98% |
$2.01M - $3.57M
|
16.3K
$539K
|
|
|
Feb 13, 2023
Q4 2022
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-12.4K- 20.41% |
$1.47M - $2.6M
|
48.3K
$1.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-9.77K- 87.4% |
$1.16M - $2.05M
|
1.41K
$46.4K
|
|