Purchases and Sales Made in Q4 2022 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
139+ 2.31% |
$16.5K - $29.2K
|
6.15K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
139+ 0.96% |
$16.5K - $29.2K
|
14.6K
$479K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
130+ 54.17% |
$15.4K - $27.3K
|
370
$12.1K
|
|
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
127New |
$15K - $26.7K
|
127
$4.16K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
127+ 43.49% |
$15K - $26.7K
|
419
$13.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
125+ 7.27% |
$14.8K - $26.3K
|
1.85K
$60.5K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
123New |
$14.6K - $25.8K
|
123
$4.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
120+ 13.87% |
$14.2K - $25.2K
|
985
$32.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
116+ 0.44% |
$13.7K - $24.4K
|
26.5K
$867K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
115New |
$13.6K - $24.2K
|
115
$3.77K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
113+ 100.0% |
$13.4K - $23.7K
|
226
$7.41K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
108New |
$12.8K - $22.7K
|
108
$3.54K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
100+ 14.58% |
$11.8K - $21K
|
786
$25.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100New |
$11.8K - $21K
|
100
$3.28K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
100New |
$11.8K - $21K
|
100
$3.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100New |
$11.8K - $21K
|
100
$3.28K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
100New |
$11.8K - $21K
|
100
$3.28K
|
|
|
Feb 10, 2023
Q4 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
88+ 1.39% |
$10.4K - $18.5K
|
6.42K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
87+ 0.51% |
$10.3K - $18.3K
|
17.2K
$564K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
86+ 3.39% |
$10.2K - $18.1K
|
2.62K
$86K
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
81New |
$9.59K - $17K
|
81
$2.66K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
73New |
$8.64K - $15.3K
|
73
$2.39K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
73New |
$8.64K - $15.3K
|
73
$2.39K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
72New |
$8.52K - $15.1K
|
72
$2.36K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
71+ 2.55% |
$8.4K - $14.9K
|
2.85K
$93.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
70+ 2.31% |
$8.29K - $14.7K
|
3.11K
$102K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
70+ 125.0% |
$8.29K - $14.7K
|
126
$4.13K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
69New |
$8.17K - $14.5K
|
69
$2.26K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
69+ 32.7% |
$8.17K - $14.5K
|
280
$9.18K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
68New |
$8.05K - $14.3K
|
68
$2.23K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
61+ 0.87% |
$7.22K - $12.8K
|
7.09K
$233K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
61New |
$7.22K - $12.8K
|
61
$2K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
61New |
$7.22K - $12.8K
|
61
$2K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
57New |
$6.75K - $12K
|
57
$1.87K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
52New |
$6.16K - $10.9K
|
52
$1.71K
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
50+ 1.66% |
$5.92K - $10.5K
|
3.07K
$101K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
50New |
$5.92K - $10.5K
|
50
$1.64K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
50New |
$5.92K - $10.5K
|
50
$1.64K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48+ 0.12% |
$5.68K - $10.1K
|
39.5K
$1.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
48+ 12.66% |
$5.68K - $10.1K
|
427
$14K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
45+ 145.16% |
$5.33K - $9.45K
|
76
$2.49K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
44+ 2.26% |
$5.21K - $9.24K
|
1.99K
$65.4K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41+ 30.83% |
$4.85K - $8.61K
|
174
$5.71K
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
40+ 9.76% |
$4.74K - $8.4K
|
450
$14.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
40+ 3.2% |
$4.74K - $8.4K
|
1.29K
$42.3K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
39+ 105.41% |
$4.62K - $8.19K
|
76
$2.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
38New |
$4.5K - $7.98K
|
38
$1.25K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
38+ 111.76% |
$4.5K - $7.98K
|
72
$2.36K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
32New |
$3.79K - $6.72K
|
32
$1.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
30+ 2.33% |
$3.55K - $6.3K
|
1.32K
$43.3K
|