Purchases and Sales Made in Q3 2023 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 6.5% |
$771 - $1.01K
|
115
$3.28K
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-9- 0.09% |
$868 - $1.14K
|
9.99K
$285K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-10- 0.42% |
$964 - $1.27K
|
2.36K
$67.3K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-11Closed |
$1.06K - $1.39K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 3.45% |
$1.16K - $1.52K
|
336
$9.59K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-13- 28.26% |
$1.25K - $1.65K
|
33
$942
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-13- 1.97% |
$1.25K - $1.65K
|
647
$18.5K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 51.85% |
$1.35K - $1.77K
|
13
$371
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 51.85% |
$1.35K - $1.77K
|
13
$371
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-17- 0.53% |
$1.64K - $2.15K
|
3.17K
$90.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-19- 0.82% |
$1.83K - $2.41K
|
2.29K
$65.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-20- 0.56% |
$1.93K - $2.53K
|
3.54K
$101K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-20- 17.54% |
$1.93K - $2.53K
|
94
$2.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-21- 0.22% |
$2.02K - $2.66K
|
9.37K
$268K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-24- 3.43% |
$2.31K - $3.04K
|
676
$19.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
SELL
|
- |
-24- 4.0% |
$2.31K - $3.04K
|
576
$16.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-26- 0.33% |
$2.51K - $3.29K
|
7.94K
$227K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-27- 0.79% |
$2.6K - $3.42K
|
3.37K
$96.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-27- 30.68% |
$2.6K - $3.42K
|
61
$1.74K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-37- 16.82% |
$3.57K - $4.68K
|
183
$5.22K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-37- 26.81% |
$3.57K - $4.68K
|
101
$2.88K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-39- 1.21% |
$3.76K - $4.94K
|
3.18K
$90.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-39- 9.8% |
$3.76K - $4.94K
|
359
$10.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-40- 1.87% |
$3.86K - $5.06K
|
2.1K
$60K
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-44- 0.78% |
$4.24K - $5.57K
|
5.61K
$160K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-44- 4.3% |
$4.24K - $5.57K
|
980
$28K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-45- 81.82% |
$4.34K - $5.7K
|
10
$285
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-47- 2.07% |
$4.53K - $5.95K
|
2.22K
$63.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-50- 11.63% |
$4.82K - $6.33K
|
380
$10.8K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50- 11.63% |
$4.82K - $6.33K
|
380
$10.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-51- 1.93% |
$4.92K - $6.46K
|
2.59K
$73.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-54- 20.0% |
$5.21K - $6.84K
|
216
$6.16K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-68- 0.98% |
$6.56K - $8.61K
|
6.87K
$196K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-70- 97.22% |
$6.75K - $8.86K
|
2
$57.1
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-70- 31.82% |
$6.75K - $8.86K
|
150
$4.28K
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-70- 1.2% |
$6.75K - $8.86K
|
5.78K
$165K
|
|
|
Nov 14, 2023
Q3 2023
|
Nzs Capital, LLC
Denver, CO |
SELL
|
- |
-77- 0.17% |
$7.42K - $9.75K
|
44.3K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-77- 3.62% |
$7.42K - $9.75K
|
2.05K
$58.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-83- 1.64% |
$8K - $10.5K
|
4.99K
$142K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-92- 16.31% |
$8.87K - $11.6K
|
472
$13.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-92- 1.62% |
$8.87K - $11.6K
|
5.59K
$159K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-96- 43.64% |
$9.26K - $12.2K
|
124
$3.54K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-99- 0.33% |
$9.54K - $12.5K
|
29.5K
$841K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-105- 3.52% |
$10.1K - $13.3K
|
2.88K
$82.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-106- 4.38% |
$10.2K - $13.4K
|
2.31K
$66K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-108- 10.89% |
$10.4K - $13.7K
|
884
$25.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-113- 1.86% |
$10.9K - $14.3K
|
5.96K
$170K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-125- 94.7% |
$12.1K - $15.8K
|
7
$200
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-125- 55.56% |
$12.1K - $15.8K
|
100
$2.85K
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-129- 4.75% |
$12.4K - $16.3K
|
2.59K
$73.9K
|