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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8New |
$1.09K - $1.58K
|
8
$212
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
7+ 63.64% |
$950 - $1.38K
|
18
$478
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4+ 0.23% |
$543 - $788
|
1.76K
$46.7K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4New |
$543 - $788
|
4
$106
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
3+ 0.14% |
$407 - $591
|
2.09K
$55.5K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2New |
$271 - $394
|
2
$53.1
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2New |
$271 - $394
|
2
$53.1
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 0.24% |
$136 - $197
|
420
$11.2K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$136 - $197
|
1
$26.6
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 4.17% |
$136 - $197
|
25
$664
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1+ 0.06% |
$136 - $197
|
1.54K
$40.9K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.22% |
$136 - $197
|
449
$11.9K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 6.67% |
$136 - $197
|
14
$372
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1- 4.76% |
$136 - $197
|
20
$531
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1Closed |
$136 - $197
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 4.35% |
$136 - $197
|
22
$584
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2- 0.2% |
$271 - $394
|
1K
$26.6K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3- 1.05% |
$407 - $591
|
282
$7.49K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 15.0% |
$407 - $591
|
17
$452
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-3- 2.46% |
$407 - $591
|
119
$3.16K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4- 0.15% |
$543 - $788
|
2.61K
$69.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4- 1.79% |
$543 - $788
|
220
$5.84K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 17.39% |
$543 - $788
|
19
$505
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.56% |
$543 - $788
|
711
$18.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-5- 1.75% |
$678 - $985
|
280
$7.44K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5- 2.0% |
$678 - $985
|
245
$6.51K
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-7- 0.31% |
$950 - $1.38K
|
2.25K
$59.8K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7- 41.18% |
$950 - $1.38K
|
10
$266
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8- 0.47% |
$1.09K - $1.58K
|
1.68K
$44.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-8- 2.72% |
$1.09K - $1.58K
|
286
$7.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-9- 3.16% |
$1.22K - $1.77K
|
276
$7.33K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 0.01% |
$1.22K - $1.77K
|
117K
$3.11M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-9- 13.04% |
$1.22K - $1.77K
|
60
$1.59K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-10- 0.02% |
$1.36K - $1.97K
|
53.3K
$1.41M
|
|
|
Aug 13, 2025
Q1 2023
|
Stone X Group Inc.
|
SELL
|
- |
-11- 0.77% |
$1.49K - $2.17K
|
1.41K
$37.5K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-11- 0.19% |
$1.49K - $2.17K
|
5.79K
$154K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-11- 14.47% |
$1.49K - $2.17K
|
65
$1.73K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-12- 0.38% |
$1.63K - $2.36K
|
3.17K
$84.1K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 8.05% |
$1.63K - $2.36K
|
137
$3.64K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 68.42% |
$1.76K - $2.56K
|
6
$159
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13- 0.57% |
$1.76K - $2.56K
|
2.27K
$60.3K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15- 0.87% |
$2.03K - $2.96K
|
1.7K
$45.2K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-17- 47.22% |
$2.31K - $3.35K
|
19
$505
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-17- 1.28% |
$2.31K - $3.35K
|
1.31K
$34.7K
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-17- 0.55% |
$2.31K - $3.35K
|
3.1K
$82.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-18- 2.56% |
$2.44K - $3.55K
|
685
$18.2K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-20- 0.86% |
$2.71K - $3.94K
|
2.3K
$61.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-20- 14.81% |
$2.71K - $3.94K
|
115
$3.05K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-20- 9.09% |
$2.71K - $3.94K
|
200
$5.31K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20- 27.78% |
$2.71K - $3.94K
|
52
$1.38K
|