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 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-149- 5.03% |
$14.4K - $18.9K
|
2.81K
$111K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-153- 8.44% |
$14.8K - $19.4K
|
1.66K
$65.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-161- 6.32% |
$15.5K - $20.4K
|
2.39K
$94K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-161- 5.45% |
$15.5K - $20.4K
|
2.79K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-174- 4.68% |
$16.8K - $22K
|
3.55K
$140K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-175- 71.43% |
$16.9K - $22.2K
|
70
$2.76K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-176- 2.1% |
$17K - $22.3K
|
8.21K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-186- 0.75% |
$17.9K - $23.5K
|
24.7K
$974K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-190- 7.88% |
$18.3K - $24.1K
|
2.22K
$87.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-199- 23.95% |
$19.2K - $25.2K
|
632
$24.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-200- 17.87% |
$19.3K - $25.3K
|
919
$36.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-200- 3.31% |
$19.3K - $25.3K
|
5.85K
$230K
|
|
|
Oct 05, 2023
Q3 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-202- 2.76% |
$19.5K - $25.6K
|
7.11K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-204- 42.59% |
$19.7K - $25.8K
|
275
$10.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-205- 76.78% |
$19.8K - $26K
|
62
$2.44K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-206- 0.31% |
$19.9K - $26.1K
|
67.1K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-215- 8.88% |
$20.7K - $27.2K
|
2.21K
$87K
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-215- 9.71% |
$20.7K - $27.2K
|
2K
$78.8K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-216- 43.2% |
$20.8K - $27.3K
|
284
$11.2K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-218- 45.61% |
$21K - $27.6K
|
260
$10.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-230- 8.46% |
$22.2K - $29.1K
|
2.49K
$98.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-231- 11.61% |
$22.3K - $29.2K
|
1.76K
$69.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-240- 3.86% |
$23.1K - $30.4K
|
5.98K
$236K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-248- 1.65% |
$23.9K - $31.4K
|
14.8K
$583K
|
|
|
Oct 11, 2023
Q3 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-250- 2.49% |
$24.1K - $31.7K
|
9.8K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-250- 3.11% |
$24.1K - $31.7K
|
7.79K
$307K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-250- 4.19% |
$24.1K - $31.7K
|
5.71K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-250- 4.19% |
$24.1K - $31.7K
|
5.71K
$225K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-264- 14.98% |
$25.5K - $33.4K
|
1.5K
$59.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-265- 4.49% |
$25.5K - $33.6K
|
5.64K
$222K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-268- 5.11% |
$25.8K - $33.9K
|
4.98K
$196K
|
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-268- 4.49% |
$25.8K - $33.9K
|
5.7K
$225K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-271- 12.72% |
$26.1K - $34.3K
|
1.86K
$73.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-282- 11.61% |
$27.2K - $35.7K
|
2.15K
$84.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-285- 11.92% |
$27.5K - $36.1K
|
2.11K
$83K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-293- 11.26% |
$28.2K - $37.1K
|
2.31K
$91K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-299- 2.54% |
$28.8K - $37.9K
|
11.5K
$452K
|
|
|
Oct 26, 2023
Q3 2023
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-300- 1.02% |
$28.9K - $38K
|
29.1K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-307- 9.93% |
$29.6K - $38.9K
|
2.79K
$110K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
SELL
|
- |
-319- 58.0% |
$30.8K - $40.4K
|
231
$9.11K
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-325- 7.91% |
$31.3K - $41.1K
|
3.79K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-326- 23.54% |
$31.4K - $41.3K
|
1.06K
$41.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-328- 15.05% |
$31.6K - $41.5K
|
1.85K
$73K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-329- 0.48% |
$31.7K - $41.7K
|
68.4K
$2.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-330- 9.5% |
$31.8K - $41.8K
|
3.15K
$124K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-336- 5.54% |
$32.4K - $42.5K
|
5.72K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-339- 1.0% |
$32.7K - $42.9K
|
33.5K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-383- 0.49% |
$36.9K - $48.5K
|
77.8K
$3.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-400- 14.86% |
$38.6K - $50.6K
|
2.29K
$90.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-400- 0.69% |
$38.6K - $50.6K
|
57.3K
$2.26M
|