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 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
991+ 8.03% |
$95.5K - $125K
|
13.3K
$526K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
986+ 7.89% |
$95.1K - $125K
|
13.5K
$531K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
960+ 11.51% |
$92.6K - $122K
|
9.3K
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
930+ 6200.0% |
$89.7K - $118K
|
945
$37.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
910+ 2.33% |
$87.7K - $115K
|
39.9K
$1.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
887+ 15.03% |
$85.5K - $112K
|
6.79K
$268K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
880+ 25.66% |
$84.8K - $111K
|
4.31K
$170K
|
|
|
Nov 13, 2023
Q3 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
880+ 293.33% |
$84.8K - $111K
|
1.18K
$46.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
868+ 41.06% |
$83.7K - $110K
|
2.98K
$118K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
854+ 22.36% |
$82.3K - $108K
|
4.67K
$184K
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
851+ 35.18% |
$82K - $108K
|
3.27K
$129K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
827+ 8.91% |
$79.7K - $105K
|
10.1K
$399K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
824+ 25.28% |
$79.4K - $104K
|
4.08K
$161K
|
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
817+ 6.25% |
$78.8K - $103K
|
13.9K
$548K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
801+ 0.6% |
$77.2K - $101K
|
133K
$5.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
795+ 30.68% |
$76.6K - $101K
|
3.39K
$133K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
770+ 5.92% |
$74.2K - $97.5K
|
13.8K
$543K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
769+ 1.75% |
$74.1K - $97.4K
|
44.7K
$1.76M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
762+ 24.6% |
$73.5K - $96.5K
|
3.86K
$152K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
742+ 0.2% |
$71.5K - $93.9K
|
363K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
738+ 8.14% |
$71.2K - $93.4K
|
9.8K
$386K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
729+ 0.86% |
$70.3K - $92.3K
|
85K
$3.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
700+ 40.98% |
$67.5K - $88.6K
|
2.41K
$94.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
698+ 7.5% |
$67.3K - $88.4K
|
10K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
697+ 38.98% |
$67.2K - $88.2K
|
2.49K
$98K
|
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
BUY
|
- |
690+ 1.79% |
$66.5K - $87.4K
|
39.2K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
639+ 1.35% |
$61.6K - $80.9K
|
48K
$1.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
622+ 5.6% |
$60K - $78.8K
|
11.7K
$462K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
609+ 30.06% |
$58.7K - $77.1K
|
2.64K
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
586+ 12.6% |
$56.5K - $74.2K
|
5.24K
$206K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
580+ 18.92% |
$55.9K - $73.4K
|
3.65K
$144K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
562+ 7.11% |
$54.2K - $71.2K
|
8.47K
$334K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
562+ 30.81% |
$54.2K - $71.2K
|
2.39K
$94.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
552+ 0.46% |
$53.2K - $69.9K
|
120K
$4.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
532+ 17.53% |
$51.3K - $67.4K
|
3.57K
$141K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
527+ 11.12% |
$50.8K - $66.7K
|
5.27K
$208K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
526+ 13.11% |
$50.7K - $66.6K
|
4.54K
$179K
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
525+ 28.77% |
$50.6K - $66.5K
|
2.35K
$92.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
505+ 10.91% |
$48.7K - $63.9K
|
5.14K
$202K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
504+ 22.33% |
$48.6K - $63.8K
|
2.76K
$109K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
501+ 23.39% |
$48.3K - $63.4K
|
2.64K
$104K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
500+ 35.49% |
$48.2K - $63.3K
|
1.91K
$75.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
BUY
|
- |
500+ 11.68% |
$48.2K - $63.3K
|
4.78K
$188K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
497+ 12.7% |
$47.9K - $62.9K
|
4.41K
$174K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
497+ 12.7% |
$47.9K - $62.9K
|
4.41K
$174K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
490+ 408.33% |
$47.2K - $62K
|
610
$24K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
482+ 85.92% |
$46.5K - $61K
|
1.04K
$41.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
472+ 0.55% |
$45.5K - $59.8K
|
85.8K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
470+ 11.02% |
$45.3K - $59.5K
|
4.74K
$187K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
452+ 27.07% |
$43.6K - $57.2K
|
2.12K
$83.6K
|