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 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
195+ 15.02% |
$26.5K - $38.4K
|
1.49K
$48.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
BUY
|
- |
195+ 6.18% |
$26.5K - $38.4K
|
3.35K
$109K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
184+ 6.62% |
$25K - $36.3K
|
2.97K
$96.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
179+ 3.19% |
$24.3K - $35.3K
|
5.8K
$189K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
176+ 33.52% |
$23.9K - $34.7K
|
701
$22.9K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
166+ 4.12% |
$22.5K - $32.7K
|
4.19K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
165+ 18.21% |
$22.4K - $32.5K
|
1.07K
$34.9K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
162+ 0.29% |
$22K - $31.9K
|
56K
$1.83M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
150+ 24.19% |
$20.3K - $29.6K
|
770
$25.1K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
150+ 8.29% |
$20.3K - $29.6K
|
1.96K
$63.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
147+ 4.79% |
$19.9K - $29K
|
3.21K
$105K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
146+ 1.15% |
$19.8K - $28.8K
|
12.8K
$418K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
145+ 6.23% |
$19.7K - $28.6K
|
2.47K
$80.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
135+ 6.77% |
$18.3K - $26.6K
|
2.13K
$69.4K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
125+ 30.79% |
$17K - $24.6K
|
531
$17.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
125+ 208.33% |
$17K - $24.6K
|
185
$6.03K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
124+ 4.81% |
$16.8K - $24.4K
|
2.7K
$88.2K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
121+ 2.84% |
$16.4K - $23.8K
|
4.38K
$143K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
118+ 1180.0% |
$16K - $23.2K
|
128
$4.17K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
112+ 294.74% |
$15.2K - $22.1K
|
150
$4.89K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
109+ 0.89% |
$14.8K - $21.5K
|
12.4K
$403K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
109+ 2725.0% |
$14.8K - $21.5K
|
113
$3.68K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
106+ 2.38% |
$14.4K - $20.9K
|
4.56K
$149K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
102+ 2.12% |
$13.8K - $20.1K
|
4.92K
$160K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
101+ 1.33% |
$13.7K - $19.9K
|
7.72K
$252K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
101+ 4.74% |
$13.7K - $19.9K
|
2.23K
$72.8K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
100+ 7.67% |
$13.6K - $19.7K
|
1.4K
$45.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
100+ 7.27% |
$13.6K - $19.7K
|
1.48K
$48.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
100+ 23.42% |
$13.6K - $19.7K
|
527
$17.2K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100+ 7.53% |
$13.6K - $19.7K
|
1.43K
$46.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
100+ 6.35% |
$13.6K - $19.7K
|
1.68K
$54.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
99+ 3.47% |
$13.4K - $19.5K
|
2.95K
$96.3K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
96+ 41.2% |
$13K - $18.9K
|
329
$10.7K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
87+ 174.0% |
$11.8K - $17.1K
|
137
$4.47K
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
86+ 4.19% |
$11.7K - $16.9K
|
2.14K
$69.7K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
85+ 1.8% |
$11.5K - $16.7K
|
4.82K
$157K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
83New |
$11.3K - $16.4K
|
83
$2.71K
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
82+ 1.6% |
$11.1K - $16.2K
|
5.21K
$170K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
80+ 2.98% |
$10.9K - $15.8K
|
2.77K
$90.3K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
79+ 0.17% |
$10.7K - $15.6K
|
47.3K
$1.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
77+ 3.85% |
$10.4K - $15.2K
|
2.08K
$67.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
69New |
$9.36K - $13.6K
|
69
$2.25K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
65+ 16.13% |
$8.82K - $12.8K
|
468
$15.3K
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
53+ 1.12% |
$7.19K - $10.4K
|
4.78K
$156K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
53+ 230.43% |
$7.19K - $10.4K
|
76
$2.48K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
53+ 883.33% |
$7.19K - $10.4K
|
59
$1.92K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
50+ 0.3% |
$6.78K - $9.85K
|
16.6K
$541K
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
50+ 0.5% |
$6.78K - $9.85K
|
10.1K
$328K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
50New |
$6.78K - $9.85K
|
50
$1.63K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
50+ 2.51% |
$6.78K - $9.85K
|
2.04K
$66.6K
|