Purchases and Sales Made in Q2 2023 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-273- 5.67% |
$32.4K - $43.8K
|
4.54K
$148K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-280- 12.34% |
$33.2K - $44.9K
|
1.99K
$64.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-322- 17.58% |
$38.2K - $51.7K
|
1.51K
$49.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-330- 12.24% |
$39.1K - $53K
|
2.37K
$77.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-330- 14.51% |
$39.1K - $53K
|
1.95K
$63.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-345- 14.81% |
$40.9K - $55.4K
|
1.98K
$64.7K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-346- 14.0% |
$41K - $55.5K
|
2.13K
$69.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-352- 11.92% |
$41.7K - $56.5K
|
2.6K
$84.8K
|
|
|
Jul 07, 2023
Q2 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-360- 3.46% |
$42.7K - $57.8K
|
10K
$328K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-361- 16.03% |
$42.8K - $58K
|
1.89K
$61.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-363- 2.38% |
$43K - $58.3K
|
14.9K
$486K
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-365- 16.67% |
$43.3K - $58.6K
|
1.83K
$59.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-366- 13.02% |
$43.4K - $58.8K
|
2.45K
$79.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-367- 4.95% |
$43.5K - $58.9K
|
7.04K
$230K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-374- 1.48% |
$44.3K - $60K
|
24.9K
$812K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-380- 24.47% |
$45K - $61K
|
1.17K
$38.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 8.0% |
$47.4K - $64.2K
|
4.6K
$150K
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-400- 2.47% |
$47.4K - $64.2K
|
15.8K
$515K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-425- 12.08% |
$50.4K - $68.2K
|
3.09K
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-425- 1.0% |
$50.4K - $68.2K
|
42.1K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-429- 9.75% |
$50.8K - $68.9K
|
3.97K
$129K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-429- 1.64% |
$50.8K - $68.9K
|
25.7K
$837K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-438- 19.68% |
$51.9K - $70.3K
|
1.79K
$58.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-444- 88.8% |
$52.6K - $71.3K
|
56
$1.83K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-450- 29.3% |
$53.3K - $72.2K
|
1.09K
$35.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-450- 29.3% |
$53.3K - $72.2K
|
1.09K
$35.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-453- 9.06% |
$53.7K - $72.7K
|
4.55K
$148K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-461- 8.33% |
$54.6K - $74K
|
5.07K
$165K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-470- 3.08% |
$55.7K - $75.4K
|
14.8K
$483K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-490- 3.32% |
$58.1K - $78.7K
|
14.3K
$466K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-500- 50.0% |
$59.3K - $80.3K
|
500
$16.3K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-500- 6.43% |
$59.3K - $80.3K
|
7.28K
$237K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-506- 31.14% |
$60K - $81.2K
|
1.12K
$36.5K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-508- 7.85% |
$60.2K - $81.5K
|
5.96K
$194K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-508- 7.85% |
$60.2K - $81.5K
|
5.96K
$194K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-525- 1.88% |
$62.2K - $84.3K
|
27.4K
$895K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-530- 23.75% |
$62.8K - $85.1K
|
1.7K
$55.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-532- 6.0% |
$63K - $85.4K
|
8.34K
$272K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-534- 1.3% |
$63.3K - $85.7K
|
40.5K
$1.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-542- 12.72% |
$64.2K - $87K
|
3.72K
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-545- 0.6% |
$64.6K - $87.5K
|
89.6K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-575- 1.65% |
$68.1K - $92.3K
|
34.3K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-578- 25.14% |
$68.5K - $92.8K
|
1.72K
$56.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-585- 5.8% |
$69.3K - $93.9K
|
9.5K
$310K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-599- 16.82% |
$71K - $96.2K
|
2.96K
$96.6K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-616- 20.28% |
$73K - $98.9K
|
2.42K
$78.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-616- 20.28% |
$73K - $98.9K
|
2.42K
$78.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-644- 11.01% |
$76.3K - $103K
|
5.21K
$170K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-646- 23.41% |
$76.6K - $104K
|
2.11K
$68.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-655- 90.97% |
$77.6K - $105K
|
65
$2.12K
|