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 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1New |
$118 - $210
|
1
$32.8
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 4.55% |
$118 - $210
|
23
$754
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1New |
$118 - $210
|
1
$32.8
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1New |
$118 - $210
|
1
$32.8
|
|
|
Mar 10, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1+ 0.05% |
$118 - $210
|
2.12K
$69.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1New |
$118 - $210
|
1
$32.8
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$118 - $210
|
5.63K
$185K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-1- 0.84% |
$118 - $210
|
118
$3.87K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1- 0.06% |
$118 - $210
|
1.73K
$56.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-2- 0.11% |
$237 - $420
|
1.84K
$60.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-2- 0.28% |
$237 - $420
|
715
$23.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3- 42.86% |
$355 - $630
|
4
$131
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-3- 2.4% |
$355 - $630
|
122
$4K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-3- 2.42% |
$355 - $630
|
121
$3.97K
|
|
|
Jan 25, 2023
Q4 2022
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-4- 0.21% |
$474 - $840
|
1.9K
$62.4K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-5- 38.46% |
$592 - $1.05K
|
8
$262
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6Closed |
$710 - $1.26K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-8- 3.29% |
$947 - $1.68K
|
235
$7.71K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-8- 17.02% |
$947 - $1.68K
|
39
$1.28K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 1.09% |
$1.07K - $1.89K
|
820
$26.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 19.23% |
$1.18K - $2.1K
|
42
$1.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-10- 0.41% |
$1.18K - $2.1K
|
2.41K
$78.9K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 8.13% |
$1.18K - $2.1K
|
113
$3.71K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-11- 34.38% |
$1.3K - $2.31K
|
21
$689
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11- 3.72% |
$1.3K - $2.31K
|
285
$9.35K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-12- 3.85% |
$1.42K - $2.52K
|
300
$9.84K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-13- 30.95% |
$1.54K - $2.73K
|
29
$951
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-14- 5.88% |
$1.66K - $2.94K
|
224
$7.34K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-14- 0.31% |
$1.66K - $2.94K
|
4.44K
$146K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-15- 0.46% |
$1.78K - $3.15K
|
3.24K
$106K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-19- 0.15% |
$2.25K - $3.99K
|
12.7K
$415K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-23- 0.14% |
$2.72K - $4.83K
|
15.9K
$522K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-23- 0.64% |
$2.72K - $4.83K
|
3.56K
$117K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 21.74% |
$2.96K - $5.25K
|
90
$2.95K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-25- 12.5% |
$2.96K - $5.25K
|
175
$5.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-28- 0.32% |
$3.31K - $5.88K
|
8.66K
$284K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-29- 8.98% |
$3.43K - $6.09K
|
294
$9.64K
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-30- 1.08% |
$3.55K - $6.3K
|
2.74K
$89.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-30- 60.0% |
$3.55K - $6.3K
|
20
$656
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-34- 4.99% |
$4.02K - $7.14K
|
647
$21.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-40- 1.79% |
$4.74K - $8.4K
|
2.19K
$71.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 10.13% |
$4.74K - $8.4K
|
355
$11.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-41- 2.0% |
$4.85K - $8.61K
|
2.01K
$65.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-44- 28.57% |
$5.21K - $9.24K
|
110
$3.61K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-48- 1.15% |
$5.68K - $10.1K
|
4.13K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-48- 2.28% |
$5.68K - $10.1K
|
2.05K
$67.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-50- 27.03% |
$5.92K - $10.5K
|
135
$4.43K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-50- 0.37% |
$5.92K - $10.5K
|
13.3K
$437K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-50- 0.5% |
$5.92K - $10.5K
|
10K
$328K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-63- 4.98% |
$7.46K - $13.2K
|
1.2K
$39.4K
|