Purchases and Sales Made in Q1 2022 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q1 2022. The information is specifically focused on institutions that hold shares of Moderna, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$12.6K - $23.5K
|
100
$3.26K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
99+ 3.65% |
$12.5K - $23.3K
|
2.81K
$91.7K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
92+ 1.29% |
$11.6K - $21.6K
|
7.24K
$236K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
88+ 36.51% |
$11.1K - $20.7K
|
329
$10.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
86New |
$10.9K - $20.2K
|
86
$2.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
85+ 26.15% |
$10.7K - $20K
|
410
$13.4K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
81+ 578.57% |
$10.2K - $19K
|
95
$3.1K
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
75New |
$9.48K - $17.6K
|
75
$2.45K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
69+ 53.08% |
$8.73K - $16.2K
|
199
$6.49K
|
|
|
May 02, 2022
Q1 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
69+ 2.35% |
$8.73K - $16.2K
|
3K
$97.9K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
69+ 2.95% |
$8.73K - $16.2K
|
2.41K
$78.4K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
69New |
$8.73K - $16.2K
|
69
$2.25K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
67+ 0.12% |
$8.47K - $15.7K
|
54.5K
$1.78M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
65+ 151.16% |
$8.22K - $15.3K
|
108
$3.52K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
64+ 31.84% |
$8.09K - $15K
|
265
$8.64K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
60+ 0.29% |
$7.59K - $14.1K
|
20.7K
$676K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
60+ 15.71% |
$7.59K - $14.1K
|
442
$14.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
60New |
$7.59K - $14.1K
|
60
$1.96K
|
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
60New |
$7.59K - $14.1K
|
60
$1.96K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
57+ 73.08% |
$7.21K - $13.4K
|
135
$4.4K
|
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
57+ 0.53% |
$7.21K - $13.4K
|
10.9K
$356K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
55New |
$6.96K - $12.9K
|
55
$1.79K
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
53+ 4.26% |
$6.7K - $12.5K
|
1.3K
$42.3K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
52New |
$6.58K - $12.2K
|
52
$1.7K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
51+ 22.27% |
$6.45K - $12K
|
280
$9.13K
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
50+ 2.49% |
$6.32K - $11.8K
|
2.06K
$67.1K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
49+ 1.76% |
$6.2K - $11.5K
|
2.83K
$92.3K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
46+ 3.5% |
$5.82K - $10.8K
|
1.36K
$44.4K
|
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
45+ 0.32% |
$5.69K - $10.6K
|
14.3K
$465K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
43+ 0.19% |
$5.44K - $10.1K
|
22.4K
$730K
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
43+ 40.95% |
$5.44K - $10.1K
|
148
$4.82K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
39+ 487.5% |
$4.93K - $9.17K
|
47
$1.53K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
39+ 0.42% |
$4.93K - $9.17K
|
9.34K
$305K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37+ 5.95% |
$4.68K - $8.7K
|
659
$21.5K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
37New |
$4.68K - $8.7K
|
37
$1.21K
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
37+ 0.49% |
$4.68K - $8.7K
|
7.58K
$247K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
35New |
$4.43K - $8.23K
|
35
$1.14K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34+ 109.68% |
$4.3K - $7.99K
|
65
$2.12K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
34+ 1.05% |
$4.3K - $7.99K
|
3.28K
$107K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
33+ 19.64% |
$4.17K - $7.76K
|
201
$6.55K
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
31+ 100.0% |
$3.92K - $7.29K
|
62
$2.02K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
29+ 8.68% |
$3.67K - $6.82K
|
363
$11.8K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
28New |
$3.54K - $6.58K
|
28
$913
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
28+ 3.27% |
$3.54K - $6.58K
|
884
$28.8K
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
26+ 28.26% |
$3.29K - $6.11K
|
118
$3.85K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 8.77% |
$3.16K - $5.88K
|
310
$10.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
25+ 2.69% |
$3.16K - $5.88K
|
953
$31.1K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 1.79% |
$3.16K - $5.88K
|
1.42K
$46.3K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
24+ 29.27% |
$3.04K - $5.64K
|
106
$3.46K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
24+ 17.52% |
$3.04K - $5.64K
|
161
$5.25K
|