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 |
|---|---|---|---|---|---|---|---|
|
Mar 10, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1+ 0.05% |
$118 - $210
|
2.12K
$60.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1New |
$118 - $210
|
1
$28.5
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 33.33% |
$118 - $210
|
4
$114
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1New |
$118 - $210
|
1
$28.5
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1- 0.06% |
$118 - $210
|
1.73K
$49.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$118 - $210
|
5.63K
$161K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-1- 0.84% |
$118 - $210
|
118
$3.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-2- 0.11% |
$237 - $420
|
1.84K
$52.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-2- 0.28% |
$237 - $420
|
715
$20.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-3- 2.42% |
$355 - $630
|
121
$3.45K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-3- 2.4% |
$355 - $630
|
122
$3.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3- 42.86% |
$355 - $630
|
4
$114
|
|
|
Jan 25, 2023
Q4 2022
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-4- 0.21% |
$474 - $840
|
1.9K
$54.3K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-5- 38.46% |
$592 - $1.05K
|
8
$228
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6Closed |
$710 - $1.26K
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-8- 17.02% |
$947 - $1.68K
|
39
$1.11K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-8- 3.29% |
$947 - $1.68K
|
235
$6.71K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 1.09% |
$1.07K - $1.89K
|
820
$23.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-10- 0.41% |
$1.18K - $2.1K
|
2.41K
$68.7K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 8.13% |
$1.18K - $2.1K
|
113
$3.23K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 19.23% |
$1.18K - $2.1K
|
42
$1.2K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-11- 34.38% |
$1.3K - $2.31K
|
21
$599
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11- 3.72% |
$1.3K - $2.31K
|
285
$8.13K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-12- 3.85% |
$1.42K - $2.52K
|
300
$8.56K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-13- 30.95% |
$1.54K - $2.73K
|
29
$828
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-14- 0.31% |
$1.66K - $2.94K
|
4.44K
$127K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-14- 5.88% |
$1.66K - $2.94K
|
224
$6.39K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-15- 0.46% |
$1.78K - $3.15K
|
3.24K
$92.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-19- 0.15% |
$2.25K - $3.99K
|
12.7K
$362K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-23- 0.14% |
$2.72K - $4.83K
|
15.9K
$455K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-23- 0.64% |
$2.72K - $4.83K
|
3.56K
$102K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-25- 12.5% |
$2.96K - $5.25K
|
175
$4.99K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 21.74% |
$2.96K - $5.25K
|
90
$2.57K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-28- 0.32% |
$3.31K - $5.88K
|
8.66K
$247K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-29- 8.98% |
$3.43K - $6.09K
|
294
$8.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-30- 1.08% |
$3.55K - $6.3K
|
2.74K
$78.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-30- 60.0% |
$3.55K - $6.3K
|
20
$571
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-34- 4.99% |
$4.02K - $7.14K
|
647
$18.5K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 10.13% |
$4.74K - $8.4K
|
355
$10.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-40- 1.79% |
$4.74K - $8.4K
|
2.19K
$62.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-41- 2.0% |
$4.85K - $8.61K
|
2.01K
$57.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-44- 28.57% |
$5.21K - $9.24K
|
110
$3.14K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-48- 1.15% |
$5.68K - $10.1K
|
4.13K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-48- 2.28% |
$5.68K - $10.1K
|
2.05K
$58.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-50- 0.5% |
$5.92K - $10.5K
|
10K
$285K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-50- 0.37% |
$5.92K - $10.5K
|
13.3K
$380K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-50- 27.03% |
$5.92K - $10.5K
|
135
$3.85K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-63- 4.98% |
$7.46K - $13.2K
|
1.2K
$34.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-65- 2.13% |
$7.69K - $13.7K
|
2.99K
$85.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-65- 1.47% |
$7.69K - $13.7K
|
4.36K
$125K
|