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
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
500+ 227.27% |
$67.8K - $98.5K
|
720
$23.5K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
495+ 970.59% |
$67.2K - $97.5K
|
546
$17.8K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
486+ 22.16% |
$65.9K - $95.8K
|
2.68K
$87.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
477+ 2073.91% |
$64.7K - $94K
|
500
$16.3K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
469+ 0.0% |
$63.6K - $92.4K
|
27.5M
$897M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
456New |
$61.9K - $89.8K
|
456
$14.9K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
454+ 1.1% |
$61.6K - $89.4K
|
41.7K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
450+ 5.79% |
$61K - $88.7K
|
8.22K
$268K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
445New |
$60.4K - $87.7K
|
445
$14.5K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
433+ 16.5% |
$58.7K - $85.3K
|
3.06K
$99.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
425+ 4.26% |
$57.7K - $83.7K
|
10.4K
$339K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
397+ 104.47% |
$53.9K - $78.2K
|
777
$25.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
385+ 14.67% |
$52.2K - $75.9K
|
3.01K
$98.1K
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
382+ 28.28% |
$51.8K - $75.3K
|
1.73K
$56.5K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
382+ 28.28% |
$51.8K - $75.3K
|
1.73K
$56.5K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
370+ 10.17% |
$50.2K - $72.9K
|
4.01K
$131K
|
|
|
May 03, 2023
Q1 2023
|
Nia Impact Advisors, LLC
|
BUY
|
- |
355+ 1.17% |
$48.2K - $69.9K
|
30.7K
$1M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
346+ 201.16% |
$46.9K - $68.2K
|
518
$16.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
336+ 193.1% |
$45.6K - $66.2K
|
510
$16.6K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
334+ 1.3% |
$45.3K - $65.8K
|
26.1K
$850K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
333+ 8325.0% |
$45.2K - $65.6K
|
337
$11K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
332+ 26.62% |
$45K - $65.4K
|
1.58K
$51.5K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
323+ 6.31% |
$43.8K - $63.6K
|
5.44K
$177K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
320+ 6.15% |
$43.4K - $63K
|
5.52K
$180K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
315+ 3.68% |
$42.7K - $62.1K
|
8.87K
$289K
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
310New |
$42.1K - $61.1K
|
310
$10.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.74% |
$40.7K - $59.1K
|
40.7K
$1.33M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
293+ 1.12% |
$39.7K - $57.7K
|
26.3K
$859K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
277+ 0.72% |
$37.6K - $54.6K
|
39K
$1.27M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
269+ 153.71% |
$36.5K - $53K
|
444
$14.5K
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
268+ 3.68% |
$36.4K - $52.8K
|
7.55K
$246K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
260+ 13.57% |
$35.3K - $51.2K
|
2.18K
$70.9K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
258+ 12.21% |
$35K - $50.8K
|
2.37K
$77.3K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
254+ 4.43% |
$34.5K - $50K
|
5.98K
$195K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
253+ 0.54% |
$34.3K - $49.8K
|
47.2K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
250+ 15.43% |
$33.9K - $49.3K
|
1.87K
$61K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
247+ 4.65% |
$33.5K - $48.7K
|
5.56K
$181K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
240+ 10.93% |
$32.6K - $47.3K
|
2.44K
$79.4K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
238+ 3.25% |
$32.3K - $46.9K
|
7.56K
$247K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
235+ 14.78% |
$31.9K - $46.3K
|
1.83K
$59.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
234New |
$31.7K - $46.1K
|
234
$7.63K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
234+ 11.46% |
$31.7K - $46.1K
|
2.28K
$74.2K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
230+ 111.65% |
$31.2K - $45.3K
|
436
$14.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
220+ 16.82% |
$29.8K - $43.3K
|
1.53K
$49.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
215+ 11.02% |
$29.2K - $42.4K
|
2.17K
$70.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
213+ 2.3% |
$28.9K - $42K
|
9.49K
$309K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
207+ 6.91% |
$28.1K - $40.8K
|
3.2K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.34% |
$27.1K - $39.4K
|
59.1K
$1.93M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200+ 100.0% |
$27.1K - $39.4K
|
400
$13K
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
198+ 11.34% |
$26.9K - $39K
|
1.94K
$63.4K
|