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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
30New |
$3.55K - $6.3K
|
30
$984
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
30New |
$3.55K - $6.3K
|
30
$984
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26New |
$3.08K - $5.46K
|
26
$853
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
26+ 25.24% |
$3.08K - $5.46K
|
129
$4.23K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
24New |
$2.84K - $5.04K
|
24
$787
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
24+ 2.44% |
$2.84K - $5.04K
|
1.01K
$33.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
23New |
$2.72K - $4.83K
|
23
$754
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
23New |
$2.72K - $4.83K
|
23
$754
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
23New |
$2.72K - $4.83K
|
23
$754
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22New |
$2.6K - $4.62K
|
22
$721
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
22+ 0.29% |
$2.6K - $4.62K
|
7.58K
$249K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
21+ 0.27% |
$2.49K - $4.41K
|
7.77K
$255K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
21+ 0.97% |
$2.49K - $4.41K
|
2.19K
$71.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20New |
$2.37K - $4.2K
|
20
$656
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
20New |
$2.37K - $4.2K
|
20
$656
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
20+ 80.0% |
$2.37K - $4.2K
|
45
$1.48K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
20New |
$2.37K - $4.2K
|
20
$656
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 50.0% |
$2.01K - $3.57K
|
51
$1.67K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
17New |
$2.01K - $3.57K
|
17
$557
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
14+ 1400.0% |
$1.66K - $2.94K
|
15
$492
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
13+ 19.4% |
$1.54K - $2.73K
|
80
$2.62K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 12.04% |
$1.54K - $2.73K
|
121
$3.97K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 171.43% |
$1.42K - $2.52K
|
19
$623
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
11New |
$1.3K - $2.31K
|
11
$361
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11New |
$1.3K - $2.31K
|
11
$361
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 44.0% |
$1.3K - $2.31K
|
36
$1.18K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
10+ 22.22% |
$1.18K - $2.1K
|
55
$1.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
10New |
$1.18K - $2.1K
|
10
$328
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 27.27% |
$1.07K - $1.89K
|
42
$1.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
9New |
$1.07K - $1.89K
|
9
$295
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.25% |
$947 - $1.68K
|
3.23K
$106K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 88.89% |
$947 - $1.68K
|
17
$557
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.28% |
$829 - $1.47K
|
2.51K
$82.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 100.0% |
$829 - $1.47K
|
14
$459
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
7+ 1.39% |
$829 - $1.47K
|
509
$16.7K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6New |
$710 - $1.26K
|
6
$197
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6New |
$710 - $1.26K
|
6
$197
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6New |
$710 - $1.26K
|
6
$197
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$710 - $1.26K
|
6
$197
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
5New |
$592 - $1.05K
|
5
$164
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
4+ 100.0% |
$474 - $840
|
8
$262
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
4+ 23.53% |
$474 - $840
|
21
$689
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4New |
$474 - $840
|
4
$131
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$474 - $840
|
4
$131
|
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.02% |
$355 - $630
|
13K
$427K
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
2New |
$237 - $420
|
2
$65.6
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.1% |
$237 - $420
|
1.92K
$63.1K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 4.35% |
$237 - $420
|
48
$1.57K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
2+ 0.11% |
$237 - $420
|
1.81K
$59.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 33.33% |
$118 - $210
|
4
$131
|