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 14, 2022
Q3 2022
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
30+ 0.39% |
$3.54K - $5.83K
|
7.75K
$221K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29+ 27.88% |
$3.42K - $5.63K
|
133
$3.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 35.0% |
$3.31K - $5.44K
|
108
$3.08K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
25+ 0.33% |
$2.95K - $4.85K
|
7.67K
$219K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
25New |
$2.95K - $4.85K
|
25
$714
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
25+ 14.29% |
$2.95K - $4.85K
|
200
$5.71K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 72.73% |
$2.83K - $4.66K
|
57
$1.63K
|
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
21+ 0.29% |
$2.48K - $4.08K
|
7.37K
$210K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
20+ 7.69% |
$2.36K - $3.88K
|
280
$7.99K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20+ 7.69% |
$2.36K - $3.88K
|
280
$7.99K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
20+ 66.67% |
$2.36K - $3.88K
|
50
$1.43K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20+ 0.14% |
$2.36K - $3.88K
|
14.8K
$422K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
18+ 1.05% |
$2.13K - $3.5K
|
1.73K
$49.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
18+ 21.18% |
$2.13K - $3.5K
|
103
$2.94K
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
17+ 12.14% |
$2.01K - $3.3K
|
157
$4.48K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
15New |
$1.77K - $2.91K
|
15
$428
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 6.39% |
$1.65K - $2.72K
|
233
$6.65K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
12+ 11.21% |
$1.42K - $2.33K
|
119
$3.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12+ 0.26% |
$1.42K - $2.33K
|
4.64K
$132K
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
11+ 0.59% |
$1.3K - $2.14K
|
1.87K
$53.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
11+ 5.5% |
$1.3K - $2.14K
|
211
$6.02K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
11+ 52.38% |
$1.3K - $2.14K
|
32
$913
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
10New |
$1.18K - $1.94K
|
10
$285
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 23.81% |
$1.18K - $1.94K
|
52
$1.48K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10+ 6.94% |
$1.18K - $1.94K
|
154
$4.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 4.52% |
$1.18K - $1.94K
|
231
$6.59K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 2.6% |
$1.18K - $1.94K
|
395
$11.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
9+ 7.63% |
$1.06K - $1.75K
|
127
$3.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6+ 0.0% |
$708 - $1.17K
|
272K
$7.77M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.25% |
$708 - $1.17K
|
2.44K
$69.6K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6New |
$708 - $1.17K
|
6
$171
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 125.0% |
$590 - $971
|
9
$257
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 1.07% |
$472 - $777
|
379
$10.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4+ 0.15% |
$472 - $777
|
2.62K
$74.7K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
4New |
$472 - $777
|
4
$114
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 9.68% |
$354 - $583
|
34
$970
|
|
|
Oct 19, 2022
Q3 2022
|
Gam Holding Ag
|
BUY
|
- |
3+ 0.07% |
$354 - $583
|
4.29K
$122K
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
3+ 0.08% |
$354 - $583
|
3.93K
$112K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
$354 - $583
|
3
$85.6
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 12.5% |
$236 - $388
|
18
$514
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2+ 0.57% |
$236 - $388
|
352
$10K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$118 - $194
|
1
$28.5
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.65% |
$118 - $194
|
155
$4.42K
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1+ 0.85% |
$118 - $194
|
118
$3.37K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 5.26% |
$118 - $194
|
20
$571
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1- 0.4% |
$118 - $194
|
250
$7.14K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-2- 0.2% |
$236 - $388
|
1K
$28.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2- 0.23% |
$236 - $388
|
865
$24.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2- 2.0% |
$236 - $388
|
98
$2.8K
|