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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
199+ 8.11% |
$25.2K - $46.8K
|
2.65K
$86.5K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
196+ 173.45% |
$24.8K - $46.1K
|
309
$10.1K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
195+ 17.21% |
$24.7K - $45.8K
|
1.33K
$43.3K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
194+ 8.28% |
$24.5K - $45.6K
|
2.54K
$82.7K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
193+ 6.61% |
$24.4K - $45.4K
|
3.11K
$102K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
193+ 14.06% |
$24.4K - $45.4K
|
1.57K
$51.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
192+ 7.04% |
$24.3K - $45.1K
|
2.92K
$95.2K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
184+ 219.05% |
$23.3K - $43.2K
|
268
$8.74K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
183+ 16.91% |
$23.1K - $43K
|
1.27K
$41.2K
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
BUY
|
- |
179+ 15.38% |
$22.6K - $42.1K
|
1.34K
$43.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
175New |
$22.1K - $41.1K
|
175
$5.71K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
175+ 269.23% |
$22.1K - $41.1K
|
240
$7.82K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
173New |
$21.9K - $40.7K
|
173
$5.64K
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
170+ 15.15% |
$21.5K - $40K
|
1.29K
$42.1K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
168+ 107.01% |
$21.2K - $39.5K
|
325
$10.6K
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
164+ 4.89% |
$20.7K - $38.5K
|
3.52K
$115K
|
|
|
May 13, 2022
Q1 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
164+ 0.73% |
$20.7K - $38.5K
|
22.7K
$741K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
164+ 12.27% |
$20.7K - $38.5K
|
1.5K
$48.9K
|
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
158+ 7.49% |
$20K - $37.1K
|
2.27K
$73.9K
|
|
|
May 09, 2022
Q1 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
158+ 15.8% |
$20K - $37.1K
|
1.16K
$37.8K
|
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
152+ 6.53% |
$19.2K - $35.7K
|
2.48K
$80.9K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
150New |
$19K - $35.3K
|
150
$4.89K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
148+ 7.0% |
$18.7K - $34.8K
|
2.26K
$73.7K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
144+ 288.0% |
$18.2K - $33.8K
|
194
$6.32K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
142+ 13.4% |
$18K - $33.4K
|
1.2K
$39.2K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
139+ 1.93% |
$17.6K - $32.7K
|
7.33K
$239K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
139+ 90.85% |
$17.6K - $32.7K
|
292
$9.52K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
138+ 12.38% |
$17.5K - $32.4K
|
1.25K
$40.8K
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
137+ 4.98% |
$17.3K - $32.2K
|
2.89K
$94.2K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
132+ 11.24% |
$16.7K - $31K
|
1.31K
$42.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
131New |
$16.6K - $30.8K
|
131
$4.27K
|
|
|
Apr 14, 2022
Q1 2022
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
125+ 1.94% |
$15.8K - $29.4K
|
6.57K
$214K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
125+ 7.28% |
$15.8K - $29.4K
|
1.84K
$60K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
125+ 79.11% |
$15.8K - $29.4K
|
283
$9.23K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
121+ 12.38% |
$15.3K - $28.4K
|
1.1K
$35.8K
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
120+ 30.0% |
$15.2K - $28.2K
|
520
$17K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
115+ 7.32% |
$14.5K - $27K
|
1.69K
$55K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
115+ 188.52% |
$14.5K - $27K
|
176
$5.74K
|
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
114New |
$14.4K - $26.8K
|
114
$3.72K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
109+ 103.81% |
$13.8K - $25.6K
|
214
$6.98K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
106+ 3.92% |
$13.4K - $24.9K
|
2.81K
$91.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
104+ 28.49% |
$13.2K - $24.4K
|
469
$15.3K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
102+ 5.82% |
$12.9K - $24K
|
1.86K
$60.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.23% |
$12.6K - $23.5K
|
43.8K
$1.43M
|
|
|
May 11, 2022
Q1 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
100+ 0.83% |
$12.6K - $23.5K
|
12.2K
$396K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
100+ 4.98% |
$12.6K - $23.5K
|
2.11K
$68.8K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
100New |
$12.6K - $23.5K
|
100
$3.26K
|
|
|
May 10, 2022
Q1 2022
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
100+ 1.79% |
$12.6K - $23.5K
|
5.69K
$185K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
100New |
$12.6K - $23.5K
|
100
$3.26K
|
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 4.83% |
$12.6K - $23.5K
|
2.17K
$70.7K
|