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 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-323- 4.76% |
$43.8K - $63.6K
|
6.47K
$206K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-323- 4.26% |
$43.8K - $63.6K
|
7.27K
$232K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-324- 9.64% |
$44K - $63.8K
|
3.04K
$96.8K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-324- 9.64% |
$44K - $63.8K
|
3.04K
$96.8K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-325- 16.06% |
$44.1K - $64K
|
1.7K
$54.1K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-328- 1.24% |
$44.5K - $64.6K
|
26.1K
$833K
|
|
May 05, 2023
Q1 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-341- 9.1% |
$46.3K - $67.2K
|
3.41K
$109K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-351- 6.24% |
$47.6K - $69.2K
|
5.27K
$168K
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-361- 10.62% |
$49K - $71.1K
|
3.04K
$96.9K
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-366- 1.24% |
$49.7K - $72.1K
|
29.1K
$927K
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-372- 5.8% |
$50.5K - $73.3K
|
6.04K
$193K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-377- 19.82% |
$51.1K - $74.3K
|
1.53K
$48.6K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-379- 3.18% |
$51.4K - $74.7K
|
11.5K
$368K
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-394- 18.99% |
$53.5K - $77.6K
|
1.68K
$53.6K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-397- 11.09% |
$53.9K - $78.2K
|
3.18K
$101K
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-400- 20.66% |
$54.3K - $78.8K
|
1.54K
$49K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-407- 14.64% |
$55.2K - $80.2K
|
2.37K
$75.7K
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-423- 7.95% |
$57.4K - $83.3K
|
4.9K
$156K
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-451- 13.93% |
$61.2K - $88.9K
|
2.79K
$88.8K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-453- 2.63% |
$61.5K - $89.3K
|
16.7K
$534K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-465- 11.14% |
$63.1K - $91.6K
|
3.71K
$118K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-465- 17.28% |
$63.1K - $91.6K
|
2.23K
$70.9K
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-469- 0.83% |
$63.6K - $92.4K
|
56K
$1.79M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-494- 81.25% |
$67K - $97.3K
|
114
$3.63K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-496- 27.4% |
$67.3K - $97.7K
|
1.31K
$41.9K
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 3.16% |
$67.8K - $98.5K
|
15.3K
$488K
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-500- 2.99% |
$67.8K - $98.5K
|
16.2K
$516K
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-533- 6.62% |
$72.3K - $105K
|
7.52K
$240K
|
|
Apr 18, 2023
Q1 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-560- 4.47% |
$76K - $110K
|
12K
$381K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-583- 5.36% |
$79.1K - $115K
|
10.3K
$328K
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-626- 1.0% |
$84.9K - $123K
|
61.9K
$1.97M
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-629- 4.06% |
$85.3K - $124K
|
14.9K
$473K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-629- 6.39% |
$85.3K - $124K
|
9.22K
$294K
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-638- 9.96% |
$86.6K - $126K
|
5.77K
$184K
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-665- 67.51% |
$90.2K - $131K
|
320
$10.2K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-671- 5.56% |
$91K - $132K
|
11.4K
$363K
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-713- 31.86% |
$96.7K - $140K
|
1.53K
$48.6K
|
|
May 10, 2023
Q1 2023
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-717- 3.22% |
$97.3K - $141K
|
21.5K
$687K
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-730- 54.85% |
$99K - $144K
|
601
$19.2K
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-736- 8.31% |
$99.8K - $145K
|
8.12K
$259K
|
|
Apr 06, 2023
Q1 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-741- 7.03% |
$101K - $146K
|
9.8K
$312K
|
|
Apr 26, 2023
Q1 2023
|
Peregrine Capital Management LLC
|
SELL
|
- |
-759- 24.42% |
$103K - $150K
|
2.35K
$74.9K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-773- 18.04% |
$105K - $152K
|
3.51K
$112K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-808- 4.39% |
$110K - $159K
|
17.6K
$561K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-815- 7.77% |
$111K - $161K
|
9.68K
$308K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-821- 14.11% |
$111K - $162K
|
5K
$159K
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-821- 0.66% |
$111K - $162K
|
124K
$3.95M
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-821- 0.66% |
$111K - $162K
|
124K
$3.95M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-850- 6.27% |
$115K - $167K
|
12.7K
$405K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-860- 13.42% |
$117K - $169K
|
5.55K
$177K
|