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 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
130+ 3.05% |
$15.4K - $20.9K
|
4.39K
$143K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
130+ 14.54% |
$15.4K - $20.9K
|
1.02K
$33.4K
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
124+ 0.02% |
$14.7K - $19.9K
|
581K
$18.9M
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
118+ 4.77% |
$14K - $18.9K
|
2.59K
$84.5K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
117+ 2.39% |
$13.9K - $18.8K
|
5.02K
$163K
|
|
Aug 14, 2023
Q2 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
116+ 6.27% |
$13.7K - $18.6K
|
1.97K
$64.1K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
110+ 5500.0% |
$13K - $17.7K
|
112
$3.65K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
110+ 1.9% |
$13K - $17.7K
|
5.9K
$192K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
100+ 100.0% |
$11.9K - $16.1K
|
200
$6.52K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
100New |
$11.9K - $16.1K
|
100
$3.26K
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
100+ 5.48% |
$11.9K - $16.1K
|
1.93K
$62.8K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
100New |
$11.9K - $16.1K
|
100
$3.26K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
95+ 39.26% |
$11.3K - $15.3K
|
337
$11K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
91+ 2.12% |
$10.8K - $14.6K
|
4.38K
$143K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
88+ 135.38% |
$10.4K - $14.1K
|
153
$4.99K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
88New |
$10.4K - $14.1K
|
88
$2.87K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
87+ 6.56% |
$10.3K - $14K
|
1.41K
$46.1K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
83+ 7.75% |
$9.84K - $13.3K
|
1.15K
$37.6K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
82+ 4.74% |
$9.72K - $13.2K
|
1.81K
$59.1K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
80New |
$9.48K - $12.8K
|
80
$2.61K
|
|
Aug 14, 2023
Q2 2023
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
BUY
|
- |
78+ 0.11% |
$9.24K - $12.5K
|
68.2K
$2.22M
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
75+ 40.54% |
$8.89K - $12K
|
260
$8.48K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
73+ 1.67% |
$8.65K - $11.7K
|
4.45K
$145K
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
70+ 1.21% |
$8.3K - $11.2K
|
5.85K
$191K
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.53% |
$8.18K - $11.1K
|
13K
$424K
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
68+ 1.1% |
$8.06K - $10.9K
|
6.22K
$203K
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
68+ 1.1% |
$8.06K - $10.9K
|
6.22K
$203K
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
67+ 4.03% |
$7.94K - $10.8K
|
1.73K
$56.4K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
65+ 1.46% |
$7.7K - $10.4K
|
4.53K
$148K
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
62+ 1.04% |
$7.35K - $9.95K
|
6.05K
$197K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
60+ 10.0% |
$7.11K - $9.63K
|
660
$21.5K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
58+ 1.81% |
$6.87K - $9.31K
|
3.26K
$106K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
57New |
$6.75K - $9.15K
|
57
$1.86K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50New |
$5.93K - $8.03K
|
50
$1.63K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 3.29% |
$5.93K - $8.03K
|
1.57K
$51.2K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50+ 13.16% |
$5.93K - $8.03K
|
430
$14K
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
50+ 1.04% |
$5.93K - $8.03K
|
4.84K
$158K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
50+ 22.52% |
$5.93K - $8.03K
|
272
$8.87K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
50+ 13.16% |
$5.93K - $8.03K
|
430
$14K
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
48+ 126.32% |
$5.69K - $7.71K
|
86
$2.8K
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
46+ 28.57% |
$5.45K - $7.38K
|
207
$6.75K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
46+ 2.3% |
$5.45K - $7.38K
|
2.05K
$66.7K
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
40+ 2.21% |
$4.74K - $6.42K
|
1.85K
$60.3K
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
39+ 0.12% |
$4.62K - $6.26K
|
33.8K
$1.1M
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
38+ 0.81% |
$4.5K - $6.1K
|
4.74K
$155K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37+ 2.3% |
$4.38K - $5.94K
|
1.65K
$53.8K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
35+ 9.64% |
$4.15K - $5.62K
|
398
$13K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
35+ 58.33% |
$4.15K - $5.62K
|
95
$3.1K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
33+ 0.58% |
$3.91K - $5.3K
|
5.72K
$186K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
30+ 53.57% |
$3.56K - $4.82K
|
86
$2.8K
|