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 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-100- 7.09% |
$13.6K - $19.7K
|
1.31K
$37.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 36.23% |
$13.6K - $19.7K
|
176
$5.02K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-100- 5.24% |
$13.6K - $19.7K
|
1.81K
$51.6K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-102- 1.71% |
$13.8K - $20.1K
|
5.85K
$167K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-102- 0.77% |
$13.8K - $20.1K
|
13.2K
$377K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-103- 3.19% |
$14K - $20.3K
|
3.13K
$89.3K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-103- 4.21% |
$14K - $20.3K
|
2.34K
$66.9K
|
|
|
May 10, 2023
Q1 2023
|
Reik & Co., LLC
|
SELL
|
- |
-105- 2.39% |
$14.2K - $20.7K
|
4.28K
$122K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-111- 4.04% |
$15.1K - $21.9K
|
2.64K
$75.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-117- 5.53% |
$15.9K - $23.1K
|
2K
$57.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-117- 46.43% |
$15.9K - $23.1K
|
135
$3.85K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-118- 92.91% |
$16K - $23.2K
|
9
$257
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-118- 3.27% |
$16K - $23.2K
|
3.5K
$99.7K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-123- 14.34% |
$16.7K - $24.2K
|
735
$21K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-125- 5.45% |
$17K - $24.6K
|
2.17K
$61.9K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-126- 0.36% |
$17.1K - $24.8K
|
34.8K
$994K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-128- 34.59% |
$17.4K - $25.2K
|
242
$6.91K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-130- 1.36% |
$17.6K - $25.6K
|
9.4K
$268K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-130- 2.96% |
$17.6K - $25.6K
|
4.26K
$122K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-130- 3.73% |
$17.6K - $25.6K
|
3.36K
$95.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-134- 13.04% |
$18.2K - $26.4K
|
894
$25.5K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-135- 2.02% |
$18.3K - $26.6K
|
6.56K
$187K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-140- 2.27% |
$19K - $27.6K
|
6.03K
$172K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-148Closed |
$20.1K - $29.2K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-152- 3.35% |
$20.6K - $29.9K
|
4.39K
$125K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-154- 9.19% |
$20.9K - $30.3K
|
1.52K
$43.4K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-155- 2.6% |
$21K - $30.5K
|
5.81K
$166K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-162- 1.05% |
$22K - $31.9K
|
15.3K
$436K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-162- 8.12% |
$22K - $31.9K
|
1.83K
$52.3K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-165- 8.99% |
$22.4K - $32.5K
|
1.67K
$47.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-166- 5.67% |
$22.5K - $32.7K
|
2.76K
$78.8K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-166- 39.62% |
$22.5K - $32.7K
|
253
$7.22K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-175- 2.92% |
$23.7K - $34.5K
|
5.82K
$166K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-191- 4.1% |
$25.9K - $37.6K
|
4.47K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-196- 8.13% |
$26.6K - $38.6K
|
2.22K
$63.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-197- 1.24% |
$26.7K - $38.8K
|
15.7K
$449K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-197- 7.23% |
$26.7K - $38.8K
|
2.53K
$72.1K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-233- 11.81% |
$31.6K - $45.9K
|
1.74K
$49.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-235- 14.79% |
$31.9K - $46.3K
|
1.35K
$38.6K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-237- 7.63% |
$32.2K - $46.7K
|
2.87K
$81.9K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-257- 16.06% |
$34.9K - $50.6K
|
1.34K
$38.3K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-258- 41.55% |
$35K - $50.8K
|
363
$10.4K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-271- 0.75% |
$36.8K - $53.4K
|
36K
$1.03M
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-271- 2.08% |
$36.8K - $53.4K
|
12.7K
$364K
|
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
SELL
|
- |
-277- 1.89% |
$37.6K - $54.6K
|
14.4K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-277- 8.59% |
$37.6K - $54.6K
|
2.95K
$84.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-280- 7.46% |
$38K - $55.2K
|
3.48K
$99.2K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-286- 6.28% |
$38.8K - $56.3K
|
4.27K
$122K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-296- 11.44% |
$40.2K - $58.3K
|
2.29K
$65.4K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-301- 2.5% |
$40.8K - $59.3K
|
11.8K
$336K
|