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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
432+ 27.5% |
$41.6K - $54.7K
|
2K
$65.4K
|
|
|
Nov 14, 2023
Q3 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
423+ 17.36% |
$40.8K - $53.6K
|
2.86K
$93.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
402+ 6.55% |
$38.8K - $50.9K
|
6.54K
$214K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
400+ 20.45% |
$38.6K - $50.6K
|
2.36K
$76.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
393+ 12.22% |
$37.9K - $49.8K
|
3.61K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
382+ 14.77% |
$36.8K - $48.4K
|
2.97K
$97K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
374New |
$36.1K - $47.4K
|
374
$12.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
371+ 15.88% |
$35.8K - $47K
|
2.71K
$88.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
370+ 61.56% |
$35.7K - $46.8K
|
971
$31.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
368+ 20.35% |
$35.5K - $46.6K
|
2.18K
$71.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
358+ 0.48% |
$34.5K - $45.3K
|
74.9K
$2.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
315+ 16.04% |
$30.4K - $39.9K
|
2.28K
$74.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
314+ 15.2% |
$30.3K - $39.8K
|
2.38K
$77.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
303+ 9.66% |
$29.2K - $38.4K
|
3.44K
$112K
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
303+ 14.37% |
$29.2K - $38.4K
|
2.41K
$78.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
300+ 0.48% |
$28.9K - $38K
|
62.7K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
287+ 15.36% |
$27.7K - $36.3K
|
2.16K
$70.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
287+ 15.36% |
$27.7K - $36.3K
|
2.16K
$70.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
286+ 0.09% |
$27.6K - $36.2K
|
328K
$10.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
279+ 0.98% |
$26.9K - $35.3K
|
28.7K
$936K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
277+ 25.51% |
$26.7K - $35.1K
|
1.36K
$44.5K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
277+ 25.51% |
$26.7K - $35.1K
|
1.36K
$44.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
268+ 0.12% |
$25.8K - $33.9K
|
219K
$7.16M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
266New |
$25.6K - $33.7K
|
266
$8.69K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
260+ 13000.0% |
$25.1K - $32.9K
|
262
$8.56K
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
260+ 3.82% |
$25.1K - $32.9K
|
7.06K
$231K
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
259+ 5.35% |
$25K - $32.8K
|
5.1K
$167K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
248+ 5.23% |
$23.9K - $31.4K
|
4.99K
$163K
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
243+ 5.1% |
$23.4K - $30.8K
|
5.01K
$164K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
222+ 71.15% |
$21.4K - $28.1K
|
534
$17.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
221+ 7.23% |
$21.3K - $28K
|
3.28K
$107K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
218+ 4.81% |
$21K - $27.6K
|
4.75K
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
218New |
$21K - $27.6K
|
218
$7.12K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
200+ 175.44% |
$19.3K - $25.3K
|
314
$10.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
200+ 400.0% |
$19.3K - $25.3K
|
250
$8.16K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
200New |
$19.3K - $25.3K
|
200
$6.53K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
200New |
$19.3K - $25.3K
|
200
$6.53K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
197+ 6.3% |
$19K - $24.9K
|
3.32K
$108K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
180+ 54.05% |
$17.4K - $22.8K
|
513
$16.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
175+ 44.87% |
$16.9K - $22.2K
|
565
$18.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174+ 1.47% |
$16.8K - $22K
|
12K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
173+ 3.29% |
$16.7K - $21.9K
|
5.43K
$177K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
170New |
$16.4K - $21.5K
|
170
$5.55K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
165New |
$15.9K - $20.9K
|
165
$5.39K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
162+ 238.24% |
$15.6K - $20.5K
|
230
$7.51K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
154+ 2.51% |
$14.8K - $19.5K
|
6.3K
$206K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
150+ 300.0% |
$14.5K - $19K
|
200
$6.53K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
142+ 0.53% |
$13.7K - $18K
|
27.1K
$886K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
132+ 18.8% |
$12.7K - $16.7K
|
834
$27.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
124+ 1550.0% |
$12K - $15.7K
|
132
$4.31K
|