Purchases and Sales Made in Q1 2023 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2New |
$271 - $394
|
2
$63.7
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2New |
$271 - $394
|
2
$63.7
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$136 - $197
|
1
$31.9
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.22% |
$136 - $197
|
449
$14.3K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 0.24% |
$136 - $197
|
420
$13.4K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 4.17% |
$136 - $197
|
25
$797
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1+ 0.06% |
$136 - $197
|
1.54K
$49.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 4.35% |
$136 - $197
|
22
$701
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1Closed |
$136 - $197
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 6.67% |
$136 - $197
|
14
$446
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1- 4.76% |
$136 - $197
|
20
$637
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2- 0.2% |
$271 - $394
|
1K
$31.9K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-3- 2.46% |
$407 - $591
|
119
$3.79K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3- 1.05% |
$407 - $591
|
282
$8.99K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 15.0% |
$407 - $591
|
17
$542
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4- 0.15% |
$543 - $788
|
2.61K
$83.2K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 17.39% |
$543 - $788
|
19
$606
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4- 1.79% |
$543 - $788
|
220
$7.01K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.56% |
$543 - $788
|
711
$22.7K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5- 2.0% |
$678 - $985
|
245
$7.81K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-5- 1.75% |
$678 - $985
|
280
$8.92K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7- 41.18% |
$950 - $1.38K
|
10
$319
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-7- 0.31% |
$950 - $1.38K
|
2.25K
$71.8K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8- 0.47% |
$1.09K - $1.58K
|
1.68K
$53.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-8- 2.72% |
$1.09K - $1.58K
|
286
$9.11K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 0.01% |
$1.22K - $1.77K
|
117K
$3.73M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-9- 13.04% |
$1.22K - $1.77K
|
60
$1.91K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-9- 3.16% |
$1.22K - $1.77K
|
276
$8.8K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-10- 0.02% |
$1.36K - $1.97K
|
53.3K
$1.7M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-11- 14.47% |
$1.49K - $2.17K
|
65
$2.07K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-11- 0.19% |
$1.49K - $2.17K
|
5.79K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 8.05% |
$1.63K - $2.36K
|
137
$4.37K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-12- 0.38% |
$1.63K - $2.36K
|
3.17K
$101K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 68.42% |
$1.76K - $2.56K
|
6
$191
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13- 0.57% |
$1.76K - $2.56K
|
2.27K
$72.3K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15- 0.87% |
$2.03K - $2.96K
|
1.7K
$54.2K
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-17- 0.55% |
$2.31K - $3.35K
|
3.1K
$98.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-17- 1.28% |
$2.31K - $3.35K
|
1.31K
$41.7K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-17- 47.22% |
$2.31K - $3.35K
|
19
$606
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-18- 2.56% |
$2.44K - $3.55K
|
685
$21.8K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-20- 9.09% |
$2.71K - $3.94K
|
200
$6.37K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-20- 0.86% |
$2.71K - $3.94K
|
2.3K
$73.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-20- 14.81% |
$2.71K - $3.94K
|
115
$3.67K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 26.32% |
$2.71K - $3.94K
|
56
$1.78K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20- 27.78% |
$2.71K - $3.94K
|
52
$1.66K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-22- 17.05% |
$2.98K - $4.33K
|
107
$3.41K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-22- 95.65% |
$2.98K - $4.33K
|
1
$31.9
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-23- 13.29% |
$3.12K - $4.53K
|
150
$4.78K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 54.76% |
$3.12K - $4.53K
|
19
$606
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-24- 19.83% |
$3.26K - $4.73K
|
97
$3.09K
|