Purchases and Sales Made in Q2 2022 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1New |
$117 - $177
|
1
$28.5
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$117 - $177
|
4
$114
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1- 25.0% |
$117 - $177
|
3
$85.6
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.45% |
$117 - $177
|
219
$6.25K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1- 10.0% |
$117 - $177
|
9
$257
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1- 0.79% |
$117 - $177
|
125
$3.57K
|
|
|
Aug 12, 2022
Q2 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1- 0.06% |
$117 - $177
|
1.65K
$47.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2- 1.46% |
$234 - $353
|
135
$3.85K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4- 8.7% |
$469 - $706
|
42
$1.2K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4- 0.12% |
$469 - $706
|
3.21K
$91.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-4- 0.03% |
$469 - $706
|
11.5K
$327K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5Closed |
$586 - $883
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-5- 0.06% |
$586 - $883
|
9.03K
$258K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 0.1% |
$586 - $883
|
5.19K
$148K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6Closed |
$703 - $1.06K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7- 12.5% |
$820 - $1.24K
|
49
$1.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-8- 4.55% |
$937 - $1.41K
|
168
$4.79K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-8- 2.27% |
$937 - $1.41K
|
345
$9.85K
|
|
|
Aug 01, 2022
Q2 2022
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-8- 0.56% |
$937 - $1.41K
|
1.43K
$40.7K
|
|
|
Sep 02, 2022
Q2 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-9- 0.43% |
$1.05K - $1.59K
|
2.1K
$60K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9- 69.23% |
$1.05K - $1.59K
|
4
$114
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10- 0.2% |
$1.17K - $1.77K
|
5.05K
$144K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10- 1.33% |
$1.17K - $1.77K
|
740
$21.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-10- 0.39% |
$1.17K - $1.77K
|
2.53K
$72.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-10- 0.24% |
$1.17K - $1.77K
|
4.2K
$120K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10- 9.09% |
$1.17K - $1.77K
|
100
$2.85K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-12- 80.0% |
$1.41K - $2.12K
|
3
$85.6
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13- 0.67% |
$1.52K - $2.3K
|
1.92K
$54.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-15- 5.36% |
$1.76K - $2.65K
|
265
$7.56K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.34% |
$1.76K - $2.65K
|
4.42K
$126K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-16Closed |
$1.87K - $2.83K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 17.53% |
$1.99K - $3K
|
80
$2.28K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-17- 0.42% |
$1.99K - $3K
|
4K
$114K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18- 0.11% |
$2.11K - $3.18K
|
15.9K
$453K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-20- 14.81% |
$2.34K - $3.53K
|
115
$3.28K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20- 15.15% |
$2.34K - $3.53K
|
112
$3.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-20- 17.09% |
$2.34K - $3.53K
|
97
$2.77K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-21- 40.38% |
$2.46K - $3.71K
|
31
$885
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21- 19.81% |
$2.46K - $3.71K
|
85
$2.43K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-21Closed |
$2.46K - $3.71K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-24- 3.64% |
$2.81K - $4.24K
|
635
$18.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-24- 1.02% |
$2.81K - $4.24K
|
2.34K
$66.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-26- 1.44% |
$3.05K - $4.59K
|
1.78K
$50.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-27- 1.02% |
$3.16K - $4.77K
|
2.61K
$74.6K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-28Closed |
$3.28K - $4.94K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-29- 0.37% |
$3.4K - $5.12K
|
7.73K
$221K
|
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-30- 1.38% |
$3.51K - $5.3K
|
2.14K
$61.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-30- 1.61% |
$3.51K - $5.3K
|
1.84K
$52.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-31- 1.46% |
$3.63K - $5.47K
|
2.09K
$59.6K
|