Purchases and Sales Made in Q3 2022 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
164+ 2.15% |
$19.4K - $31.8K
|
7.8K
$332K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
153+ 5.6% |
$18.1K - $29.7K
|
2.89K
$123K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150+ 38.96% |
$17.7K - $29.1K
|
535
$22.8K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
149+ 6.48% |
$17.6K - $28.9K
|
2.45K
$104K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
146+ 13.46% |
$17.2K - $28.4K
|
1.23K
$52.4K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
139+ 3.63% |
$16.4K - $27K
|
3.97K
$169K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
139+ 2.07% |
$16.4K - $27K
|
6.86K
$292K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
139+ 15.92% |
$16.4K - $27K
|
1.01K
$43.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
137+ 6.22% |
$16.2K - $26.6K
|
2.34K
$99.7K
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
129+ 6.06% |
$15.2K - $25K
|
2.26K
$96.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
125+ 4.29% |
$14.8K - $24.3K
|
3.04K
$129K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
121+ 1.62% |
$14.3K - $23.5K
|
7.58K
$323K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
120+ 100.84% |
$14.2K - $23.3K
|
239
$10.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
118+ 2.19% |
$13.9K - $22.9K
|
5.5K
$234K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
115+ 36.74% |
$13.6K - $22.3K
|
428
$18.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
105New |
$12.4K - $20.4K
|
105
$4.47K
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
100New |
$11.8K - $19.4K
|
100
$4.26K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 11.31% |
$11.8K - $19.4K
|
984
$41.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
99+ 4.89% |
$11.7K - $19.2K
|
2.12K
$90.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
98+ 3.04% |
$11.6K - $19K
|
3.33K
$142K
|
|
|
Nov 14, 2022
Q3 2022
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
96+ 0.38% |
$11.3K - $18.6K
|
25.4K
$1.08M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
93+ 33.21% |
$11K - $18.1K
|
373
$15.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
92+ 4.37% |
$10.9K - $17.9K
|
2.2K
$93.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
92+ 6.28% |
$10.9K - $17.9K
|
1.56K
$66.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
87+ 1.94% |
$10.3K - $16.9K
|
4.58K
$195K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
85+ 0.69% |
$10K - $16.5K
|
12.5K
$531K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
85+ 20.38% |
$10K - $16.5K
|
502
$21.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
81+ 3.47% |
$9.56K - $15.7K
|
2.42K
$103K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
78+ 31.84% |
$9.21K - $15.1K
|
323
$13.8K
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
77+ 2.2% |
$9.09K - $15K
|
3.57K
$152K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
76+ 0.19% |
$8.97K - $14.8K
|
40.3K
$1.72M
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
76+ 0.53% |
$8.97K - $14.8K
|
14.5K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
70+ 1.3% |
$8.26K - $13.6K
|
5.47K
$233K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
70+ 60.87% |
$8.26K - $13.6K
|
185
$7.88K
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
65+ 0.29% |
$7.67K - $12.6K
|
22.8K
$973K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
63+ 1.95% |
$7.44K - $12.2K
|
3.29K
$140K
|
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
63+ 3.68% |
$7.44K - $12.2K
|
1.77K
$75.5K
|
|
|
Oct 24, 2022
Q3 2022
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
57+ 0.12% |
$6.73K - $11.1K
|
46.6K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
56+ 0.26% |
$6.61K - $10.9K
|
21.2K
$902K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
53+ 6.84% |
$6.26K - $10.3K
|
828
$35.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 1.83% |
$5.9K - $9.71K
|
2.78K
$119K
|
|
|
Feb 07, 2023
Q3 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
50+ 0.5% |
$5.9K - $9.71K
|
10.1K
$428K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
46+ 7.24% |
$5.43K - $8.93K
|
681
$29K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
41+ 1.15% |
$4.84K - $7.96K
|
3.61K
$154K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
40+ 20.1% |
$4.72K - $7.77K
|
239
$10.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
39+ 2.2% |
$4.6K - $7.57K
|
1.81K
$77.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
35+ 2.88% |
$4.13K - $6.8K
|
1.25K
$53.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
33+ 1.52% |
$3.9K - $6.41K
|
2.2K
$93.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
30+ 0.39% |
$3.54K - $5.83K
|
7.75K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
30+ 250.0% |
$3.54K - $5.83K
|
42
$1.79K
|