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 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-4- 0.05% |
$472 - $777
|
8.48K
$363K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-7- 5.83% |
$826 - $1.36K
|
113
$4.84K
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-7- 4.79% |
$826 - $1.36K
|
139
$5.96K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-7- 17.07% |
$826 - $1.36K
|
34
$1.46K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 50.0% |
$826 - $1.36K
|
7
$300
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8- 0.32% |
$945 - $1.55K
|
2.52K
$108K
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-9Closed |
$1.06K - $1.75K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-9- 3.57% |
$1.06K - $1.75K
|
243
$10.4K
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-10- 0.28% |
$1.18K - $1.94K
|
3.59K
$154K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10Closed |
$1.18K - $1.94K
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15- 21.74% |
$1.77K - $2.91K
|
54
$2.31K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-19- 1.0% |
$2.24K - $3.69K
|
1.87K
$80.3K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-20- 44.44% |
$2.36K - $3.88K
|
25
$1.07K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-20- 22.22% |
$2.36K - $3.88K
|
70
$3K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-22- 3.43% |
$2.6K - $4.27K
|
620
$26.6K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-22- 0.94% |
$2.6K - $4.27K
|
2.33K
$99.6K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-24- 3.1% |
$2.83K - $4.66K
|
750
$32.1K
|
|
Oct 05, 2022
Q3 2022
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-25- 0.38% |
$2.95K - $4.85K
|
6.54K
$280K
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-25- 0.81% |
$2.95K - $4.85K
|
3.05K
$131K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-25- 1.36% |
$2.95K - $4.85K
|
1.81K
$77.6K
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-25- 75.76% |
$2.95K - $4.85K
|
8
$343
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-29- 7.38% |
$3.42K - $5.63K
|
364
$15.6K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-32- 68.09% |
$3.78K - $6.21K
|
15
$643
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-33- 1.66% |
$3.9K - $6.41K
|
1.96K
$83.8K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-34- 1.25% |
$4.01K - $6.6K
|
2.68K
$115K
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-34- 0.27% |
$4.01K - $6.6K
|
12.7K
$546K
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-35- 0.78% |
$4.13K - $6.8K
|
4.45K
$191K
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-35- 0.39% |
$4.13K - $6.8K
|
8.84K
$379K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-36- 4.09% |
$4.25K - $6.99K
|
845
$36.2K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-38- 55.07% |
$4.49K - $7.38K
|
31
$1.33K
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-40- 1.73% |
$4.72K - $7.77K
|
2.27K
$97.1K
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-45- 40.18% |
$5.31K - $8.74K
|
67
$2.87K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-45- 44.55% |
$5.31K - $8.74K
|
56
$2.4K
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-47- 0.41% |
$5.55K - $9.13K
|
11.4K
$488K
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-47- 2.12% |
$5.55K - $9.13K
|
2.17K
$93K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-47- 2.49% |
$5.55K - $9.13K
|
1.84K
$78.8K
|
|
Oct 31, 2022
Q3 2022
|
Chelsea Counsel CO
|
SELL
|
- |
-50- 0.8% |
$5.9K - $9.71K
|
6.2K
$266K
|
|
Oct 11, 2022
Q3 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 10.87% |
$5.9K - $9.71K
|
410
$17.6K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 2.82% |
$5.9K - $9.71K
|
1.72K
$73.7K
|
|
Nov 10, 2022
Q3 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-53- 1.93% |
$6.26K - $10.3K
|
2.69K
$115K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-54- 59.34% |
$6.38K - $10.5K
|
37
$1.59K
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-54- 0.59% |
$6.38K - $10.5K
|
9.15K
$392K
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-63- 6.62% |
$7.44K - $12.2K
|
888
$38.1K
|
|
Nov 14, 2022
Q3 2022
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-63- 0.76% |
$7.44K - $12.2K
|
8.19K
$351K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-64- 2.65% |
$7.56K - $12.4K
|
2.35K
$101K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-64- 2.65% |
$7.56K - $12.4K
|
2.35K
$101K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-66- 8.34% |
$7.79K - $12.8K
|
725
$31.1K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-69- 14.35% |
$8.15K - $13.4K
|
412
$17.7K
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-75- 0.62% |
$8.86K - $14.6K
|
12K
$512K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-77- 24.44% |
$9.09K - $15K
|
238
$10.2K
|