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 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 54.76% |
$3.12K - $4.53K
|
19
$542
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-24- 19.83% |
$3.26K - $4.73K
|
97
$2.77K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-25- 1.72% |
$3.39K - $4.93K
|
1.43K
$40.8K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-26- 36.11% |
$3.53K - $5.12K
|
46
$1.31K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-27- 1.42% |
$3.66K - $5.32K
|
1.87K
$53.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-28- 1.7% |
$3.8K - $5.52K
|
1.62K
$46.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-29- 36.25% |
$3.93K - $5.71K
|
51
$1.46K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-29- 4.02% |
$3.93K - $5.71K
|
692
$19.7K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-30- 19.74% |
$4.07K - $5.91K
|
122
$3.48K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-30- 50.0% |
$4.07K - $5.91K
|
30
$856
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-32- 2.38% |
$4.34K - $6.3K
|
1.31K
$37.4K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-32- 1.61% |
$4.34K - $6.3K
|
1.96K
$55.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-33- 20.25% |
$4.48K - $6.5K
|
130
$3.71K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-37- 0.55% |
$5.02K - $7.29K
|
6.75K
$193K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-40- 50.0% |
$5.43K - $7.88K
|
40
$1.14K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 26.45% |
$5.56K - $8.08K
|
114
$3.25K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-41- 0.47% |
$5.56K - $8.08K
|
8.75K
$250K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-41- 14.64% |
$5.56K - $8.08K
|
239
$6.82K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-41- 32.54% |
$5.56K - $8.08K
|
85
$2.43K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-42- 1.34% |
$5.7K - $8.27K
|
3.08K
$87.9K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-47- 3.32% |
$6.38K - $9.26K
|
1.37K
$39.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 3.18% |
$6.78K - $9.85K
|
1.52K
$43.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-50- 11.63% |
$6.78K - $9.85K
|
380
$10.8K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50- 11.63% |
$6.78K - $9.85K
|
380
$10.8K
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-50- 2.97% |
$6.78K - $9.85K
|
1.63K
$46.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-50- 46.3% |
$6.78K - $9.85K
|
58
$1.66K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-51- 0.03% |
$6.92K - $10K
|
154K
$4.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-51- 0.5% |
$6.92K - $10K
|
10.1K
$288K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-54- 94.74% |
$7.33K - $10.6K
|
3
$85.6
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-58- 3.21% |
$7.87K - $11.4K
|
1.75K
$49.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-61- 2.72% |
$8.28K - $12K
|
2.18K
$62.2K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-61Closed |
$8.28K - $12K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-63- 0.63% |
$8.55K - $12.4K
|
9.92K
$283K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-64- 4.05% |
$8.68K - $12.6K
|
1.52K
$43.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-65- 18.31% |
$8.82K - $12.8K
|
290
$8.28K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-66- 8.05% |
$8.95K - $13K
|
754
$21.5K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-67- 1.49% |
$9.09K - $13.2K
|
4.44K
$127K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-74- 5.34% |
$10K - $14.6K
|
1.31K
$37.4K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-74- 24.67% |
$10K - $14.6K
|
226
$6.45K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-75- 50.0% |
$10.2K - $14.8K
|
75
$2.14K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-86- 1.61% |
$11.7K - $16.9K
|
5.26K
$150K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-86- 71.07% |
$11.7K - $16.9K
|
35
$999
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-89- 5.91% |
$12.1K - $17.5K
|
1.42K
$40.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-90- 4.92% |
$12.2K - $17.7K
|
1.74K
$49.6K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-92- 5.36% |
$12.5K - $18.1K
|
1.63K
$46.4K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-94- 1.67% |
$12.8K - $18.5K
|
5.53K
$158K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-97- 2.35% |
$13.2K - $19.1K
|
4.04K
$115K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-98- 2.5% |
$13.3K - $19.3K
|
3.83K
$109K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100- 90.91% |
$13.6K - $19.7K
|
10
$285
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-100- 12.36% |
$13.6K - $19.7K
|
709
$20.2K
|