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 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
117+ 136.05% |
$11.3K - $14.8K
|
203
$6.91K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
111+ 176.19% |
$10.7K - $14.1K
|
174
$5.93K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
110+ 1.06% |
$10.6K - $13.9K
|
10.5K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
106+ 75.71% |
$10.2K - $13.4K
|
246
$8.38K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
101+ 126.25% |
$9.74K - $12.8K
|
181
$6.16K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
100+ 22.22% |
$9.64K - $12.7K
|
550
$18.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$9.64K - $12.7K
|
100
$3.41K
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
95New |
$9.16K - $12K
|
95
$3.24K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
93+ 2.3% |
$8.97K - $11.8K
|
4.13K
$141K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
90+ 450.0% |
$8.68K - $11.4K
|
110
$3.75K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
90+ 3.25% |
$8.68K - $11.4K
|
2.86K
$97.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
89+ 6.29% |
$8.58K - $11.3K
|
1.5K
$51.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
89+ 4.0% |
$8.58K - $11.3K
|
2.32K
$78.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
86+ 0.69% |
$8.29K - $10.9K
|
12.5K
$425K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
86+ 614.29% |
$8.29K - $10.9K
|
100
$3.41K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
84+ 3.2% |
$8.1K - $10.6K
|
2.71K
$92.3K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
82+ 19.48% |
$7.91K - $10.4K
|
503
$17.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
81+ 197.56% |
$7.81K - $10.3K
|
122
$4.16K
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
80+ 29.63% |
$7.71K - $10.1K
|
350
$11.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
79+ 63.2% |
$7.62K - $10K
|
204
$6.95K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
77+ 2.23% |
$7.42K - $9.75K
|
3.54K
$120K
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
77New |
$7.42K - $9.75K
|
77
$2.62K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
75New |
$7.23K - $9.5K
|
75
$2.55K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
73New |
$7.04K - $9.24K
|
73
$2.49K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
71+ 1.23% |
$6.85K - $8.99K
|
5.85K
$199K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
70+ 46.67% |
$6.75K - $8.86K
|
220
$7.49K
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
69+ 32.39% |
$6.65K - $8.74K
|
282
$9.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
67+ 2.83% |
$6.46K - $8.48K
|
2.43K
$82.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
65+ 31.4% |
$6.27K - $8.23K
|
272
$9.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
61+ 26.07% |
$5.88K - $7.72K
|
295
$10K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
56New |
$5.4K - $7.09K
|
56
$1.91K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55+ 1.2% |
$5.3K - $6.96K
|
4.64K
$158K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
55+ 0.22% |
$5.3K - $6.96K
|
25.6K
$872K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
50+ 6.96% |
$4.82K - $6.33K
|
768
$26.2K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 66.67% |
$4.82K - $6.33K
|
125
$4.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
50New |
$4.82K - $6.33K
|
50
$1.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
49+ 3.25% |
$4.72K - $6.2K
|
1.56K
$53.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
46+ 13.65% |
$4.43K - $5.82K
|
383
$13K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
45+ 2.76% |
$4.34K - $5.7K
|
1.68K
$57.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
43+ 66.15% |
$4.15K - $5.44K
|
108
$3.68K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
40New |
$3.86K - $5.06K
|
40
$1.36K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
35New |
$3.37K - $4.43K
|
35
$1.19K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
35+ 11.67% |
$3.37K - $4.43K
|
335
$11.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
34+ 22.22% |
$3.28K - $4.3K
|
187
$6.37K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
33+ 137.5% |
$3.18K - $4.18K
|
57
$1.94K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31+ 36.05% |
$2.99K - $3.92K
|
117
$3.99K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30+ 2.6% |
$2.89K - $3.8K
|
1.18K
$40.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
30New |
$2.89K - $3.8K
|
30
$1.02K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25+ 625.0% |
$2.41K - $3.17K
|
29
$988
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
25+ 1.29% |
$2.41K - $3.17K
|
1.97K
$67K
|