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 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-32- 11.31% |
$3.75K - $5.65K
|
251
$7.16K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-32- 9.76% |
$3.75K - $5.65K
|
296
$8.45K
|
|
|
Aug 05, 2022
Q2 2022
|
Humankind Investments LLC
|
SELL
|
- |
-33- 1.46% |
$3.87K - $5.83K
|
2.23K
$63.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-34- 0.94% |
$3.98K - $6K
|
3.6K
$103K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-34- 3.38% |
$3.98K - $6K
|
973
$27.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-36- 15.32% |
$4.22K - $6.36K
|
199
$5.68K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-37Closed |
$4.33K - $6.53K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-38- 1.96% |
$4.45K - $6.71K
|
1.9K
$54.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-40- 5.28% |
$4.69K - $7.06K
|
718
$20.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-42- 26.09% |
$4.92K - $7.42K
|
119
$3.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-43Closed |
$5.04K - $7.59K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-44Closed |
$5.15K - $7.77K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-45- 81.82% |
$5.27K - $7.95K
|
10
$285
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-45- 0.1% |
$5.27K - $7.95K
|
45.7K
$1.3M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50- 16.13% |
$5.86K - $8.83K
|
260
$7.42K
|
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-50- 2.45% |
$5.86K - $8.83K
|
1.99K
$56.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-50- 25.77% |
$5.86K - $8.83K
|
144
$4.11K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-50- 16.13% |
$5.86K - $8.83K
|
260
$7.42K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-50- 1.56% |
$5.86K - $8.83K
|
3.17K
$90.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-50Closed |
$5.86K - $8.83K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-50- 2.77% |
$5.86K - $8.83K
|
1.76K
$50.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-50- 28.9% |
$5.86K - $8.83K
|
123
$3.51K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-52- 9.51% |
$6.09K - $9.18K
|
495
$14.1K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-53- 5.02% |
$6.21K - $9.36K
|
1K
$28.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-54- 11.46% |
$6.33K - $9.54K
|
417
$11.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-54- 22.59% |
$6.33K - $9.54K
|
185
$5.28K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-59Closed |
$6.91K - $10.4K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-60- 3.3% |
$7.03K - $10.6K
|
1.76K
$50.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-64- 2.91% |
$7.5K - $11.3K
|
2.14K
$61K
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-64- 5.33% |
$7.5K - $11.3K
|
1.14K
$32.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-65- 3.22% |
$7.61K - $11.5K
|
1.95K
$55.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-69- 3.25% |
$8.08K - $12.2K
|
2.06K
$58.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-69Closed |
$8.08K - $12.2K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-70- 21.74% |
$8.2K - $12.4K
|
252
$7.19K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-70Closed |
$8.2K - $12.4K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-72- 7.04% |
$8.43K - $12.7K
|
951
$27.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-75- 27.27% |
$8.78K - $13.2K
|
200
$5.71K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-75- 60.0% |
$8.78K - $13.2K
|
50
$1.43K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-78- 1.69% |
$9.14K - $13.8K
|
4.52K
$129K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-78- 17.65% |
$9.14K - $13.8K
|
364
$10.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-80Closed |
$9.37K - $14.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-86Closed |
$10.1K - $15.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-89- 3.1% |
$10.4K - $15.7K
|
2.79K
$79.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-90- 42.06% |
$10.5K - $15.9K
|
124
$3.54K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-95- 41.85% |
$11.1K - $16.8K
|
132
$3.77K
|
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
SELL
|
- |
-99- 1.42% |
$11.6K - $17.5K
|
6.89K
$197K
|
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-100- 41.67% |
$11.7K - $17.7K
|
140
$4K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 4.3% |
$11.7K - $17.7K
|
2.22K
$63.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-100- 17.39% |
$11.7K - $17.7K
|
475
$13.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-100Closed |
$11.7K - $17.7K
|
0
$0
|