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 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
50+ 2.51% |
$6.78K - $9.85K
|
2.04K
$67K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
50+ 0.3% |
$6.78K - $9.85K
|
16.6K
$545K
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
50+ 0.5% |
$6.78K - $9.85K
|
10.1K
$330K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.38% |
$6.65K - $9.65K
|
12.9K
$424K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45New |
$6.1K - $8.87K
|
45
$1.48K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
42+ 1.72% |
$5.7K - $8.27K
|
2.49K
$81.6K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
42+ 2.38% |
$5.7K - $8.27K
|
1.81K
$59.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
41+ 0.15% |
$5.56K - $8.08K
|
28K
$917K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
41New |
$5.56K - $8.08K
|
41
$1.34K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
40+ 3.03% |
$5.43K - $7.88K
|
1.36K
$44.6K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
40+ 1.11% |
$5.43K - $7.88K
|
3.66K
$120K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
38New |
$5.16K - $7.49K
|
38
$1.25K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 2.19% |
$5.02K - $7.29K
|
1.73K
$56.7K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36+ 1.5% |
$4.88K - $7.09K
|
2.44K
$79.8K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
36New |
$4.88K - $7.09K
|
36
$1.18K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
35+ 0.41% |
$4.75K - $6.9K
|
8.49K
$278K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
35+ 6.62% |
$4.75K - $6.9K
|
564
$18.5K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
35+ 1.74% |
$4.75K - $6.9K
|
2.04K
$67K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
33+ 57.89% |
$4.48K - $6.5K
|
90
$2.95K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32+ 2.03% |
$4.34K - $6.3K
|
1.61K
$52.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
32+ 1.66% |
$4.34K - $6.3K
|
1.96K
$64.1K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
30+ 0.29% |
$4.07K - $5.91K
|
10.4K
$341K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
30New |
$4.07K - $5.91K
|
30
$984
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
25+ 25.77% |
$3.39K - $4.93K
|
122
$4K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
25+ 0.79% |
$3.39K - $4.93K
|
3.19K
$105K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
24+ 0.55% |
$3.26K - $4.73K
|
4.4K
$144K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24+ 0.96% |
$3.26K - $4.73K
|
2.53K
$83K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
24+ 1.66% |
$3.26K - $4.73K
|
1.47K
$48.3K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
23+ 0.2% |
$3.12K - $4.53K
|
11.3K
$370K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
22+ 4.32% |
$2.98K - $4.33K
|
531
$17.4K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21New |
$2.85K - $4.14K
|
21
$689
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
20New |
$2.71K - $3.94K
|
20
$656
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
20+ 0.84% |
$2.71K - $3.94K
|
2.39K
$78.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
20New |
$2.71K - $3.94K
|
20
$656
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
17+ 1.56% |
$2.31K - $3.35K
|
1.11K
$36.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
15+ 30.0% |
$2.03K - $2.96K
|
65
$2.13K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
15New |
$2.03K - $2.96K
|
15
$492
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
14+ 11.86% |
$1.9K - $2.76K
|
132
$4.33K
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
12+ 0.28% |
$1.63K - $2.36K
|
4.38K
$143K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12+ 75.0% |
$1.63K - $2.36K
|
28
$918
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
11+ 7.33% |
$1.49K - $2.17K
|
161
$5.28K
|
|
|
May 15, 2023
Q1 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
11+ 0.68% |
$1.49K - $2.17K
|
1.62K
$53K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
11New |
$1.49K - $2.17K
|
11
$361
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
10New |
$1.36K - $1.97K
|
10
$328
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10+ 20.83% |
$1.36K - $1.97K
|
58
$1.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10+ 2.69% |
$1.36K - $1.97K
|
382
$12.5K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
10New |
$1.36K - $1.97K
|
10
$328
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
10+ 6.76% |
$1.36K - $1.97K
|
158
$5.18K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8New |
$1.09K - $1.58K
|
8
$262
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
7+ 63.64% |
$950 - $1.38K
|
18
$590
|